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Goldman Sachs Researchers See Battery Prices Falling By Nearly 50% By 2026 End, Driving Consumer-Led EV Adoption
Target: 5-minute full charge! Global battery manufacturers compete: Ningwang leads, Korean companies vow to catch up.
①In the increasingly fierce electric vehicle racing field in recent years, which company can now take the lead in alleviating consumers' "range anxiety", perhaps who can seize the opportunity. ②Now, many Asian battery manufacturers are competing to develop a new generation of electric vehicle "super fast charging" batteries, which are expected to make the charging speed of electric vehicles as fast as refueling gasoline or diesel vehicles:
Citic Securities: Overseas lithium resources are being cleared at an accelerated pace, and expectations for a bottom in lithium prices are strengthening.
CITIC Securities released a research report stating that the lithium price rebounded in Q2 2024, driving the recovery of overseas lithium mine supply; lithium extraction from salt lakes in South America saw a year-on-year increase in production in Q2 2024, with a corresponding improvement in performance.
Express News | Leoch International Technology H1 Basic EPS RMB 0.18
LEOCH INT'L: Interim Report 2024
Is the domestic battery production capacity underestimated? JPMorgan: Potential additional capacity reaches 700GWh, it will take at least 3 years to digest.
jpmorgan believes that more than 700GWh of 'under construction fixed assets' will not be fully absorbed until the end of 2027, and this phenomenon is particularly evident among second-tier battery manufacturers. Third-tier companies may exhaust their cash and quietly exit the market in the coming years. However, given the market concentration, the exit of these companies has almost no impact on the industry's competitive landscape.
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