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GGII: This year, China has planned an investment of approximately 496 billion yuan in Lithium Battery and its main materials, Sodium Battery and its Anode and Cathode Materials, and Solid State Battery.
According to the incomplete statistics from the Gao Gong Industry Research Institute (GGII), the planned investment for 2024 in China for Lithium Battery and main materials, Sodium Battery and anode and cathode materials, and Solid State Battery is approximately 496 billion yuan, a year-on-year decrease of 64%.
Wanlian Securities: The industrialization of Solid State Battery is accelerating, and the future market space is vast.
The industrialization of Solid State Battery is accelerating, with material systems iterating, which is expected to drive the upgrade of the lithium battery Industry Chain.
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.
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