2023-05-31 12:05:23
[0531 섹터분석] Tesla CEO Elon Musk’s visit to China raises the topic of rechargeable batteries and electric vehicles
[인포스탁데일리=박상철 기자]
◇ Elon Musk Tesla (NASDAQ:) CEO visits China, US Tesla stock price rises
The Chinese Ministry of Foreign Affairs announced on its website that the previous day in Beijing, Tesla CEO Elon Musk met with Chinese State Councilor and Foreign Minister Qin Gang.
At this meeting, Musk said, “The interests of the United States and China are intertwined and cannot be divided like Siamese twins.” He went on to say that he is willing to continue expanding his business in China.
Accordingly, it is interpreted in the market that the Chinese government is showing that it is open to foreign companies and has sent a signal that Musk will further expand its automobile business in China.
photo = tesla
Accordingly, in the New York Stock Exchange last night, Tesla showed an upward trend of about 4%, recovering the $200 level in about two months.
In this news, secondary battery and electric vehicle themes such as Hannong Chemical, WCP, Ecopro BM (KQ:), L&F, Ecopro, and LG Energy Solutions rose.
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◇ Hyundai Motor Company (KS:) Genesis to mount Samsung Display’s OLED
The previous day, while Hyundai Motor Company selected Samsung Display as the final supplier in the recent Genesis display bidding, it was reported that Samsung Display OLED is planned to be installed in Hyundai Motor Company’s next-generation Genesis.
Genesis is Hyundai Motor’s flagship model, and it is the first time that Samsung’s display is applied to Hyundai’s representative vehicle. It is known that this can be
The front of the Genesis ‘The All-new G80’. (Image = Hyundai Motor Company)
The fact that Samsung Display recently signed supply contracts with a number of OLED companies also had a positive effect. The previous day, HIMS, FNS Tech, Philoptics, and KC Tech announced that they had signed a supply contract with Samsung Display for display manufacturing equipment and display manufacturing machinery.
In this news, some OLED (Organic Light Emitting Diode) themes such as V1Tech, JSTEC, Philoptics, New Power Plasma, HIMS, and Sunic System rose.
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◇ Additional hike in cement prices in July
It is known that the cement industry, which raised prices by 34% last year, is expected to raise prices by an additional 14% in July.
In this regard, Ssangyong C&E, which ranks first in production capacity (10.1 million tons per year) among the seven domestic cement manufacturers, will raise the price of type 1 bulk cement by 14.1% per ton (104,800 won → 119,600 won) from July. It is known that an official letter with the contents of the request) has been sent to the demand industry.
In an official letter, Ssangyong C&E said, “We expected the company’s business conditions to improve this year due to the stable price of bituminous coal along with the increase in water demand, but operating profit in 2022 decreased significantly compared to the previous year, followed by an operating loss in the first quarter of this year. As a result, the price was raised inevitably.”
photo = three moments
As Ssangyong C&E took out the price increase card first, it is expected that the other six companies will join the list of price hikes sooner or later. As a result, some cement and ready-mixed concrete themes, such as Sampyo Cement, Koryo Cement, and Sungshin Cement, rose today.
Infostock Research
Reporter Park Sang-cheol [email protected]
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