[SMM Metal Morning reference] the dollar has stopped falling and the warehouse capacity for delivery of lead ingots has increased * the operating rate of copper bars in June was 58.92%.

[overnight market] worried about the epidemic market, the dollar stopped falling, and most of the colored inside and outside were green.

[macro outlook] focus on China's June trade account and June CPI data of the United States and Germany

The market closed overnight.

Overnight metal futures prices were mostly green, while Lun Copper fell on Monday on concerns about the outlook for demand in China, the largest consumer, and negative sentiment reinforced by rising inventories. In addition, the dollar rose, causing a drag on base metals across the board. Lun Copper fell 0.40%, Lun Aluminum was flat, Lun lead fell 0.04%, Lun Zinc fell 0.99%, Lun Ni fell 0.43%, Lunxi rose 0.63%, most of the domestic nonferrous metals were green, Shanghai Copper main force fell 0.48%, Shanghai Aluminum main force rose 0.47%, Shanghai lead main force fell 0.22%, Shanghai Zinc main force fell 1.43%, Shanghai Nickel main force fell 0.04%, Shanghai Tin main force rose 1.20%.

The dollar index rose on Monday as concerns about the epidemic prompted investors to seek refuge, with Treasury yields nearly flat and benchmark 10-year yields close to 1.36%. The dollar may be affected by Federal Reserve Chairman Colin Powell's testimony in Congress this week and inflation and manufacturing data.

The three major indexes of U. S. stocks closed higher on Monday, all of which closed at an all-time high. Second-quarter results will begin this week, with a number of large banks taking the lead in reporting results. Federal Reserve Chairman Colin Powell will give congressional testimony this week. The Dow rose 126.02 points, or 0.36%, to 34996.18; the Nasdaq rose 31.32 points, or 0.21%, to 14733.24; and the Standard & Poor's 500 Index rose 15.08 points, or 0.35%, to 4384.63.

As for crude oil, international oil prices fell on Monday on fears that the spread of the variant virus would undermine the global economic recovery, but the decline was limited by tight supply of crude oil. The global economic recovery has pushed fuel demand close to pre-pandemic levels.

In precious metals, COMEX gold futures closed lower, hurt by a stronger dollar, as investors cautiously expected U. S. inflation data, which could affect the Fed's timetable for scaling back its bond-buying program.

On Monday, the Shanghai Composite Index rose 0.67% to 3547.84 points, with a turnover of 564.759 billion. The Shenzhen Composite Index closed at 15161.52 points, up 2.14%, with a turnover of 753.22 billion. The gem index closed at 3534.76 points, up 3.68%, with a turnover of 309.783 billion. The total turnover of the two cities is 1.317979 trillion. On the disk, network security, CRO concept, phosphorus chemical industry, computer applications were among the top gainers, while airport shipping, st plate and banks were among the top declines.

LME inventory

Macro focus

Central Meteorological Observatory: the precipitation process that began on July 11 means that the rainy season in North China has officially begun this year, slightly earlier than the average starting time of July 18. From the extreme point of view, the daily rainfall of seven national observation stations in central and southern Hebei and northern Henan broke through the July extreme value, among which Hebei Jize and Henan Huaxian County broke through the historical extreme value since meteorological records.

Central bank: on Monday, the reverse repurchase operation of 10 billion yuan for seven days was launched, and 10 billion yuan of reverse repurchase expired on the same day.

Overnight shibor was 1.9400%, down 26.60bp. 7-day shibor was 2.1630%, down 5.70 basis points. Three-month shibor was 2.4280%, down 0.70 basis points.

[Ministry of Commerce: will issue targeted policies to stabilize the basic market of foreign trade and foreign investment] Assistant Minister of Commerce Ren Hongbin said at a regular policy briefing of the State Council on the 12th that the next step will be to work closely with relevant departments and units to strengthen the study and assessment of the situation, introduce targeted policies to help enterprises solve difficulties, and make every effort to stabilize the basic market of foreign trade and foreign investment. Focus on the following five areas of work: first, to implement and improve support policies. The second is to promote the innovation and development of foreign trade. The third is to promote a high level of opening up to the outside world. Fourth, stabilize the supply chain of foreign trade and foreign investment industry chain. Fifth, promote global trade and investment liberalization and facilitation.

