贵州茅台2025年第一次临时股东大会将于11月28日举行。 深圳林园投资创始人林园告诉记者，在当前 白酒消费疲软的市场环境下，"不变应万变"是稳妥策略，要避免轻易调整经营方向影响长期发展，因此 他会更关注陈华如何带领茅台平稳度过行业周期，以及如何扩大产品消费覆盖面、培养更多忠实用户。 在林园看来，不需要过度担忧茅台酒的价格波动，"茅台酒在市场上依然具有稀缺性，我相信只要有消 费热点刺激，仍会回归到供不应求的状态"。 ...

Market Overview - Memory market currently experiences supply shortage and significant price increases [1] - Foundry and memory industries will see accelerated capacity expansion in the coming year [1] Industry Impact - Memory upgrades benefit the manufacturing sector [1] - Original equipment manufacturers (OEMs) using memory, such as those in automotive, smartphone, and consumer electronics, will face price pressures [1]

中芯国际高管：当前存储器市场供不应求，价钱上涨非常多。 ...

Core Viewpoint - The lithium hexafluorophosphate (LiPF6) market is experiencing significant fluctuations, with prices recently dropping to a low of 47,000 yuan per ton, leading to severe losses for manufacturers who are now reducing production to minimize losses [1][2]. Price Trends - Since early July, lithium carbonate prices have been volatile, but due to external factors causing supply reductions, prices surged in August, pushing LiPF6 prices above 55,000 yuan per ton [2][4]. - The rise in lithium carbonate prices has provided an opportunity for LiPF6 prices to increase, primarily driven by tight supply conditions [4]. Supply and Demand Dynamics - In July, the demand for LiPF6 reached 22,500 tons, with supply at 22,800 tons, resulting in a slight surplus. However, as downstream demand continues to rise, the demand for LiPF6 is expected to increase further [6]. - Current nominal monthly production capacity for LiPF6 is 36,600 tons, with effective capacity at 24,500 tons. Starting from September, demand is projected to exceed 24,600 tons, indicating a supply-demand imbalance [6]. Future Outlook - The short-term outlook for lithium carbonate remains bullish, with steady increases in downstream demand driving continued growth in LiPF6 demand. The market is expected to maintain a supply-demand imbalance for at least the next three months, with LiPF6 prices likely to exceed 60,000 yuan per ton [8].