It's not easy to find a way to invest in the future of driverless vehicles, but here are three companies that could become monsters over the long term."Autonomous vehicles have arrived for both rideshare and trucking," Goldman Sachs Research analyst Mark Delaney wrote this summer. "We believe the key focus for investors is now on the pace at which AVs [autonomous vehicles] will grow and how big the market will become, rather than if the technology works." That's an exciting statement. Goldman Sachs' researc ...

Core Viewpoint - QuantumScape, a battery technology company, is experiencing significant stock price gains but presents a major red flag for investors due to high short interest in its shares [1][13]. Industry Overview - Electric vehicles (EVs) have seen mainstream adoption, particularly in China, where they accounted for 50% of vehicle sales in 2024. However, sales in Europe have declined, and growth in the U.S. has slowed, with EVs representing only 4% of the global passenger car fleet [2]. Company Overview - QuantumScape specializes in next-generation solid-state batteries, which are expected to outperform traditional lithium-ion batteries by offering higher energy densities, faster charging, and longer lifespans [3][5]. - The company has established key partnerships, notably with Volkswagen, which has invested significantly in QuantumScape since 2012 and expanded its collaboration to accelerate battery development [7][8]. Recent Developments - QuantumScape's stock surged over 200% in 2023 following the successful integration of its Cobra separator process, which is 25 times faster than previous methods [6]. - The company reported a net loss of $229.1 million in Q2 2023, an improvement from a loss of $243.6 million in the same quarter the previous year, with a loss per share of $0.20 [10][11]. - QuantumScape maintains a cash position of $190.5 million, which is projected to sustain operations into 2029 [12]. Investment Considerations - The stock has a short interest of 51%, indicating that over half of its outstanding shares are being bet against, which poses risks of volatility and potential meme stock behavior [13][15]. - Future success hinges on progress with partnerships and the ability to commercialize its battery technology, with any delays potentially leading to significant stock price declines [15][16].

China has found a new pressure point in trade talks: Batteries, which the US is heavily reliant on as it aims to stabilize the grid and support explosive data center power demand https://t.co/hNjH9uT8PE ...

【DT新材料】 获悉， 10月11日，中国国际电池工业展上，欣旺达技术专家蔡挺威博士介绍到，2021年9月， 欣旺达 正式立项推进研发半固态电池； 2024年3月完成核心技术定型后累计产量突破800万颗。 在关键技术攻关方面，欣旺达通过系统研究固态电解质材料的组成与微观形貌对其性能的构效关系，并深入探索固-液两相间的协同作用机理，确定了半 固态电池的关键性能优化路径以及界面调控的设计方案。 在此基础上，通过优化浆料制备工艺，解决超细粉体的团聚与均匀分散难题，实现了半固态电 池的高效、高品质制备。截至目前，消费类半固态电池相关技术已申请专利70余项。 其半固态技术更是通过材料、结构、工艺 等 多维度协同创新，系统性地破解了传统电池的 典型 痛点，形成了四大核心优势： 无惧低温 ： 依托固液协同机制，在 -30℃ 极端环境下仍能保持 70%以上的容量与稳定放电性能，攻克传统锂电池低温性能短板 。 安全随行 ： 内部构筑高强度防护网络，极大提升耐滥用极限，直面挤压、冲击等严苛考验， 让每一次 用电体验 都有 "安全兜底" 。 更宽温域 ： 突破传统锂电池 "怕冷怕热"局限，实现 - 30℃~60℃宽温域稳定工作，完 ...

