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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.
Hunan Yuneng (301358.SZ): Lithium iron phosphate, lithium manganese iron phosphate, and ternary products can all be used as cathode materials for solid state batteries.
On November 26, Gelonghui reported that Hunan Yuneng (301358.SZ) stated on the investor interaction platform that the company maintains a high level of attention to cutting-edge technologies in the industry and conducts active research and development with a customer-focused approach. The company's lithium iron phosphate, lithium manganese iron phosphate, and ternary products can all be used as cathode materials for solid state batteries, and they have actively connected with downstream solid state battery manufacturers.
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