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GGII: This year, China has planned an investment of approximately 496 billion yuan in Lithium Battery and its main materials, Sodium Battery and its Anode and Cathode Materials, and Solid State Battery.
According to the incomplete statistics from the Gao Gong Industry Research Institute (GGII), the planned investment for 2024 in China for Lithium Battery and main materials, Sodium Battery and anode and cathode materials, and Solid State Battery is approximately 496 billion yuan, a year-on-year decrease of 64%.
Tianqi Lithium Corporation (002466.SZ): Has completed the support work related to the industrialization of key raw materials for the next generation Solid State Battery lithium sulfide.
On December 24, Glonghui reported that Tianqi Lithium Corporation (002466.SZ) stated on the investor interaction platform that regarding the lithium sulfide Business, the company has completed the related support work for the industrialization of the next generation Solid State Battery key raw material lithium sulfide, and has conducted sample testing with more than ten downstream customers. Currently, the company's lithium sulfide products have not yet entered mass production, and if there is any related information triggering the company's disclosure obligations, the company will strictly perform its information disclosure obligations in a timely manner in accordance with the relevant laws and regulations.
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Wanlian Securities: The industrialization of Solid State Battery is accelerating, and the future market space is vast.
The industrialization of Solid State Battery is accelerating, with material systems iterating, which is expected to drive the upgrade of the lithium battery Industry Chain.
Lithium stocks are under pressure, GANFENGLITHIUM (01772) fell by 4.65%, and Institutions indicate that lithium prices may be difficult to maintain recent highs.
Jingu Financial News | Lithium stocks are under pressure, as of the time of publication, GANFENGLITHIUM (01772) is down 4.65% and Tianqi Lithium Corporation (09696) is down 3.21%. In terms of news, Daiwa Capital Markets stated in a research report to clients that the Global lithium supply is expected to grow by 12-28% from 2025 to 2026 due to increased production in key regions such as Argentina, Australia, and Africa. However, the team warned that due to oversupply, lithium prices may still face pressure. Currently, China's LCE (lithium carbonate