[EU decision to extend economic sanctions against Russia] the European Council announced in a statement on July 12 local time that it had decided to extend the economic sanctions against Russia for another six months until January 31, 2022. The decision to extend sanctions was made on the basis of the latest assessment of the implementation of the Minsk agreement at the EU summit held from June 24 to 25 this year, the statement said. The statement pointed out that at the summit, EU leaders called on Russia to fully fulfill its responsibilities and ensure the full implementation of the Minsk Agreement, which is a key condition for any substantive change in the EU position.

[new York Fed Survey: short-term inflation expectations of US consumers hit a record high] US consumers expect the economy to continue to recover rapidly from the novel coronavirus epidemic in the coming year, according to a monthly survey released by the New York Fed on Monday. Forecasts for inflation, income, income growth and spending all increased in June. The survey showed that the median consumer inflation expectations for the coming year rose for the eighth consecutive month in June, rising to 4.8 per cent from 4.0 per cent in May, the highest level since the survey was launched in 2013. Inflation expectations for the next three years remained unchanged at 3.6 per cent.

Today's focus

[SMM analysis: 58.92% copper bar operating rate in June leads to weak orders due to poor export business] affected by exchange rate fluctuations, unstable export shipping schedule, high freight and other factors, the export business of small household appliances and sanitary ware at the terminal is not smooth, superimposed by terminal enterprises' bearish copper price sentiment and careful stock preparation, new orders for copper bar enterprises are still decreasing in July. "View details

[SMM analysis: 67.12% of enterprises lack raw materials and weak orders for recycled copper rods in June] the shortage of recycled copper supply in July has not been improved, the raw material supply pressure of uncompetitive enterprises is still large, at the same time, the discount range of recycled copper rods is relatively small, and the price advantage relative to refined copper rods has dropped sharply, and downstream cable orders have obviously shifted to refined copper rod enterprises. Under the double blow of shortage of raw materials and poor orders for recycled copper, it is expected that the starting level of recycled copper rods can hardly be improved. "View details

[SMM analysis: the operating rate of refined copper rods did not pick up significantly in June, or will it be "not weak in the off-season" in July? According to SMM survey data, the operating rate of refined copper rod enterprises in June was 68.68%, an increase of 0.11% from the previous month, and a decrease of 9.98% from the same period last year. Among them, the operating rate of large enterprises is 68.74%, that of medium-sized enterprises is 72.62%, and that of small enterprises is 48.41%. According to SMM research, the center of gravity of copper prices continued to decline in June. "check the details.

[SMM Shanghai copper spot: monthly spread volatility instructs buying and selling intention to rise sharply] there are only 3 trading days left before delivery, the market focuses on the intermonthly price difference, in the case of difficult to buy downstream, the intermonthly price spread arbitrage dominates market trading, when the basis structure is large, market buyers and sellers enter the market leading to a rapid rise in rising water, but with the narrowing of the basis structure, arbitrageurs turn to a large number of shipments to make the rising discount drop rapidly. Continue to pay attention to intra-day basis structure fluctuations and disk prices, if the market continues to fluctuate around high levels, then the discount is controlled and guided by arbitrageurs. "View details

[the commissioning time of China's largest copper smelter project may be delayed] according to SMM, due to the interference of the epidemic, due to the impact of some imported equipment, the clean production project of 400000 tons of high purity cathode copper in Daye Nonferrous Metallurgy funded by China Nonferrous Group may be postponed to mid-2022. The project introduces the world's advanced emergency flasher process of "flash smelting + flash blowing". The project started construction on May 12, 2020. after completion, it can achieve an annual copper concentrate capacity of 1.6 million tons, an annual output of 400000 tons of cathode copper and 1.5 million tons of sulfuric acid. It is the largest newly expanded copper smelter project in China after 2019.

[equipment failure of a smelter in Shandong over the weekend] it is reported that the equipment of a smelter in Shandong Province broke down last weekend, and it is initially estimated that it will take at least more than a month to overhaul. The equipment failure of the enterprise will further boost the spot copper concentrate TC, and make the recent continuous decline of domestic electrolytic copper inventory "worse", and the follow-up news SMM will continue to follow up.

[the purchase price of liquid alkali for Shandong alumina has been raised] according to SMM, the mainstream alumina plant in Shandong has raised the purchase price of liquid alkali since July 10th, 32% of the ionic membrane liquid alkali has increased the factory price by 30 yuan / ton, and the factory price of 50% ionic membrane liquid alkali has increased by 46 yuan / ton.

