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Dongxing: The fundamentals of the lithium battery Industry are expected to stabilize and improve in 2025, with the application of new technologies accelerating.
The continuous improvement of the supply and demand structure in the lithium battery Sector in 2025, along with the ongoing demonstration of various new technologies' industrial application, will be the main driving force behind the Sector's rise.
Soochow: Bullish on the domestic lithium battery leaders' expansion restart and the entry of overseas auto manufacturers.
Although the growth rate of new Orders signed by lithium battery equipment manufacturers continues to decline from Q1 to Q3 of 2024, the domestic Electric Vehicles stimulus and overseas expansion are expected to support future Order growth.
New stock news | Morgan Stanley expects Contemporary Amperex Technology (300750.SZ) to raise up to 60 billion Hong Kong dollars from its listing in Hong Kong, challenging the top ten IPOs in Hong Kong.
Recently, Contemporary Amperex Technology (300750.SZ) announced plans to issue Overseas listed foreign shares and apply for listing on the Main Board of the Hong Kong Stock Exchange.
[Brokerage Focus] Morgan Stanley: Assigns Contemporary Amperex Technology a "Outperform" rating, Hong Kong secondary listing raises funds for overseas expansion.
Jingwu Financial News | Morgan Stanley recently published a Research Report that provides an in-depth analysis of Contemporary Amperex Technology. As of the third quarter of 2024, Contemporary Amperex Technology has $20.8 billion in net Cash / Money Market. Over the past five years, the company has shown strong development momentum through continuous product innovation and enhanced capital efficiency, achieving impressive return on equity (ROE). For instance, in its past Operations, the introduction of new Battery products through research and development investments has effectively enhanced market competitiveness and solidified its position in the Industry. Morgan Stanley predicts that Contemporary Amperex Technology is likely to maintain high performance in the upcoming wave of growth.
The secondary listing of Hong Kong stocks has signaled the start of the "second wave of growth" by Ning Wang.
Morgan Stanley believes that Contemporary Amperex Technology's second listing in Hong Kong may raise between 6.8 to 7.7 billion US dollars. This funding will support its global capacity expansion, battery swap station construction, and Solid State Battery layout, initiating a second wave of growth.
Minsheng Securities: In November, the production and sales of Autos showed stable growth, with the market for Electric Vehicles experiencing a year-on-year growth rate of over 45%.
In November, the retail sales volume of Electric Vehicles reached 1.268 million units, a year-on-year increase of 50.5% and a month-on-month increase of 5.9%; the retail penetration rate was 52.3%, up 11.9 percentage points year-on-year. At the automaker level, the production and sales of pure electric and plug-in hybrid Autos saw significant growth year-on-year, indicating a positive industry trend.
Dragon Fish : Sharing the swap stations is also not bad as it looks like. Nio cater for its own brand users on top of other brand EV makers are free to join Nio swapping facilities. Nio Power wont die the most lose the leadership to CATL only. Nio still generates income from it.
WKY57 OP : I support nio, I just using layman language to describe what shorties are saying cos they cannot understand too complex stuff