洪橋集團:年報 2023
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.
Lithium Market Struggles to Recover After Epic Boom and Bust
Prices have bottomed out but have struggled to meaningfully rebound, partly because miners, refiners and carmakers are still working through a mound of surplus stock clogging up the supply chain.
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.
Huatai Securities: What is the impact of the surge in copper prices on the battery industry chain?
Recently, copper prices have risen sharply, and the market's attention to composite foil has once again increased. In the medium to long term, composite copper foil is an important way to reduce the cost of traditional copper foil against the backdrop of rising copper prices, the trend remains unchanged.
Cathay Pacific Junan: Early power batteries face decommissioning and recycling market volume is imminent
The battery recycling industry welcomes accelerated development
Hongqiao Group (08137) appoints Dai Qing as Executive Director
Hongqiao Group (08137) announced that from March 28, 2024, Mr. Dai Qing was appointed as the company's executive director...
Hongqiao Group (08137) announced annual results. Shareholders' share losses amounted to HK$107 million, a year-on-year decrease of 46.51%
Hongqiao Group (08137) announced its annual results for the year ended December 31, 2023, with revenue of 227 million...
HONBRIDGE: ANNUAL RESULTS ANNOUNCEMENT FOR THE YEAR ENDED 31 DECEMBER 2023
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.
Battery Metals Receive Boost as US Introduces Tough New Motor Vehicle Pollution Rules
Analysts are forecasting battery metals such as lithium and copper will receive a boost in demand after the US government introduced tough new rules last night expected to significantly lift electric vehicle (EV) and hybrid vehicle sales.
Did Lithium Bubble Really Burst, or Is It Just Deflated?
Bubbles in nature may be beautiful – for some – but in financial markets they are a right pain.
HONBRIDGE: NOTICE OF BOARD MEETING
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.
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.
Major Lithium Reserves Discovered in Sichuan
Despite the new discovery, China still faces a gap between untapped resources and surging demand for lithium batteries. Thus, securing raw materials is now a focus for businesses along the EV industry chain, with some choosing to venture abroad, they said.
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.
EVtank: Total global lithium-ion battery shipments in 2023 were 1202.6 GWh, up 25.6% year-on-year
Recently, the research institute EVtank and the Ivy Institute of Economics jointly released the “White Paper on the Development of China's Lithium-ion Battery Industry (2024)”.
Business Club: The price of lithium carbonate fell sharply in 2023, and the decline may narrow in 2024
According to Kommerce's product market analysis system, the price of lithium carbonate plummeted in 2023.
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