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Central China Securities: Performance of the lithium battery sector is under pressure, pay attention to investment opportunities in segmented areas.
Central China issued a research report stating that in 2024, the lithium battery index underperformed the csi 300 index.
Cui Dongshu: In August, the lithium battery loading of new energy vehicles increased by 35% year-on-year.
According to the battery measurement on the certificate of conformity, the production volume of new energy autos in August 2024 is 1.018 million units, a year-on-year increase of 31%.
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.
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.
Lithium Price Bounce Likely on Potential Supply Curtailment -- Market Talk
CATL May Reduce Lithium Output Given Price Pressures -- Market Talk
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