The fund backed by ganfenglithium and Jiangxi Guokong has a return multiple of only 1x, starting to recruit GP for the provincial level science and technology innovation fund.
The provincial-level science and technology innovation fund, which gathers jiangxi guokong, ganfenglithium, and swhy, has initiated the collection work for GP. It only requires a one-time investment return, and for projects that meet the major innovation layout of Jiangxi Province, a single project sub-fund can be established, with the investment not subject to the above proportion limit.
The dual catalysis of 'technology + demand' has once again brought a 'mini spring' to the industrialization process of solid state batteries.
As of today's closing, stocks related to solid state battery concept have risen by 2.64%. On November 7, Chongqing Changan Automobile and Tianneng New Energy jointly released solid state lithium battery technology without separator. This technology achieves for the first time in the industry the elimination of traditional liquid lithium battery separator by introducing a high-density composite solid-state electrolyte layer on the surface of the polarity sheet to replace the separator function.
How much electricity does AI consume? Technology stocks have a small nuclear reactor in every pair of hands.
Although there are currently no specific numbers indicating the demand for AI in electrical utilities, the market's recognition of the power consumption of AI servers is highly logical, such as the most widely discussed restarting of nuclear power plants or increasing the construction of nuclear power plants.
Lithium prices fell, coupled with SQM's performance decline, tianqi lithium corporation incurred a loss of 5.7 billion in the first three quarters, with a reduced loss in Q3 compared to the previous quarter. | Interpretations of financial reports
① Due to fluctuations in lithium prices and a year-on-year decline in the performance of its affiliate SQM, tianqi lithium corporation incurred a loss of 5.7 billion in the first three quarters; ② The impact of falling lithium prices and misalignment of pricing mechanisms persists, with the company continuing to incur losses in Q3, but reducing losses compared to Q2; ③ Regarding the "nationalization" of SQM, tianqi lithium corporation's wholly-owned subsidiary's lawsuit filed in the Chilean court is still under review.
A bold bet on nuclear energy! Private equity stakes on the "next AI trade"
Analysis suggests that by providing financing for nuclear energy projects, private equity and other alternative asset management companies can invest a large amount of cash into assets with stable returns and growing demand.
Exclusive | Unveiling the first mass-produced full solid state battery assembly line: the scale cost is not higher than liquid, but still can't be used in cars
①The first all-solid-state battery production line has sparked discussion again. The builder of the production line, a person from Pure Lithium New Energy Company, stated that current customers come from energy storage and electric two-wheelers, not involving power batteries; ②Pure Lithium New Energy has put into operation a production line with a target capacity of 200MWh, and has planned to expand production to 6GWh of solid-state energy storage battery production line; ③In the A-share market, companies are mainly focusing on technological routes involving oxides and sulfides.