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Hunan YUNENG (301358.SZ): Adjusted the company's plan for issuing Stocks to specific entities.
Gelonghui December 18th丨Hunan Yunan (301358.SZ) announced that in order to smoothly promote the company's stock issuance to specific targets, adjustments will be made to the intended amount of raised funds and investment projects based on the current market conditions and the company's actual situation. Before the adjustment, the total amount of funds the company intended to raise was no more than 6.5 billion yuan, and after the adjustment, the total amount of funds the company intends to raise will not exceed 4.8 billion yuan. Among them, the annual production of 0.32 million tons of lithium manganese iron phosphate project will have the intended amount of raised funds unchanged, still at 2.8 billion yuan; the annual production of 0.075 million tons of ultra-long cycle lithium iron phosphate project intends to use the raised funds amount.
HAITONG INT'L: In November, the installed capacity of power Battery in our country increased by 50%, significantly stimulated by the "old-for-new" policy.
In the future, as the costs of raw materials in the lithium battery Industry Chain continue to decrease, the combination of policy support and the increasing terminal demand is expected to drive the continuous growth of Electric Vehicles sales, with the demand for the lithium battery Industry Chain gradually increasing.
Has Hunan Yuneng New Energy Battery Material Co.,Ltd.'s (SZSE:301358) Impressive Stock Performance Got Anything to Do With Its Fundamentals?
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.
Soochow: In Q4 2024, domestic electric vehicle sales exceeded expectations, raising the annual sales forecast to a year-on-year growth of 37%.
The demand for the electric vehicle industry has exceeded expectations, and the off-season in November and December is not weak. The demand for 2025 has been revised up to over 30% growth. Current valuations are at the profit bottom, with leading companies showing significant technological innovation and cost advantages, and profitability is set to recover first. A supply-demand reversal is imminent, and there is a strong bullish outlook.
Soochow Securities: The pace of domestic solid state battery industrialization is accelerating, with sulfides having the greatest potential in the future.
Solid electrolytes are key to achieving the performance of solid state batteries, and among them, sulfides have the greatest development potential due to their highest ionic conductivity, soft texture, and ease of processing, making them a focal strategy for mainstream manufacturers.
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