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Zhejiang Hangke Technology Incorporated: Equipment has been continuously delivered in the solid state battery sector and plans to build a factory in Malaysia | Direct coverage of the earnings conference.
① Currently, the company has cooperated with several relevant manufacturers both domestically and internationally on the experimental line or pilot line for solid state batteries, and equipment has been gradually delivered; ② The contract signed with Volkswagen in the second half of the year is the largest single order ever received by the company, and due to the substantial amount of this order, delivery is expected to begin gradually in the first half of 2025; ③ The company plans to build a large manufacturing plant in Malaysia.
Looking to provide benefits for employees? eve energy co.,ltd. is leasing 2,000 electric vehicles from related parties | Quick announcement.
① Eve Energy Co., Ltd. intends to lease no more than 2,000 electric vehicles from Jinlong New Energy, with a total trade amount not exceeding 0.1728 billion yuan. Based on the maximum amount, this order accounts for nearly 40 times Jinlong New Energy's revenue last year. ② Jinlong New Energy is 100% owned by the controlling shareholder of Eve Energy Co., Ltd.
Li Yuanheng: Actively cooperating with customers to develop solid state battery equipment, continuously focusing on the Southeast Asia and European and American markets | Direct hit on the earnings conference
1. The internal design and production manufacturing of the solid state battery sulfide line, which was won by Liyuanheng, is currently in progress, but this part is expected to account for a small proportion of revenue in 2025; 2. Recently announced coating orders that won the bid are expected to be delivered for acceptance and revenue recognition in 2025; 3. In the future, we will closely follow domestic companies going global and continue to focus on the Southeast Asian and European and American markets.
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.
Energy storage, semi-solid, solid state "I want them all"? Guangzhou Great Power Energy and Technology plans to invest 5 billion to build a new battery factory | Quick read announcement.
1. guangzhou great power energy and technology plans to invest 5 billion yuan in building a 10GWh energy storage cell and energy storage system manufacturing plant; 2. Since this year, guangzhou great power energy and technology has announced multiple battery production lines and industrial fund investment plans, involving amounts exceeding 3 billion yuan.
Guangdong Jiayuan Technology: Solid state battery copper foil has been supplied in small quantities, and some product processing fees have rebounded | Earnings conference
①Currently, processing fees have bottomed out, and some product processing fees have started to rebound. The copper foil industry is still in a situation of oversupply, and the turning point will still require capacity clearing; ②Copper foils used in all solid state and semi-solid state batteries have been supplied in small quantities. Copper foils for the negative electrode current collectors required for fast charging batteries and high silicon batteries have been produced and supplied. Currently, the company's 4.5μm ultra-thin lithium-ion copper foil has achieved mass production and sales.
Zero yuan transfer! suzhou good-ark electronics' actual controller changes, related company's shareholding case attracts attention again.
① Wu Nianbo will transfer 68.0890% of the equity he holds in Suzhou Tongbo to Wu Wenhao, and the transfer price is 0 yuan, as they are father and son. ② Staff from the company's secretary office stated that four years ago, Wu Wenhao was already the legal representative and chairman of Suzhou Good-Ark Electronics.
Another major battery player is entering the solid state battery industry, which may give birth to significant investment opportunities.
eve energy co.,ltd. expressed on the interactive platform that the company has already carried out technical layout in the field of solid state batteries and made relevant industrial planning. The company plans to achieve a technological breakthrough in 2026, launching high-power, high environmental tolerance, and absolutely safe all solid state batteries, mainly used in the hybrid power field.
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.
Ningde Zeng Yuqun: Musk does not understand batteries, the "zero carbon" power grid will be ten times larger than the electric vehicle battery business.
Musk's bet on cylindrical batteries (i.e., 4680) "will fail and will never succeed." "We had a very intense debate. He (Musk) was silent because he did not know how to manufacture the battery. This is about electrochemistry, and he is good at chips, software, hardware, and machinery."
