So lithium = AVZ, Cobalt = maybe WFE, Nickel = which company?...

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Phil T

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14/04/19

10:03

Post #: 38131242
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Originally posted by 8horse: ↑

Huayou today's announcement,
"Driven by factors such as energy security, greenhouse effect, and air pollution, global energy is promote. The development and popularization of the source vehicle and the reduction of the sales and use of fuel vehicles have become an important trend in the development of the automotive industry.
Japan, India, France, Canada and other countries have proposed to increase the share of new energy vehicle production and sales by 2030.
To the 30% development target, China has further increased the target ratio to 40%-50%. At the same time, the global mainstream Automakers have also developed plans for the development of new energy vehicles, and will increase their technology in electric vehicles in the next few years."

"The company will further consolidate and develop integrated operations based on the leading strategy of product leadership and cost leadership.
The competitive advantage is to focus on improving the manufacturing level and amplifying the competitive advantage. The new energy industry sector will continue to adhere to the "one Layout, two breakthroughs, continue to improve manufacturing capabilities, achieve production, quality, sales and new product development Great improvement; the resource industry sector will achieve greater proportions through further control of cobalt, nickel and lithium Resources.
The independent supply of resources will build the core cost advantage for the company's industrial integration; the non-ferrous industry sector will Strengthen the industry benchmarking of advanced manufacturing, green manufacturing and profitability, optimize product structure and improve Resources configuration efficiency."

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So lithium = AVZ, Cobalt = maybe WFE, Nickel = which company? Anyone know which company they are in for Nickel.

AVZ Price at posting: 4.3¢ Sentiment: None Disclosure: Not Held
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0 Great analysis

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