01399 VESON HLDG
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VESON HLDG News
銳信控股：2023年年報
The total cumulative output of power and other batteries in China in the first quarter was 184.6 GWh, a cumulative year-on-year increase of 33.5%
The Zhitong Finance App learned that on April 11, the China Automobile Power Battery Industry Innovation Alliance released monthly power battery information for March 2024.
Global EV Battery Market Share in Jan-Feb 2024: CATL 38.4%, BYD 13.1%
CATL continued to be No. 1, while BYD dropped to No. 3 after being overtaken by LG Energy Solution for the first time since December 2022.
Ruixin Holdings (01399) announced 2023 annual results. Profit attributable to shareholders of 20.109 million yuan decreased by 16.3% year-on-year
Ruixin Holdings (01399) announced the results for the year ended December 31, 2023. The group achieved operations during the period...
VESON HLDG: 2023 ANNUAL RESULTS ANNOUNCEMENT
Huatai Securities: America's long-term electrification strategy clarifies that China's lithium battery industry has plenty of room to go overseas
The Zhitong Finance App learned that a research report issued by Huatai Securities said that on March 20, local time, the United States released emission standards for various pollutants for light/medium vehicles in 2027 and beyond.
Is the lithium oversupply crisis showing signs of “warming up” and the lithium industry's “big shortfall” dangerous?
As signs of an oversupply of lithium subside, multi-billion dollar short bets against the world's largest lithium producers are under threat.
Ruixin Holdings (01399.HK) plans to hold a board meeting on March 28 to approve annual results
Gelonghui, March 12, 丨 Ruixin Holdings (01399.HK) issued an announcement. The board of directors announced that a board meeting will be held on March 28, 2024 (Thursday) to review and approve the annual results of the company and its subsidiaries for the year ended December 31, 2023 for publication, and payment of annual dividends (if any), and other matters.
Ministry of Industry and Information Technology: In 2023, the country's total lithium battery production will exceed 940 GWh, an increase of 25% year-on-year
In 2023, the country's total lithium battery output exceeded 940 GWh, an increase of 25% over the previous year, and the total output value of the industry exceeded 1.4 trillion yuan.
Dongwu Securities: Electric vehicle sales declined as planned in January, and the lithium battery industry chain is gradually bottoming out
According to a research report released by Dongwu Securities, profits in the 24H1 lithium battery industry are expected to bottom out, production capacity clearance will be accelerated, the supply and demand pattern will improve in 25 years, and the sector will regain growth.
Huaxi Securities: The loose supply and demand situation of lithium salt is difficult to change in the short term, recommend companies with lower cost curves in the industry
Huaxi Securities released a research report stating that looking ahead to 2024, the expectation of an oversupply of lithium salt has become an industry consensus. Demand for lithium salt terminals has yet to improve, compounded by expectations of oversupply. The loose supply and demand situation is difficult to change in the short term. The bank determined that lithium prices in the market may maintain a downward trend.
Galaxy Securities: The worst expected moment has passed, and the lithium sector is preparing to rebound
On January 5, Australian lithium miner Core Lithium announced that in response to the continued decline in lithium prices, the company decided to suspend mining operations at its Finniss lithium project.
Dongwu Securities: The profit of the 24H1 power equipment industry is expected to bottom out, and the main industry is still promoting the battery sector first
Dongwu Securities released a research report saying that it is expected that the profit of the 24H1 power equipment industry will bottom out, production capacity clearance will accelerate, the supply and demand pattern will improve in 25 years, and the sector will regain growth.
China's Power Battery Output Surges 41% in November
The production of power batteries in China surged 40.7% year over year in November to 87.7 Gigawatt hours, Xinhua News Agency reported Sunday, citing data from the China Automotive Battery Innovation Alliance.
Huaxi Securities: Lithium salt oversupply expectations have reached consensus, lithium salt prices may continue to be sluggish in 2024
It is recommended to focus on companies whose cost curve is in a lower position in the industry and whose supply will continue to increase in the next 2-3 years.
CITIC Securities: Lithium prices are expected to fall below 100,000 yuan/ton in 2024. Focus on industry mergers and acquisitions integration trends
The Zhitong Finance app learned that CITIC Securities released a research report saying that in the third quarter of 2023, the continued decline in lithium prices triggered South American salt lake lithium companies to lower their operating guidelines.
CITIC Construction Investment: 2024Q1 will enter the most oversupply stage, and the lithium battery industry is expected to reach an inflection point
Since 2024Q1 terminal demand is expected to drop by 20%-30% month-on-month, it is expected that all links will enter the stage of maximum oversupply at that time, corresponding to the lowest utilization rate and the bottom of unit profit.
Slowing EV Demand Isn't Just Hurting Automakers Like GM and Tesla
Stalling demand for electric vehicles isn't just hitting the automakers that sell them. It's also impacting companies along the supply chain including producers of lithium, the component used to make EV batteries.
ICBC (01399): Notes issued through various branches under the US$20 billion global medium-term note plan will be listed on the Stock Exchange
The Industrial and Commercial Bank (01399) announced that the Hong Kong branch will issue under the US$20 billion global medium-term note plan...
VESON HLDG: Interim Report 2023
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