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Guotai Junan: Lithium may find it difficult to break free from a weak pattern in the short term, while cobalt is expected to stabilize and gradually rise.
The cobalt company has diversified into the downstream manufacturing of electric vehicles, creating an integrated cost advantage in cobalt-nickel-precursor-tri-metal systems, which enhances competitive barriers.
Highlights from the Brokerage morning meeting: Demand improved in the first quarter, and performance recovery in the Electrical Utilities New energy Fund industry is expected.
In today's Brokerage morning meeting, Sinolink believes that the core logic of incremental policies is becoming clearer; China Securities Co.,Ltd. noted that the current expectations for Fuel Cell Energy vehicles in the Sector are relatively weak, and there might be an upward inflection point in sales during the peak season in May-June; HTSC suggested that the demand is improving in the first quarter, and the performance recovery of Electrical Utilities New energy industry is expected.
China Tightens EV Battery Safety Rules
BOCOM INTL: In the first quarter, both the supply and demand for Battery are strong, but the export of energy storage batteries to the U.S. may experience short-term fluctuations due to tariffs.
The bank recommends paying attention to the subsequent changes in USA tariffs. In terms of individual stocks, the bank suggests focusing on Contemporary Amperex Technology (300750.SZ/Buy), which has cost and technological advantages and is a leader in overseas layout.
Guosheng Securities: China and Europe discuss the lowest prices for Chinese EVs to replace the tariff mechanism. Bullish on the growth potential of enterprises in Europe.
Negotiations to replace tariffs with the lowest prices will promote the healthy development of the electric vehicle industry between China and Europe.
Minsheng Securities: The structure of the lithium Industry is expected to continue to improve, with key focus on symbols that have production elasticity and cost advantages.
With the decline in lithium prices and the clearance of Australian mines, the actual costs of South American salt lakes are underestimated, and there is a possibility that supply may not meet expectations.