Group 1 - Li Mengqiang has been with Dongfang Securities Research Institute since 2015, focusing on sectors such as chemicals, new energy, and new materials, with expertise in lithium batteries, photovoltaics, solid-state batteries, and hydrogen energy [2] - His latest report, published on July 25, highlights that semi-solid batteries are achieving commercialization in scenarios like 3C, eVTOL, and humanoid robots, which will accelerate the maturity of the solid-state battery supply chain [2] - The report suggests paying attention to battery companies with first-mover advantages in emerging markets and core suppliers of high-performance anode and cathode materials [2] Group 2 - In the first half of 2025, Ping An Securities' commission income from sub-accounts was 27.1044 million yuan, a year-on-year decrease of 36.04%, ranking 36th in the industry [2]
原东方证券新材料首席分析师李梦强履新平安证券