Highlights of the securities industry morning meeting | AI+ finance is expected to usher in a scale turning point

The market rose yesterday and then fell back, with the three major indexes fluctuating. The total turnover of Shanghai and Shenzhen stock markets was 1.62 trillion yuan for the whole day, a decrease of 242.3 billion yuan from the previous trading day. In terms of sectors, solid-state batteries, civilian explosives, controllable nuclear fusion, beauty and skincare sectors performed well, while liquid-cooled servers, liquor, storage chips, and computing power sectors experienced declines. By the end of yesterday's trading session, the Shanghai Composite Index fell by 0.12%, the Shenzhen Component Index rose by 0.36%, and the ChiNext Index rose by 1.2%. At today's securities morning meeting, CICC believes that AI+ finance is expected to reach a turning point in scale; China Securities Co., Ltd. stated that lithium battery demand and performance resonance mark the beginning of a new cycle. CICC: AI+ finance is expected to reach a turning point in scale CICC pointed out that AI technology continues to be democratized, and the financial IT industry has clear empowerment scenarios, with the potential to transition from "tool empowerment" to "intelligent reconstruction." The high performance and low cost characteristics of DeepSeek are driving customer adoption, and the upgrading of financial IT vendors' products is bringing new business opportunities. AI tools like DeepSeek are assisting financial technology companies in accelerating exploration in core decision-making, risk control, and other areas. With the three resonances of technological availability, data completeness, and payment certainty, AI+ finance has entered a new cycle of comprehensive empowerment, and the opportunities for industrial value reassessment brought about by intelligent reconstruction urgently need attention. China Securities Co., Ltd.: lithium battery demand and performance resonance mark the beginning of a new cycle China Securities Co., Ltd. stated that the electric vehicle industry typically experiences strong growth during the peak season, and it is expected that the period from February to April will see a gradual strengthening of industry terminal data, with the possibility of upward revisions to full-year expectations. For electric vehicles, it is estimated that the sales volume of new energy vehicles in China will reach 15.6 million by 2025, with expectations of further upward revisions at key points in March and April; despite the suspension of IRA subsidies in the United States, sales in January increased by 12% year-on-year, dispelling market concerns; Europe's nine countries saw a strong 26% year-on-year growth in January, laying a good foundation for carbon emission reductions by 2025. After two years of price declines on the supply side, prices have bottomed out and there is a strong demand for price increases, with negotiations between leading companies and material suppliers basically concluding. Based on the estimated supply-demand ratio, it is expected that the industry supply-demand situation will effectively reverse starting from the end of the year and the second quarter of 2025, gradually entering a phase of price recovery. Opportunities for stock prices of leading companies may be compounded by the industry peak season in March and April, as well as the publication of annual and first-quarter financial reports. This article is reprinted from "Financial Union", edited by GMTEight: Huang Xiaodong.