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wuxi lead intelligent equipment (300450.SZ): has successfully connected all production process links of solid state battery mass production.
Gelonghui November 18th|Wuxi Lead Intelligent Equipment (300450.SZ) stated on the investor interaction platform on November 18th that the company is a lithium battery equipment full-line solution provider with completely independent intellectual property rights, has successfully connected all the key process links of solid-state battery mass production, realized coverage from full-line solutions to key equipment in each section, involving the full line of processes such as positive and negative electrode preparation, electrolyte film preparation, lithium metal electrode preparation, solid-state battery cutting and stacking, cell densification, assembly, and formation capacity control.
Stimulated by the dual demand of electric vehicles and low-altitude economy, the solid state battery industry is accelerating its development.
①Taiwan Blue New Energy announced that the company's research and development project for the "membrane-less semi-solid lithium-ion battery large-scale preparation project" has successfully passed the technology achievement appraisal organized by the China National Light Industry Council. ②Citic Sec research reports indicate that besides the recent progress in solid state battery led by vehicle manufacturers, the aviation field is gradually becoming an important application scenario for solid state batteries, and lithium battery equipment manufacturers are expected to open a second growth curve in the solid state battery sector.
Founder Securities: Battery production capacity expansion is expected to restart, equipment and materials usher in opportunities.
In Q3 2024, china shipbuilding industry group power battery companies have invested in and constructed 25 new projects both domestically and internationally, with a total investment exceeding 99.1 billion yuan, and the expected new battery production capacity will reach 281 GWh.
Wuxi Lead Intelligent Equipment (300450.SZ): Maintains a good cooperative relationship with globally renowned companies such as Tesla.
Gelonghui 11th December 丨 Wuxi Lead Intelligent Equipment (300450.SZ) stated on the investor interaction platform that the company maintains good cooperative relationships with globally renowned enterprises such as Tesla, and continues to promote close cooperation and related equipment orders in the fields of lithium batteries, photovoltaics, energy storage, autos, etc.
Analysts Just Slashed Their Wuxi Lead Intelligent Equipment CO.,LTD. (SZSE:300450) EPS Numbers
Wuxi Lead Intelligent Equipment (300450.SZ): In the first half of 2024, the company's lithium battery asia vets equipment business achieved revenue of 3.905 billion yuan, with a gross margin of 41.85%.
Gelonghui November 7th | Wuxi Lead Intelligent Equipment (300450.SZ) stated on the investor interaction platform that in the first half of 2024, the company's lithium battery intelligent equipment business achieved revenue of 3.905 billion yuan, with a gross margin of 41.85%; the photovoltaic intelligent equipment business achieved revenue of 0.402 billion yuan, a year-on-year increase of 41.53%, with the gross margin increasing to 35.33%. The company continues to advance its global strategy and platformization, and is committed to creating the company's second growth curve, smoothing the impact of industry cyclical fluctuations.
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