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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.
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China International Capital Corporation: In October, the supply and demand for the electric vehicles industry chain are both strong, and some segments are expected to see price increases.
With the operating rates of major manufacturers at a high level, it is expected that some previously undervalued segments, such as lithium iron phosphate cathodes and electrolyte hexafluorides, may see price stabilization or increases.
Hunan Zhongke Electric (300035.SZ): The demand from downstream customers for the company's anode material is quite large, and the production line is in a high-load production state.
Gelonghui December 2nd | Hunan Zhongke Electric (300035.SZ) stated on the investor interaction platform that currently, downstream customers have a large demand for the company's anode materials, and the production line is operating at high capacity.
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