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Taking the lead independently, with foreign investment closely following; range-extended hybrid technology sweeping the global market.
①On November 20 local time, Stellantis Group announced the launch of the STLA Frame vehicle platform. ② Stellantis Group introduced that vehicles equipped with this platform will first be equipped with innovative powertrains, including pure electric and extended-range, and in the future can also be equipped with internal combustion engines, hybrid power, and hydrogen energy power systems.
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.
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.
The three major Hong Kong stock indexes continued to show a volatile trend, with the lithium battery and golden industrial concept sectors performing prominently.
① Why have international gold prices strengthened? ② What news has stimulated the strength of consumer electronics stocks? ③ Has the short sell ratio in the Hong Kong stock market shown a decline?
Price fluctuations do not hinder supply clearance, the lithium battery sector welcomes layout opportunities.
Production cuts, maintenance, and spot price increases could not suppress market expectations despite the block orders' aggressive selling. After erasing a week's gains over two trading days, the market rebounded significantly. On November 19th, the lithium sector surged, with ganfenglithium and tianqi lithium corporation both reaching their upper limits on A-shares, while Hong Kong stocks rose by over 10%, with funds pouring in aggressively.
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.
Conviction : If you only have bear articles to share, then you are doomed
MonkeyGee : no way. where the Z is Xpeng with that?
bullrider_21 OP MonkeyGee : Xpeng and Nio also have their own smart driving chips. BYD is even using it for its low end EVs.