The reduction of costs in the lithium battery Anode Material industry is ongoing: Kuntian New Energy has announced the continuous graphite furnace process and is planning to layout in overseas markets.
① The company's continuous graphitization process shortens the production cycle of graphitization to 10-12 days, reduces labor allocation by over 50%, and decreases the consumption of auxiliary materials by 50%. It is expected to enter formal mass production next year; industry insiders mentioned that this will directly promote cost reduction and efficiency increase in the Industry. ② The company is considering expanding into the Southeast Asian market and also has technological reserves in areas and scenarios such as Solid State Battery and eVTOL.
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Investors need to closely monitor the release of November CPI this Wednesday, which could be a "black swan" event that disrupts market expectations for a December rate cut by the Federal Reserve. Analysts suggest that if the CPI shows no significant increase in U.S. inflation, then a rate cut in December is highly likely. However, futures pricing indicates that the Fed may pause rate cuts at the January meeting next year.
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