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

The annual conference of the photovoltaic industry is approaching, with continuous improvement on both the supply and demand sides. These concept stocks are frequently researched.

The 2024 annual conference of the photovoltaic industry will be held in Yibin City, Sichuan Province from December 4th to 6th.

cls.cnNov 7 04:36 ET

Goldwind Science & Technology Co., Ltd. (XJNGF) Q3 2024 Earnings Call Transcript Summary

moomoo AINov 4 00:42 ET · Conference Call

Photovoltaic industry third quarter report inventory: which companies are ahead of the industry's "recovery"? Five component factories profitable in Q3, while losses in the silicon material segment narrowed on a month-on-month basis.

①AT&S, GCL System Integration Technology, jinkosolar, and Hengdian Group DMEGC Magnetics continued to have positive net income in the first three quarters, with JA Solar Technology achieving a net income of 0.39 billion yuan in Q3, significantly exceeding market expectations; ② The losses in the polysilicon and silicon wafer segments continue, and many leading companies face the risk of their first annual performance loss after going public; ③ Leading companies suggest industry consolidation by raising technical and quality standards to achieve industry self-regulation.

cls.cnOct 31 09:32 ET

Has the turning point arrived for the photovoltaic industry? Several component manufacturers claim prices are "market-oriented", industry insiders are calling for production reduction.

①PV module manufacturers' product prices seem to be on the rise, closely related to the initiative previously proposed by the China Photovoltaic Industry Association; ②Industry insiders believe that in the current situation of oversupply of similarly high-quality and efficient products, leading enterprises need to adjust their shipment plans, control production capacity, and avoid bidding below cost.

cls.cnOct 30 08:47 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