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The expectation of rising prices for Anode Material is gradually emerging, and Analysts say that the prices of Lithium Batteries may have already bottomed out.
① According to multiple interviews by the Financial Association reporters, the expectation of price increases in the Anode Material industry is gradually emerging. An Analyst predicts that some models of Anode Material may see slight increases in Q1 next year, with leading companies' processing fees expected to rise by 500 to 1000 yuan/ton in January. ② Citibank Analysts released a research report stating that Lithium Battery prices may have bottomed out and could see slight increases by 2025.
Shanghai Putailai New Energy Technology (603659.SH): The company has developed low α-radiation spherical aluminum oxide for its nano aluminum oxide Business, which can be used in HBM chip packaging adhesive fillers.
On December 24, Glonghui reported that Shanghai Putailai New Energy Technology (603659.SH) stated on the investor interaction platform that there are many challenges in cross-industry attempts. The company's business mainly revolves around providing comprehensive solutions for key materials and automated process equipment for New energy Fund batteries, serving and quickly responding to customer needs. At the same time, based on the experience and technical accumulation in the industrialization of automated process equipment, it provides process technology collaboration for the company's material business development. On this basis, the company's equipment business has expanded into fields such as perovskite CECEP Solar Energy equipment and hydrogen energy equipment. The company's material business is also based on its process manufacturing and products as much as possible.
Shanghai Putailai to Appeal Swedish Rejection of Battery Factory
Lithium battery companies face obstacles in going overseas! Shanghai Putailai's investment of 0.1 million tons in Anode Material in Sweden was rejected, and plans to appeal will be proposed | Quick read the announcement.
① Shanghai Putailai New Energy Technology plans to terminate the implementation of the 0.1 million ton Anode Material integrated production base project in Sweden; ② The company cannot fully agree to the conditions proposed by the Swedish Strategic Product Surveillance Authority concerning the company's planned investment project under the Swedish Foreign Direct Investment Law; after unsuccessful negotiations, the investment project was not approved; ③ The company intends to appeal to the Swedish government and will continue to monitor overseas markets, looking for opportunities to establish overseas production capacities.
Shanghai Putailai New Energy Technology (603659.SH): plans to terminate the integrated production base project for 0.1 million tons of lithium-ion Anode Material in Sweden.
On December 19, Gelonghui reported that Shanghai Putailai New Energy Technology (603659.SH) announced that on December 3, 2024, the Swedish Strategic Products Inspectorate raised multiple requirements regarding the company's investment project, involving the equity control of Swedish Zicheng, the composition of the management team, the attribution of R&D results, and regulatory arrangements. After careful evaluation and in-depth discussions, the company believes that these requirements present significant challenges both from a business logic and practical operation standpoint, and proposed more actionable solutions. However, in further communication with the Swedish Strategic Products Inspectorate, the company was unable to reach an agreement on the feedback provided.
Soochow: The supply and demand reversal in the lithium battery industry is imminent, and a bullish outlook is strong.
Soochow Securities stated that the demand in the lithium battery industry has exceeded expectations, with a non-weak season from November to December. The demand for 2025 has been revised up to over 30% growth, and the current valuation is at the profit bottom. Industry leaders are showcasing significant technological innovation and cost advantages, with profitability set to recover first. A supply-demand reversal is imminent, and there is strong bullish sentiment.
