BK0954 Battery
- 1294.110
- -1.231-0.10%
When it was first covered, did Goldman Sachs think it could increase by another 50% during the Ningde era?
Goldman Sachs is optimistic about the technological advantages and profitability of the Ningde era, and gives a purchase rating and a target price of 304 yuan. The average annual EPS growth rate in the 2024-2030 era is 26%, of which 21% comes from sales growth and 1% from unit gross profit expansion.
Second-tier battery manufacturers make money by going overseas | Insight Research
Guoxuan Hi-Tech's profit also increased by 201.3%, and net interest rate increased by 1.48 percentage points
Everweft Lithium is in the midst of a battery price war, doubling sales and no increase in profits | Insight Research
On the evening of April 18, Everweft Lithium Energy announced its 2023 annual results. The company's battery market share doubled, but it fell into a dilemma where revenue, net profit, and sales volume diverged. In 2023, Everweft Lithium achieved operating income of 48.78 billion yuan, up 32.38% year on year; net profit to mother was 4.05 billion yuan, up 15.42% year on year, of which net profit from the division's business was 3.54 billion yuan, up 30.19% year on year; after deduction, only 2.23% year on year; gross margin reached 17.04%, up 0.61 percentage points year on year; net interest rate reached 9.27%, down 0.84 hundred percent year on year
Lithium prices plummeted, falling out of 19% profit growth in the Ningde era | Insight Research
Q1 In the Ningde era, revenue declined, but profit increased
Nio Aims for Longer-life EV Batteries Through Tech Partnership With CATL
Nio (NYSE:NIO) inked a framework agreement with Contemporary Amperex Technology Co. to carry out innovation in the research and development of long-life batteries according to the needs of the electric vehicle maker's power swap.
Domestic market share returned to 50% during the Ningde era | Insight Research
The flames of the NEV price war have already burned into the power battery market. In February of this year, some second- and third-tier power battery manufacturers, such as Gateway Power, were still in a state of shutdown and production. Combined with holiday disturbances, the recovery of the power battery market was slightly slow. In February, power battery production reached 43.6 GWh, down 33.1% from month to month, down 3.6% year on year; sales volume was 37.4 GWh, down 10.1% year on year, down 34.6% month on month; installed capacity reached 18 GWh, down 18.1% year on year and 44.4% month on month. Overall, the power battery market sentiment did not perform well in February
Everweft lithium becomes a survivor of the price war storm | Insight Research
Everweft lithium becomes a beneficiary in the price war
The achievements of the Ningde era relied on “volumes” to go overseas | Insight Research
Compared with second- and third-tier power battery manufacturers, the Ningde era still performed excellently
Ningde Times, China Shenhua, Muyuan Co., Ltd.... A number of A-share giants are forecasting annual results!
On the evening of January 30, a number of A-share listed companies announced their 2023 annual results forecasts. A few companies are happy and a few are sad. The Ningde Era expects net profit to increase by more than 30% over the same period last year, reaching 42.5 billion yuan to 45.5 billion yuan, with daily earnings exceeding 116 million yuan; China Shenhua's profit in 2023 will drop 9.9% to 14%, and the drop in coal prices will affect performance. Sluggish pig prices have caused most listed pig companies to report losses in 2023, and industry differentiation has intensified. Among them, Muyuan Co., Ltd. expects a net loss of 3.9 billion to 4.7 billion yuan in 2023, and a profit of over 13.2 billion yuan in 2022. The price of lithium carbonate fell sharply, with a decline of more than one year
Net profit declined for the first time in 4 years. Dangsheng Technology's financial report revealed a cold wave of ternary materials? | Insight Research
Launching the first performance forecast, Dang Sheng Technology, and net profit turned negative.
Report: BYD discusses the acquisition of Brazilian lithium miner Sigma Lithium to form an integrated supply chain
The Volkswagen and Ningde era are also potential bidders.
Detailed list! A new batch of “Catalogue of New Energy Vehicle Models Exempt from Vehicle Purchase Tax” was announced. The M9 EV, Tesla Model Y, and BYD Song PLUS are on the list
IT Home reported on November 20 that the Ministry of Industry and Information Technology today announced the “Catalogue of New Energy Vehicle Models Exempt from Vehicle Purchase Tax” (71st batch), which includes 61 pure electric passenger cars, 6 plug-in hybrid passenger cars, and 26 pure electric buses.
The Ningde era started a battle to defend 40% market share | Insight Research
There has been a negative increase in power battery production, and the removal of batteries to storage has not been reversed
After losing 700 million yuan, why did Longpan Technology, the “third largest in the world” for lithium iron phosphate cathodes, go to the Hong Kong Stock Exchange
Intended overseas
Decline in profit vs. increase in market share, how can Everweft lithium overcome the wind situation | Jianzhi Research
Can Everweft lithium, which bucked the trend and increased its market share, break out of the encirclement with the accelerated growth rate of installed capacity?
Profits in the Ningde era will also depend on overseas | Insight Research
Q3. In the Ningde era, profit growth slowed, and domestic market share declined. How big was the impact?
Demand recovered, and the net profit of Xingyuan Material, a leading lithium battery separator, increased by more than 31% year-on-year in the third quarter | Financial News
Xingyuan Material's revenue and profit both increased in the third quarter. Analysts believe that the fifth-generation wet production line will be mass-produced, and reduced technical costs are expected to guarantee stable profits.
Next week's big schedule: China's economic data for September, GDP for the third quarter, Tesla and Ningde Times financial reports, “Belt and Road” summit
Next week, we will focus on China's economic report card for September, GDP for the third quarter, US retail sales data for September, and CPI data for Europe and Japan for September. On the central bank side, the central bank of China will announce the October 1/5 LPR and MLF renewal resolution, the Federal Reserve will announce the Beige Book on economic conditions, and Powell will deliver a speech. In addition, companies such as Ningde Times, Tesla, and TSMC have published three quarterly reports, and the 3rd “Belt and Road” International Cooperation Summit will be held in Beijing from October 17 to 18.
Ormat Technologies Signs New Multi-year Contract In Partnership With Gotion High-Tech To Provide Ormat With Batteries At A Capacity Of Up To 750MWh, With A Variable Pricing Structure, Partly Linked To Lithium Carbonate Prices
Ormat Technologies Signs New Multi-year Contract In Partnership With Gotion High-Tech To Provide Ormat With Batteries At A Capacity Of Up To 750MWh, With A Variable Pricing Structure, Partly Linked To
EU Probe Into Electric Vehicle Subsidies, What's the Impact on Stock Market?
The EU has announced an anti-subsidy probe into China’s electric car industry in an attempt to shield European manufacturers before they are priced out by Chinese rivals.