据财联社主题库显示，相关上市公司中：① Recent data released by the Shenzhen High-tech Industry Research Institute indicates that the production schedule for lithium battery companies is expected to be revised upwards in January 2025. ② The Research Reports from Soochow note that production schedules are expected to rebound rapidly after the Spring Festival, with the supply and demand relationship continuing to improve.
Recent data released by the Shenzhen High-tech Industry Research Institute indicates that the production schedule for lithium battery companies is expected to be revised upwards in January 2025. Among them, the production schedule for lithium iron phosphate battery manufacturers is expected to grow year-on-year by over 150%, and the production schedule for ternary lithium battery manufacturers will also see year-on-year growth. Additionally, industry insiders predict that not only in January, but in the short term, the production schedule for lithium battery manufacturers in the first quarter of this year is also expected to improve, with market demand showing "no slack in the off-season."
The Research Reports from Soochow indicate that the demand for large storage systems in the USA remains strong, and the demand in Emerging Markets such as Europe, the Middle East, and Latin America has exploded; due to the continuation of the old-for-new policy in 2025 + the reduction of purchase tax encouraging installations, electric vehicle sales expectations have been revised upwards. The global lithium battery demand growth rate for 2025 has been revised upwards to 30%. In the short term, January's production schedule will see a month-on-month decline of 10-15% due to the impact of the Spring Festival, yet the off-season is showing robust demand, and a rapid recovery in production schedules is expected after the Spring Festival, with the supply and demand relationship continuing to improve.
According to data from the financial news agency, among the relevant listed companies:
Shangtai Technology mainly engages in the independent research and production of artificial graphite Anode Material, ranking among the top five in the domestic market share for Lithium Battery Anode Material.
Sinomine Resource Group holds 100% equity in Zimbabwe's Bikita mine and Canada's Tanco mine, with a completed 4.18 million tons/year mining and processing production line, fully meeting the raw material self-sufficiency for lithium salt production lines.
