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HONBRIDGE: ANNUAL REPORT 2025
HONBRIDGE: ANNUAL RESULTS ANNOUNCEMENTFOR THE YEAR ENDED 31 DECEMBER 2025
HONBRIDGE: NOTICE OF BOARD MEETING
Dongwu Securities: Solid-state batteries to enter a critical phase in 2026, potentially leading to significant market movements.
The bank believes that the core catalyst for 2026 lies in the bidding for GWh-level mass production lines and road tests of solid-state-related vehicle models, which could lead to a market trend comparable to the two major developments seen in 2025. It is recommended to closely monitor the bidding status of production lines among leading enterprises, as well as new vehicle models subsequently listed in the MIIT registration directory.
Cui Dongshu: In January, the supply and demand of batteries in China gradually improved, with a significant surge in heavy truck batteries.
In January, the combined output of power and other batteries in China reached 168GWh, representing a year-on-year increase of 25%. The growth rate of battery production declined from over 40% to 25%, indicating a gradual improvement in the supply and demand dynamics of batteries. The demand for vehicle-installed batteries in January heavily relied on the surge in heavy truck batteries subsidized at ultra-high rates.
Stock Market Movements | Lithium battery concept continues to rise as export tax rebate for batteries is reduced, significantly boosting downstream lithium enterprises' stockpiling enthusiasm.
The lithium battery sector continues to rise. As of press time, Hongqiao Group (08137.HK) surged 8.33% to HKD 0.52; Ganfeng Lithium (01772.HK) climbed 7.9% to HKD 66.95; Tianqi Lithium (09696.HK) increased by 5.78% to HKD 57.65; CATL (03750.HK) advanced 1.94% to HKD 493.4.
Triple Nickle 1 : nxl