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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.
Earnings Troubles May Signal Larger Issues for Do-Fluoride New Materials (SZSE:002407) Shareholders
Do-fluoride new materials (002407.SZ): PVDF design capacity is 0.01 million tons per year
Glorunet November 4th | Do-fluoride new materials (002407.SZ) stated on the investor interaction platform that the company's PVDF design capacity is 0.01 million tons per year, with PVDF equipment undergoing updates and renovations. Some capacity is operating normally, the company has strengthened internal management, optimized production strategy, aiming to achieve a steady increase in production and sales levels in the future market.
Do-fluoride new materials (002407.SZ): Optimistic about the future market of electronic special gases.
Geelong Hui on October 31st | Do-fluoride new materials (002407.SZ) held a performance briefing on October 31, 2024, addressing the question of 'How is the shipment and profit situation of the company's silane and other electronic special gases?' The company stated that in the first three quarters, the shipment volume of the company's silane has remained stable. Due to market and industry price fluctuations, the profit level has decreased. Thanks to a diversified customer base, the company is more optimistic about the future market of electronic special gases.
Do-fluoride new materials (002407.SZ): LiFSI's full-year target shipment volume is around 1000 tons.
Gelonghui October 31st | Do-Fluoride New Materials (002407.SZ) held a performance briefing on October 31, 2024, regarding 'How is the production and sales situation of the company's LiFSI?' The company stated that the full-year target shipment volume is around 1,000 tons. Considering market demand and cost control, the company's new capacity expansion plan has slowed down. Expansion will be considered once demand grows and there is better profit potential.
Do-fluoride new materials (002407.SZ): The future price of lithium hexafluorophosphate will be stable with a slight increase, but it may be difficult to achieve a significant breakthrough in the short term.
On October 31st, Do-Fluoride New Materials (002407.SZ) held an earnings briefing on October 31, 2024, where they were asked to 'Please introduce the company's lithium hexafluorophosphate production capacity planning? And determine the price trend of lithium hexafluorophosphate for next year?' The company stated that, overseas, the company's South Korea factory is expected to be completed by the end of 2025; domestically, the existing production capacity has a relatively high start-up rate, and the company's strategy is to stabilize market share, avoid vicious competition, and cautiously increase production based on industry changes. In addition, the company believes that the future price of lithium hexafluorophosphate will be stable with a slight increase, but it may be difficult to make significant breakthroughs in the short term.
Returns On Capital At Do-Fluoride New Materials (SZSE:002407) Paint A Concerning PictureNo Data
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