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Emrg Mkts SC Alphadex First Trust Newsroom
Major changes! Apple is reportedly developing ultra-thin and foldable iPhones.
According to reports, Apple plans to launch a thinner iPhone model than the current version starting next year, which will be cheaper than the Pro series; in addition, Apple will also develop two foldable devices, one larger that can be used as a laptop, and another smaller that can function as a foldable iPhone.
The year marks a turning point for iPhone, what does it mean for the supply chain?
Nomura believes that this year's iPhone 16 series is not fully adapted for AI applications in terms of hardware, and the iPhone 17 series to be launched in the second half of next year may be Apple's first true AI phone, at which point Apple may re-adjust its product line. It is expected that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material for the body, and additional heat dissipation components may be added.
Solid state batteries accelerate the reshaping of the lithium battery industry chain, eVTOL manufacturers call for breakthroughs in materials end | Focus on.
1. The contact mode between the solid state battery electrolyte and the active material has changed from solid-liquid contact to solid-solid contact, leading to a series of changes, including the attention to dry process technology and the corresponding equipment manufacturers are also iterating; 2. Solid-state batteries still face challenges in terms of cost and mass production; 3. The application end of eVTOL in the emerging industry xinxingchanye has attracted attention, with ehang believing that the current battery material end is still the bottleneck.
The Battery Film Special Committee advocates: resist "involutionary" vicious competition. Listed companies respond: prices will definitely return to rational levels in the future.
① The Battery Film Specialized Committee of the China Plastics Processing Industry Association advocates that the battery separator industry should not engage in price wars or market share disputes; ② Shenzhen Senior Technology Material stated that currently many small manufacturers are selling at a loss, and prices will definitely return to a more rational state in the future.
Is the lithium battery industry chain about to bottom out? Industry insiders expect prices to rebound next year, with leaders emphasizing a global layout.
Zhang Xiaofei, the chairman of Gaogong Lithium Battery, expects that the first quarter of next year will be the lowest point for prices, while the prices of battery main materials will begin to rise in the second quarter of next year.
The lithium battery sector has sounded the clarion call for a market counterattack, with technology stocks such as siasun robot&automation poised for takeoff.
Track the entire lifecycle of the main sector.
Lithium battery elimination match exam question: Will solid state batteries be cheaper than liquid ones? Will sodium batteries account for half of the market? | Direct hit at the "Battery Davos".
①After the expansion of power batteries, the industry elimination has also entered a deep water area; ②Although the industry generally expects full solid state batteries to become the "next generation battery", experts point out that the bottleneck of conductivity, production equipment and cost still needs to be addressed; ③Affected by the sharp drop in lithium prices, the industrialization speed of sodium batteries has slowed down, and sodium batteries will still need time to reduce costs and increase efficiency in order to win market share in the new round of energy storage competition.
The improvement in the supply-demand relationship has led to the average price of battery-grade lithium carbonate returning to 0.08 million yuan per ton. What will happen in the future?
Shanghai Ganglian e-commerce holdings' new energy fund research team analyzed to journalists that the short-term demand exceeding expectations has eased the continuous accumulation of warehouse inventory pressure, thereby promoting the market to repair the price level of this category; Founder Mo Ke of True Lithium believes that there is a 3-month time difference between lithium ore procurement and battery production, and this rise may be caused by capital disturbance. Next year, prices are feared to fall below 0.06 million yuan/ton, and it will still take about a year to clear the excess production capacity.
The dual catalysis of 'technology + demand' has once again brought a 'mini spring' to the industrialization process of solid state batteries.
As of today's closing, stocks related to solid state battery concept have risen by 2.64%. On November 7, Chongqing Changan Automobile and Tianneng New Energy jointly released solid state lithium battery technology without separator. This technology achieves for the first time in the industry the elimination of traditional liquid lithium battery separator by introducing a high-density composite solid-state electrolyte layer on the surface of the polarity sheet to replace the separator function.
