Huatai Securities: The optical storage sector is entering the traditional peak season for shipments, and the short-term high prosperity is expected to continue.

Huatai Securities research report indicates that the price of lithium carbonate has risen and fallen, and the optoelectronic storage sector is entering the traditional peak season for shipments in the second quarter. Companies' performance in the second quarter is expected to increase significantly with orders and production scheduling. The short-term high prosperity of the sector is expected to continue, with many potential catalysts in the future, including the rise of the industrial and commercial storage market, the implementation of more subsidy policies in various regions globally, and the continued impact of rising energy prices. There is still room for further upward revision of annual performance. We continue to be bullish on the continued high prosperity of the sector.