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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.
Do-fluoride new materials (002407) 2024 third quarter report review: Hexafluoride prices fell, performance in Q3 decreased year-on-year, vigorously developing fluorine core batteries, sodium batteries
Event: The company released the third quarter report of 2024. In the first three quarters, the company achieved revenue of 6.876 billion yuan, a year-on-year decrease of 21.73%, and achieved a net income attributable to mother of 0.025 billion yuan, a year-on-year decrease of 94.60%. 24 year.
Do-Fluoride New Materials (002407.SZ): PVDF design capacity is 0.01 million tons per year
Gloria on November 4th | Do-fluoride new materials (002407.SZ) stated on the investor interaction platform that the company's PVDF designed capacity is 0.01 million tons per year, and the PVDF unit is undergoing updates and renovations. Some capacity is operating normally, the company has strengthened internal management, optimized production strategies, aiming to achieve a steady increase in production and sales levels in future markets.
Express News | Do-fluoride new materials: It is expected that the company's overseas shipments of lithium hexafluorophosphate will fluctuate between 25% and 30% in the future.
Do-fluoride new materials (002407.SZ): optimistic about the future market of electronic special gases.
Glenhunt October 31st | Do-fluoride new materials (002407.SZ) held a performance briefing on October 31, 2024, regarding "How is the shipment and profitability of the company's silane and other electronic specialty gases?" The company stated that in the first three quarters, the shipment volume of the company's silane remained stable. Due to market and industry price fluctuations, the profitability level has decreased. Thanks to a diversified customer base, the company is optimistic about the future market of electronic specialty gases.
Do-Fluoride New Materials (002407.SZ): LiFSI's full-year target shipment volume is around 1000 tons.
Gelonghui October 31st | Do-fluoride new materials (002407.SZ) held a performance briefing on October 31, 2024, regarding 'How is the production and sales situation of the company's LiFSI?' The company stated that the full-year target shipment volume is around 1,000 tons. Considering market demand and cost control factors, the company's new production capacity expansion plan will be slowed down. Expansion will be considered after demand growth and better profit margins are achieved.
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