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焦点新闻
行业更新 | 汽车
碳酸锂于9月份下跌逾20%至每吨人民币124,020元。比亚迪重申将于2027年推出固态电池。宁德时代下跌10.0%至一年低位。我们认为宁德时代浮现抄底机会。吉利一小时内接获逾43,900辆「巡逻舰700」预售订单,且9月推出的四款新车现已定价,为国庆销售高峰奠定基础。中国将货车电动化技术带到了汉诺威交通运输展览会(IAA Hannover)。维持「与大市一致」评级。
行业更新 | 消费品
一场潜在的强烈厄尔尼诺现象已推高农产品价格。我们预期国内食糖价格面临的上升空间压力属可控范围,而棕榈油仍为关键的摇摆因素。厄尔尼诺现象可能会透过供应端及需求端渠道影响中国消费企业。较高的投入成本可能会令利润率受压,尤其是对棕榈油有风险敞口的食品生产商,以及对棉花有风险敞口的服装公司。在需求方面,这可能会改变季节性消费模式。维持「跑嬴大市」评级。
焦点新闻
行业更新 | 汽车
碳酸锂于9月份下跌逾20%至每吨人民币124,020元。比亚迪重申将于2027年推出固态电池。宁德时代下跌10.0%至一年低位。我们认为宁德时代浮现抄底机会。吉利一小时内接获逾43,900辆「巡逻舰700」预售订单,且9月推出的四款新车现已定价,为国庆销售高峰奠定基础。中国将货车电动化技术带到了汉诺威交通运输展览会(IAA Hannover)。维持「与大市一致」评级。
行业更新 | 消费品
一场潜在的强烈厄尔尼诺现象已推高农产品价格。我们预期国内食糖价格面临的上升空间压力属可控范围,而棕榈油仍为关键的摇摆因素。厄尔尼诺现象可能会透过供应端及需求端渠道影响中国消费企业。较高的投入成本可能会令利润率受压,尤其是对棕榈油有风险敞口的食品生产商,以及对棉花有风险敞口的服装公司。在需求方面,这可能会改变季节性消费模式。维持「跑嬴大市」评级。
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