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현대차, 리튬 가격 약세에 中 리튬 업체들과 장기 공급계약 “쌀 때 사두자”

현대차, 리튬 가격 약세에 中 리튬 업체들과 장기 공급계약 “쌀 때 사두자”

中 간펑리튬과 4년간 배터리 주원료인 ‘수산화리튬’ 직접 공급받기로 앞서 ‘성신리튬에너지’와도 공급계약 체결, 리튬 가격 하락 영향도 일조 리튬 가격, 전기차 시장 둔화 우려에 지난해 초 대비 80% 이상 폭락 현대자동차가 중국 수산화리튬 생산 업체들과 4년간 리튬 공급계약을 체결했다. 최근까지 리튬 가격 약세가 지속된 영향이다. 2022년 정점을 찍었던 리튬 가격은 지난해 단기 공급 과잉과 공급 부족…

Is the real estate crisis spreading into an economic downturn as the housing market in China’s major cities freezes amid a ‘transaction cliff’?

Is the real estate crisis spreading into an economic downturn as the housing market in China’s major cities freezes amid a ‘transaction cliff’?

Prices of built-up homes in 67 out of 70 major cities across the country fell from a year ago The recession is spreading to second-tier cities such as Nanjing, Shenyang, and Chongqing, and local areas are on the verge of population extinction The decline in the real estate market is expected to continue this year,…

Macy’s, which was struggling after being “lost by Amazon,” shows signs of selling and even carries out a large-scale restructuring

Macy’s, which was struggling after being “lost by Amazon,” shows signs of selling and even carries out a large-scale restructuring

Macy’s, America’s largest department store chain, lays off 3.5% of its employees Due to strong demand for acquisitions aimed at real estate profits, has the company decided to downsize before selling? Customers left after the pandemic, decline of the offline distribution industry As the dark cloud over the offline distribution industry deepens, the decline of…

“US consumption still strong” Frozen New York stock market, policy of March interest rate cut back?

“US consumption still strong” Frozen New York stock market, policy of March interest rate cut back?

On the 17th, the New York stock market fell all at once, and the 10-year U.S. Treasury yield reached its highest in five weeks Consumption indicators exceeded expectations and the influence of hawkish remarks by Federal Reserve members the previous day However, the probability of a March cut in the interest rate futures market is…

China’s BYD discontinues production of ‘pouch-type batteries’, taking advantage of the trend of form factor diversification?

China’s BYD discontinues production of ‘pouch-type batteries’, taking advantage of the trend of form factor diversification?

The battery installed in BYD hybrid vehicles is completely replaced with a square type The form factor with the highest percentage of use is square, but recently cylindrical is also attracting attention SK On, Samsung SDI, Volkswagen, etc. are making every effort to diversify their battery portfolio Chinese electric vehicle company BYD will stop producing…

Fed hawk members who directly refute the ‘March interest rate cut theory’, “We are concerned about sticky inflation”

Fed hawk members who directly refute the ‘March interest rate cut theory’, “We are concerned about sticky inflation”

Waller “If interest rates are lowered too early, the worst-case scenario could be a resumption of rising prices” Governor Rafael “Inflation must clearly fall to the Fed’s target of 2%” However, the probability of an early cut in the U.S. interest rate futures market in March still exceeds 3% Representative hawkish figures from the U.S….

Hyundai Motor Company sells its Chongqing, China plant at half price, going ‘all in’ with luxury strategy

Hyundai Motor Company sells its Chongqing, China plant at half price, going ‘all in’ with luxury strategy

Sale amount KRW 6,800 billion → KRW 2,990 billion Two operating factories, Beijing 2nd and 3rd factories, remain Market share in the 2% range, aiming for a turnaround through luxury Beijing Hyundai, Hyundai Motor Group’s Chinese joint venture, sold its Chongqing plant for approximately 3,000 billion won. This is the second Chinese factory sale following…

Secondary battery-related stocks are all going downhill, but a rebound is unlikely due to the influence of Chinese batteries driven by price and performance

Secondary battery-related stocks are all going downhill, but a rebound is unlikely due to the influence of Chinese batteries driven by price and performance

LG Ensol’s target price continues to be lowered Secondary battery-related stocks all show ‘blue fire’ Korean battery global market share 6.5%p↓ Starting with LG Energy Solutions’ earnings shock, domestic secondary battery-related stocks began to decline one after another. While the securities market predicts that this trend will continue for the time being, they also put…

Falling profitability and being defeated by China, ‘former No. 1’ Tesla faces difficult times

Falling profitability and being defeated by China, ‘former No. 1’ Tesla faces difficult times

Tesla’s stock price fell 11% this year alone, facing a crisis With worsening profitability and logistics risks, investors are turning their backs on the double negative factors Chinese electric vehicles, led by BYD, lost ‘world’s first place’ The stock price of Tesla, an American electric vehicle company, has fallen significantly this year. On the 12th (local…

Will the wind of layoffs that has been blowing since the beginning of the year become a reality for AI-enabled job encroachment?

Will the wind of layoffs that has been blowing since the beginning of the year become a reality for AI-enabled job encroachment?

