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haitong sec: The average price of lithium carbonate has slightly decreased, and the demand for the lithium battery industry chain will gradually increase with the development of electric vehicles.
In the future, as the raw material costs of the lithium battery industry chain continue to decrease, combined with policy support and the ongoing increase in end-user demand, the sales of electric vehicles are expected to continue growing, and the demand for the lithium battery industry chain will gradually rise.
Soochow: The supply and demand reversal in the lithium battery industry is imminent, and a bullish outlook is strong.
Soochow Securities stated that the demand in the lithium battery industry has exceeded expectations, with a non-weak season from November to December. The demand for 2025 has been revised up to over 30% growth, and the current valuation is at the profit bottom. Industry leaders are showcasing significant technological innovation and cost advantages, with profitability set to recover first. A supply-demand reversal is imminent, and there is strong bullish sentiment.
Central China: Performance in the lithium battery industry will continue to improve in 2025, focus on four main lines.
Overall, it is expected that the sector's performance will be under pressure in 2024, and the sector's performance will recover and grow in 2025, but the differentiation will intensify.
Citic Sec: Overseas lithium mines expand production cuts, industry mergers and acquisitions accelerate.
The acceleration of industry mergers and acquisitions is an important sign in the mining industry's downward cycle, indicating that the industry is becoming optimistic about the future lithium prices and that the market generally recognizes that current lithium prices are at the bottom range, with limited expected further downward space.
Solid state batteries accelerate the reshaping of the lithium battery industry chain, eVTOL manufacturers call for breakthroughs in materials end | Focus on.
1. The contact mode between the solid state battery electrolyte and the active material has changed from solid-liquid contact to solid-solid contact, leading to a series of changes, including the attention to dry process technology and the corresponding equipment manufacturers are also iterating; 2. Solid-state batteries still face challenges in terms of cost and mass production; 3. The application end of eVTOL in the emerging industry xinxingchanye has attracted attention, with ehang believing that the current battery material end is still the bottleneck.
The Battery Film Special Committee advocates: resist "involutionary" vicious competition. Listed companies respond: prices will definitely return to rational levels in the future.
① The Battery Film Specialized Committee of the China Plastics Processing Industry Association advocates that the battery separator industry should not engage in price wars or market share disputes; ② Shenzhen Senior Technology Material stated that currently many small manufacturers are selling at a loss, and prices will definitely return to a more rational state in the future.
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