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Global EV Battery Market Share in H1 2024: CATL 37.8%, BYD 15.8%
Electrification In The Maritime Industry, Challenges And Prospects
When will the lithium salt industry be cleared out as prices drop below 8? | Jianzhi Research
The spot and futures prices of lithium carbonate hit a new low for the year, posing a challenge for lithium salt manufacturers to survive.
EVTank: In the first half of the year, the penetration rate of electric heavy trucks in China has greatly increased to 5.6%, driving the installed capacity of lithium batteries for heavy trucks to reach 11.4 GWh.
In the first half of 2024, the sales volume of electric heavy trucks in China was 0.028 million, a year-on-year increase of 141.8%, and the electrification of the entire heavy truck industry increased significantly to 5.6%. In January-June 2024, the installed capacity of lithium-ion batteries for China's electric heavy trucks was 11.4 GWh.
Founder Securities: Prices of non-ferrous industry and industrial metals are weakening, and gold prices are reaching new highs.
Domestic demand for industrial metals has entered the off-season, coupled with increasing expectations of a U.S. economic downturn. Industrial metal prices may remain weak, and attention can be paid to downstream demand changes in the off-season. In addition, the expectation of interest rate cuts is gradually fermenting, coupled with the weakening of the U.S. credit system, and the short-term gold price may maintain a high-level shock trend.
CITIC Securities: Domestic and foreign large storage demand continues to improve, pay attention to manufacturers with high proportion of overseas shipments.
The sustained increase in domestic and international energy storage demand is mainly due to factors such as policy support, cost reduction, new energy regulation demand, and electricity grid construction demand.
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