Some initially planned fundraising projects are delayed. Juhe Materials claims there is no substantial impact and will accelerate the layout of the Copper slurry industrialization.
① Juhua Materials stated that the delay of the Delijun project is mainly due to the hard soil quality of the construction site, causing the project delay; ② A person from the company's secretary office said that the current stage of the entire photovoltaic Industry Chain, the process of reducing Silver is a development trend in the Industry, which plays an important role in reducing costs and improving efficiency for Battery.
Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
Big changes! China Northern Rare Earth cancels the listing price and adopts the real-time Quote from the Rare Earth Exchange. Is the Trade for rare earth prices based on the "Baotou Index" being put on the agenda?
① Starting from January 2025, China Northern Rare Earth will no longer publish listed prices, and future long-term contract prices will use the real-time Quote from the Rare Earth Exchange; ② The Rare Earth Exchange will collect prices, and the landscape of rare earth Quote merchants will undergo a "major reshuffle," and the related Trade prices of rare earth concentrates may also change; ③ China Northern Rare Earth adopting the Quote from the Rare Earth Exchange is more fundamentally aimed at creating a rare earth price trading "Baotou Index."
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.
The subsidiary signed a large contract worth 3.664 billion yuan. Can it provide Weihai Guangwei Composites with a sense of assurance? | Quick read of the announcement.
① Weihai Guangwei Composites announced that its wholly-owned subsidiary, Weihai Expansion, signed a "Material Purchase Contract" with Client A, with a total contract amount of 3.664 billion yuan. ② In the company's Carbon Fiber Business, the growth of Aviation-related sectors is relatively fast, including T300 grade/T700G grade/T800H grade.
Track Hyper | Broadcom beats NVIDIA: Shenzhen Woer Heat-shrinkable Material benefits from it.
Does the ASIC listing in the domestic market not affect making money.
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