Li Yuanheng: Actively cooperating with customers to develop solid state battery equipment, continuously focusing on the Southeast Asia and European and American markets | Direct hit on the earnings conference
1. The internal design and production manufacturing of the solid state battery sulfide line, which was won by Liyuanheng, is currently in progress, but this part is expected to account for a small proportion of revenue in 2025; 2. Recently announced coating orders that won the bid are expected to be delivered for acceptance and revenue recognition in 2025; 3. In the future, we will closely follow domestic companies going global and continue to focus on the Southeast Asian and European and American markets.
Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.
Beijing Tianyishangjia new material corp.: Launching multiple collaborations in the low-altitude economy and commercial rocket fields, downstream demand for photovoltaics has not significantly improved. | Directly hitting the earnings conference
①The company cooperates with AVIC, Times Technology and other enterprises to produce various aircraft frame wing and other structural components as well as prepreg materials. Its subsidiary Tianrendao holds a strategic cooperation agreement with StarPower, focusing on cooperative research and development manufacturing of rocket fairings, attitude control cabins and other sections; ②The company's research and development of carbon-carbon boxes is used in the high-temperature process of producing positive and negative electrodes for lithium batteries, and has been verified and approved by many industry-leading customers, entering the stage of mass production and delivery.
The fluctuation of the photovoltaic cycle far exceeds the past. Representatives of leading companies suggest considering transformation earlier if things are not going well.
① In the case of a divergence between prices and costs, the photovoltaic industry has fallen into a crisis not seen in recent years, with prices at various stages declining by 60%-80% compared to the peak in 2023; ② Long-term losses are unacceptable in any industry, and with market growth slowing, it has become very difficult to resolve the current capacity issues. This cycle may last longer.
Guangdong Jiayuan Technology: Solid state battery copper foil has been supplied in small quantities, and some product processing fees have rebounded | Earnings conference
①Currently, processing fees have bottomed out, and some product processing fees have started to rebound. The copper foil industry is still in a situation of oversupply, and the turning point will still require capacity clearing; ②Copper foils used in all solid state and semi-solid state batteries have been supplied in small quantities. Copper foils for the negative electrode current collectors required for fast charging batteries and high silicon batteries have been produced and supplied. Currently, the company's 4.5μm ultra-thin lithium-ion copper foil has achieved mass production and sales.
Stimulated by the dual demand of electric vehicles and low-altitude economy, the solid state battery industry is accelerating its development.
①Taiwan Blue New Energy announced that the company's research and development project for the "membrane-less semi-solid lithium-ion battery large-scale preparation project" has successfully passed the technology achievement appraisal organized by the China National Light Industry Council. ②Citic Sec research reports indicate that besides the recent progress in solid state battery led by vehicle manufacturers, the aviation field is gradually becoming an important application scenario for solid state batteries, and lithium battery equipment manufacturers are expected to open a second growth curve in the solid state battery sector.