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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.
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