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A-share solid state battery concept stocks generally rose, Liaoning Oxiranchem,Inc. and many other stocks hit the limit up.
Gelonghui on November 22nd: Liaoning Oxiranchem,Inc, Tianjin Binhai Energy & Development, Shidashenghua, Guangdong Guanghua Sci-Tech hit the daily limit, Anhui Zhongyuan New Materials striving for the daily limit, Jiangsu Azure Corporation, Lucky Film, Ruitai New Materials, Guangdong Dowstone Technology, etc. followed the upward trend. In terms of news, the GGII released "Analysis of the Current Situation and Trends of China's Solid State Battery Industry in 2024". GGII believes that this year, the shipment volume of quasi-solid-state batteries is expected to be about 7 GWh, exceeding 65 GWh by 2030, and about 300 GWh by 2035. The all-solid-state battery is expected to achieve a shipment volume breakthrough of over 1 GWh by 2028.
Tianjin Binhai Energy & Development (000695.SZ): Currently, the company has no cooperation with Huawei.
On November 21, Gelonghui reported that tianjin binhai energy & development (000695.SZ) stated on the investor interaction platform that there is currently no cooperation with Huawei.
tianjin binhai energy & development (000695.SZ): The silicon-carbon products are currently in the pilot testing phase and have not been sent to customers for sampling yet.
On November 19, Glory Capital stated on the investor interaction platform that tianjin binhai energy & development (000695.SZ) is pursuing two research directions based on the different technical routes of silicon-carbon and silicon-oxygen, according to its own circumstances and technical layout. As the capacity, cycle performance, rebound performance, and first efficiency of silicon-carbon materials are superior to those of silicon-oxygen materials, the company will focus on developing silicon-carbon anodes in the future. Currently, the company's silicon-carbon products are in the small-scale testing stage and have not been sent to customers for samples; however, silicon-oxygen products have been sent to battery customers and are still in the introduction phase.
Tianjin Binhai Energy (000695.SZ): The planned anode material production capacity will reach an integrated scale of 0.3 million tons.
Tianjin Binhai Energy & Development (000695.SZ) stated on the investor interaction platform on November 19 that the company has currently built a 0.04 million ton production line and 18,000 tons of graphite anode material capacity in Shangdu County, Ulanqab, Inner Mongolia, and is coordinating with Hengsheng New Energy's 0.05 million tons of graphite anode material and some front-end capacity. Currently, the company is investing in the construction of the first phase of a 0.2 million ton integrated project, with the planned anode material capacity reaching 0.3 million tons of integrated scale in the future. The company will fully leverage the advantages of source-grid-load-storage green electricity to serve downstream customers with high-quality and advantageous products.
Binhai Energy & Development Scraps Negative Electrode Project Construction; Shares Down 6%
Express News | Tianjin Binhai Energy & Development: Terminates the issuance of stocks to specific entities for the year 2024 and withdraws the application documents.
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