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.
jiangsu cnano technology co.,ltd. (688116): Shipment remains stable and increasing, new product introduction & steady advancement of overseas customers.
The company released its third quarter report for 2024, achieving revenue of 0.394 billion yuan in 2024Q3, a year-on-year decrease of 5.64%, and a quarter-on-quarter increase of 15.97%; net income attributable to the parent company was 0.067 billion yuan, a year-on-year decrease of 6.3.
Express News | Concept solid state battery stocks surged again, jiangsu cnano technology co.,ltd. and many other stocks hit the limit up.
jiangsu cnano technology co.,ltd. (688116.SH): The company occupies the vast majority of the market share in the solid state battery field with its CNT supply volume.
Gelonghui November 8th | jiangsu cnano technology co.,ltd.(688116.SH) stated on the interactive platform that the company's high-end products have excellent performance and have supplied to many well-known solid state battery manufacturers in the market, such as Qingtao, Weilan, Tailan, etc. Currently, the company's supply volume of CNT in the field of solid state batteries accounts for the vast majority of the market share.
jiangsu cnano technology co.,ltd. (688116): The shipment volume of carbon nanotubes continues to grow, with new products actively being introduced.
The core view of the company's 2024 revenue for the first three quarters was 1.04 billion yuan, -1.7% year-on-year, net income attributable to the parent company was 0.183 billion yuan, +13.1% year-on-year, and net income after deduction was 0.176 billion yuan, +24.2% year-on-year. Among them, 2
Express News | jiangsu cnano technology co.,ltd.: Some customers currently have new product orders of one hundred tons.
Jiangsu Cnano Technology Co., Ltd. Just Missed EPS By 29%: Here's What Analysts Think Will Happen Next
jiangsu cnano technology co.,ltd. (688116): Fast charging and energy storage drive performance growth, single-wall project accelerates.
In Q1-Q3 of 24, the company's revenue was 1.04 billion yuan, -1.69% year-on-year, attributable net income was 0.183 billion yuan, +13.06% year-on-year, non-GAAP net income was 0.176 billion yuan, +24.22% year-on-year, of which 24.
jiangsu cnano technology co.,ltd. (688116): Q3 performance in line with expectations, maintaining stable profit per ton.
Investment highlights: Performance in line with expectations. The company's revenue in Q1-Q3 2024 was 1 billion yuan, -1.7% year-on-year, with a net income attributable to the parent company of 0.18 billion yuan, +13%; among them, the revenue in Q3 2024 was 0.39 billion yuan, -5.6%/+1% quarter-on-quarter.
Jiangsu Tiannai Technology Co., Ltd. Report for the Third Quarter of 2024
jiangsu cnano technology co.,ltd. (688116.SH) released its performance for the first three quarters, with a net income of 0.183 billion yuan, a year-on-year increase of 13.06%.
Jiangsu Cnano Technology Co.,Ltd. (688116.SH) disclosed its third quarter report for 2024, achieving operating revenue in the first three quarters...
Jiangsu Cnano Technology Co.,Ltd. (688116.SH): The net income in the first three quarters was 0.183 billion yuan, a year-on-year increase of 13.06%.
On October 25th, Gelonghui reported the third quarter of 2024 of Jiangsu Cnano Technology Co., Ltd. (688116.SH), with the company's revenue for the first three quarters of the year at 1.04 billion yuan, a decrease of 1.69% year-on-year; the net income attributable to shareholders of the listed company was 0.183 billion yuan, an increase of 13.06% year-on-year; the net income attributable to shareholders of the listed company excluding non-recurring gains and losses was 0.176 billion yuan, an increase of 24.22% year-on-year; and the basic earnings per share was 0.53 yuan.
jiangsu cnano technology co.,ltd. (688116.SH): has mastered the preparation method of catalysts loaded with single-walled carbon nanotubes
Gelonghui September 24th News | Jiangsu Cnano Technology Co., Ltd. (688116.SH) stated on the investor interaction platform that, in terms of the basic characteristics of carbon nanotube materials, there is a stronger demand for high-performance battery systems in the company's products. For Jiangsu Cnano Technology Co., Ltd., the company has accumulated years of technical research and development, has mastered the preparation method of supported catalyst for single-walled carbon nanotubes, new generation of few-walled and single-walled carbon nanotubes continuous preparation technology, and will further develop new or composite products based on this product, thus further enriching the company's product matrix, providing customers with comprehensive technical solutions. It is expected that the future development of solid-state batteries will bring benefits to Jiangsu Cnano Technology Co., Ltd.
jiangsu cnano technology co.,ltd. (688116.SH): Currently, most well-known solid-state/semisolid battery production companies in the domestic market are basically our customers.
gelonhu september 24th│jiangsu cnano technology co.,ltd.(688116.SH) stated on the investor interaction platform that currently, most of the mainstream solid-state/semi-solid-state well-known battery manufacturers in the domestic market are basically our customers.
Express News | Jiangsu Cnano Technology Co., Ltd.: The company plans to build a new cathode material production capacity of 0.1 million tons in stages.