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Shenzhen Senior Technology Material (300568.SZ): Separator products can be used in the Consumer Lithium Battery field.
On December 12, Gelonghui reported that Shenzhen Senior Technology Material (300568.SZ) recently stated in an investor relations activity that the company's Separator products can be used in the Consumer Lithium Battery sector.
Shenzhen Senior Technology Material (300568.SZ): Currently, the orders are full and production capacity is sufficient.
On December 12, Gelonghui reported that Shenzhen Senior Technology Material (300568.SZ) recently stated in an investor relations activity that the company currently has a full order book and sufficient production capacity utilization.
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.
Research reports | Zhongtai: Maintains a "buy" rating for Shenzhen Senior Technology Material, consecutive large customer orders are favorable for ensuring rapid shipment growth
The research report from zhongtai points out that shenzhen senior technology material (300568.SZ) has signed a designated agreement with a subsidiary of the Volkswagen Group, which is expected to aid in expanding overseas markets. The signing of this "designated agreement" highlights the company's leading position in the lithium battery separator industry, bringing positive effects for the further promotion of its separator products in overseas markets. Additionally, the company has reached a global strategy collaboration with Yiwei to efficiently utilize the newly added capacity of its ASEAN base; the company is also cooperating with CAS Deep Blue Huize to strategically layout solid electrolyte membranes. Considering that the company's stock price has already reflected the impact of declining separator prices and profitability, the company has successively secured orders from major clients.
Senior Technology Material Ties Up With Hytzer to Develop Solid-State Batteries' Components
Shenzhen senior technology material (300568.SZ): In the future, there will be continuous increases in research and development investment and market development in the solid state battery field.
On November 26, Gelonghui reported that shenzhen senior technology material (300568.SZ) stated during an investor relations event that in terms of product development for solid state batteries, its equity holding company shenzhen xinyuanbang technology co., ltd. has already reached mass production stage for oxide electrolytes, while sulfide and polymer electrolytes are in small batch supply stage. Recently, the company signed the 'Basic Agreement on Discussing Trade Relationship' with Daicel Chemical Industries, Ltd. and Daicel Chemical Trading (shanghai) Co., Ltd. Daicel Chemical Industries, Ltd. and Daicel Chemical Trading (shanghai) Co., Ltd. will provide the company with polymers for processing into separators for semi-solid batteries.
Is It Too Late To Consider Buying Shenzhen Senior Technology Material Co., Ltd. (SZSE:300568)?
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