300450.SZ Wuxi Lead Intelligent Equipment Co., Ltd. Loading... : Investor Sentiment and Bull/Bear Views
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00:27
Jan 28
Jan 28
Solid-state battery equipment leader re-rating play.
Lead Intelligent is the global No.1 battery equipment maker with 15% global and 19% China share, supplying CATL, BYD, Tesla, LG Energy Solution, and Samsung SDI. It has a unique full-line solid-state battery equipment solution; earnings are inflecting, contract liabilities and overseas orders are rising, overseas margins are much higher, and solid-state battery adoption could drive a re-rating.
HIGH
About 300450.SZ Investor Commentary
Across the available history and selected sources, Buzzberg tracks 300450.SZ (Wuxi Lead Intelligent Equipment Co., Ltd.) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Choi Ho.