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Sodium-electric and semi-solid, half flame and half seawater | Jianzhi Research
Thanks to the new energy autos achieving a record high in delivery, the production, sales and installation volume of power batteries also hit a new high in June this year in all dimensions.
Revolutionary changes in lithium mining? IBAT has achieved commercialization of new lithium extraction technology for the first time.
The metal that is crucial for energy transition—lithium, has had a major breakthrough in mining technology. With the direct lithium extraction (DLE) technique, lithium production capacity is expected to double compared to current levels.
90,000, the last defense line of lithium prices? | Jianzhi Research
Has this round of liquidation just begun?
The lithium battery sector generally rose, with Ganfeng Lithium's (01772) up by 7.18%. Soochow Securities predicts that the demand for dynamic and storage batteries will increase by 31% and 23%, respectively, in 2024-2025.
Jingwu Finance | The lithium battery sector generally rose. As of the time of publication, Honbridge (08137) rose 7.88%, Ganfeng Lithium (01772) rose 7.18%, Tianqi Lithium Corporation (09696) rose 2.76%, and Chaowei Power (00951) and Leoch Int'l (00842) followed the trend. On the news front, Soochow Securities released research reports indicating that domestic demand is strong and China is still the most certain market for electric vehicles, with overseas demand expected to accelerate by 2025. Capital expenditures in the main industry chain have begun to decline, and from the second half of 2024, the stronger ones will continue to strengthen, with smaller factories gradually exiting, improving the supply-demand pattern, and the bottom of the industry's big cycle becoming clear.
China International Capital Corporation: Multi-dimensional marginal improvement drives energy storage capacity increase, and global energy storage demand is expected to maintain high growth.
From a short-term perspective, the improvement of the US economy promotes the marginal improvement of the large storage market, and tariff policies may bring a rush of orders. From a medium-term perspective, developments such as the US market's energy transformation, extreme weather, and AI will drive the upward demand for energy storage, and the safety of storage batteries will also receive more attention. Although Chinese enterprises face challenges, there are still good development opportunities.
Battery price wars may also depend on going abroad? | Jianzhi Research
The intense competition of lithium batteries has further spread to the energy storage industry. In order to maintain market share and stable cash flow, many energy storage battery companies have started to significantly reduce their quotes in order to win energy storage projects.
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