[SMM investigation: lead ingot delivery warehouse capacity increases without change] it is understood that lead ingot supply remains in a state of surplus, and due to the increase in delivery inventory capacity, lead ingot inventory is apparent, such as Shanghai, Jiangsu and other areas warehouse inventory continues to rise. This week, as we enter the delivery week, the last batch of delivery will arrive at the warehouse one after another, and the social inventory of lead ingots is expected to continue to increase. "View details

[ADC12 Price Daily Review: aluminum prices soar again and recycled aluminum prices rise] Today (7) Aluminium prices rose again on the news of the reserve cut last week, and the market turnover was slightly warmer than before. At present, the circulation of waste aluminum in the market is tight and the price is high, and the short-term cost pressure of recycled aluminum enterprises is greater, resulting in production reduction in some enterprises, which has a certain support for the price of recycled aluminum. It is expected that the price of recycled aluminum will remain stable in the near future. "View details

[SMM News: Shanghai Nickel disk continues to fluctuate above or can still look forward to space] from a fundamental point of view, nickel prices are well supported. Downstream stainless steel production reached a new high of 3.1 million tons in July, and nickel sulfate in the new energy direction has been rising day after day to catch up with the historical high due to the mismatch of raw material structure. The two major demand sides go hand in hand, in the presence of long main positions, the top can still look forward to space. Lunni is expected to operate at US $18400-18900 per ton in the short term, while Nickel in Shanghai is expected to operate at RMB 137000-142000 per ton in the short term. "View details

[SMM magnesium ingot spot KuaiBao: transaction follow-up magnesium price rebounded slightly] Today (7gam12) Fugu area 90 magnesium ingot mainstream ex-factory price 19400 yuan / ton-19600 yuan / ton, 95B magnesium ingot mainstream factory price 20700 yuan / ton-20900 yuan / ton; today's main production area 90 magnesium ingot factory price rose 200 yuan / ton compared with last Friday, detailed quotation and reasons for the rise, please see the following details. . "View details

[SMM stainless steel spot information: stainless steel spot atmosphere rose more than 500yuan / ton] according to market feedback, the spot market is still tense, not much supply is a major supporting force of the price upward; in addition, last week due to market news stimulation, stainless steel SS contract rose sharply, while the spot market rose limited, the price began to pull up from the weekend to today, delayed reflection. In the short term, the spot volume of the market is limited, and at high prices, the market is dominated by rigid demand, and the impact of transaction volume is limited. It is expected that prices are high and volatile under the current market mood. "View details

[SMM Daily Review: low-grade metal silicon market is weak, downstream and traders are watching cautiously, the heat of inquiry is low and the transaction is light, the price reduction by traders is increasing, and silicon factories are lowering their quotations to choose shipments. [daily Review: the price of non-oxygenated 55 silicon is weak] the market of low-grade metal silicon is weak, downstream and traders wait and see cautiously. The value of non-oxygenated silicon has changed from stable to weak operation, the market is bearish, and the situation of light trading in a short period of time is likely to be maintained. It is expected that the price of non-oxygenated silicon will be dominated by weak operation in the short term. "View details

[hot stocks: iron and steel plate opening strong Baotou Steel shares trading limit] (7 beat 12) Iron and steel plate strengthened in early trading, including Baotou Steel shares rose by the intraday limit, Yongxing Materials, Shougang shares and other shares rose. At present, a number of steel companies have issued performance forecasts for the first half of the year, and 19 steel companies that have issued performance forecasts have reported good news on a half-yearly basis, of which Bayi Iron and Steel's net profit, which has the highest increase, rose 1744 percent over the same period last year. The steel industry is relatively prosperous in the first half of the year and is expected to get a double increase in valuation and profit. "View details

Rare earth plate continues to be strong, rare earths in the north rose by more than 60% on the 7th! ] (7x12) rare earth permanent magnet plate continued to rise strongly. As of 9:43, northern rare earths and Guangsheng Nonferrous rose by the daily limit, Baotou Steel shares rose by more than 9 percent, Yahua Group and Minmetals rare earths rose by more than 8 percent, and Shenghe Resources and Sichuan Energy Power rose one after another. the increase continues to expand. After the limit of rare earths in the north rose last Friday, (7gam12) rose again, two boards in a row, showing a very strong performance. "View details

[SMM data: lithium carbonate production in June 2021] China produced about 21060 tons of lithium carbonate in June 2021, an increase of 0.8% month-on-month and 42.5% year-on-year. At the end of June, a major domestic smelter entered an annual shutdown and overhaul, affecting the overall output by about 5%. On the other hand, the climbing of the new production lines in Jiangxi and Qinghai is relatively smooth, and the overall output continues to grow. "View details

