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Here's Why Hunan Yuneng New Energy Battery MaterialLtd (SZSE:301358) Has A Meaningful Debt Burden
TF Securities Starts Hunan Yuneng at Buy With 58.30 Yuan Price Target
Hunan Yuneng (301358.SZ): Raw material inventory is mainly maintained to ensure normal operation, and is kept at a normal level.
On November 12, Gelunhui reported that Hunan Yuneng (301358.SZ) held a telephone conference on November 11, 2024, discussing whether the lithium carbonate price has stabilized since entering the fourth quarter. The company stated that compared to the significant fluctuations last year, the recent lithium carbonate price has been fluctuating within a narrow range, with raw material inventory primarily maintained to ensure normal business operations, staying at normal levels.
Hunan Yuneng (301358.SZ): It is expected that the Huangjiapo phosphate mine will achieve large-scale mining in the second half of next year.
Grain Calendar November 12th | Hunan Yuneng (301358.SZ) held a conference call on November 11, 2024, regarding the integration aspect. When is the company's phosphate mine expected to achieve large-scale mining? How significant is the impact of obtaining phosphate mines on cost reduction? The company stated that the Huangjiapo phosphate mine is expected to achieve large-scale mining in the second half of next year. The company extends the industry chain vertically to upstream resources, aiming to solidify cost advantages for long-term development. The cost reduction situation needs to be based on the company's actual situation at that time.
Yunnan Yuneng (301358.SZ): The company's phosphate cathode material shipment volume has been steadily ranked first in the industry for many years.
GeLongHui November 12th | Hunan Yuneng (301358.SZ) conducted a telephone conference on November 11, 2024, discussing "How does the company view its future market share?" The company stated that the shipment volume of its phosphate cathode material has remained the industry leader for many years, with a stable and increasing market share trend. In the future, the company will also seize market opportunities and strive to keep pace with industry growth.
Hunan Yuneng (301358.SZ): Currently, the company's orders are full, with both production and sales thriving.
Gelonghui November 6th | Hunan Yuneng (301358.SZ) held a conference call on November 5, 2024, regarding "May I ask how the current order situation of the company is? What is the future capacity planning?" The company stated that the current orders are full, with production and sales booming. In the future, the company will consider the construction pace of production capacity in combination with market demand. New production lines will also be equipped with more advanced equipment and technology to ensure the company's core competitive advantage.
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