Apple in talks with CATL, BYD over battery supplies for its electric car -sources$Contemporary Amperex Technology Co.,Ltd.(300750)$$BYD(01211)$$Apple(AAPL)$

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$Tesla Motors(TSLA)$$Contemporary Amperex Technology Co.,Ltd.(300750)$$NIO Inc.(NIO)$After the peak of China's real estate cycle, the lithium industry is a rare super cycle driven by the demand side in human history. New energy vehicles are the best choice for the industry with good compound growth rate and certainty. Europe and the United States have officially joined the arms race of electrification. Electrification is not a one-man show in China, which will surely evolve into "white oil in the 21st century".