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Haitong sec: The industrialization of sodium batteries is imminent, and it is expected that companies related to the sodium battery industry chain will benefit.
In the future, the second generation sodium-ion batteries will replace 20% to 30% of the lithium iron phosphate in small cars or short-range vehicles in the initial stage.
Fujian yuanli active carbon (300174.SZ): has repurchased a total of 1.07% of its shares.
On December 2nd, GeLongHui reported that Fujian Yuanli Active Carbon (300174.SZ) announced that as of November 30, 2024, the company repurchased a total of 3,900,601 shares through a designated securities account for centralized competitive trading, including the shares repurchased in the previous round as well as those used for the employee stock ownership plan. As of now, the company's designated securities account holds 5,543,101 shares of the company's stock, accounting for a cumulative 1.07% of the total current share capital. The highest fill price was 13.38 yuan per share, the lowest fill price was 12.35 yuan per share, and the total fill amount was RMB 49.99386 million (excluding
Fujian yuanli active carbon (300174.SZ): The capacity utilization rate and sales rate of activated carbon, sodium silicate, and silica remain high.
gelonhui November 26th | fujian yuanli active carbon (300174.SZ) stated in recent investor relations activities that the company's utilization rate and sales rate of activated carbon, sodium silicate, and silica gel remain high. Currently, the company is steadily expanding its production capacity through the implementation of fundraising projects and the "annual production of 0.32 million tons of solid water glass project." Furthermore, as the company's product application fields expand and new application products are developed, if the market presents greater demand, new production capacity expansion plans will be considered in a timely manner.
fujian yuanli active carbon (300174.SZ): The development of new energy storage materials is progressing smoothly, with both hard carbon and porous carbon now in mass production.
Gelonghui reported on November 18 that fujian yuanli active carbon (300174.SZ) stated during a specific investor survey on November 14, 2024, that the development of new materials for energy storage is progressing smoothly. Hard carbon and porous carbon have both achieved mass production and have been favored by well-known downstream manufacturers. In the future, the company will closely link with key downstream customers, keep up with market dynamics, and strive to accelerate the formation of new growth points for the company's development.
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