Google announces hundreds of layoffs this year, following 10,000 layoffs last year Google employees fiercely criticize “management’s tyranny, extremely inhumane” Ahead of the AI ​​era, tech companies are laying off workers, and AI is replacing jobs Google and Amazon have carried out large-scale layoffs this year, following last year. Although the justification was to pursue efficiency,…

“더는 버티기 힘들다” 기업 줄도산에 예산 쇼크까지, 시름 깊어지는 미·유럽 경제

“더는 버티기 힘들다” 기업 줄도산에 예산 쇼크까지, 시름 깊어지는 미·유럽 경제

주요국 파산 기업 증가, 미국 30%↑ 프랑스 30%↑ 일본 30%↑ 급격히 오른 금리에 더해 코로나 지원금 끊기면서 좀비 기업 줄파산 독일 기업들도 속수무책으로 쓰러지는 중, 전년 대비 25% 증가 미국, 독일 등 선진국 기업들에 파산의 그림자가 드리우고 있다. 고금리와 경기 침체에 주요국 기업들은 너나 할 것 없이 줄줄이 도산하는 상황이다. 금리가 크게 오른 데다 코로나19…

Targeting everything from Tesla to BYD? Competition to secure global ‘lithium supply chain’ ignites

Targeting everything from Tesla to BYD? Competition to secure global ‘lithium supply chain’ ignites

Sigmaritium, which has secured mining capabilities in Brazil, is considering selling it due to poor performance From Tesla and Volkswagen to China’s CATL and BYD, the industry’s ‘bidding war’ Companies focusing on stabilizing the electric vehicle battery supply chain, who will be the winner? Brazilian lithium mining company ‘Sigmatium’ is attracting attention in the electric…

“The recession is over” vs. “It’s too early to make a quick decision,” academics and the market have conflicting views on the U.S. economy in the year ahead

“The recession is over” vs. “It’s too early to make a quick decision,” academics and the market have conflicting views on the U.S. economy in the year ahead

Academics “1% chance of market recession within one year” There is also an interpretation that it is nothing more than a ‘boom illusion effect’ Agree on slowing economic growth, should interest rate cuts be brought forward? Expectations for economic recovery in the United States are growing. This is because less than 1% of economists believe…

Expectations for an interest rate cut that could not be dampened by the ‘CPI rebound’, “New York stock market ↑ U.S. bond interest rate ↓”

Expectations for an interest rate cut that could not be dampened by the ‘CPI rebound’, “New York stock market ↑ U.S. bond interest rate ↓”

December CPI increase rate increased by 12% compared to the previous year and increased by 3.4% compared to the previous month Despite signs of strengthening inflation, major New York stock market indices remain strong Wall Street: “The general trend is still towards disinflation, and a base interest rate cut is expected in March” With the…

With the opening of the ‘Bitcoin spot ETF era’ and the rumor of ‘2 million won per unit’, what will change?

With the opening of the ‘Bitcoin spot ETF era’ and the rumor of ‘2 million won per unit’, what will change?

Markets welcome approval of U.S. Bitcoin spot ETF Bitcoin price surged by about 3% immediately after the approval was announced High price volatility and the possibility of crime remain concerns The approval of the Bitcoin spot exchange-traded fund (ETF), which is considered the biggest topic in the virtual asset market this year, has been decided. As…

U.S. Federal Reserve decides to end bank emergency lending program as scheduled “Is it to blame for banks using it as a means of selling interest?”

U.S. Federal Reserve decides to end bank emergency lending program as scheduled “Is it to blame for banks using it as a means of selling interest?”

US BTFP loan volume increased by more than 11% compared to mid-November last year It has also been pointed out that “interest trading is an essential strategy for the survival of banks whose profitability has deteriorated” There are many cases of public fund transfusion in the banking sector in Korea as well The U.S. central…

‘Bankruptcy applications’ surged in the U.S. last year, “If the timing of the interest rate cut is delayed, the increase is expected to continue this year”

‘Bankruptcy applications’ surged in the U.S. last year, “If the timing of the interest rate cut is delayed, the increase is expected to continue this year”

Last year, there were over 45 bankruptcies, and the number of applications for business restructuring also increased by 4,000% compared to the previous year Unicorn companies with a corporate value of more than $72 billion, such as WeWork and Bird, have also gone bankrupt Recently, expectations for interest rate cuts have been readjusted, and bankruptcy…

Zhongzhi Group, China’s largest ‘shadow bank’, went bankrupt, financial crisis triggered by real estate in full swing

Zhongzhi Group, China’s largest ‘shadow bank’, went bankrupt, financial crisis triggered by real estate in full swing

Zhongzi Group’s debt alone is worth 84 trillion won, more than twice its total assets Concerns about serial bankruptcies in the Chinese trust market worth 2 trillion won Taeyoung Construction workout, domestic financial community also ‘solve’ crisis theory Zhongzhi Group, China’s largest private asset management company, has entered bankruptcy proceedings. As Zhongzhi Group’s excess debt…

“Stock prices fell by 26% in the first week of the new year alone” Wall Street hedge funds concentrated on ‘short selling’ bets on some stocks

“Stock prices fell by 26% in the first week of the new year alone” Wall Street hedge funds concentrated on ‘short selling’ bets on some stocks

Top short-selling stocks such as ‘electric car Fisker, alternative meat company Beyond Meat, and used car company Cabana’ Short selling also focused on ‘eco-friendly stocks’, which were selected as the industries that benefited the most from interest rate cuts Beyond Meat’s stock price fell ‘about 96%’ from its peak due to skepticism about the vegetarian…

‘Armor Sports’ preparing to be listed on the U.S. stock market, riding the IPO market recovery trend

‘Armor Sports’ preparing to be listed on the U.S. stock market, riding the IPO market recovery trend

Armor Sports, owned by Arc’teryx, Wilson, Salomon, etc., submitted a securities report on the 4th Annual sales growth rate of 3% over the past three years, challenging IPO based on solid performance Expert: “The 20 US IPO market is positive as the amount of funding increases significantly compared to the previous year” Amer Sports, which…