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China Securities Co.,Ltd.: Lithium production in December is expected to remain stable on a month-on-month basis, and lithium prices still have support.
The demand for industrial and commercial energy storage overseas is good, and the energy storage orders in December are still adequate, so the production in December is expected to remain stable month-on-month, with lithium prices still being supported.
[Brokerage Focus] Citigroup: contemporary amperex technology (300750) market share increases, and supply in china is expected to grow by about 5% year-on-year in 2025.
Kingnews | Citigroup recently released two research reports on Chinese auto manufacturers, analyzing the latest trends in the new energy vehicle (NEV) market and the development trends of the battery industry. The reports cover multiple dimensions such as battery installation volume, market share changes, lithium compound price fluctuations, providing investors with a comprehensive industry perspective. One of the reports pointed out that Contemporary Amperex Technology (CATL) saw a 1.1 percentage point monthly increase in market share in the battery market, mainly due to the sales growth of Tesla, Geely, and Chang'an. Meanwhile, BYD's market share
Hong Kong Stock Concept Tracking | Downstream demand boosts, the lithium battery sector's bottom is gradually becoming clear (with related stocks attached).
Capacity utilization rate is rebounding, the inflection point of the lithium iron phosphate industry may appear.
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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