Battery
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- -15.397-0.90%
Decrease in revenue but increase in profits! Contemporary Amperex Technology will generate over 50 billion in 2024｜Interpretations
① In 2024, Contemporary Amperex Technology's performance will see a decrease in revenue but an increase in profit, with a Net income reaching 50.7 billion yuan; ② The Battery Business remains the largest source of revenue for Contemporary Amperex Technology; ③ The inventory impairment reserve of Contemporary Amperex Technology has significantly increased compared to the previous year.
The "King Ning" is heading towards a new battlefield.
Reconstruct the Global Industry Chain.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
The industry conference will be held, and the industrial application of solid state batteries is expected to accelerate.
① The 2025 Solid State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui from March 18 to 19, 2025. ② Yang Jingmei from Western Securities stated that the rapid development of emerging fields such as humanoid robots, eVTOL, and AI glasses has created an urgent demand for increased battery energy density, and the industrial application of Solid State Batteries is expected to accelerate.
Tesla's stock plummeted, has it affected Ning Wang?
Morgan Stanley stated that the main beneficiaries of Tesla's loss of market share are Other customers of Contemporary Amperex Technology, which does not have a significant impact on Contemporary Amperex Technology. At the beginning of the year, Tesla's global market share declined, mainly divided among Other customers of Contemporary Amperex Technology. The true threat to Contemporary Amperex Technology's market share actually comes from BYD.
The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
Deepening the "binding" Fulin Precision's cooperation with Contemporary Amperex Technology extends to Siasun Robot&Automation | Quick reading of the announcement
① Contemporary Amperex Technology will invest 0.4 billion yuan to subscribe for shares in Fulin Precision's subsidiary; ② Fulin Precision and Contemporary Amperex Technology are deepening their partnership, extending cooperation from lithium iron phosphate to Asia Vets.
Another overseas L in the month, Beijing Easpring Material Technology signed a long-term supply agreement worth 14 billion yuan with LGES | Quick Read Announcement.
① Beijing Easpring Material Technology has signed another overseas L, a long-term supply agreement worth 14 billion yuan with LGES; ② Last Monday, the company announced a framework supply agreement of 0.017 million tons for lithium battery cathode material with "old friend" SK On.
Investing in industry funds + establishing a joint venture, Cathay Biotech Inc. "leverages" Contemporary Amperex Technology and Hefei State Assets.
① Behind Cathay Technology are two major giants, Cathay Biotech Inc. and Contemporary Amperex Technology. ② Cathay Technology mainly engages in the research, production, and sales of products applying Cathay Biotech Inc.'s polyamide composite materials in the fields of power batteries, energy storage, and other New energy areas. ③ The招商凯赛新材料基金 (Zhaoshang Cathay New Materials Fund), co-founded by Cathay Biotech Inc., Hefei State-owned Assets, and China Merchants Shekou Industrial Zone Holdings, was established with a registered capital of 0.65 billion yuan.
Increased revenue but no profit! Jiangsu Cnano Technology Co., Ltd.'s net profit in 2024 decreased by more than 10% year-on-year.
① Jiangsu Cnano Technology Co.,Ltd. stated that as the company vigorously expands its overseas customer base, it is expected that product demand will continue to grow with market demand by 2025; ② Looking ahead to future market expectations, Jiangsu Cnano Technology Co.,Ltd. expects that product demand will continue to grow with market demand by 2025.
Recently, the catalysts related to Solid State Battery have been continuously emerging. Analysts claim that Solid State Battery is still undervalued by the market.
① The 2025 China Solid State Battery Technology Innovation and Industrialization Seminar will be held from March 26 to 28, 2025. ② Everbright's Research Reports state that the market has underestimated the support that all-solid state batteries will provide in terms of safety and endurance after the demand surges in humanoid robots and the low-altitude economy.
Naconor achieved a double increase in revenue and net profit last year, and over the past three months, the reception volume of Institutions ranks first on the BSE | Interpretations
1. Nakonoer achieved revenue of 1.053 billion yuan in 2024, an increase of 11.42% year-on-year, with a net income of 0.164 billion yuan, up 32.09% year-on-year; 2. Nakonoer's layout in dry process electrodes has attracted attention in the Capital Markets, and the company ranked first in terms of Institutions reception volume on the BSE in the past three months.
"Transfer" 2 billion to build a factory overseas, Shenzhen Senior Technology Material plans to change the purpose of raised funds | Quick reading of the announcement.
① Shenzhen Senior Technology Material plans to use 2.08 billion yuan of raised funds that have not yet been used for domestic projects for the Malaysia project; ② From the perspective of Industry development, the overseas production capacity weight of lithium battery companies is gradually increasing.
The China Academy of Information and Communications Technology has launched a special test for AI glasses, which are expected to see explosive growth.
① The China Academy of Information and Communications Technology (CAICT) Teher Terminal Laboratory, in collaboration with S-Dream Lab, tested the RayBan-Meta Wayfarer smart glasses, aiming to provide reference evaluation Indicators for the Asia Vets Industry. ② According to WellsennXR, the Global sales volume of AI smart glasses in 2024 is projected at 2.34 million units, with a forecast of 5.5 million units by 2025 (year-on-year +135%).
Due to intensified market competition and fluctuations in raw material prices, Ningbo Ronbay New Energy Technology expects both revenue and net profits to decline in 2024.
① According to the performance forecast by Ningbo Ronbay New Energy Technology, it is estimated that the net income attributable to the parent company in the fourth quarter of 2024 will reach 0.176 billion yuan, which would be the highest quarterly profit in 2024; ② Ningbo Ronbay New Energy Technology disclosed that the second phase of its South Korea factory is expected to begin trial production in the first half of this year; breakthroughs are anticipated in the precursor product line this year; the layered oxide material is expected to achieve large-scale mass production and delivery within the year.
Yushu Technology is heavily recruiting as the domestic humanoid robot industry accelerates its explosion.
① According to the official account "Binjing Release" of the Publicity Department of the Binjiang District Committee of Hangzhou City, Yushu Technology is hiring for several positions, including Mechanical Structure Engineers. ② Xiao Qunxi from GTJA Securities believes that Yushu Technology has already formed a complete product layout in the Siasun Robot&Automation field, focusing on domestic Siasun Robot&Automation manufacturers and core component suppliers.
Contemporary Amperex Technology submitted a listing application to the Hong Kong Stock Exchange, with fundraising directed towards a project in Hungary | Quick read announcement.
1. Contemporary Amperex Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with sponsors and coordinators including Bank of America, CICC, JPMorgan, Goldman Sachs, UBS Group, and others; 2. According to the application materials, part of the funds raised from the Hong Kong stock listing will be used to promote the first and second phases of the Hungary project.
Contemporary Amperex Technology is making a push for the Hong Kong Stock Exchange.
Accelerate the pace of going abroad.
Another Lithium company is heading to Africa! Canmax Technologies plans to invest 1.4 billion to develop Lithium in Nigeria.
① Canmax Technologies intends to invest 1.4 billion to develop Lithium mines in Nigeria; ② In recent years, Africa has become a popular area for investment by Chinese Lithium companies due to its rich Lithium resources. Sinomine Resource Group, Chengxin Lithium Group, Sichuan Yahua Industrial Group, and other Chinese listed companies have all gone to Africa to establish Lithium mining investment projects.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.