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Sunwoda Electronic Co.,Ltd's (SZSE:300207) Has Had A Decent Run On The Stock Market: Are Fundamentals In The Driver's Seat?
Sunwoda ElectronicLtd's (SZSE:300207) stock up by 9.1% over the past three months. Given that stock prices are usually aligned with a company's financial performance in the long-term, we decided
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.
China International Capital Corporation: Can Hong Kong's mobile phone chain maintain stability and achieve unexpected feats in the era of Apple's AI?
In the era of edge AI, Apple enters the field of edge AI innovation, which is expected to drive interaction innovation, function upgrades/appearance changes, and closed-source ecology resonance. Android manufacturers may follow suit, and from 2H24 to 2025, Apple and Android industry chains may enjoy mutual prosperity. Hong Kong stock mobile phone chain is expected to deeply participate in the wave of innovation.
Sunwoda Electronic (300207.SZ): Actively exploring and contacting EVTOL customers.
On July 10th, Gelunhui reported that Sunwoda Electronic (300207.SZ) stated on the investor interactive platform that the company has always adhered to promoting high-quality development through technological innovation, and constantly pays attention to new directions related to the industry. The company actively participates in them to create the maximum value for shareholders. Low-altitude economy is a strategic emerging industry with a long industry chain, and lithium batteries are an important link in it. The company currently pays close attention to the development of this industry and actively explores and contacts EVTOL customers.
Currently, the cathode materials for power batteries used by Sunwoda Electronic (300207.SZ) consists mainly of ternary and lithium iron phosphate.
On July 5th, Geelong reported that an investor asked Sunwoda Electronics (300207.SZ) on the investor interaction platform, "How much cathode material does your 0.5c cell consume per 1GWh? What kind of cathode material is mainly needed?" The company replied that different products with different chemical systems have slightly different consumption of cathode materials. Taking a certain phosphoric acid iron-lithium supercharged cell as an example, 1GWh cell requires about 2200 tons of phosphoric acid iron-lithium cathode material; Taking a certain ternary supercharged cell as an example, 1GWh cell requires about 1400 tons of ternary cathode material. The company's current power battery cathode material is mainly ternary.
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