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Ningbo Ronbay New Energy Technology (688005.SH): Construction of 0.02 million tons production capacity in South Korea has been completed, and mass production is expected to be achieved by 2026.
Gelonghui, December 12, reports that Ningbo Ronbay New Energy Technology (688005.SH) stated on its interactive platform that in the third quarter, the company's manganese lithium iron phosphate product shipments increased by over 100% year-on-year, maintaining the top market share in the Industry. It holds the primary supply position among multiple clients and has secured demand for thousands of Autos orders from leading power Battery companies, which is expected to gradually ramp up by 2025. The company has established a manganese lithium iron phosphate production capacity of 0.01 million tons in China, while the construction of 0.02 million tons capacity in South Korea has completed validation, with mass production expected by 2026. At the same time, a European base is also being planned to support manganese (phosphate) lithium iron production capacity.
Ningbo Ronbay New Energy Technology (688005.SH): Ultra-high nickel ternary cathode material for semi-solid state batteries maintains stable shipments.
On December 12, Gelonghui reported that Ningbo Ronbay New Energy Technology (688005.SH) stated on the interactive platform that the company has always been in a leading position in the Solid State Battery direction, having successfully developed multiple high nickel/ultra-high nickel ternary Cathode Materials suitable for semi/full solid-state batteries. Among them, the ultra-high nickel ternary Cathode Material for semi-solid-state batteries maintains stable shipments, while continuously developing the next generation of higher energy density Cathode Materials and key materials for semi-solid-state batteries. The ultra-high nickel ternary Cathode Material and sulfide electrolyte materials for full solid-state batteries have been certified by several domestic and foreign customers, with the capacity and cycling performance of the full solid-state battery Cathode Materials remaining advanced.
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 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.
Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.
Stimulated by the dual demand of electric vehicles and low-altitude economy, the solid state battery industry is accelerating its development.
①Taiwan Blue New Energy announced that the company's research and development project for the "membrane-less semi-solid lithium-ion battery large-scale preparation project" has successfully passed the technology achievement appraisal organized by the China National Light Industry Council. ②Citic Sec research reports indicate that besides the recent progress in solid state battery led by vehicle manufacturers, the aviation field is gradually becoming an important application scenario for solid state batteries, and lithium battery equipment manufacturers are expected to open a second growth curve in the solid state battery sector.
Investors Could Be Concerned With Ningbo Ronbay New Energy TechnologyLtd's (SHSE:688005) Returns On Capital
