No Data
HAITONG INT'L: In November, the installed capacity of power Battery in our country increased by 50%, significantly stimulated by the "old-for-new" policy.
In the future, as the costs of raw materials in the lithium battery Industry Chain continue to decrease, the combination of policy support and the increasing terminal demand is expected to drive the continuous growth of Electric Vehicles sales, with the demand for the lithium battery Industry Chain gradually increasing.
Soochow: The supply and demand reversal in the lithium battery industry is imminent, and a bullish outlook is strong.
Soochow Securities stated that the demand in the lithium battery industry has exceeded expectations, with a non-weak season from November to December. The demand for 2025 has been revised up to over 30% growth, and the current valuation is at the profit bottom. Industry leaders are showcasing significant technological innovation and cost advantages, with profitability set to recover first. A supply-demand reversal is imminent, and there is strong bullish sentiment.
Soochow: In Q4 2024, domestic electric vehicle sales exceeded expectations, raising the annual sales forecast to a year-on-year growth of 37%.
The demand for the electric vehicle industry has exceeded expectations, and the off-season in November and December is not weak. The demand for 2025 has been revised up to over 30% growth. Current valuations are at the profit bottom, with leading companies showing significant technological innovation and cost advantages, and profitability is set to recover first. A supply-demand reversal is imminent, and there is a strong bullish outlook.
Investors in EVE Energy (SZSE:300014) Have Seen Respectable Returns of 81% Over the Past Five Years
Sinolink: The new energy fund sector is in the "triple bottom" upward phase, bullish on high-pressure iron lithium, 6F, and other track cyclical opportunities.
In 2025, the growth rate of demand and the growth rate of production capacity will be basically matched, and the structural market for leading companies will continue.
Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
EVE Energy's (SZSE:300014) Returns On Capital Are Heading Higher
