The new battery technology 4680 big cylinder actively promoted, August 4, Tesla shareholders meeting, is expected to 4680 before the end of this year into mass production, and does not affect this year's car production, because the supplier of batteries enough to produce 1.5 million cars this year. On August 2, Yiwei's first system product equipped with self-developed 46 series large cylinder batteries successfully rolled off the pilot line in the research institute, and is expected to be mass-produced around November (not recommended, only for market analysis). The specific demand is calculated in the video, click on the video to watch.

Lithium batteries are the most obvious link in the current Alpha industry chain:

First, the current profit is at a historical low, with the price transmission, the cost of raw materials to achieve profitability turning point, especially with lithium resources self-supplied battery taps are more certain.

Second, the demand for energy storage actually exceeds expectations, which is an incremental market with stronger profitability for batteries and has become an important growth point. The current time continues to push the battery, the current battery link corresponds to less than 30 times in 2023, with the gradual peak season of the domestic car market, the second quarter earnings of battery companies are gradually cashed in, and it is expected to usher in the window of valuation switch. The material link continues to recommend the direction of new technology progress, including 4680, medium nickel high pressure, ultra-high nickel, lithium manganese, sodium ion, PET and so on. The related companies involved click on the video to watch.

Index position, although I often predict accuracy, magic accuracy is just a coincidence, inaccurate, is the norm. The core of the analysis index is to have a pattern, standing in the big pattern to see the market your perspective will be very clear, the strong direction is concentrated in photovoltaic (last Wednesday stressed the photovoltaic plate in the next two months logic is worth your watching again, click here to view), sea breeze, energy storage, new energy vehicles (battery), semiconductor equipment and materials, coal, etc., this is the right choice, they are the mainstream of the current round of market.

Weak direction, banking, infrastructure, real estate, CXO, consumption, if the index wants to rise to see whether the weak can appear turning point. Remember, a stock affects an index, not an index affects an individual stock. Money drives the market, the wind is in......

Conclusion: If the leading stocks weaken, the overall market should be cautious, and the current growth is still leading. Magical accuracy is just a coincidence, inaccurate, is the norm.