Hymson Laser Technology Group: Solid state batteries are in the early stages of development but have considerable gross margin. Orders for 3C business are steadily increasing | Focus on earnings conference
①Regarding existing orders, as of the end of September, the company has approximately 7.5 billion in existing orders, with lithium batteries accounting for 80%, and the rest for 3C and photovoltaics; It is expected that there will be a significant increase in new signed orders this year, especially in the photovoltaic field; ②The mass production orders of solid state batteries are currently in the final stage of technical solution confirmation; ③Currently, solid state batteries are in the early stage of technical development, and the company's gross margin for related business is about 10 percentage points higher than traditional technologies.
Xpeng's Heavenshuttle flying autos will start pre-sale this month. Low-altitude economy is expected to take off.
①At the Xiaopeng AI Technology Day, Xiaopeng Autos Chairman He Xiaopeng revealed that Xiaopeng Huitian's global first mass-produced split-type flying car will have its global public maiden flight at the Zhuhai Air Show in November, and officially start pre-sale in December. ②Galaxy Securities pointed out that looking ahead, the trillion-level low-altitude economy market is gradually approaching, leading infrastructure first, with manufacturing and operations progressing in tandem.
tongling jingda special magnet wire initiates A-share IPO counseling in shanghai. The products are used in areas such as controlled nuclear fusion. tongling jingda special magnet wire is the largest shareholder.
① Industry insiders have stated that shanghai superconductors was established early and belongs to the first tier of the industry; ② The technological advantage of shanghai superconductors lies in its research and development of second-generation high-temperature superconducting tapes, which have higher critical temperatures and superior current transmission capabilities, and can be applied in controllable nuclear fusion, superconducting electrical utilities, and other fields.
Contemporary Amperex Technology vigorously attacks the billion-dollar level "new track".
Accelerate the transformation.
It is planned to raise 60 million yuan for the private equity fund jointly established by suzhou hyc technology and Dongwei Semiconductor.
① Suzhou HYC Technology's fund established this time is not included in its consolidated financial statements, the investment funds come from its own assets, and the contribution amount accounts for 0.18% of its total audited assets in the past year; ② Previously, Suzhou HYC Technology has invested in three private equity investment funds, all of which are invested in sectors such as semiconductors and optoelectronics.
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.