CATL(SZ:300750) Qi Huo Ri Bao·2025-11-21 23:46Group 1: Russia-Ukraine Conflict - Russian President Putin has received the US-proposed "28-point plan" for resolving the Ukraine conflict and is open to negotiations [2] - Ukrainian President Zelensky discussed the US peace plan with NATO Secretary General and expressed readiness for constructive cooperation [3] - US President Trump stated that Zelensky must agree to the US-supported peace plan, or the conflict will continue, emphasizing the urgency of the situation [4][5] Group 2: Market Reactions - US stock markets rebounded, with the Dow Jones up 1.08%, S&P 500 up 0.98%, and Nasdaq up 0.88%, driven by dovish signals from the Federal Reserve [6] - Following comments from New York Fed President Williams, the probability of a 25 basis point rate cut in December rose to over 70% [7] Group 3: Commodity Market Insights - US copper inventories reached a record high of 402,876 short tons, increasing over 330% this year [8] - Lithium carbonate futures experienced a significant drop, with the main contract LC2601 down 9% to 91,020 yuan/ton, reflecting cooling bullish sentiment [9][10] - Analysts noted a slowdown in lithium inventory depletion, with a weekly inventory of 118,000 tons, indicating cautious market sentiment [11] - The anticipated resumption of the Jiangxiawo lithium mine by CATL has raised market expectations, but analysts warn against overreacting to single news events [12][13]