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Is the domestic battery production capacity underestimated? JPMorgan: Potential additional capacity reaches 700GWh, it will take at least 3 years to digest.
jpmorgan believes that more than 700GWh of 'under construction fixed assets' will not be fully absorbed until the end of 2027, and this phenomenon is particularly evident among second-tier battery manufacturers. Third-tier companies may exhaust their cash and quietly exit the market in the coming years. However, given the market concentration, the exit of these companies has almost no impact on the industry's competitive landscape.
Lithium Price Bounce Likely on Potential Supply Curtailment -- Market Talk
CATL May Reduce Lithium Output Given Price Pressures -- Market Talk
On September 11, Tsaker NE (01986.HK) spent 0.268 million Hong Kong dollars to repurchase 0.319 million shares.
Grain Longhui, September 11th, announced that tsaker ne (01986.HK) announced that it spent 0.268 million Hong Kong dollars to repurchase 0.319 million shares on September 11th.
The price of lithium carbonate futures has surged, with a single-day increase of nearly 0.03 million contracts. The rumor of production suspension at Contemporary Amperex Technology has been confirmed. Will there be a bottoming out and rebound?
① Market experts have stated that if there is a significant reduction in the output of lithium carbonate in the coming months, the destocking level in September and October may exceed expectations; ② As the consumer market enters the peak season of "Golden September and Silver October", the fundamentals have improved recently and a turning point in inventory has already emerged.
CICC Securities: The chemical industry continued to fluctuate in the first half of the year, with strong tire exports and double growth in revenue and performance.
In the first half of 2024, the chemical industry achieved revenue of 1237.63 billion yuan, a year-on-year increase of +4.2%; net income attributable to the company was 75.25 billion yuan, a year-on-year increase of +0.8%.
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