$Contemporary Amperex Technology (300750.SZ)$ Yesterday, BYD received 6 lithium mines in Africa (who knows where they came from, what purity, and when they were put into production), which is bullish for the midstream and downstream.Ningde rebounded, but in the long term, it is still subject to high-level fluctuations in mining, which puts great pressure on Ningde in the midstream (Can Ningde really transfer the cost to the downstream? I have doubts). Let's wait until the interim report to see, after all, so many funds are betting on Ningde, and they ultimately need to save their own money.
Compared to others, I am more bullish on BYD's layout.
This is my personal opinion.