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Hong Kong Stock Concept Tracking | Downstream demand boosts, the lithium battery sector's bottom is gradually becoming clear (with related stocks attached).
Capacity utilization rate is rebounding, the inflection point of the lithium iron phosphate industry may appear.
ganfenglithium (01772.HK) was subject to a shareholding reduction of 2.0139 million shares by jpmorgan.
On November 28, according to the latest equity disclosure information from the Hong Kong Stock Exchange, on November 22, 2024, ganfenglithium (01772.HK) was partially sold by JPMorgan Chase & Co. at an average price of HKD 24.641 per share, totaling approximately HKD 49.6234 million for 2.0139 million shares. After the shareholding reduction, JPMorgan Chase & Co.'s latest number of shares held is 35,305,533, and the shareholding ratio decreased from 9.24% to 8.74%.
Citic Sec: Overseas lithium mines expand production cuts, industry mergers and acquisitions accelerate.
The acceleration of industry mergers and acquisitions is an important sign in the mining industry's downward cycle, indicating that the industry is becoming optimistic about the future lithium prices and that the market generally recognizes that current lithium prices are at the bottom range, with limited expected further downward space.
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.
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.
Express News | JPMorgan Chase & Co's Long Position in H-Shares of Ganfeng Lithium Increases to 9.79% on Nov 20 From 9.10% - HKEX
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