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When will Solid State Batteries take off? Materials, Cells, and vehicle companies are all "rushing" to break through to batteries under 500Wh/kg before 2030 | Industry Observation
① Academician Ouyang Minggao predicts that in the future three stages of technological development, the focus before 2030 will be on breakthroughs in batteries below 500Wh/kg; high-nickel ternary and silicon anodes will be mainstream materials. ② From the perspective of industrial development, materials, Cells, automakers, and academia are joining forces to collaboratively tackle the challenges of mass production of Solid State Batteries, promoting the early realization of large-scale commercial applications of Solid State Batteries.
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.
China Nonferrous Metals Industry Association: In November, domestic lithium carbonate prices saw a slight rebound.
The trade-in policy has been strengthened, and the production and sales of Batteries and Electric Vehicles continue to show rapid growth.
Most lithium battery stocks fell, with ganfenglithium (01772) dropping by 3.51%. Institutions indicate that the overall profitability of the industry is still not optimistic.
Jinwu Finance News | Most lithium battery stocks fell, China Graphite (02237) down 7.95%, ganfenglithium (01772) down 3.51%, BYD Co., Ltd. (01211) down 2.46%, tianqi lithium corporation (09696) down 2.1%, tianneng power (00819) down 1.71%. Central China Securities issued a research report stating that global and china's sales of new energy vehicles continue to grow, with the driving force of china's new energy vehicle industry transitioning to product-driven; looking ahead to 2025, lithium battery demand continues to grow, focusing on the demand in the power and energy storage fields; combined with capacity release and downstream demand growth rates, the industry chain price.
Hong Kong stocks move | China Graphite (02237) fell more than 10% in the morning session after hitting a six-month high yesterday. The Ministry of Commerce announced strict reviews on graphite exports to the usa.
China Graphite (02237) surged over 50% yesterday, reaching a six-month high during the session. In today's morning trading, it fell more than 10%, and as of the time of writing, it is down 9.09%, priced at 0.4 HKD, with a turnover of 1.8757 million HKD.
Hong Kong stock fluctuation | China Graphite (02237) opened more than 13% higher as the Ministry of Commerce strengthens export controls on graphite dual-use items to the US.
China Graphite (02237) opened more than 13% higher, as of the time of publication, it rose 13.7%, closing at 0.415 Hong Kong dollars, with a turnover of 0.137 million Hong Kong dollars.
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