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Hunan Yuneng (301358): Lithium iron phosphate leader with high growth potential, integrated layout expected to reduce costs.
As a leading domestic iron-lithium cathode enterprise, the performance has been growing rapidly since 2018. Hunan Yunneng is a top domestic cathode material supplier, with its main product being lithium iron phosphate. From 2020 to 2023, lithium iron phosphate shipments have ranked top in the country for four consecutive years.
Hunan Yuneng (301358.SZ): Currently, the company's order is full, with production and sales both thriving.
Gelonghui November 6th | Hunan Yuneng (301358.SZ) held a conference call on November 5, 2024, regarding 'May I ask how the current order situation of the company is? What is the future capacity planning?' The company stated that the current order situation is full, with production and sales both thriving. In the future, the company will comprehensively consider the construction pace of production capacity based on market demand. New production lines will also use more advanced equipment and technology to ensure the company's core competitive advantage.
Hunan Yuneng (301358.SZ): Sales of new products CN-5 series and YN-9 series hit record highs, achieving sales of approximately 0.094 million tons in the first three quarters of this year.
Gelonghui, November 6th - hunan Yuneng (301358.SZ) held a conference call on November 5, 2024, regarding "How is the company's new product market development going? What is the price difference compared to regular products?" The company stated that sales of the company's new CN-5 series and YN-9 series reached a record high, achieving sales of approximately 0.094 million tons in the first three quarters of this year, accounting for about 19.76% of total product sales. Through continuous innovation and iteration, the company's new products have a certain advantage in terms of price compared to regular products, thanks to their superior performance.
Hunan Yuneng: Overseas demand for lithium iron phosphate market is gradually rising.
Geelonghui November 6th | Hunan Yuneng stated during institutional research on November 5th that overseas demand for lithium iron phosphate batteries is gradually rising, and the company has laid out a 0.05 million-ton annual production capacity lithium battery cathode material project in Spain. Currently, actively promoting the pre-project preparation work.
Hunan Yuneng (301358) 2024 Third Quarter Report Review: New products gradually increasing in volume, accelerating integration.
Event. On October 29, 2024, the company released the third quarter report of 2024. From January to September, the company achieved a revenue of 15.879 billion yuan, -53.74% year-on-year; net income attributable to the parent company was 0.491 billion yuan.
Everbright Securities Lithium Battery Industry 2025 Investment Strategy: Grasping the inflection point from the perspectives of cycle and growth.
The key to the future profitability gap of battery companies lies in the sustainability and incremental space of demand (determining the level of capacity utilization, the higher the level, the smaller the gap), the degree of product differentiation (determining the price difference), solid state batteries, high-voltage fast charging, and other new technologies.
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