
Tightening lithium supply + Recovery of European demand + Acceleration of solid-state industrialization! 159183, 561910 welcome a triple resonance

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Lithium ore supply tightens, Zimbabwe will implement export quotas for lithium concentrates, benefiting battery material companies. Sales of new energy vehicles in Europe are rebounding, with March sales reaching 216,000 units, a year-on-year increase of 3.7% and a month-on-month increase of 48.7%, with a penetration rate rising to 30.6%. The industrialization of solid-state batteries is accelerating, with QingTao Energy filing with the Hong Kong Stock Exchange, attracting market attention. The new energy industry chain is experiencing a triple resonance due to improvements in supply and demand and technological breakthroughs, making related ETFs China Merchants (159183, 561910) attractive for investment

