The quarterly reports of the "Lithium Industry Duopoly" have been released, with Tianqi Lithium Corporation turning a profit and GANFENGLITHIUM narrowing its losses. What is the current situation of the Industry?| Interpretations
① The first quarter reports of the "Lithium Industry Twins" are out; Tianqi Lithium Corporation turns losses into profits, while GANFENGLITHIUM narrows its losses. ② Although there are certain signs of recovery on the demand side, the previous mismatch between the capacity expansion and demand in the lithium carbonate Industry has not yet ended. According to comprehensive calculations by industry Institutions, the lithium carbonate market will continue to face a fundamental pattern of oversupply in 2025.
Chinese humanoid robots are seizing a global $5 trillion "big track"!
Morgan Stanley estimates that by 2025, 1 billion humanoid robots will be deployed globally, with annual revenue reaching 4.7 trillion dollars, nearly twice the total revenue of the top 20 Auto Manufacturers in the world in 2024. China's policy support, technological advancements, and manufacturing foundation place it in a leading position in the field of humanoid robots, especially in the Hardware supply chain.
The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
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The National Energy Administration: Support private enterprises in investing in Nuclear Power projects.
① The National Energy Administration issued a notice supporting the development of private enterprises in the Energy sector, including investing in energy infrastructure, developing new energy formats and models, and encouraging innovation and transformation. ② The notice states that private enterprises can take equity stakes in Nuclear Power projects, invest in the construction of hydropower, Oil & Gas reserve facilities, and participate in the investment and construction of the "Shagehuang" large base, as well as projects such as solar thermal power generation.
China's CMOC Names Ex-Glencore Trader Kenny Ives as Vice President
The market is fluctuating in search of main lines, Electric Power stocks are experiencing another surge, and the new policy on tax refunds for departure is attracting attention.
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