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The dual catalysis of 'technology + demand' has once again brought a 'mini spring' to the industrialization process of solid state batteries.
As of today's closing, stocks related to solid state battery concept have risen by 2.64%. On November 7, Chongqing Changan Automobile and Tianneng New Energy jointly released solid state lithium battery technology without separator. This technology achieves for the first time in the industry the elimination of traditional liquid lithium battery separator by introducing a high-density composite solid-state electrolyte layer on the surface of the polarity sheet to replace the separator function.
China Graphite (02237): As of April 30, the total amount of proven, controlled, and inferred graphite mineral resources above 150 meters in altitude is approximately 12,205 thousand tons.
China Graphite (02237) announced that in 2023, the group has formulated an expansion plan, and has started at Beishan Mine...
China Graphite Group Unveils New Board Structure
China Graphite (02237.HK) appointed He Kaidong as an independent non-executive director.
On September 24, GeLongHui announced that Zhao Zhiqiao resigned as an independent non-executive director due to dedicating more time to other personal affairs, and no longer serves as the chairman of the board of directors' audit committee, member of the board of directors' nomination committee, member of the board of directors' compensation committee, and member of the board of directors' compliance committee, effective from September 24, 2024. On the same day, He Kaidong was appointed as an independent non-executive director, chairman of the audit committee, and member of the compliance committee, effective from September 24, 2024.
Citic Securities: Overseas lithium resources are being cleared at an accelerated pace, and expectations for a bottom in lithium prices are strengthening.
Citic Sec has released a research report stating that the lithium price rebounded in Q2 2024, which has driven the recovery of the overseas lithium mine supply chain. The lithium extraction from salt lakes companies in South America has seen a year-on-year increase in production in Q2 2024, leading to a recovery in performance.
The price of lithium carbonate futures has surged, with a single-day increase of nearly 0.03 million contracts. The rumor of production suspension at Contemporary Amperex Technology has been confirmed. Will there be a bottoming out and rebound?
① Market experts have stated that if there is a significant reduction in the output of lithium carbonate in the coming months, the destocking level in September and October may exceed expectations; ② As the consumer market enters the peak season of "Golden September and Silver October", the fundamentals have improved recently and a turning point in inventory has already emerged.
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