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Sanfu Xinke: Demand for PCB-specific chemicals is recovering, and composite copper foil equipment is now capable of mass production | Direct coverage of the earnings conference.
① It is reported that the company's MSA eco-friendly concept high-speed tin plating chemicals have significant advantages in terms of environmental protection, replacing the products previously used by customers, and have now been exported to Belarus; ② Shangguan Wenlong stated that the company's one-step and two-step (hydro-electroplating) composite copper foil mass production equipment has already been delivered and currently has the capacity for mass production and shipment.
Is the lithium battery industry chain about to bottom out? Industry insiders expect prices to rebound next year, with leaders emphasizing a global layout.
Zhang Xiaofei, the chairman of Gaogong Lithium Battery, expects that the first quarter of next year will be the lowest point for prices, while the prices of battery main materials will begin to rise in the second quarter of next year.
Guangdong Jiayuan Technology: Solid state battery copper foil has been supplied in small batches, and processing fees for some products have increased slightly | Directly hitting the earnings conference.
①Currently, processing fees have reached the bottom, and some product processing fees have started to rebound. The copper foil industry is still in a situation of oversupply, and the turning point awaits capacity clearance; ②Copper foils used in all solid-state and semi-solid-state batteries are already in small-scale supply. Negative electrode current collector copper foils required for fast-charging batteries and high-silicon batteries have been produced and supplied. Currently, the company's 4.5μm ultra-thin lithium-ion copper foil has achieved mass production and sales.
Stimulated by the dual demand of electric vehicles and low-altitude economy, the solid state battery industry is accelerating its development.
1. Tailun New Energy announced that the company's research and development project on "membrane-free semi-solid-state lithium-ion battery large-scale preparation" has smoothly passed the technology achievement appraisal organized by the China Light Industry Federation. 2. Citic Securities research reports indicate that besides recent progress in the solid-state battery field led by complete vehicle manufacturers, the aviation sector is gradually becoming an important practical scenario for solid-state batteries, and lithium battery equipment manufacturers are expected to explore the second growth curve in the solid-state battery field.
Star Evening News | Huahai Chengke plans to acquire 30% of Huawai Electronics' equity, Jinghe Integrated intends to accept a large deposit product worth 0.24 billion yuan.
① The head of the 6G advancement group stated that research on 6G technology standards will start in June next year; ② A meeting on the promotion of digital china construction was held in peking; ③ The china aviation industrial conglomerates convened the founding conference of the low-altitude economy innovation consortium.
Cumulatively 8 consecutive trading days hit the limit up from November 5th to November 14th! With 3.6 billion computing power concept stocks to be suspended for verification starting tomorrow | Summary of post-market announcements
9 days and 8 boards solareast holdings: the company currently has no plans for large-scale promotion of the solar energy storage charging station business.