20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.

① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.

cls.cnSep 9 09:56 ET

In the era of internal winding of power batteries, industry leaders are calling for putting competition aside and putting safety first. | Live coverage of the 2024 World Power Battery Conference.

①The internal integration of current power batteries has become an industry consensus. The 2024 World Power Battery Conference will be held in Yibin; ②Zeng Yuqun, CEO of Contemporary Amperex Technology, stated that the power battery industry must enter a high-standard development phase. The first thing to focus on is high safety.

cls.cnSep 1 19:11 ET

Brokerage Morning Meeting Highlights: The industrialization of solid state batteries is starting, and China's lithium batteries will lead the world.

At today's brokerage morning meeting, HTSC believes that globalization and intelligence have opened up opportunities for bottom fishing in the auto parts industry; China Securities Co., Ltd. pointed out that the commercial aerospace and aviation sectors are growing rapidly and bullish on the structural recovery of the military industry; CITIC Securities stated that the industrialization of solid-state batteries has begun, and China's lithium batteries will lead the world.

cls.cnAug 22 20:24 ET

How will the announcement of free highway tolls for hydrogen-powered vehicles in many places affect?

Industry insiders say that highway tolls account for about one-third of the total cost of hydrogen commercial heavy trucks. Waiving this fee can significantly reduce vehicle operating costs. From January to June this year, a total of 0.4077 million tons of green hydrogen projects have started, and 906 sets of electrolysis tanks will be tendered in succession. At the same time, the export orders of the electrolysis tanks are rapidly increasing, and the domestic and foreign demand is resonating.

cls.cnAug 16 04:23 ET

The battery inventory is a tale of two extremes under high pressure, with a stable leading position and shuffling at the tail end. | Jianzhi Research

Battery inventory reaches a new high for the year.

wallstreetcnAug 9 06:37 ET

When will the lithium salt industry be cleared out as prices drop below 8? | Jianzhi Research

The spot and futures prices of lithium carbonate hit a new low for the year, posing a challenge for lithium salt manufacturers to survive.

wallstreetcnAug 1 02:30 ET