December electric vehicle report card: BYD monthly sales of 0.515 million vehicles, "Weilai, Xiaopeng, and Ideal" all reach new highs.

On January 1, 2025, mainstream Electric Vehicle brands in China delivered impressive results for December. Among them, BYD led the market with a monthly sales volume of 514,800 units; Li Auto delivered 58,500 units, reaching a historical high; Xpeng delivered 36,700 units, breaking records for four consecutive months; NIO exceeded a monthly delivery volume of 30,000 units for the first time. In December, Leapmotor delivered 42,517 units, achieving a historical high for seven consecutive months; ZEEKR delivered 27,190 units, with a year-on-year growth of 102%, announcing a target of 320,000 units for 2025. BYD's sales of Electric Vehicles in December exceeded 510,000 units, setting a new record.

wallstreetcnJan 1 04:39 ET

The secondary listing of Hong Kong stocks has signaled the start of the "second wave of growth" by Ning Wang.

Morgan Stanley believes that Contemporary Amperex Technology's second listing in Hong Kong may raise between 6.8 to 7.7 billion US dollars. This funding will support its global capacity expansion, battery swap station construction, and Solid State Battery layout, initiating a second wave of growth.

wallstreetcnJan 1 03:04 ET

Ningbo Ronbay New Energy Technology: It is expected that the scale-up of sodium batteries will be implemented next year and cooperation is being promoted with downstream humanoid robot clients | Direct report on the Earnings Conference.

① Manganese iron lithium products have obtained demand for thousands of Autos orders from leading power battery companies; recently signed a bulk purchase agreement for Cathode Material with Sodium-ion Batteries companies, and large-scale implementation is expected next year; ② The second phase of production capacity at the South Korea plant is undergoing debugging work, and production is expected to start in early 2025; the Europe plant is expected to complete its first phase of construction before the end of 2025 and has completed the registration of its North American subsidiary.

cls.cnDec 31, 2024 07:31 ET

The expectation of rising prices for Anode Material is gradually emerging, and Analysts say that the prices of Lithium Batteries may have already bottomed out.

① According to multiple interviews by the Financial Association reporters, the expectation of price increases in the Anode Material industry is gradually emerging. An Analyst predicts that some models of Anode Material may see slight increases in Q1 next year, with leading companies' processing fees expected to rise by 500 to 1000 yuan/ton in January. ② Citibank Analysts released a research report stating that Lithium Battery prices may have bottomed out and could see slight increases by 2025.

cls.cnDec 30, 2024 19:12 ET

The lithium carbonate industry layout is further advancing, Hunan Corun New Energy's lithium-containing refractory mineral mining expansion is certified | Quick reading of the announcement.

① Hunan Corun New Energy's subsidiary Yichun Lithium Mine has obtained a new mining license, increasing the production capacity from 0.05 million tons/year to 0.4 million tons/year; ② Since entering the lithium battery materials market, Hunan Corun New Energy's performance has been negatively impacted by the decline in lithium prices.

cls.cnDec 30, 2024 10:19 ET

The number has reached a historical high! So far this year, 17 A-share listed companies have announced special dividend plans, including Contemporary Amperex Technology and Yunnan Baiyao Group.

① According to incomplete Statistics, as of the time of publication, 17 A-share listed companies have announced special dividend plans for 2024 this year (attached table), setting a record high for the year. Among them, the special dividend amounts of Contemporary Amperex Technology, Yunnan Baiyao Group, S.F. Holding, and others exceed 2 billion yuan. ② In addition, listed companies such as Fuhua, Three Squirrels Inc., and Chongqing Qin'an M&E PLC have announced special dividend plans before the Spring Festival.

cls.cnDec 28, 2024 02:00 ET