CATL(SZ:300750) Qi Huo Ri Bao·2025-09-11 00:19Group 1: Economic Indicators - The U.S. Producer Price Index (PPI) unexpectedly decreased by 0.1% month-on-month in August, while the year-on-year increase was 2.6% [2][3] - The probability of a 25 basis point rate cut by the Federal Reserve in September is 92%, with an 8% chance for a 50 basis point cut [3] Group 2: Oracle Corporation - Oracle's stock surged over 40%, marking its largest intraday gain since 1992 [4] - Oracle projected a 77% increase in cloud infrastructure sales to $18 billion for the fiscal year 2026, exceeding market expectations [7] - Several investment banks raised their price targets for Oracle, with Wolfe Research increasing it from $300 to $400, indicating a 67% upside potential [7] Group 3: Lithium Market - Lithium carbonate futures experienced a significant drop, with the main contract falling over 7% before slightly recovering, closing at 70,720 yuan/ton, down 4.87% [9] - The decline in lithium prices is attributed to market expectations of increased supply following news of the resumption of production at the Jiangxia lithium mine [9][10] - The Jiangxia lithium mine, which accounts for approximately 12.5% of China's total lithium production, is expected to resume operations by November [10][11] Group 4: Market Sentiment and Inventory - Despite the recent price drop, demand for lithium remains strong, particularly for energy storage and power battery orders, which are expected to continue growing until November [12] - Social inventory of lithium carbonate has decreased, indicating a high willingness to replenish stock among downstream enterprises [13] - The market is currently in a sensitive phase, balancing between supply recovery and demand stability, suggesting a cautious approach for investors [13]