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Xinyue W
@xinyuewangalisa
Research Analyst
China
Englisch, Chinesisch
Über mich
I am a Research Analyst specializing in the new energy sector, with extensive experience in the lithium value chain, EV batteries, and energy storage. I have a proven track record of conducting in-depth industry research, maintaining complex supply-demand models, and providing actionable investment recommendations. I am proficient in using AI tools and financial data platforms to drive high-quality market intelligence.
Kompetenzen
Xinyue W
offline •
Meine Dienstleistungen
Marktanalyse
I will business analysis and company analysis
Beschaffung & Lieferantenmanagement
I will source chinese suppliers and compare product quotes
Arbeitserfahrung
Research Analyst, New Energy Team
Guotai Haitong Securities
May 2026 - Present • 5 mos
Value chain and pricing framework: Research the lithium value chain from upstream resources (salt lakes, spodumene, and lepidolite) to EV battery and energy storage demand. Independently maintain lithium carbonate supply-demand balances and cost curves; analyze cash costs and marginal capacity across the three resource routes, assess production-cut trigger prices, and track profit shifts along the value chain. Spot and futures markets: Track spot-futures basis, calendar spreads, and inventory composition to analyze pricing relationships and delivery constraints. Contribute to pre-listing research on lithium hydroxide. Industry intelligence: Maintain frequent discussions with lithium salt producers, cathode material manufacturers, traders, and institutional investors to obtain firsthand transaction prices, inventory levels, and operating rates, complementing publicly disclosed information. AI-assisted research: Develop a weekly-report workflow combining automated first-draft generation with human review.
Research Analyst, Electrical Equipment and New Energy Team
中泰证券股份有限公司
Apr 2022 - Apr 2026 • 4 yrs
Covered lithium-ion batteries, energy storage, and the overseas expansion of grid equipment suppliers. Analyzed business models and industry cycles to develop forward-looking annual, quarterly, and event-driven views. Research output: Conducted research visits and interviews involving over 200 companies. Wrote over 30 in-depth and annual/quarterly strategy reports, over 150 weekly reports, and over 200 annual/quarterly earnings commentaries. Topics included solid-state batteries and energy storage, plus company reports on SEMCORP, Jiangsu SHEMAR Electric, and ONGOAL Technology. Built and maintained industry databases and company models; developed contacts among companies and industry experts and maintained communication with research peers. Investment recommendations: Recommended SEMCORP and FSPG Hi-Tech based on price increases in the midstream battery value chain; Jiangsu Dingsheng New Energy Materials based on sodium-ion battery adoption and material price increases; and Jiangsu Azure based on AI data center demand.
