002850 Shenzhen Kedali Industry
- 104.52
- -1.48-1.40%
Shenzhen Kedali Industry News
Express News | Xinda Securities: The pattern of the Battery industry is expected to improve, and the Sector's profitability is likely to rebound.
HAITONG INT'L: In November, the installed capacity of power Battery in our country increased by 50%, significantly stimulated by the "old-for-new" policy.
In the future, as the costs of raw materials in the lithium battery Industry Chain continue to decrease, the combination of policy support and the increasing terminal demand is expected to drive the continuous growth of Electric Vehicles sales, with the demand for the lithium battery Industry Chain gradually increasing.
Shenzhen Kedali Industry (002850.SZ): now has the technology and mass production capacity for the 4680 large cylindrical structural components.
On December 12, according to Gelonghui, Shenzhen Kedali Industry (002850.SZ) stated in a recent investor relations activity that the company now possesses the technology and mass production capacity for manufacturing 4680 large cylindrical structural parts, and will release production capacity according to actual customer demand.
Shenzhen Kedali Industry (002850.SZ): Currently has 16 production bases globally.
On December 12, Glorious Bay reported that Shenzhen Kedali Industry (002850.SZ) recently stated in an investor relations activity that the company currently has 16 production bases globally. In China, key regions in the Lithium Battery Industry such as East China, South China, Central China, Northeast China, Northwest China, and Southwest China have all developed a layout of production bases, effectively radiating to surrounding downstream customers. Furthermore, the company's overseas production bases in Germany, Sweden, and Hungary further meet the capacity support needs of overseas customers.
Express News | Shenzhen Kedali Industry: The wholly-owned subsidiary SiChuan Kedali has obtained the high-tech enterprise certification.
Shenzhen Kedali Industry (002850.SZ): Expanding the field of humanoid robot joint components through business involving harmonic drives and other products.
Gelonghui reported on December 10 that Shenzhen Kedali Industry (002850.SZ) stated on the investor interaction platform that the company is based in the global market, focusing on the future development potential of humanoid robots in the industrial sector, entering the robotics track, and expanding the humanoid robot joint components field through products such as harmonic drives. As a leading enterprise in the field of precision structural components for batteries in China, the company has consistently focused on its main business for many years, accumulating rich technical experience and excellent manufacturing capabilities for precision structural components. By promoting technological integration and innovation through collaboration with partners, the company enhances the added value of its products. Meanwhile, relying on the existing factory buildings, active development of.
Soochow: The supply and demand reversal in the lithium battery industry is imminent, and a bullish outlook is strong.
Soochow Securities stated that the demand in the lithium battery industry has exceeded expectations, with a non-weak season from November to December. The demand for 2025 has been revised up to over 30% growth, and the current valuation is at the profit bottom. Industry leaders are showcasing significant technological innovation and cost advantages, with profitability set to recover first. A supply-demand reversal is imminent, and there is strong bullish sentiment.
Soochow: In Q4 2024, domestic electric vehicle sales exceeded expectations, raising the annual sales forecast to a year-on-year growth of 37%.
The demand for the electric vehicle industry has exceeded expectations, and the off-season in November and December is not weak. The demand for 2025 has been revised up to over 30% growth. Current valuations are at the profit bottom, with leading companies showing significant technological innovation and cost advantages, and profitability is set to recover first. A supply-demand reversal is imminent, and there is a strong bullish outlook.
Sinolink: The new energy fund sector is in the "triple bottom" upward phase, bullish on high-pressure iron lithium, 6F, and other track cyclical opportunities.
In 2025, the growth rate of demand and the growth rate of production capacity will be basically matched, and the structural market for leading companies will continue.
Founder Securities: Battery production capacity expansion is expected to restart, equipment and materials usher in opportunities.
In Q3 2024, china shipbuilding industry group power battery companies have invested in and constructed 25 new projects both domestically and internationally, with a total investment exceeding 99.1 billion yuan, and the expected new battery production capacity will reach 281 GWh.
Shenzhen Kedali Industry (002850.SZ): The company has not yet started the business related to AI domestication.
Shenzhen Kedali Industry (002850.SZ) stated on the investor interaction platform on November 13 that the company has not yet started AI domestication related business.
Shenzhen Kedali Industry (002850): Profit margins are impressive, and overseas business continues to expand.
Key points: The company released its Q3 2024 report, showing impressive profit margins. For Q1-Q3 2024, the company achieved revenue of 8.592 billion yuan, a year-on-year increase of 10.60%; realized net income attributable to shareholders of 1.016 billion yuan, a year-on-year increase of 27.86%;
Everbright Securities Lithium Battery Industry 2025 Investment Strategy: Grasping the inflection point from the perspectives of cycle and growth.
The key to the future profitability gap of battery companies lies in the sustainability and incremental space of demand (determining the level of capacity utilization, the higher the level, the smaller the gap), the degree of product differentiation (determining the price difference), solid state batteries, high-voltage fast charging, and other new technologies.
Shenzhen Kedali Industry (002850): Excellent expense control achieved an increase in net margin.
In Q3 of 2024, the revenue was 3.146 billion yuan, with a year-on-year/half-year increase of +10.35%/+7.12%. Net income attributable to the parent company was 0.368 billion yuan, with a year-on-year/half-year increase of +28.70%/+8.49%. Deducting non-recurring items, it was 0.357 billion yuan, with a year-on-year/half-year
Express News | Shenzhen Kedali Industry: Currently, the average capacity utilization rate is 60%-70%. It takes time for overseas customers' orders to ramp up.
Shenzhen Kedali Industry (002850): Performance exceeds expectations, profits resilient, bullish on overseas expansion.
Performance summary On October 28, the company released the third quarterly report. In the first three quarters of 2024, the company's revenue was 8.59 billion yuan, a year-on-year increase of +10.6%, net income attributable to the parent company was 1.02 billion yuan, a year-on-year increase of +27.9%, and non-net profit attributable to the parent company 9.
Kodali: Third quarter 2024 report
Shenzhen Kedali Industry (002850.SZ) released its performance for the first three quarters, with a net income of 1.016 billion yuan, a year-on-year increase of 27.86%.
Shenzhen Kedali Industry (002850.SZ) released the third quarter report of 2024. In the first three quarters, the company achieved revenue of 8...
Express News | shenzhen kedali industry: Q3 revenue was 3.15 billion yuan.
Kedali Industry to Set Up Malaysian Battery Parts Factory for 600 Million Yuan
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