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In July, China's lithium-ion battery export value was $5.351 billion, a 7% year-on-year growth.
In July 2024, China's exports of lithium-ion batteries amounted to $5.351 billion, a 7% year-on-year increase. It is the first month-on-month increase in export volume since 2024.
Brokerage Morning Meeting Highlights: The industrialization of solid state batteries has begun, and China's lithium batteries will lead the world.
At today's brokerage morning meeting, HTSC believes that globalization and digitization have opened up opportunities for bottom-fishing in the auto parts sector; China Securities Co., Ltd. pointed out that sectors such as commercial aviation and aerospace are growing rapidly and are bullish on the structural recovery of the military industry sector; Citic Sec expressed that the industrialization of solid state batteries has begun and China's lithium batteries will lead the world.
Hong Kong Stock Opportunity Tracker | Xiaomi's second quarter revenue increased by nearly 30%, with a gross margin of 15.4% for autos; Latest exposure! Duan Yongping increased his holdings of Alibaba and Tencent.
cgn power's revenue in the first half of the year was approximately 39.377 billion yuan, a year-on-year increase of 0.3%; jd.com: as of August 20th, walmart no longer holds shares in the company.
Futu Morning Report | Will there be a rate cut in September? Latest statement from the Federal Reserve! Institutions: The sharp drop in the US stock market in early August is a reasonable adjustment, and the market may continue to fluctuate in the coming
Goldman Sachs USA election forecast: Harris has a great chance of winning, but will become the "lame duck president"; three major indices collectively rose, with the minutes of the Federal Reserve meeting boosting expectations of rate cuts; Meta rose nearly 2%, launching a brand new web crawler program to train AI models.
US stocks closed, with small cap and semiconductor stocks up more than 1%, Chinese concept index up more than 2%, and Alibaba up more than 3%.
Nvidia and Tesla rose nearly 1%, Tajet's post-performance closed up more than 11%, Macy's fell by more than 12%; GDS Holdings surged over 17%, Vipshop rebounded by more than 9%, ZTO Express rose 6%.
Two departments are promoting the update of wind power equipment, with the industry expected to release 10GW of space. | Industry News
①The National Development and Reform Commission and the National Energy Administration encourage the transformation and upgrading of wind farms that have been connected to the grid for more than 15 years or have a single unit capacity of less than 1.5 megawatts. ②Industry insiders say that the scale of wind turbines that meet the above conditions is about 10 GW, and starting from 2025, there will be a peak of wind turbine retirement.