The controlling shareholder's more than 80% of the shares are temporarily frozen, ningbo shanshan's control rights face the risk of change | Quick Read Announcement
① Less than two years after the death of Ningbo Shanshan's founder Zheng Yonggang, the company's ownership faces the risk of change; ② Ningbo Shanshan Group, the controlling shareholder, had multiple shares frozen pending, accounting for 80.89% of its holdings in the company; ③ In the past year, Ningbo Shanshan Group faced debt defaults, downgrades in entity and debt credit ratings, as well as significant litigation or arbitration related to debt issues.
Chongqing Changan Automobile will release new solid state battery technology. The industrialization process of solid state batteries is continuously accelerating.
According to the official WeChat account of Taileeng New Energy, Taileeng New Energy, in collaboration with Chongqing Changan Automobile, will hold a solid-state lithium battery new technology launch event on November 7. China Securities Co., Ltd. predicts that by 2025, the global solid-state battery market space could reach tens to hundreds of GWh, with a scale of trillions of yuan.
Raw material prices rise, sales decrease. TianNeng Company's Q3 net profit halved year-on-year.
①Regarding the decline in performance, TBEA Co., Ltd. explained that the sharp rise in raw material prices in the first half of the year combined with a decrease in sales volume in the third quarter led to the decline; ②This year, the price of lead has experienced a roller coaster market. Industry analysts predict that the lead price will overall maintain a fluctuating trend.
Zhuhai Guanyu's revenue and net profit both declined in the first three quarters, providing loans again to its subsidiary.
①Looking at the performance of Zhuhai Guanyu in recent years, the performance has fluctuated significantly, but there is a trend of both year-on-year and quarter-on-quarter growth in the third quarter; ② Zhuhai Guanyu has once again announced lending to its subsidiaries, disclosing earlier in the year that loans provided did not exceed 1.65 billion yuan.
Xiamen Tungsten's Q3 revenue and net profit both continued to decline year-on-year, while the progress of NL cathode material is smooth.
①Xiamen Tungsten's lithium battery cathode material products achieved sales volume of 0.0711 million tons in the first three quarters, with sales volume of 0.0263 million tons in the third quarter; the company's quarterly revenue and net income have continued to decline year-on-year since 2023; ②NL's brand new structured cathode material developed in collaboration with a well-known battery company has progressed smoothly and is expected to be widely used in the fields of 3C consumer electronics, siasun robot&automation, low-altitude economy, solid state batteries, etc.
Hybrid pure electric range up to 400 kilometers! Contemporary Amperex Technology releases new sodium-ion batteries to enhance performance in low-temperature scenarios.
Contemporary Amperex Technology has launched a new product, Xaoyao super mixed battery, the first pure electric vehicle in the world with a range of over 400 kilometers, and features 4C supercharging; Sodium-ion batteries are once again being applied. CAT incorporates sodium-ion battery technology into the Xaoyao super mixed battery, pioneering the lithium-sodium AB battery system integration technology, allowing the battery to discharge in extreme cold conditions as low as minus forty degrees.
The demand for power batteries is under pressure, eve energy co.,ltd. Q3 revenue and net profit both declined, and energy storage battery sales doubled in the first three quarters. | Financial reports and insights
In the first three quarters, eve energy co.,ltd. energy storage battery shipments were 35.7 GWh, a year-on-year increase of over 115%, with power battery shipments of 20.7 GWh, an increase of 5% year-on-year.
Contemporary Amperex Technology's net profit in Q3 increased by 6% year-on-year. Executives stated that production capacity utilization in Q4 is "more full", while the board secretary responded to the factory fire incident. | Interpretations
Contemporary Amperex Technology's Q3 net profit was 13.136 billion yuan, with a 6% increase compared to the previous quarter. During the performance interpretation meeting held on the night of the performance release, Nandu Times executives expressed their outlook on Q4 orders in this way; Executives responded to investor concerns such as the expected resumption of lithium carbonate production in Yichun and factory fires during the Q3 performance interpretation meeting.
Stable growth in profits! Contemporary Amperex Technology's net income in Q3 increased by 25.97% year-on-year | Financial Report Insights
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