The lithium carbonate market is stable with an upward trend, and institutions predict that the inflection point of lithium salt inventory is about to come.

Shanghai Ganglian E-commerce Holdings released data shows that on November 1st, lithium carbonate prices rose by 1000 yuan compared to the previous day, with an average price of 0.074 million yuan/ton. According to E-business Society, the recent lithium carbonate market has shown a stable and rising trend, mainly due to the enhanced purchasing willingness downstream.

cls.cnNov 4 07:52

Rare earth mining in Myanmar remains stagnant, china northern rare earth has raised its listing price for three consecutive months, industry insiders believe the industry is expected to rebound | Industry News

①Following the 'high hanging' of rare earth product listing prices in September and October, China Northern Rare Earth continued to slightly raise the listing price in November; ②The increase in the listing price of China Northern Rare Earth in November narrowed compared to the previous month, possibly related to the high opening and low closing of the 'golden September and silver October' market; ③HTSC believes that the suspension of mining in Myanmar may lead to a shortage of medium and heavy rare earth supply, with significant difficulty in resuming supply within the year.

cls.cnNov 2 18:18

Q3 non-GAAP net profit turned from profit to loss quarter-on-quarter, sinomine resource group's performance "changes color" | interpretations

① Sinomine Resource Group's Q3 non-net income turned from profit to loss; ② Industry insiders analyze that after the bottoming out of lithium carbonate prices in the third quarter, stabilizing rebound is mainly related to the oversupply situation of lithium carbonate in July and August. It is expected that the price of lithium carbonate in the fourth quarter will continue to fluctuate weakly. The current psychological hedge price in the upstream is between 0.078 million-0.08 million yuan/ton. It is expected that the monthly supply of lithium carbonate will turn into surplus in December, and prices will continue to decline.

cls.cnOct 29 00:01

Intensified competition in the flexible circuit board market, guangzhou fangbang electronics reported a loss of 17.6714 million yuan in the third quarter.

①Guangzhou Fangbang Electronics stated that the decline in performance was due to increased market competition in the smart phone and Flexible Printed Circuit (FPC) industry during the reporting period, the industry chain showing a trend of cost reduction, which had a certain impact on the company's sales volume, selling price, and product structure of the screen protective film; ②Haitong Int'l believes that with the leading AI company nvidia releasing GB200, the future market space for high-speed copper cables for servers will grow rapidly.

cls.cnOct 28 09:59

The new Huawei smartwatch is about to be released and is expected to become a new hotspot for AI implementation.

1. According to official news from Huawei Terminal, Huawei's new extraordinary exploration smartwatch will be released at Huawei's full-scene new product launch event on October 22nd. 2. Shanxi Securities believes that the launch of the new TruSense system by Huawei indicates that leading domestic consumer electronics manufacturers are bullish on the future prospects of wearable devices. With the continuous maturity of edge AI technology, wearable devices will become a new outlet for AI applications.

cls.cnOct 21 07:46

It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.

①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.

cls.cnOct 18 13:13