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Hong Kong stock Concept tracking | In the first ten months, China Shipbuilding Industry Group Power's battery companies secured 65.5% of the Global market for loaded vehicles, with the energy storage sector rising sharply (including related stocks).
Jibang Consulting: The average price of energy storage Cells continued to decline in November, and a slight increase is expected in 2025.
Why We're Not Concerned About China Shipbuilding Industry Group Power Co., Ltd.'s (SHSE:600482) Share Price
Contemporary amperex technology announced that it has obtained the first "train ticket" from the national railroads, achieving a "zero breakthrough" in the transportation of lithium batteries.
Sina Technology News, on the afternoon of November 19, contemporary amperex technology today announced that the trial operation ceremony of the power lithium battery railroads was held simultaneously in guizhou and Yibin. Huang Zhi, deputy director of the Sichuan Provincial Development and Reform Commission, Lv Jinsong, director of the Guizhou Provincial Department of Commerce, Meng Xiangfeng, vice president of contemporary amperex technology, Liu Jie, head of the Supply Chain and logistics Department of contemporary amperex technology, and others attended the ceremony. With the train fully loaded with contemporary amperex technology products heading to shanghai, China shipbuilding industry group power's lithium battery railroad transportation achieved a "zero breakthrough." The transportation efficiency and safety assurance of power lithium batteries are crucial for industrial development. To further reduce transportation costs and enhance the new energy fund power battery supply chain.
China Shipbuilding Industry Group Power (SHSE:600482) Hasn't Managed To Accelerate Its Returns
Zheshang Securities: in 2025, focusing on the development of new ship orders towards large-scale, high-end, dual-fuel direction.
Looking ahead to 2025, new ship orders are moving towards larger, higher-end, dual-fuel directions, with top shipyards leading in the construction of large ships, ensuring strong competitiveness in future premium high stock price orders.
Guotou Securities: Initial profits appear + M&A restructuring, continued high prosperity in the ship sector in the third quarter.
The restructuring of Nanbei Ship sets the stage, and the follow-up asset restructuring is expected to accelerate, which will optimize the long-term competitive landscape of the industry and enhance the profitability of ship enterprises' assets.
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