The battery exhibition is about to open; how can we only watch the rebound of lithium prices?

Kept an eye on the market all day again; during the daytime, the market was too chaotic, but late at night, calming down to review makes things clearer. This article prepares four key news items for everyone, covering market hotspots and practical analysis methods. [Taoguba]
I. Late-night News Highlights

1. Many stocks in the semiconductor sector led gains, with the industry leader receiving large net purchases
2. International copper prices approach historical highs, supported by supply and demand gaps
3. Shenzhen Battery Technology Exhibition is about to be held, with many new technologies on display
4. Quantitative perspective reveals the true state of current trading.
   II. Focus on Hotspots
5. Recently, the semiconductor sector performed brilliantly, with many stocks showing strong gains, including the industry leader which received over 1 billion yuan in net buy-ins. Related segments like semiconductor equipment and storage chips also rose simultaneously. As the core track of the tech sector, the logic of domestic substitution has been solid for a long time. As demand upstream and downstream recovers, industry prosperity will gradually spread across all links. Everyone should pay more attention to the developments in related sectors.
6. Now, international copper prices are nearly touching their all-time highs. Many friends might wonder, with geopolitical tensions fluctuating, why are copper prices still so stable? The core reason is still supply and demand imbalance. On one hand, fields like new energy and national defense are demanding more copper; on the other hand, global major copper mines cannot keep up with production, and there is a shortage of raw materials, naturally supporting prices.

3. The Shenzhen International Battery Technology Exhibition is about to open, with over 3,000 companies participating and many new technologies to be showcased. Currently, lithium carbonate prices have rebounded nearly 60%, pushing companies to upgrade their technologies. The fifth-generation lithium iron phosphate batteries are now fully mass-produced, and new technologies like sodium batteries and solid-state batteries are accelerating their implementation. The entire battery industry’s technological iteration is very rapid, with considerable future development space.
   III. Quantitative Techniques
   Information creates value; quantitative analysis reveals the truth. If you find stock trading difficult, it’s probably because you haven’t found the right main direction. Actually, stock trading isn’t that complicated—just find the right direction. That direction is: see the trend clearly through news, and understand the real situation behind price movements through big data analysis. After so many years of trading, I’ve always relied on xxxx quantitative data (shown below) to assist judgment. It perfectly combines big data with news, complementing each other, which is why I want to share it with everyone.
4. Many friends now have a common problem: only looking at K-line trends and public news to make judgments, often leading to mistakes—thinking a stock will rise but it weakens, thinking it will fall but it rebounds, making trading more confusing.
5. The reason for this is simple: what we see are surface-level trends and public information, which cannot reflect true trading intentions. Naturally, this leads to misjudgments.
6. Look at Figure 1:

This stock in the chart fluctuates between continuous decline and continuous rise; just looking at the trend, it’s hard to hold, easily leading to selling at the bottom or getting caught in a trap.
4. Look at Figure 2:

The orange bars in this chart represent “institutional inventory” data, reflecting the activity level of institutional funds. The stock on the left is volatile, but the “institutional inventory” remains very active, indicating institutions are actively involved; the stock on the right appears to rebound and rise well, but the “institutional inventory” shows no movement, so the sustainability of the trend is limited.
5. I hope the small insights shared today inspire everyone. Next time, I will continue to organize key news and common issues in stock trading along with my solutions.
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