DeFu Technology (301511.SZ): Copper foil customers for consumer lithium batteries include ATL, Huizhou Lithium Wei, Eve Energy Co., Ltd., and Haopeng.
On July 25th, Gelunhui reported that Defu Technology (301511.SZ) stated on its investor interaction platform that the company has long been an important supplier to top-tier mobile phone manufacturers in the PCB and PCB-related industry chains, providing key raw materials to the industry. They have maintained a deep strategic cooperative relationship with end customers for a long time in the high-speed application field of copper foil products (electronic circuit direction). The company's downstream high-end copper foil customers for electronic circuits include Shengyi Technology, Victory Giant Technology, Shennan Circuits, Lianmao, Panasonic Electric Works, and others. Additionally, the company's special performance lithium battery copper foil has been applied to the lithium-ion batteries of multiple high-end mobile phone products (can be specifically applied to).
GGII: The domestic installed capacity of power batteries was about 200.6 GWh in the first half of the year, a year-on-year increase of 40%.
In the first half of 2024, China's new energy autos sales reached approximately 427.9 units, a 41% YoY increase, driving domestic power battery installation to approximately 200.6 GWh, a 40% YoY increase.
Lithium battery giant collapsed with profits plummeting 17 times.
Potion Wealth did not catch it.
Some Investors May Be Worried About EVE Energy's (SZSE:300014) Returns On Capital
Eve Energy Co., Ltd. (300014.SZ) plans to launch the eleventh phase of employee stock ownership plan.
According to the draft of the 11th employee stock ownership plan released by Eve Energy Co., Ltd. (300014.SZ), the total amount of funds for the stock ownership plan is limited to 0.3 billion yuan, and the specific share will be determined based on the actual amount of capital contribution payment. Based on the upper limit of the capital scale of the 11th employee shareholding plan of 0.3 billion yuan and the closing price of the company's stock on July 12, 2024 of 37.97 yuan/share, the total number of shares acquired by the employee shareholding plan is about 7.901 million shares, accounting for about 0.39% of the company's total share capital. The number of participants in this employee stock ownership plan does not exceed 200, and the term of the plan does not exceed 24 months.
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.
BOCI International: Accelerating the industrialization of solid-state batteries by developing diversified technology routes
With the continuous maturation of sulfide routes and interface technology in the future, solid-state batteries will have industrialization foundation.
Guosen Securities: centralized ground power station becomes the main market for new energy installation, and large-scale storage leads the speedup soon.
As centralized ground power stations continue to surpass distributed ones as the main market for new energy installations in China, and with the accelerated development of overseas centralized power stations due to the decline in financing costs, centralized power stations will drive the prosperous development of the global energy storage market (large storage) before the meter.
Eve Energy to Build Malaysian Battery Plant for 3.28 Billion Yuan
Selected announcement from Gelunhui: Eve Energy Co., Ltd. plans to invest no more than 3.277 billion yuan to build energy storage battery and consumer battery manufacturing projects; Will Semiconductor expects a year-on-year net profit increase of 754.11%
[Investment Project] Eve Energy Co., Ltd. (300014.SZ): Plans to invest no more than 3.277 billion yuan to build energy storage battery and consumer battery manufacturing projects. Eve Energy Co., Ltd. (300014.SZ) announced that the 36th meeting of the sixth board of directors held on July 5, 2024 approved the proposal on the subsidiary's investment in the construction of energy storage battery and consumer battery manufacturing projects in Malaysia. The board agreed that Eve Energy Malaysia Co., Ltd., a wholly-owned subsidiary of the company, invests in self-raised funds for the construction of energy storage battery and consumer battery manufacturing projects (hereinafter referred to as "this Project") with an investment amount not exceeding
Eve Energy Co., Ltd. is currently one of the top three suppliers of structural components for Zhenyu Technology (300953.SZ) in the lithium energy field.
On July 5th, GeLongHui reported that Shockley Technology (300953.SZ) stated during an investor relations event that Eve Energy Co., Ltd. is currently one of their top three suppliers of structural components, accounting for approximately 20% of their share. With the deep strategic cooperation in the second half of the year, it is expected to achieve 30%-40% of the share in the second half of the year. HaiChen Energy Storage recently saw a rapid increase in its share of the top cover business, and it is expected that the top cover will account for around 50% of its share and the body will account for around 80% of its share in the second half of the year.
Express News | Eve Energy Says Subsidiary Plans to Invest up to 3.3 Bln Yuan to Set up Battery Production Project in Malaysia
Nomura Upgrades EVE Energy to Buy From Neutral, Adjusts Price Target to 45 Yuan From 38 Yuan
EVE Energy Raised to Buy From Neutral by Nomura >300014.SZ
Soochow Securities' electric vehicle mid-year strategy: Bullish on Q3 peak production, industry cycle's bottom is clear.
Soochow Securities has released a research report stating that it is bullish on Q3's peak production season and expects profits to remain stable in Q2 due to stable prices and some recovery in low stock prices, coupled with increased capacity utilization.
Market Chatter: EVE Energy's US JV Breaks Ground on New Power Plant in Mississippi
What Does EVE Energy Co., Ltd.'s (SZSE:300014) Share Price Indicate?
Eve Energy Co., Ltd. (300014.SZ): Has not repurchased shares in June.
On July 2nd, Gelonews reported that Eve Energy Co.,Ltd. (300014.SZ) announced that as of June 30th, 2024, the company's special securities account for buybacks has not yet carried out any operations related to the buyback of shares.
Eve Energy Co., Ltd. (300014.SZ) has operated steadily with its three main businesses of consumer batteries, power batteries, and energy storage batteries.
On July 2, Gelonhui reported that Eve Energy Co., Ltd. (300014.SZ) stated on the Investor Interaction Platform that the company's operations and production schedule are good, and the three major businesses of consumer batteries, power and energy storage batteries are operating steadily, with overall production capacity utilization rate steadily increasing.
Hong Kong stock market abnormal fluctuation | Smoore Intl (06969) fell more than 5% again, eve energy co., ltd. announced another 3.5% shareholding reduction, which has not been actually reduced in the previous two times.
Smoore Intl (06969) has fallen by over 5%. As of writing, it has dropped by 4.65% to HKD 9.03 with a turnover of HKD 126 million.
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