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.
China International Capital Corporation: In October, the supply and demand for the electric vehicles industry chain are both strong, and some segments are expected to see price increases.
With the operating rates of major manufacturers at a high level, it is expected that some previously undervalued segments, such as lithium iron phosphate cathodes and electrolyte hexafluorides, may see price stabilization or increases.
Hunan Zhongke Electric (300035.SZ): Downstream customers have a high demand for the company's anode material, and the production line is operating at full capacity.
Gelonghui December 2nd | Hunan Zhongke Electric (300035.SZ) stated on the investor interaction platform that currently, downstream customers have a large demand for the company's anode materials, and the production line is operating at a high load.
Hunan Zhongke Electric (300035): Fast charging products' proportion increases, profit exceeds expectations under optimized structure.
hunan zhongke electric released its third quarter report for 2024, achieving a revenue of 3.884 billion yuan in the first three quarters, a year-on-year increase of 10.27%; achieving a net income attributable to the parent company of 0.184 billion yuan, a year-on-year increase of 426.25%; achieved a non-net income after deduction.
Zhongke Electric: Report for the third quarter of 2024
Hunan Zhongke Electric (300035): Operating rate drives profit recovery, integrated support for long-term profitability.
The company released the 2024H1 performance report, with the company achieving revenue of 2.264 billion yuan, a year-on-year increase of 1.32%, and achieving a net income attributable to the parent company of 0.069 billion yuan, a year-on-year increase of 155.44%, achieving non-net income after deduction.
hunan zhongke electric (300035.SZ): The capacity utilization rate is at a relatively high level
On September 3, GeLongHui reported that hunan zhongke electric (300035.SZ) recently conducted research with specific parties regarding "May I ask about the current production situation of the company's anode material business?" The company stated that currently, downstream customers have a high demand for the company's anode material, and the company's production capacity utilization rate is at a high level.
Hunan Zhongke Electric (300035) 2024 semi-annual report review: Profit recovery, continuous progress in overseas projects.
On August 29, 2024, the company released its semi-annual report for 2024, with revenue of 2.264 billion yuan in the first half of the year, an increase of +1.32% year-on-year; net income attributable to the parent company was 0.069 billion yuan, an increase of +155.
Zhongke Electric: 2024 Semi-Annual Report Summary
Zhongke Electric: 2024 Semi-Annual Report
Hunan Zhongke Electric (300035.SZ) announced its performance for the first half of the year, turning losses into profits reaching 69.26 million yuan.
hunan zhongke electric (300035.SZ) released the semi-annual report for 2024. During the reporting period, the company achieved revenue...
Express News | Hunan Zhongke Electric: The net income in the first half of the year was 69.26 million yuan, turning a loss into a profit on a year-on-year basis.
Hunan Zhongke Electric (300035.SZ): net income of 69.26 million yuan in the first half of the year.
On August 29, GeLongHui reported that Hunan Zhongke Electric (300035.SZ) achieved a total operating income of 2.264 billion yuan in the first half of 2024, an increase of 1.32% year-on-year; the net income attributable to the shareholders of the parent company was 69.26 million yuan, compared to a loss of 0.125 billion yuan in the same period last year; the basic earnings per share was 0.0969 yuan.
Hunan Zhongke Electric (300035.SZ): Continuously investing in silicon-based negative electrodes, the pilot production line has been completed.
Hunan Zhongke Electric (300035.SZ) stated on the investor interactive platform on August 23 that the company has been continuously investing in silicon-based negative electrodes, including silicon-carbon negative electrodes for solid-state batteries. The pilot production line has been completed and products have been sent to customers for testing and approval.
Express News | Hunan Zhongke Electric: Net profit in the first half of the year is expected to increase by 145%-160% year-on-year.
Express News | Hunan Zhongke Electric: Expected net income of 56.21 million yuan to 74.95 million yuan in the first half of the year, turning losses into profits year-on-year.
Hunan Zhongke Electric: 2024 Interim Performance Forecast
Express News | The lithium battery industry chain soared, Xinhuangxin Materials rose over 16%, Hunan Zhongke Electric, Shanghai Putailai New Energy Technology, and Shangtai Technology rose over 7%.
Zhongke Electric (300035): 23 years of impairment disrupted performance, and going overseas is expected to increase quantitative profit space
Core view The company's production capacity of lithium battery anodes in 2023 was 188,000 tons, with an output of 144,000 tons in 23 years, with a capacity utilization rate of 76.24%. In 2023, the company sold 1.41 million tons of lithium battery anode materials, the same
Zhongke Electric (300035.SZ) 2023 equity distribution: 1.5 yuan for every 10 shares
Zhongke Electric (300035.SZ) issued an announcement. The company's 2023 equity distribution plan is: With the company's current...
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