[daily Review of Nickel Pig Iron Trading: high Nickel Pig Iron quotation as high as 1300 yuan / nickel point transaction price has risen.] on July 12, SMM high nickel pig iron 1240 yuan / nickel point (including factory tax), 20 yuan / nickel point higher than the average price of the previous trading day, Indonesian nickel pig iron average price 1255 yuan / nickel point (including tax to Hong Kong). A stainless steel factory in South China recently traded high nickel pig iron at 1255 yuan / nickel point (including tax on arrival), with a turnover of several thousand tons, Indonesian iron. "View details

[the listing price of rare earths in South China has been raised by 150000 yuan / ton] A few days ago, rare earths in the south announced the latest listing price of medium and heavy rare earth oxides. The average listing price of terbium oxide, dysprosium oxide, holmium oxide, gadolinium oxide, erbium oxide and yttrium oxide increased by 150000 yuan / ton, 40, 000 yuan / ton, 20, 000 yuan / ton, 5000 yuan / ton and 2000 yuan / ton respectively. The prices of other medium and heavy rare earth oxides are the same as the previous period. "View details

[SMM Coke spot Daily Review: Coke supply loose prices are still callback] Coke supply is loose, and prices have been adjusted back to the previous level. Today, coke prices in Shandong are running weakly and steadily, and coke enterprises that raised prices by 120yuan / ton at the beginning of this month are now back to the original level. The operating rate of upstream coke enterprises has rebounded recently, the interference of external factors on the production of coke enterprises has been weakened, and high profits have ensured the release of coke output. Affected by the reduction of crude steel production, downstream steel mills reduced demand for coke and began to purchase on demand. "View details

Important news of metals and industry

[Taseko's Florence copper mine will be opened later than expected] Canada's Taseko Mines revealed that the licensing schedule for its Florence, Arizona copper project was further delayed as the company tried to convince the US Environmental Protection Agency ((EPA)) that the mine would not harm the national water supply. The Vancouver-based miner plans to inject sulfuric acid and water deep underground to break down the deposit, a process that triggered fracturing in the oil field. This method has been used by uranium miners in rural areas of Australia and the United States for decades, but in-situ leaching is rarely used in copper mining. "View details

[the alumina preparation project of Chinalco Zhongzhou Branch has been approved] recently, the evaluation meeting of the key projects of the National Science and Technology support Plan of the Eleventh five-year Plan organized by the State-owned assets Management member meeting of the State Council was held in Beijing. It is reported that the project "preparation and Application Research of Flake a-Alumina" in the project "Research on key Technologies and equipment for the Development of Refractory Nonferrous Technology Resources" declared by Chinalco Zhongzhou Branch participated in and passed the expert review.

[aluminum] Mingtai Aluminum: the first-half net profit is expected to be 800 million yuan to 850 million yuan, an increase of 128% to 142% over the same period last year.

[Hydro will reopen the Swedish extrusion plant to meet demand for aluminum profiles] it is reported that Hydro recently announced that its extrusion plant, which was idle a few years ago, will reopen to meet the growing demand for sustainable aluminum profiles. The facility will increase the capacity of Swedish Hydro Extrusions's aluminum profiles made of recycled aluminum by about 20 per cent. The plant will be fully operational in the autumn of 2021.

[Canada Nickel raises $10 million in exploration financing to expand its opencast nickel project] it is reported recently that, Canada Nickel Company will raise $10 million in exploration financing to expand the resources of its proposed open-pit project outside Timmins. At the end of May, the company released Crawford's preliminary economic assessment (PEA), proposed two-pit mining operations, including a processing plant and enough underground resources for 25 years. "View details

[Energy Fuels builds US-European rare Earth supply chain] Energy Fuels and Neo Performance Materials this week created a new US-to-European rare earth supply chain, with an estimated 15 cases of mixed rare earth carbonates produced by White Mesa Mill in Energy Fuels, Utah, shipped to Neo's rare earth separation facility in Estonia. "View details

[demand for negative materials increases sharply Xiang Fenghua expects first-half revenue of 381 million yuan] Xiang Fenghua expects operating income of 381 million yuan in the first half, an increase of 81.00% over the same period last year; net profit belonging to shareholders of listed companies is 40 million yuan to 45 million yuan, an increase of 44.19% to 62.21% over the same period last year.

