Central China: Performance in the lithium battery industry will continue to improve in 2025, focus on four main lines.

Overall, it is expected that the sector's performance will be under pressure in 2024, and the sector's performance will recover and grow in 2025, but the differentiation will intensify.

Zhitong Finance02:13 ET

At the end of the year, the "sales boost battle" in the car market has begun: multiple car companies have updated the December car purchase benefits, with BYD's terminal prices showing a slight loosening.

BYD has launched various popular car models with different levels of discount policies in December. leapmotor, which has already completed its annual sales target ahead of schedule, updated the car purchase benefits for December on December 2nd.

cls.cnDec 3 01:48 ET

November electric vehicle delivery report: BYD's electric vehicle sales exceeded 0.5 million, Xiaopeng broke through 0.03 million for the first time, and Chongqing Sokon Industry Group Stock saw a year-on-year sales growth of 54.58%.

Last month, the delivery volume of the Xiaomi SU7 continued to exceed 20,000 units, and Xiaomi expressed confidence in achieving the new delivery target of over 130,000 units for the year.

wallstreetcnDec 1 18:06 ET

Hefei issued 44 million yuan in consumer vouchers and Ideal launched a zero-interest financial plan. Local governments and car companies are competing for the year-end "consumption wave".

① On November 29, according to the Hefei Municipal Bureau of Commerce, from November 29 to December 8, 2024, new consumer vouchers for autos will be issued in Hefei, totaling 44 million yuan. ② On the same day, Li Auto announced a limited-time 0% interest policy until the end of the year. From now until December 31, users purchasing the Li L-series and Li MEGA can enjoy a minimum down payment financing plan with 0% interest for 3 years.

cls.cnNov 29 00:07 ET

Citic Sec: Overseas lithium mines expand production cuts, industry mergers and acquisitions accelerate.

The acceleration of industry mergers and acquisitions is an important sign in the mining industry's downward cycle, indicating that the industry is becoming optimistic about the future lithium prices and that the market generally recognizes that current lithium prices are at the bottom range, with limited expected further downward space.

Zhitong FinanceNov 26 21:28 ET

Solid state batteries accelerate the reshaping of the lithium battery industry chain, eVTOL manufacturers call for breakthroughs in materials end | Focus on.

1. The contact mode between the solid state battery electrolyte and the active material has changed from solid-liquid contact to solid-solid contact, leading to a series of changes, including the attention to dry process technology and the corresponding equipment manufacturers are also iterating; 2. Solid-state batteries still face challenges in terms of cost and mass production; 3. The application end of eVTOL in the emerging industry xinxingchanye has attracted attention, with ehang believing that the current battery material end is still the bottleneck.

cls.cnNov 26 20:09 ET