Analysts: Rio Tinto's lithium battery storage solutions are embracing AI trends, planning to increase their share to half of sales. Capital expenditure is 0.7 billion over the next year and a half.

Ming Pao websiteDec 23 16:20

Solid state batteries accelerate the reshaping of the lithium battery industry chain, eVTOL manufacturers call for breakthroughs in materials end | Focus on.

1. The contact mode between the solid state battery electrolyte and the active material has changed from solid-liquid contact to solid-solid contact, leading to a series of changes, including the attention to dry process technology and the corresponding equipment manufacturers are also iterating; 2. Solid-state batteries still face challenges in terms of cost and mass production; 3. The application end of eVTOL in the emerging industry xinxingchanye has attracted attention, with ehang believing that the current battery material end is still the bottleneck.

cls.cnNov 27 09:09

The Battery Film Special Committee advocates: resist "involutionary" vicious competition. Listed companies respond: prices will definitely return to rational levels in the future.

① The Battery Film Specialized Committee of the China Plastics Processing Industry Association advocates that the battery separator industry should not engage in price wars or market share disputes; ② Shenzhen Senior Technology Material stated that currently many small manufacturers are selling at a loss, and prices will definitely return to a more rational state in the future.

cls.cnNov 26 22:02

Is the lithium battery industry chain about to bottom out? Industry insiders expect prices to rebound next year, with leaders emphasizing a global layout.

Zhang Xiaofei, the chairman of Gaogong Lithium Battery, expects that the first quarter of next year will be the lowest point for prices, while the prices of battery main materials will begin to rise in the second quarter of next year.

cls.cnNov 21 13:21

The lithium battery sector has sounded the clarion call for a market counterattack, with technology stocks such as siasun robot&automation poised for takeoff.

Track the entire lifecycle of the main sector.

cls.cnNov 20 09:24

Lithium battery elimination match exam question: Will solid state batteries be cheaper than liquid ones? Will sodium batteries account for half of the market? | Direct hit at the "Battery Davos".

①After the expansion of power batteries, the industry elimination has also entered a deep water area; ②Although the industry generally expects full solid state batteries to become the "next generation battery", experts point out that the bottleneck of conductivity, production equipment and cost still needs to be addressed; ③Affected by the sharp drop in lithium prices, the industrialization speed of sodium batteries has slowed down, and sodium batteries will still need time to reduce costs and increase efficiency in order to win market share in the new round of energy storage competition.

cls.cnNov 17 22:45