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Ningbo Shanshan (600884.SH): The independently developed high energy density products, including fast charging, silicon-based negative electrode, and hard carbon, are leading the industry in technology.
On July 24th, Geelong announced on the investor platform that in terms of high-precision and cutting-edge products, the company's self-developed high-energy density technology that simultaneously considers fast charging, silicon-based negative electrode, hard carbon and other product technologies is at the forefront of the industry. Among them: the company's fast-charging products continue to iterate and upgrade, with consumer-oriented fast-charging products maintaining a leading market share, and power-oriented fast-charging products achieving intergenerational leadership in the fast-charging product system. The company's silicon-based negative electrode products continue to achieve technological breakthroughs, with continuous recognition from domestic and foreign customers and achieving mass supply (among them, silicon oxide products have been mass-supplied to overseas top customers and achieved loading, while also overcoming the challenge of the second
Ningbo Shanshan (600884.SH): Self-developed polarizing film for vehicles is currently undergoing customer certification.
On July 24th, Gelunhui reported that Ningbo Shanshan (600884.SH) stated on the investor interaction platform that since the beginning of this year, the company's anode material business has achieved significant sales growth by increasing market expansion efforts, further optimizing customer structure and deep binding with industry's major customers, and continuing to maintain product iteration leadership. In particular, the order in the second quarter of 2024 was full, and the sales volume increased significantly month-on-month. The shipment volume of anode materials in the energy storage field in the first half of the year also increased year-on-year. The first phase of the integrated silicon-based project in Ningbo is expected to be put into trial production in the second half of this year. In the first half of 2024, the company's polarizer business maintained steady development as a whole in the industry.
Ningbo Shanshan (600884.SH): The negative business is promoting the research and evaluation of solid-state battery related products.
On July 23rd, Gelonhui reported that Ningbo Shanshan (600884.SH) stated on the investors' interactive platform that their negative electrode business is currently promoting the research and evaluation of solid state battery related products. The mainstream Mini LED backlight LCD technology polarizer products have achieved mass production and shipment.
Ningbo Shanshan (600884.SH): The polarizer for foldable screens is currently in the product development and certification stage.
On July 23, Gelunhui reported that Ningbo Shanshan's downstream customers in the anode material business include CATL, Ultiumcells, BYD, LGES, ATL, Funeng, Guanyu, Sunwoda and other domestic and foreign leading battery companies, mainly for new energy vehicles, consumer electronics, and energy storage industries. The downstream customers of the polarizer business are mainly global leading panel manufacturers such as BOE, Huaxing Optoelectronics, LG Display, Sharp, Xianyang Rainbow Optoelectronics, HKC, TIANMA, and Qunchuang, with a wide range of terminals including televisions, displays, laptops,
Ningbo Shanshan (600884.SH): Achieved stable supply of oled polarizer products in the first half of 2024.
On July 11th, Guolong Interactive reported that an investor queried Ningbo Shanshan (600884.SH) on the interactive platform, 'What's the overall situation of the company's polarizer business, is it used for OLED?'. The company replied that since 2023, the product prices of polarizer business have decreased year on year influenced by changes in industry and market environment. But the company has timely adjusted its operation strategy according to the market changes, and the polarizer business has maintained steady development overall. In the first half of 2024, polarizer products used for OLED achieved stable supply.
Ningbo Shanshan's performance forecast for the first half of 2024.
Is It Too Late To Consider Buying Ningbo Shanshan Co.,Ltd. (SHSE:600884)?No Data