Express News | Hong Kong stocks related to apple suppliers performed strongly, with Sunny Optical Technology rising more than 13%.
Traders reduce bets on Trump trades as emerging market assets rise.
As traders reduce their bets on Trump's victory, emerging assets surge significantly.
Exclusive | Unveiling the first mass-produced full solid state battery assembly line: the scale cost is not higher than liquid, but still can't be used in cars
①The first all-solid-state battery production line has sparked discussion again. The builder of the production line, a person from Pure Lithium New Energy Company, stated that current customers come from energy storage and electric two-wheelers, not involving power batteries; ②Pure Lithium New Energy has put into operation a production line with a target capacity of 200MWh, and has planned to expand production to 6GWh of solid-state energy storage battery production line; ③In the A-share market, companies are mainly focusing on technological routes involving oxides and sulfides.
The latest financial report, AI functions officially debut, Mac new product launch... This week is crucial for apple.
Analysts expect that Apple Intelligence feature may be disappointing, and the replacement demand stimulus may emerge in subsequent feature iterations; MAC's entire lineup will be equipped with the M4 chip, providing better performance support for AI functionality; The Q4 financial report of fiscal year 2024 is also on the way, and Goldman Sachs optimistically expects profits to greatly exceed consensus expectations.
The demand for electric vehicles has transmitted a "chilling" feeling upstream, causing Argentina's lithium mining to "hit the brakes".
Located in the americas' "lithium triangle", Argentina's salt flats were once one of the busiest lithium mining sites, but now companies are hitting the brakes one after another.
Domestic first full solid-state lithium battery production line officially put into operation.
①Recently, the first domestic full solid-state lithium battery production line was officially put into operation, marking the enterprise's research and production of pure lithium 50 amp-hour full solid-state battery entering a new phase of mass production; ②Currently, the target production capacity of the production line for pure lithium new energy fund is 200 megawatt-hours, which is equivalent to charging 0.2 million two-wheeled vehicles at the same time. After reaching full production capacity, it can produce thousands of solid-state batteries every day.
HSBC: In 2024, the issuance of bonds in EMEA emerging markets is expected to reach a record high.
jpmorgan expects that although the November US presidential election and escalating tensions in the Middle East may cause market volatility, this year the bond issuance volume in the emerging markets of Europe, the Middle East, and Africa (EMEA) will reach a record high.
5-minute full charge target! Global battery manufacturers are competing: Ning Wang leads the way, South Korean companies vow to catch up
①In the increasingly fierce electric vehicle race track in recent years, which company can be the first to resolve consumers' "range anxiety", perhaps whoever can seize the opportunity. ②Now, many Asian battery manufacturers are competing to develop a new generation of electric vehicle "super fast charging" batteries, which are expected to make the charging speed of electric vehicles as fast as refueling gasoline or diesel cars:
Harvesting the wool of negative electricity prices! There is a major transformation happening in the global electrical utilities market...
①Nowadays, when some consumers use electricity, they often can also earn money; ②During most of this spring and summer, Dutch resident Jeroen van Diesen has been 'rewarded' by using electricity.
Intraday overview | The three major indices are rising strongly! The ChiNext Index surged more than 2.5%; technology stocks, mainland real estate stocks are collectively strong, with R&F Properties surging nearly 14%, and Kuaishou rising more than 6%.
Network technology stocks collectively rise, with Kuaishou up over 6%, jd.com up nearly 6%, bilibili up over 4%, alibaba, baidu up over 2%, Meituan up nearly 2%, Tencent up over 1%.
Southeast Asian stock markets are strong! Global capital continues to pour in, how to seize this wave of market trends?
After experiencing the 'Black Monday' on August 5th, major stock indices in the Asia-Pacific region rebounded significantly, with Southeast Asian stock markets performing particularly well. Southeast Asian stock markets have consolidated their position as the most favored investment symbol for fund managers during the shifting policy of the Federal Reserve.