The emergence of lithium batteries will not only change the society as small as mobile phones and tablet computers in daily use, but also indispensable for electric vehicles with bright prospects in the future. The invention and commercialization of lithium batteries have imperceptibly c……
In terms of lithium, with the extension of mining projects, the process of accumulating ore reserves slows down, and the historical ore inventory will gradually be digested by smelting products. It is expected that the lithium price will not improve during the year.
Yiwei lithium energy achieved an operating revenue of 2047475093.22 yuan in the third quarter, an increase of 81.94% year-on-year; The net profit attributable to shareholders of listed companies was 658260918.32 yuan, an increase of 199.23% year-on-year. In the first three quarters, the ……
![[copper foil weekly report] lithium battery copper foil production expansion is relatively cautious. Anglo American resources lowered its annual copper production estimate to 630000 tons -650000 tons](/cut_358_246/Data/powercome/upload/image/20191026/08-57-46-15-876030.jpg)
According to the research report released by Soochow securities, the expansion of lithium battery copper foil will take more than 2 years, and the capital demand is large: the expansion of lithium battery copper foil will be 10000 tons, and the equipment investment will need about 600mil……
![[original] technological innovation PK of 3 winding equipment enterprises](/cut_358_246/Data/powercome/upload/image/20191025/14001156543_b.jpg)
In 2019, the lithium battery equipment industry entered the market reshuffle stage. This means that the market competition is more intense and the head effect is more obvious for winding equipment enterprises.
Cobalt prices rise and fall in a dynamic cycle, and the inventory level is an important logic line for tracking.
Under the pressure of declining subsidies and intensifying market competition, a large number of power battery enterprises have fallen into the development dilemma of sharp decline in orders and sharp decline in revenue and net profit.
According to the report, the ultra-thin and flexible lithium-ion battery developed uses a solid gel electrolyte. The product is very thin, less than 1 mm thick, and can be folded for use.
Canhui new energy's listing in Hong Kong this time is mainly aimed at financing to expand the scale. On the one hand, we should deal with the risks of customer concentration and market competition, on the other hand, we want to take a share in the lithium battery market of electric bicyc……
![[cathode material weekly report] some power ternary manufacturers turn to the digital direction, and there is a gap in cobalt supply in the next three years](/cut_358_246/Data/powercome/upload/image/20191018/8343bdf30c754f49aa0894a2a2d96743.jpeg)
In the market, after the implementation of the new subsidy policy, the application of lithium iron phosphate in the field of new energy vehicles has warmed up. However, due to the widespread overcapacity and fierce market competition, the price of lithium iron phosphate is still declinin……
![[copper foil weekly] the ultra-thin trend of lithium battery copper foil has been set. In the first half of the year, the world's mining copper output fell by 1.4% year-on-year](/cut_358_246/Data/powercome/upload/image/20191017/3407a0de31d14d119585441f3e391867_th.jpg)
Equipment and process are one of the main evaluation criteria for the competitiveness of lithium battery copper foil manufacturers. The gross profit rate per ton of 6-micron copper foil is much higher than that of 8-micron copper foil, which has become the focus of the layout of lithium ……
In order to further improve the energy density of lithium batteries, battery enterprises are actively developing new lithium battery materials. Among them, high nickel positive electrode silicon carbon negative electrode has become a new material system for battery enterprises to develop……
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