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Are there any other unspoken secrets? An industry insider revealed to the Big Smart News Agency that the management of the civilian explosive industry is strict, production expansion is difficult, and performance improvement is limited, although Yahua Group currently has good performance.

Based on this, a securities firm that has been tracking the civil explosive industry for a long time analyzed that in the civil explosive industry, the Ministry of Industry and Information Technology has strict management. In principle, there will be no new batch of production in areas such as Sichuan where supply is already relatively surplus.

Another non lithium-ion battery listed company, Phoenix Optics, has also started to venture into the lithium battery industry. Would this choice be "not doing business"?

From the perspective of performance, there may be some clues. According to the company's interim report, the net profit loss in the first half of 2013 was about 13.01 million yuan. In recent years, the gross profit margin of the main business has continued to decline, with optical processing gross profit margin of 2.14% and precision processing and photography equipment gross profit margin of negative.

Regarding the latest lithium battery investment situation of the company, insiders have also stated that in the face of a continuous decline in its main business, the company is actively seeking new business growth points and, through feasibility studies, choosing to invest cautiously in the lithium battery industry.

In response to the situation in the optical processing industry, we have also called several analysts who have previously issued relevant research reports, and the response was relatively cold. They have expressed that they no longer follow the industry and do not have a good understanding of the relevant companies.

Domestic lithium battery incumbent companies are poised to launch

Lithium battery incumbent companies will certainly not miss the opportunity, and have also begun to enhance their own strength by seeking mergers and acquisitions, expanding production, etc. Tianqi Lithium and Ganfeng Lithium have laid out their upstream positions, seeking overseas lithium ore resources. Tianjin Lishen has made generous investments and invested 4 billion yuan in the new power lithium battery base.

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