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Soochow Securities: Bullish on the strong domestic sales of electric vehicles, expecting production to increase further in the Q3 peak season.
In August, the production capacity of the electric vehicle industry is expected to increase by about 5% compared to the previous month, in preparation for the peak sales season in the automobile industry in September and October. In addition, with strong demand for energy storage both domestically and internationally, it is expected that the industry will further increase in September, with a quarter-on-quarter growth rate of 10-20% in Q3. It is expected that the prosperity will continue until November.
Shenzhen Kedali Industry's (SZSE:002850) Returns On Capital Are Heading Higher
Revenue Beat: Shenzhen Kedali Industry Co., Ltd. Exceeded Revenue Forecasts By 6.5% And Analysts Are Updating Their Estimates
Shenzhen Kedali Industry (002850.SZ): Production bases in Sweden and Hungary have already started production and are in full swing, while the production base in Germany is currently waiting for customer orders.
According to the recent investor relations activity records of Shenzhen Kedali Industry (002850.SZ), the lithium battery industry chain in Europe is currently in its initial stages and requires a certain development process. However, due to environmental protection demands and consumers' preference for eco-friendly products, it will become a new area of global business growth in the future, and is expected to achieve rapid growth on a low base. Currently, the company's relevant work is ready, and the production bases in Sweden and Hungary have already been put into operation, while the German production base is still waiting for customer demand. Among them, the utilization rate of the first phase of Hungary's production capacity is high, and the second phase is still continuously increasing investment. Overall, the overseas factories...
Kedali Industry's H1 Profit Jumps 27% as Revenue Rises 11%; Shares Up 4%
Shenzhen Kedali Industry: Half-year report for the year 2024.
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