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

Lithium battery elimination match exam question: Will solid state batteries be cheaper than liquid ones? Will sodium batteries account for half of the market? | Direct hit at the "Battery Davos".

①After the expansion of power batteries, the industry elimination has also entered a deep water area; ②Although the industry generally expects full solid state batteries to become the "next generation battery", experts point out that the bottleneck of conductivity, production equipment and cost still needs to be addressed; ③Affected by the sharp drop in lithium prices, the industrialization speed of sodium batteries has slowed down, and sodium batteries will still need time to reduce costs and increase efficiency in order to win market share in the new round of energy storage competition.

cls.cnNov 17 09:45 ET

The improvement in the supply-demand relationship has led to the average price of battery-grade lithium carbonate returning to 0.08 million yuan per ton. What will happen in the future?

Shanghai Ganglian e-commerce holdings' new energy fund research team analyzed to journalists that the short-term demand exceeding expectations has eased the continuous accumulation of warehouse inventory pressure, thereby promoting the market to repair the price level of this category; Founder Mo Ke of True Lithium believes that there is a 3-month time difference between lithium ore procurement and battery production, and this rise may be caused by capital disturbance. Next year, prices are feared to fall below 0.06 million yuan/ton, and it will still take about a year to clear the excess production capacity.

cls.cnNov 13 05:38 ET

The dual catalysis of 'technology + demand' has once again brought a 'mini spring' to the industrialization process of solid state batteries.

As of today's closing, stocks related to solid state battery concept have risen by 2.64%. On November 7, Chongqing Changan Automobile and Tianneng New Energy jointly released solid state lithium battery technology without separator. This technology achieves for the first time in the industry the elimination of traditional liquid lithium battery separator by introducing a high-density composite solid-state electrolyte layer on the surface of the polarity sheet to replace the separator function.

cls.cnNov 7 06:31 ET

Exclusive | Unveiling the first mass-produced full solid state battery assembly line: the scale cost is not higher than liquid, but still can't be used in cars

①The first solid state battery production line has been put into operation again, sparking discussion. The builder of this production line, a person from Pure Lithium New Energy Company, stated that current customers come from energy storage and electric two-wheelers, not involving power batteries; ② Pure Lithium New Energy has put into operation a production line with a target capacity of 200MWh, and has planned to expand to 6GWh solid state energy storage battery production line; ③ In the A-share market, various companies mainly focus on the technical routes of oxides and sulfides.

cls.cnOct 29 10:33 ET