[new Zebang expects the first phase of the LiFSI project with a net profit of more than 428 million 2400 tons to be carried out in an orderly manner] in the first half of this year, the net profit belonging to shareholders of listed companies is expected to reach 428 million yuan to 452 million yuan, an increase of 80% over the same period last year. On the same day, the company also disclosed that the company's holding subsidiary Bofu Technology has recently completed the industrial and commercial change registration procedures for capital increase and obtained a "business license", and the registered capital of Bofu Technology has increased to 100 million yuan.

[several wafer foundry synchronization officials Xuan exceed expected results: the equipment link of common spectrum expansion is expected to benefit] leading TSMC disclosed its results on the afternoon of the 9th, and its revenue performance in June, the second quarter and the first half of the year all exceeded expectations. Its revenue hit an all-time high of 148.47 billion New Taiwan dollars (34.315 billion yuan) in June, up 32.1% from a month earlier and 22.8% from a year earlier. Second-quarter revenue was NT $372.144 billion, up 2.69% from a month earlier and 19.78% year-on-year, while consolidated revenue in the first half was NT $734.555 billion, an increase of 18.2% over the same period last year.

[Chujiang New material: the company's decommissioned lithium battery clean recycling system has been used in Greenmei and other enterprises] Chujiang New material said on the interactive platform that the company is not directly engaged in the recovery and disassembly of lithium batteries. In the field of lithium battery recovery and disassembly, the company mainly provides decommissioned lithium battery clean recycling complete sets of equipment and overall solutions for downstream enterprises. The clean recovery and treatment system of decommissioned lithium materials produced by the company is mainly used for clean recovery of lithium materials and pollution control in the process of pyrolysis.

[Ningbo Shipping: Zhejiang Neng Fuxing and Zhoushan Fuxing plan to sign 3-year and 1-year coal transportation contracts with our company] Ningbo Shipping announcement, Zhejiang Neng Fuxing and Zhoushan Fuxing plan to sign 3-year and 1-year "coal transport contracts" with the company and its holding subsidiary respectively, decomposing the transport volume and freight rate of different routes according to the annual transport volume of the contract, The amount of annual related party transactions arising from the performance of the above contract by the Company and its holding subsidiary is expected to not exceed 1.3 billion yuan.

[Shanxi coking coal: the company's average tax price of each type of coal increased by about 100 yuan / ton in the third quarter compared with the previous quarter] Shanxi coking coal said on the interactive platform that the company's Changxie price in the third quarter was higher than that in the previous quarter. The average tax price of all kinds of coal has increased by about 100 yuan per ton.

[Guosheng Securities: multiple good news to stimulate the market short-term or continue to shock up] Guosheng Securities released a point of view on July 12, last Friday, coal, non-ferrous, steel, chemical, new energy industry chain and other sectors with strong expectations for China report growth are strong, at a time when the China News is about to enter an intensive disclosure period, the relevant strong stocks may continue to be watched by funds. Spurred by multiple good news, the market may continue to fluctuate in the short term, driven by a boost from the emotional side. From the data statistics of the market trend after the previous reserve cut, its impact on the medium-and long-term trend of the A-share market is limited, and then it may gradually return to normal.

[Huayang Group held Diamond and Sodium Ion Battery Project Promotion meeting] on July 11, Huayang Group held a special meeting in the way of "four meetings in one" to listen to the introduction of diamond and sodium ion battery projects. analyze the operation of the new energy storage new materials department and aerogel department in the first half of the year, study sustainable profitability, and arrange for the next step of work.

[Cangzhou Dahua: copolymerized silicon PC products were successfully put into commissioning recently] Cangzhou Dahua announced that the company's copolymerized silicon PC products were successfully commissioned recently, making the company the first company in China to produce copolymerized silicon PC by continuous production, filling the domestic gap in this field.

[Zhonghe in Xinjiang: net profit in the first half of the year is 130% more than the same period last year] according to the Xinjiang Zhonghe announcement, the net profit in the first half of the year is expected to increase by 175 million yuan to 195 million yuan, an increase of 130% over the same period last year. During the reporting period, the sales revenue of electrode foil products and electronic aluminum foil products increased significantly compared with the same period last year, while aluminum prices increased compared with the same period last year. The company's sales prices of high-purity aluminum products, alloy products and aluminum products based on aluminum prices have increased to a certain extent compared with the same period last year.

[national Machinery Seiko: net profit in the first half of the year is 332% more than the same period last year.] National Machinery Seiko issued a performance forecast, which is expected to return home net profit of 100 million yuan to 130 million yuan in the first half of 2021, an increase of 332% over the same period last year. In the first half of 2021, driven by downstream demand, the company's bearing business and superhard material products business achieved rapid growth, promoting performance growth in the reporting period.

