The solid-state battery industry summit is approaching, with the industrialization process continuing to advance, and these stocks frequently being surveyed by institutions.

The 3rd AEPT Solid-State Battery Industry Summit and the 2026 Starting Point Solid-State Battery Technology Forum will be held in Shanghai from June 16 to 17, 2026.

cls.cnMay 12 17:55

Profit per ton hits record high, initial signs of inventory reduction emerge—how long will the high prosperity of electrolytic aluminum last? | Fax

①The operating rate of downstream aluminum processing plants increased marginally in April compared to the previous month, and the destocking of electrolytic aluminum inventory has initially begun; ②The sales model of listed companies is predominantly cash-on-delivery with no inventory; ③Industry insiders expect the profitability of electrolytic aluminum to be sustainable, with the high-growth market conditions lasting for at least one year.

cls.cnMay 9 17:44

Intensified supply-demand imbalances have transformed sulfur into a high-value commodity, with prices surging approximately 80% year-to-date. The ability to reduce costs has become a core competency for downstream enterprises.

① The widening 'scissors gap' between supply and demand has led to a nearly 600% increase in sulfur prices over a period of about one and a half years, ushering in a supercycle for the industry; ② Analysts believe that conflicts in the Middle East have exacerbated the trend of tight sulfur supply, and the market outlook is likely to remain strong; ③ Downstream enterprises are adopting measures such as strengthening reserves at lower prices, striving to secure sulfur at average prices, and purchasing pyrite for acid production to cope with the situation.

cls.cnMay 9 16:56

How are Middle Eastern funds increasing their holdings in A-shares? The Abu Dhabi Investment Authority appears among the top ten tradable shareholders of 66 stocks.

① In the first quarter, Middle Eastern sovereign wealth funds appeared in 77 shareholding records among the top ten tradable shareholders of A-share companies, with a total market value of holdings reaching 21.762 billion yuan; ② The Abu Dhabi Investment Authority significantly expanded its holdings, appearing in the top ten shareholders of 66 stocks in the first quarter, and newly entering 49 stocks including Zijin Mining and Luxshare Precision Industry; ③ The Kuwait Investment Authority scaled back its holdings, exiting some previous positions while newly entering individual stocks such as Sailun Tire and Yinlun Shares.

cls.cnMay 8 08:13

JPMorgan: Is Gold Priced at $4,600 Really Expensive?

JPMorgan pointed out that, according to the traditional model (fair value of $1,000-$1,900), gold is significantly overvalued, but this does not mean it is "wrong"—the high premium reflects a rational pricing of geopolitical risks, damaged U.S. dollar credibility, and the failure of the 60/40 portfolio. The real drivers of the rally—the "century rebalancing" of Western pension funds into gold and stagflation trades—have yet to kick in, and $4,600 may be a worthwhile "insurance premium" to pay.

wallstreetcnMay 7 13:48

A consumer fund heavily invested in technology stocks, prompting netizens to question whether this constitutes 'false advertising.'

① Some consumer funds have heavily invested in technology manufacturing sectors such as optical modules, PCBs, and semiconductors, sparking controversy over style drift; ② The majority of consumer fund contracts define "consumer" broadly, so strictly speaking, this does not constitute drift; ③ The performance of 167 actively managed consumer-themed equity funds has shown significant divergence this year, with holdings in technology stocks determining their performance outcomes.

cls.cnMay 7 11:57