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Shanghai Putailai New Energy TechnologyLtd (SHSE:603659) Sheds CN¥1.4b, Company Earnings and Investor Returns Have Been Trending Downwards for Past Three Years
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.
Shanghai putailai new energy technology (603659.SH): Silicon-carbon anode products have been delivered in small batches, currently mainly supplying downstream leading consumer electronics customers.
On November 29, Gelonghui reported that shanghai putailai new energy technology (603659.SH) stated on the investor interaction platform that the company's silicon-carbon anode products have been shipped in small batches, mainly supplying downstream leading consumer electronics customers. The company is actively promoting the construction progress of the silicon-based anode project being built in Wuhu, Anhui, and will gradually enter the equipment installation and debugging phase. The first batch of silicon-carbon anode production capacity is expected to be completed and put into operation in the first half of 2025.
Capital Allocation Trends At Shanghai Putailai New Energy TechnologyLtd (SHSE:603659) Aren't Ideal
Another major battery player is entering the solid state battery industry, which may give birth to significant investment opportunities.
eve energy co.,ltd. expressed on the interactive platform that the company has already carried out technical layout in the field of solid state batteries and made relevant industrial planning. The company plans to achieve a technological breakthrough in 2026, launching high-power, high environmental tolerance, and absolutely safe all solid state batteries, mainly used in the hybrid power field.
shanghai putailai new energy technology (603659.SH): It is expected that in early 2025, the first batch of silicon-carbon negative electrode capacity may be completed and put into production.
gelonhui November 12th │ Shanghai Putailai New Energy Technology (603659.SH) stated on the investor interaction platform that the current market generally requires composite graphite anode material after using silicon-carbon anode material, and the company's silicon-carbon anode material can satisfy 3-4C usage after compounding in the battery. The company's new silicon-carbon anode material has high capacity, low expansion, long cycle life, and other high-performance characteristics. It is one of the few domestic enterprises with mass production capabilities. In addition to being applied in high-end consumer lithium-ion batteries, it can also be adapted to semi-solid/solid-state batteries, providing a strong competitive advantage. Currently, the company's silicon-carbon anode products have been supplied in small quantities to downstream consumer electronics customers, silicon-carbon anode
At CN¥18.95, Is It Time To Put Shanghai Putailai New Energy Technology Co.,Ltd. (SHSE:603659) On Your Watch List?