[Dangsheng Technology: net profit in the first half of the year is up 181% muri 208% compared with the same period last year] Dangsheng Science and Technology announcement expects a profit of 410 million yuan to 450 million yuan in the first half, an increase of 180.67% and 208.05% over the same period last year. The company's new production capacity of lithium cathode materials was released rapidly, and sales increased significantly; due to the rise in the share price of China Science and Technology Electric, the company's income increased in Synchronize.

[Dangsheng Technology: net profit in the first half of the year is up 181% muri 208% compared with the same period last year] Dangsheng Science and Technology announcement expects a profit of 410 million yuan to 450 million yuan in the first half, an increase of 180.67% and 208.05% over the same period last year. The company's new production capacity of lithium cathode materials was released rapidly, and sales increased significantly; due to the rise in the share price of China Science and Technology Electric, the company's income increased in Synchronize.

[Shengtun Mining: first-half net profit increased by 1803% Mel 2046% compared with the same period last year] Shengtun Mining announced that its results are expected to increase by 667 million-757 million in the first half, an increase of 1803% Mel 2046% compared with the same period last The company's nickel, cobalt and copper projects are in the best full production state in history; the company's nickel metal project was put into production in the second half of last year and reached production smoothly in the first half of this year, with remarkable economic benefits; the production and sales of materials such as copper and cobalt smelting and cobalt tetroxide have increased significantly compared with the same period last year, and profitability continues to grow.

[Hegang Resources] Hegang Resources: it is expected to make a profit of 950 million yuan to 1.15 billion yuan in the first half of the year, an increase of 244.35% and 316.85% over the same period last year. The year-on-year rise in commodity prices, especially copper and iron ore prices, made the company's operating performance rise sharply compared with the same period last year.

[northern rare earths: the company's current normal internal and external operating environment has not undergone major changes] Northern rare earths have issued an announcement of changes, the stock price has risen abnormally, the company's current production and operation is normal, and no major changes have taken place in the internal and external operating environment. There is no situation in which major changes are expected to take place.

Terminal information

[BMW Group sold 153000 new energy vehicles in the first half of this year, an increase of 148.5% over the same period last year] in the first half of this year, BMW Group sold a total of 153000 new energy vehicles (including pure electric vehicles and plug-in hybrid models), a year-on-year increase of 148.5%, of which 36000 pure electric models were sold, an increase of 183.9% over the same period last year, and 117000 mixed models were sold, an increase of 139.4% over the same period last year. Electric cars have become the main driver of BMW Group's sales growth.

[Chunxing Seiko 5G Science and Technology Industrial Park has been partially put into production] on July 9, Chunxing Seiko said on the investor interactive platform that Jinzhai Industrial Park is currently under construction and has been partially put into production. It is reported that in September 2019, Jinzhai Chunxing 5G Science and Technology Industrial Park started, which is located in Jinzhai Modern Industrial Park, Lu'an City, Anhui Province. The project is invested by Suzhou Chunxing Seiko Co., Ltd., mainly processing and manufacturing 5G communication filters, antennas, communication radio frequency devices, precision aluminum alloy structures and so on. The project covers an area of 398mu and can reach the annual production capacity of 650000 mobile communication radio frequency devices and 6.8 million precision aluminum alloy structures.

[the popularity of research in light industry, media, and household appliances has increased significantly compared with the previous month] according to the statistics of the Anxin strategy team, the number of institutional research has declined recently, and industries with high heat include electronics, chemical industry, machinery and equipment, medicine and biology, and so on. The first-tier industries that have seen a significant increase in the popularity of research in the past four weeks include light industry, media, household appliances and so on. Secondary industries with a marked increase in the popularity of research include aerospace equipment, real estate development, other electronics and so on.

[honeycomb Energy gets 16 billion yuan battery order from Stellantis Group] learned from Honeycomb Energy that so far, the company has reached a total power battery order of about 16 billion yuan with Stellantis (STLA.N) Group, and the cooperation between the two sides is expected to continue to deepen. Honeycomb last year announced plans to build a battery plant in Germany with an investment of 2 billion euros, which is scheduled to be completed by 2023.

[Del Co., Ltd.: pump products have been used in Huawei's new energy electric drive system] Del Co., Ltd. said on the interactive platform that the company's pump products have been directly supplied to Jinkang New Energy Automobile Co., Ltd. for Huawei's new energy electric drive system.