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september 12 investment lightning rod: catl yichun lithium mine has not yet stopped production

2024-09-12

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introduction:cailianshe reported on september 12 that the potential risk events in a-shares and overseas markets are as follows. domestic economic information includes: 1) people familiar with the matter told cailianshe reporters that catl's yichun lithium mine has not stopped production; 2) mooncake sales have been cold, and it has become a consensus in the industry that they cannot be sold; company focus includes: 1) tongwei co., ltd. plans to acquire the target runyang co., ltd. for no more than 5 billion yuan, and the main battery base has been shut down for holidays, and the resumption time is undetermined; 2) the actual controller of rock co., ltd. has been taken criminal coercive measures; overseas market focus includes: 1) the core inflation rate in the united states rose in august, driven by rising housing costs; 2) the "new fed news agency" expects that the fed's interest rate cut in september will not reach 50 basis points.

economic information

1. on the 11th, there were market rumors that catl's lithium mica beneficiation in yichun, jiangxi province would be completely shut down, and all three smelters would be shut down for about a week, affecting monthly production by more than 5,000 tons. in response, catl told cailianshe reporters: based on the recent lithium carbonate market situation, the company plans to adjust the production arrangements for lithium carbonate in yichun. another person familiar with the matter told cailianshe reporters that catl has not yet taken any measures to stop production, and further communication and coordination will be required before it can be determined. (cailianshe reporter zeng chuchu liu yue)

2. the mid-autumn festival is approaching, which is the peak time for mooncake sales in previous years, but this year's mooncake market is particularly quiet. many sales staff told reporters that this year's mooncake sales have dropped significantly compared with previous years. the changes in the mooncake market are more obvious to front-line practitioners. many chain bakery and restaurant sales staff said that this year's mooncake sales are at least 20%-30% less than in previous years, so the overall stock in the store is much less. there are many people in the entire mooncake industry who have similar experiences. hotel channel sales have also felt that mooncakes are difficult to sell. a manager of a five-star hotel in hangzhou said that this year's (hotel) mooncakes are not selling well. last year, the hotel's mooncake sales target was 800,000 yuan, but this year it has dropped to 150,000 yuan.