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Express News | Honbridge Holdings FY Revenue HKD 71.4 Million
The continuous decline in lithium-nickel prices has led to a deterioration in Earnings Reports of Australian mining companies, and signs of an Industry consolidation wave are beginning to emerge.
① Three Lithium miners in Australia have reported their largest half-year losses in over six years and will not distribute dividends; ② Lithium prices have cumulatively fallen by over 80% since 2022, and nickel prices have dropped by half since the beginning of 2023. Miners are entering an era of capital discipline, and future acquisitions may trigger a wave of Industry consolidation.
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.
Future Battery Minerals Enhances Gold and Lithium Prospects
China EV Battery Installations in Jan: CATL Share at 47.08%, BYD 22.90%
Eight departments: accelerate the iteration and upgrading of mature technologies such as Lithium Battery and support disruptive technological innovation.
① The plan requires accelerating the iteration and upgrade of mature technologies such as Lithium Battery, promoting engineering and application technology breakthroughs for Supercapacitors, Sodium Battery, and developing long-duration energy storage technologies such as compressed air. ② Moderate and ahead-of-time layout of hydrogen storage and other ultra-long-duration energy storage technologies, supporting basic research for next-generation battery and Asia Vets technologies.
