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Express News | Xinda Securities: The pattern of the Battery industry is expected to improve, and the Sector's profitability is likely to rebound.
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.
Express News | Funds favor individual stocks in the new energy vehicle industry chain.
Express News | The demand for single-walled carbon nanotube products exceeds supply? Multiple listed companies respond.
Express News | Jiangsu Cnano Technology Co., Ltd. has supplied to multiple well-known solid state battery manufacturers.
Jiangsu Cnano Technology Co.,Ltd. (688116.SH): Currently, there are orders for single-walled and related products in the hundred-ton range, and the downstream demand is strong.
Gelonghui, November 20th | jiangsu cnano technology co.,ltd. (688116.SH) stated on the interactive platform that: 1. The company currently has orders for single-wall and related products in the hundred-ton level, with strong downstream demand. 2. Carbon nanotube conductive slurry also has corresponding technical barriers, mainly reflected in the research and accumulation of nanomaterial dispersion technology, with high requirements for the consistency and quality control of slurry products. In addition, the verification period for lithium battery customers is also long, with high quality control barriers, especially for benchmark customers at home and abroad. 3. Since the beginning of this year, NMP market prices have generally been trending downwards. 4. The carbon nanotube conductive masterbatch developed and produced by the company mainly involves carbon.
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