Solid state batteries accelerate the reshaping of the lithium battery industry chain, eVTOL manufacturers call for breakthroughs in materials end | Focus on.

1. The contact mode between the solid state battery electrolyte and the active material has changed from solid-liquid contact to solid-solid contact, leading to a series of changes, including the attention to dry process technology and the corresponding equipment manufacturers are also iterating; 2. Solid-state batteries still face challenges in terms of cost and mass production; 3. The application end of eVTOL in the emerging industry xinxingchanye has attracted attention, with ehang believing that the current battery material end is still the bottleneck.

cls.cnNov 26 20:09 ET

The Battery Film Special Committee advocates: resist "involutionary" vicious competition. Listed companies respond: prices will definitely return to rational levels in the future.

① The Battery Film Specialized Committee of the China Plastics Processing Industry Association advocates that the battery separator industry should not engage in price wars or market share disputes; ② Shenzhen Senior Technology Material stated that currently many small manufacturers are selling at a loss, and prices will definitely return to a more rational state in the future.

cls.cnNov 26 09:02 ET

French miners lament that the profitability of nickel mining business cannot be achieved without china technology and equipment.

① The multinational mining giant Ehmann stated that western companies cannot make a profit in the nickel mining business in Indonesia without relying on china's technology, equipment, and management experience; ② Ehmann and BASF have canceled the 2.6 billion dollar nickel-cobalt refining plant project in Indonesia due to it being 'economically unfeasible'; ③ Ehmann is collaborating with China’s Qingshan Holding to operate the nickel mine in Weda Bay, with the CEO stating that china's technology, expertise, and equipment are key to competitiveness.

cls.cnNov 25 07:22 ET

Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.

①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).

cls.cnNov 20 23:44 ET

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.

cls.cnNov 20 23:02 ET

The lithium battery sector has sounded the clarion call for a market counterattack, with technology stocks such as siasun robot&automation poised for takeoff.

Track the entire lifecycle of the main sector.

cls.cnNov 19 20:24 ET