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Cui Dongshu: The domestic sales of Lithium Battery in December 2024 were 75.4Wh, an increase of 57% year-on-year.
In the past two years, the Electric Vehicles and Energy Industry have been very prosperous, leading to a rapid increase in demand for Batteries, while the installation ratio of Batteries for Electric Vehicles has decreased.
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
TrendForce: Material costs have slightly risen, and it is expected that Cell prices will stabilize in Q1 2025.
According to the latest survey by TrendForce, in 2024, after a long decline, prices of Cell in China Shipbuilding Industry Group Power and energy storage are expected to stabilize by the fourth quarter.
The "cold winter" is not over yet! Industry worries: lithium prices are still difficult to achieve a significant rebound this year.
① After experiencing two years of cyclical adjustments, many industry insiders predict that Lithium prices may still face challenges in 2025; ② With the ongoing surplus in Lithium supply, and the possibility that some mines might restart if prices rise, it means that this Battery Metal may still be unlikely to see a significant rebound this year.
The risk of oversupply is hard to diminish. Analysts say that lithium prices are more likely to fall than to rise this year.
The stubborn elasticity of lithium supply remains an obstacle to recovery.
Stubbornly Resilient Lithium Supply Remains Hurdle to Recovery
