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90,000, the last defense line of lithium prices? | Jianzhi Research
Has this round of liquidation just begun?
The lithium battery sector generally rose, with Ganfeng Lithium's (01772) up by 7.18%. Soochow Securities predicts that the demand for dynamic and storage batteries will increase by 31% and 23%, respectively, in 2024-2025.
Jingwu Finance | The lithium battery sector generally rose. As of the time of publication, Honbridge (08137) rose 7.88%, Ganfeng Lithium (01772) rose 7.18%, Tianqi Lithium Corporation (09696) rose 2.76%, and Chaowei Power (00951) and Leoch Int'l (00842) followed the trend. On the news front, Soochow Securities released research reports indicating that domestic demand is strong and China is still the most certain market for electric vehicles, with overseas demand expected to accelerate by 2025. Capital expenditures in the main industry chain have begun to decline, and from the second half of 2024, the stronger ones will continue to strengthen, with smaller factories gradually exiting, improving the supply-demand pattern, and the bottom of the industry's big cycle becoming clear.
China International Capital Corporation: Multi-dimensional marginal improvement drives energy storage capacity increase, and global energy storage demand is expected to maintain high growth.
From a short-term perspective, the improvement of the US economy promotes the marginal improvement of the large storage market, and tariff policies may bring a rush of orders. From a medium-term perspective, developments such as the US market's energy transformation, extreme weather, and AI will drive the upward demand for energy storage, and the safety of storage batteries will also receive more attention. Although Chinese enterprises face challenges, there are still good development opportunities.
Battery price wars may also depend on going abroad? | Jianzhi Research
The intense competition of lithium batteries has further spread to the energy storage industry. In order to maintain market share and stable cash flow, many energy storage battery companies have started to significantly reduce their quotes in order to win energy storage projects.
TrendForce: Power battery demand and prices held steady in May, but prices may fall in June.
After experiencing a low capacity utilization period in the first quarter of this year, the power battery industry chain has seen a significant recovery in market demand since March, and an explosive demand during the peak season in April has driven the production recovery of the lithium battery industry, slightly raising the price of power batteries.
Huatai Securities: Optimistic about carbon reduction and transformation or speeding up the concentration of building materials
The bank believes that the release of this action plan is expected to strengthen the regulation of production capacity in the building materials industry, promote the implementation of energy-saving transformation in the building materials and construction industry, and accelerate the integration of photovoltaics in buildings and the construction of large scenic bases. It is recommended to focus on companies related to cement, engineering transformation, and power engineering.
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