Group 1 - The stock of Huati Technology increased by 9.99%, reaching a price of 19.16 yuan, with a total market capitalization of 3.157 billion yuan and a trading volume of 1.67 billion yuan, indicating a turnover rate of 5.48% [1] - The company is enhancing its risk management in the lithium mining business by increasing the amount allocated for commodity hedging, which is related to the lithium battery and energy storage industry [1] - Huati Technology is collaborating with Huawei Digital Energy to advance the implementation of integrated solar storage and charging projects, linking it to the new energy infrastructure sector [1] Group 2 - The company has signed a supplementary agreement for the renovation of smart city road lighting, which expands its order scale and is associated with smart city and new infrastructure themes [1] - Huati Technology is primarily involved in sectors such as lithium batteries and energy storage, smart cities, new energy infrastructure, commodity futures hedging, and collaborations with Huawei Digital Energy [1]

2025 年 7 月 9 日 "反内卷"与新一轮供给侧改革解读 | 王笑 | 投资咨询从业资格号：Z0013736 Wangxiao@gtht.com | | --- | --- | | 毛磊 | 投资咨询从业资格号：Z0011222 maolei@gtht.com | | 邵婉嫕 | 投资咨询从业资格号：Z0015722shaowanyi@gtht.com | | 张航 | 投资咨询从业资格号：Z0018008 zhanghang2@gtht.com | | 李亚飞 | 投资咨询从业资格号：Z0021184 liyafei2@gtht.com | | 刘豫武 | 投资咨询从业资格号：Z0021518 liuyuwu@gtht.com | | 张驰 | 投资咨询从业资格号：Z0011243 zhangchi4@gtht.com | | 高琳琳 | 投资咨询从业资格号：Z0002332 gaolinlin@gtht.com | | 周小球 | 投资咨询从业资格号：Z0001891 zhouxiaoqiu@gtht.com | 报告导读： ◼ 摘要： 近期市场热议的新一轮"供给侧改革"，在内容上，主要以"反内卷" ...