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

Lithium battery companies face obstacles in going overseas! Shanghai Putailai's investment of 0.1 million tons in Anode Material in Sweden was rejected, and plans to appeal will be proposed | Quick read the announcement.

① Shanghai Putailai New Energy Technology plans to terminate the implementation of the 0.1 million ton Anode Material integrated production base project in Sweden; ② The company cannot fully agree to the conditions proposed by the Swedish Strategic Product Surveillance Authority concerning the company's planned investment project under the Swedish Foreign Direct Investment Law; after unsuccessful negotiations, the investment project was not approved; ③ The company intends to appeal to the Swedish government and will continue to monitor overseas markets, looking for opportunities to establish overseas production capacities.

cls.cnDec 19, 2024 21:37

Is the lithium battery industry chain about to bottom out? Industry insiders expect prices to rebound next year, with leaders emphasizing a global layout.

Zhang Xiaofei, the chairman of Gaogong Lithium Battery, expects that the first quarter of next year will be the lowest point for prices, while the prices of battery main materials will begin to rise in the second quarter of next year.

cls.cnNov 21, 2024 13:21

Another major battery player is entering the solid state battery industry, which may give birth to significant investment opportunities.

eve energy co.,ltd. expressed on the interactive platform that the company has already carried out technical layout in the field of solid state batteries and made relevant industrial planning. The company plans to achieve a technological breakthrough in 2026, launching high-power, high environmental tolerance, and absolutely safe all solid state batteries, mainly used in the hybrid power field.

cls.cnNov 19, 2024 08:02

There is a supply-demand imbalance! Industry giants are operating at full capacity, and the semiconductors industry chain is expected to further recover.

①According to industry reports, taiwan semiconductor's 3nm process capacity utilization rate will reach 100% in the first half of next year, with 5nm even more popular, and the capacity utilization rate will reach 101%, which is overload operation. ②tianfeng Securities pointed out that in recent years, the country has vigorously supported the technology industry, and China's semiconductor industry chain localization has ushered in an opportunity.

cls.cnNov 14, 2024 08:06

Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized after the decline, opportunities outweigh challenges next year. | Directly target the earnings conference

①It is expected that refrigerant prices will rebound across the board in Q4, while non-refrigerants will stabilize; ②Optimistically view next year's performance prospects, pointing out the coexistence of opportunities and challenges; ③Next year, the certainty of refrigerant price increases is strong, and the competitive landscape has improved somewhat; ④ Non-refrigerants are still in surplus, but the risk of a major drop over the past two years has been released.

cls.cnNov 12, 2024 18:13