TrendForce: It is expected that in 2025, Global新增 installed capacity for energy storage will reach 86GW/221GWh, a year-on-year growth of 27%/36%.

TrendForce expects that the new installed capacity of Global energy storage will reach 86GW/221GWh in 2025, a year-on-year increase of 27%/36%, with an average storage duration of approximately 2.6 hours.

Zhitong Finance21:06

Major changes! Apple is reportedly developing ultra-thin and foldable iPhones.

According to reports, Apple plans to launch a thinner iPhone model than the current version starting next year, which will be cheaper than the Pro series; in addition, Apple will also develop two foldable devices, one larger that can be used as a laptop, and another smaller that can function as a foldable iPhone.

wallstreetcnDec 16 10:58

The year marks a turning point for iPhone, what does it mean for the supply chain?

Nomura believes that this year's iPhone 16 series is not fully adapted for AI applications in terms of hardware, and the iPhone 17 series to be launched in the second half of next year may be Apple's first true AI phone, at which point Apple may re-adjust its product line. It is expected that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material for the body, and additional heat dissipation components may be added.

wallstreetcnDec 4 20:07

Solid state batteries accelerate the reshaping of the lithium battery industry chain, eVTOL manufacturers call for breakthroughs in materials end | Focus on.

1. The contact mode between the solid state battery electrolyte and the active material has changed from solid-liquid contact to solid-solid contact, leading to a series of changes, including the attention to dry process technology and the corresponding equipment manufacturers are also iterating; 2. Solid-state batteries still face challenges in terms of cost and mass production; 3. The application end of eVTOL in the emerging industry xinxingchanye has attracted attention, with ehang believing that the current battery material end is still the bottleneck.

cls.cnNov 27 09:09

The Battery Film Special Committee advocates: resist "involutionary" vicious competition. Listed companies respond: prices will definitely return to rational levels in the future.

① The Battery Film Specialized Committee of the China Plastics Processing Industry Association advocates that the battery separator industry should not engage in price wars or market share disputes; ② Shenzhen Senior Technology Material stated that currently many small manufacturers are selling at a loss, and prices will definitely return to a more rational state in the future.

cls.cnNov 26 22:02

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 13:21