Ningbo Ronbay New Energy Technology: It is expected that the scale-up of sodium batteries will be implemented next year and cooperation is being promoted with downstream humanoid robot clients | Direct report on the Earnings Conference.

① Manganese iron lithium products have obtained demand for thousands of Autos orders from leading power battery companies; recently signed a bulk purchase agreement for Cathode Material with Sodium-ion Batteries companies, and large-scale implementation is expected next year; ② The second phase of production capacity at the South Korea plant is undergoing debugging work, and production is expected to start in early 2025; the Europe plant is expected to complete its first phase of construction before the end of 2025 and has completed the registration of its North American subsidiary.

cls.cnDec 31, 2024 20:31

2024 is the "explosion year" for Asia Vets in autonomous driving: companies rushing to go public, aiming for a trillion-level market.

This year, the carrot racing on the streets of Wuhan has caught public attention, and Tesla's Self-Driving Cars robotaxi has unveiled its mysterious veil, with companies from China and the United States racing ahead in the Asia Vets driving track.

Securities TimesDec 31, 2024 08:32

The expectation of rising prices for Anode Material is gradually emerging, and Analysts say that the prices of Lithium Batteries may have already bottomed out.

① According to multiple interviews by the Financial Association reporters, the expectation of price increases in the Anode Material industry is gradually emerging. An Analyst predicts that some models of Anode Material may see slight increases in Q1 next year, with leading companies' processing fees expected to rise by 500 to 1000 yuan/ton in January. ② Citibank Analysts released a research report stating that Lithium Battery prices may have bottomed out and could see slight increases by 2025.

cls.cnDec 31, 2024 08:12

The lithium carbonate industry layout is further advancing, Hunan Corun New Energy's lithium-containing refractory mineral mining expansion is certified | Quick reading of the announcement.

① Hunan Corun New Energy's subsidiary Yichun Lithium Mine has obtained a new mining license, increasing the production capacity from 0.05 million tons/year to 0.4 million tons/year; ② Since entering the lithium battery materials market, Hunan Corun New Energy's performance has been negatively impacted by the decline in lithium prices.

cls.cnDec 30, 2024 23:19

Automakers are accelerating the research and development of their own chips! Great Wall Motor's chip company has established a presence in Nanjing.

① Recently, Great Wall Motor signed a strategic cooperation agreement with Nanjing Jiangbei New Area, and the RISC-V automotive chip design company cultivated by Great Wall Motor, Zijing Semiconductors, established its presence in Nanjing Jiangbei New Area; ② In recent years, domestic car manufacturers, both new forces in vehicle manufacturing and traditional car companies, have been actively engaged in chip research and development.

cls.cnDec 28, 2024 21:59

The number has reached a historical high! So far this year, 17 A-share listed companies have announced special dividend plans, including Contemporary Amperex Technology and Yunnan Baiyao Group.

① According to incomplete Statistics, as of the time of publication, 17 A-share listed companies have announced special dividend plans for 2024 this year (attached table), setting a record high for the year. Among them, the special dividend amounts of Contemporary Amperex Technology, Yunnan Baiyao Group, S.F. Holding, and others exceed 2 billion yuan. ② In addition, listed companies such as Fuhua, Three Squirrels Inc., and Chongqing Qin'an M&E PLC have announced special dividend plans before the Spring Festival.

cls.cnDec 28, 2024 15:00