1. In terms of production capacity, all the early process problems such as glass bending have been solved.
The current daily production capacity is about 2,800 units. In the near future, Shiya will enter the first supply, and soon the production capacity should be able to reach about 5,000-5,500 units per day. Tracking will depend on sales. In addition, the secondary supply of silicon-based OLED is likely to increase (timing is unknown), and production capacity will continue to expand. The production capacity summary is that the current production capacity has reached 1 million units per year, and after Shiya enters the market, the production capacity is expected to reach about 2 million units per year, and the final production capacity depends on the progress of the project.
2. The state solicits opinions on the "Data" Three-Year Action Plan: the scale of data transactions will be doubled by the end of 2026.
Several branches of artificial intelligence are very good, this news is mainly good for the direction of the digital economy (data elements), is part of the internal digital transformation, and related concept stocks are also expected to ** next week.
3. Almost "halved"! The energy storage industry has started a battle. How to survive in the loop?
Not only energy storage, but also new photovoltaic power generation that has been halved? are declining sharply, the industry itself is overcapacity, what good market can there be? Now the general environment is not good, and there is no big market for new energy photovoltaic energy storage.
Fourth, Morgan Stanley is precisely short selling! The second dip is actually because there is a lot of downside: foreign investors collectively shorted A-shares, and overseas rating agencies downgraded our ratings. This is the main reason why A-shares continue to be the best, that is, only us this year, just falling, everything is up.
Seriously, do you remember that in August, Morgan Stanley issued a statement on August 3 [downgrading A-shares and advising investors to take profits]. This is to remind everyone to run. Foreign investors have a conscience. I would like to ask which state agency at present dares to remind everyone to flee? Not even one. I still remember that after Morgan finished speaking, the local public offering ** and brokerage companies collectively criticized him for not saying it right. Now I guess the facts are clear. Since Morgan Stanley cried so far, the market has **been**. I'm almost 300,000.
In the short term, the market is still in the fifth wave**. Not surprisingly, the CSI 300, ChiNext and SSE 50 will continue to hit new lows next week. However, on Friday, market volume began to decline. I think the new bottom here is a cavitation.
*The closer you get to the previous low of 2923, there is more of an opportunity than a risk. Although at this point you find that the sky is not working, and the earth is not working, at the beginning of next week you will be facing a 21-day time window, which I think is the end of the swing correction. On November 21, it is not advisable to be too bearish here.