A股三大指数今日集体下跌，截至收盘，上证指数跌0.94%，深证成指跌2.7%，创业板指跌4.55%，北证 50跌1.24%。沪深京三市全天成交额25341亿元，较上日缩量1377亿元。全市场超2500只个股下跌。板 块题材上，半导体、电池、贵金属、算力硬件、光伏设备板块跌幅居前；燃气、纺织制造、煤炭、港口 航运、猪肉、水泥建材、电网设备板块涨幅居前。盘面上，电池板块大幅调整，璞泰来、天赐材料、国 轩高科等股盘中跌停，先导智能、利元亨、亿纬锂能大跌超10%。半导体板块同样大幅走低，华虹公 司、东芯股份、佰维存储领跌。贵金属板块昨日大涨后今日集体熄火，西部黄金逼近跌停，晓程科技、 赤峰黄金、湖南黄金跌幅居前。另一方面，燃气板块逆市大涨，大众公用、洪通燃气双双涨停。光刻机 概念股午后局部走强，新莱应材、凯美特气双双涨停，波长光电、国林科技跟涨。此外，水泥建材、港 口航运、电网设备等板块盘中均有所异动。 ...

Group 1 - The three major indices opened lower, with the Shanghai Composite Index at 3915.48 points, down 0.47%, the Shenzhen Component Index at 13633.19 points, down 0.67%, and the ChiNext Index at 3230.46 points, down 0.96% [1] - Zhongyuan Securities anticipates that the Federal Reserve has initiated a rate-cutting cycle, leading to a more accommodative global liquidity environment, which may enhance domestic monetary policy flexibility and boost market risk appetite [1] - The crowded midstream manufacturing sector may increase short-term market volatility risks, suggesting a balanced allocation strategy between growth and value styles [1] Group 2 - CICC indicates that the market has shown strong structural characteristics, with hotspots concentrated in growth sectors [2] - The strong demand for overseas AI computing power and China's clear energy transition goals are expected to drive structural opportunities in the stock market, with manufacturing upgrades being a long-term trend [2] - Recommended sectors for October include AI computing and robotics, innovative pharmaceuticals, consumer electronics, batteries, non-ferrous metals, engineering machinery, power grid equipment, and the livestock and feed industries [2]

Group 1 - The overall manufacturing PMI is still affected by external unfavorable conditions, but policies promoting "anti-involution" and the service sector have shown positive effects, leading to improved corporate confidence [1] - As external trade shocks gradually dissipate, the policy tone of expanding domestic demand and its actual effectiveness will be further reflected in the data [1] - The market expects the central bank to introduce further easing measures, which may boost market risk appetite [1] Group 2 - Recent market performance shows strong structural characteristics, with hotspots concentrated in growth sectors [2] - The strong demand for overseas AI computing power continues to be validated, and China's clear energy transition goals position it as a manufacturing powerhouse participating in technological innovation [2] - Recommendations for October include focusing on AI computing and robotics-related industries, innovative pharmaceuticals, consumer electronics, batteries, and non-ferrous metals [2]

QuantumScape (QS) shares are inching up this morning after the solid-state lithium metal batteries specialist announced a new strategic partnership with Murata Manufacturing (MRAAY). The partnership aims at mass production of ceramic separators, a crucial component in the NYSE-listed firm’s innovative battery design. Last month, QS inked a similar agreement with Corning (GLW) as well. More News from Barchart Including today’s gain, QuantumScape stock is up more than 350% versus its year-to-date low in A ...

Key Takeaways QuantumScape partners with Murata and Corning to advance solid-state battery commercialization.The Murata collaboration targets scaling ceramic separator production using its ceramics expertise.The Corning alliance focuses on refining and industrializing the separator manufacturing process.QuantumScape Corporation (QS) is strengthening its push toward commercializing solid-state batteries through two important collaborations. One is with Japan’s Murata Manufacturing and another with U.S.-based ...

Key Takeaways Microvast reported Q2 2025 revenues of $91.3M, up 9.2% year over year, with improved gross margins.The company posted positive adjusted EBITDA of $25.9M versus a loss of $78.4M in the prior-year quarter.Prudent cost control and AASB tech advances drive MVST's growth across EV, robotics and grid segments.Microvast Holdings’ (MVST) True All-Solid-State Battery (“AASB”) technology leverages a bipolar stacking architecture that supports internal series connections within a single battery cell. Unl ...