01399 VESON HLDG
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VESON HLDG News
CITIC Securities: Domestic and foreign large storage demand continues to improve, pay attention to manufacturers with high proportion of overseas shipments.
The sustained increase in domestic and international energy storage demand is mainly due to factors such as policy support, cost reduction, new energy regulation demand, and electricity grid construction demand.
GGII: China's energy storage PCS shipment volume in the first half of the year was 24 GW, and it is expected to reach 52 GW for the whole year.
According to research statistics from the GGII Institute of High-Tech Industrialization, the PCS shipment of China's energy storage is expected to reach 24GW in the first half of 2024, with an estimated full-year shipment of 52GW.
Guotou Securities: production and sales volume increased year-on-year, lithium concentrate prices under pressure.
As global lithium mining exploration and production projects are gradually completed and put into operation, the continuous increase in resources has led to stable growth in production and sales of mining companies. However, the continuous decline in sales prices has further boosted sales while dragging down the company's performance.
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.
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.
VESON HLDG: Annual Report 2023
The total cumulative output of power and other batteries in China in the first quarter was 184.6 GWh, a cumulative year-on-year increase of 33.5%
The Zhitong Finance App learned that on April 11, the China Automobile Power Battery Industry Innovation Alliance released monthly power battery information for March 2024.
Global EV Battery Market Share in Jan-Feb 2024: CATL 38.4%, BYD 13.1%
Ruixin Holdings (01399) announced 2023 annual results. Profit attributable to shareholders of 20.109 million yuan decreased by 16.3% year-on-year
Ruixin Holdings (01399) announced the results for the year ended December 31, 2023. The group achieved operations during the period...
VESON HLDG: 2023 ANNUAL RESULTS ANNOUNCEMENT
Huatai Securities: America's long-term electrification strategy clarifies that China's lithium battery industry has plenty of room to go overseas
The Zhitong Finance App learned that a research report issued by Huatai Securities said that on March 20, local time, the United States released emission standards for various pollutants for light/medium vehicles in 2027 and beyond.
Is the lithium oversupply crisis showing signs of “warming up” and the lithium industry's “big shortfall” dangerous?
As signs of an oversupply of lithium subside, multi-billion dollar short bets against the world's largest lithium producers are under threat.
Ruixin Holdings (01399.HK) plans to hold a board meeting on March 28 to approve annual results
Gelonghui, March 12, 丨 Ruixin Holdings (01399.HK) issued an announcement. The board of directors announced that a board meeting will be held on March 28, 2024 (Thursday) to review and approve the annual results of the company and its subsidiaries for the year ended December 31, 2023 for publication, and payment of annual dividends (if any), and other matters.
Ministry of Industry and Information Technology: In 2023, the country's total lithium battery production will exceed 940 GWh, an increase of 25% year-on-year
In 2023, the country's total lithium battery output exceeded 940 GWh, an increase of 25% over the previous year, and the total output value of the industry exceeded 1.4 trillion yuan.
Dongwu Securities: Electric vehicle sales declined as planned in January, and the lithium battery industry chain is gradually bottoming out
According to a research report released by Dongwu Securities, profits in the 24H1 lithium battery industry are expected to bottom out, production capacity clearance will be accelerated, the supply and demand pattern will improve in 25 years, and the sector will regain growth.
Huaxi Securities: The loose supply and demand situation of lithium salt is difficult to change in the short term, recommend companies with lower cost curves in the industry
Huaxi Securities released a research report stating that looking ahead to 2024, the expectation of an oversupply of lithium salt has become an industry consensus. Demand for lithium salt terminals has yet to improve, compounded by expectations of oversupply. The loose supply and demand situation is difficult to change in the short term. The bank determined that lithium prices in the market may maintain a downward trend.
Galaxy Securities: The worst expected moment has passed, and the lithium sector is preparing to rebound
On January 5, Australian lithium miner Core Lithium announced that in response to the continued decline in lithium prices, the company decided to suspend mining operations at its Finniss lithium project.
Dongwu Securities: The profit of the 24H1 power equipment industry is expected to bottom out, and the main industry is still promoting the battery sector first
Dongwu Securities released a research report saying that it is expected that the profit of the 24H1 power equipment industry will bottom out, production capacity clearance will accelerate, the supply and demand pattern will improve in 25 years, and the sector will regain growth.
China's Power Battery Output Surges 41% in November
Huaxi Securities: Lithium salt oversupply expectations have reached consensus, lithium salt prices may continue to be sluggish in 2024
It is recommended to focus on companies whose cost curve is in a lower position in the industry and whose supply will continue to increase in the next 2-3 years.
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