Zhongyuan Securities research report pointed out that looking forward to 2025, the demand for lithium batteries will continue to grow, focusing on the demand in the fields of power and energy storage; Combined with the release of production capacity and the growth of downstream demand, the overall price of the industrial chain will fluctuate mainly; the overall profitability of the industry is still not optimistic, and the differentiation will continue.

According to a research report released by Dongwu Securities, the demand of lithium battery industry exceeded expectations. The light season from November to December was not weak. The demand in 25 years increased to 30% +. At the bottom of the current valuation profit, leading technological innovation, the cost advantage is outstanding, the profit is restored first, and the supply and demand reversal is imminent.

Haitong International released a research report saying that in the future, with the continuous decline of raw material costs in the lithium battery industry chain and the continuous improvement of the demand for policy support and superposition terminals, it is expected to promote the continuous growth of new energy vehicle sales, and the demand for lithium battery industry chain will gradually increase immediately.

As for the changes in industry and market, head enterprises are often the first to know. On the contrary, the trend of head enterprises also shows changes in the wind direction of the industry to a certain extent.

According to Chinese cars power Battery according to the data released by the industrial innovation alliance, from January to November, the top 15 loading capacity of domestic power battery enterprises were: Ningde era, BYD, Sinochem, Guoxuan Gaoke, Yiwei Lithium Energy, honeycomb energy, Sunwoda, ruipu Lanjun, Zhengli Xinneng, LG new energy, polar new energy, Fu Neng technology, polyfluoro, inting battery, Yaoning new energy.

Ningde era

after the opening on December 10, Ningde era announced that Ningde era and Stellantis planned to jointly invest in Spain to establish a joint venture, with both parties holding 50% of the shares, the joint venture company is the main body to build a joint venture battery factory in zagossa, ARAGORN autonomous region, Spain. It is estimated that the total investment is 4.038 billion euros, and the power battery factory with an annual output of 50GWh will be built. The target customer of the product is Stellantis.

On December 18, the Ningde era chocolate Power Exchange ecological conference was held in Xiamen, Fujian province. At the meeting, Ningde era released a new generation of power exchange solutions, and joined hands with hundreds of corporate partners to form a chocolate alliance to jointly launch a new ecosystem for power exchange. Ningde era also announced the rental price of "Lithium iron phosphate edition" battery replacement, and signed a subscription service of 107500 batteries with 30 enterprises.

RatioYadi

on December 2, at the signing conference of strategic cooperation between TAILG Technology Co., Ltd. and Shenzhen BYD Lithium Battery Co., Ltd. held in Wuxi, Jiangsu province, the two sides officially announced in-depth cooperation in the field of new energy tricycle batteries.

On December 19, news from the Rong media center of Shenzhen-Shan Special cooperation zone showed that recently, 18 major projects in Shenzhen-Shenzhen special cooperation zone were launched, with a total investment of 14.275 billion yuan.

The construction project includes the third phase of Shenzhen BYD Auto Industrial Park. It is reported that the third phase project of Shenzhen BYD Auto Industrial Park covers an area of about 1.3 million square meters, mainly building battery PACK line (battery assembly line), core parts factory of new energy vehicles and blade battery assembly.

In addition, the Weichai Fredi new energy power Industrial Park project, which is jointly invested by Weichai Power and BYD under Shandong Heavy Industry, has also received new developments recently. It is expected that the first phase of the project will be officially completed and put into operation by the end of December, 2024.

Guoxuan Gaoke

on the evening of December 12, Guoxuan High-tech official announced two overseas lithium battery bases, with a total investment of no more than 2.514 billion euros (about 19.1 billion yuan).

Yiwei Lithium Energy

on December 10, the first phase of the 60GWh super factory of billion Weili Lithium Energy was completed and put into operation in Jingmen new energy and new material industrial park.

On December 14, the equipment entry ceremony of yiweineng Malaysia factory was held. It is expected to be put into operation in the first quarter of next year, and it will become the first overseas factory of yiweineng to realize mass production and delivery. It is reported that the Malaysian factory and the fifty-third factory of Yiwei Lithium Energy mainly produce cylindrical batteries for electric tools and electric two-wheel vehicles, which can achieve an annual output of 0.68 billion cylindrical batteries.

Sunwoda

on December 18, Sunwoda issued a document saying that recently, the company's subsidiary Sunwoda power "commercial vehicle super-charged ecological power battery is offline and the project quality pledge is largeThe meeting was held at the Huizhou base of the company. Wang Huawen, vice president of Sunwoda power, said at the conference that with the arrival of the new energy wave, commercial vehicles, especially heavy trucks, have become an inevitable trend.

Ruipu Lanjun

on December 16, the opening ceremony of Ruipu Lanjun Yangtze River Delta Research Institute was held in Jiashan, Zhejiang province. As a lithium battery design and research unit set up inside Ruipu Lanjun, the research institute will focus on the research and development of cell and system integration products related to power and energy storage in the future, and devote itself to introducing high-performance products through technological innovation. With the opening of the Research Institute, the special development fund of Ruipu Lanjun Yangtze River Delta Research Institute was established simultaneously. The first phase was 0.1 billion yuan, which was mainly used for scientific research innovation, personnel training, achievement transformation and other aspects of the Research Institute, government and enterprises work together to deepen the linkage between science and production.

In addition, on December 2, Ruipu Lanjun announced that the company recently held a signing ceremony of strategic cooperation with leyitong Technology Co., Ltd. According to the agreement, Ruipu Lanjun expects to deliver about 5GWh lithium battery cell products to leyitong in the next three years. The two sides agreed to make full use of their professional technology, market position, resource potential and so on to carry out in-depth cooperation in the field of lithium batteries to achieve complementary advantages, information sharing and win-win cooperation. In addition, at the signing ceremony, the two sides also discussed the establishment of battery system factories overseas.

LG New Energy

on December 3, LG new energy, a South Korea battery company, announced that it had signed an agreement with GM to jointly develop square batteries and core materials, deepening the 14-year battery technology partnership between the two sides, the newly developed square battery will be equipped with the next generation of electric steam of General Motors.In order to further improve efficiency and reduce costs.

In addition, GM also announced that it had reached a non-binding agreement with LG New Energy to sell its shares in the upcoming Ultium Cells battery factory in Lansing, Michigan to LG new energy, the transaction is expected to be completed in the first quarter of 2025.

Polyfluoro

on December 5th, the project of polyfluoro Yihua Huazhong fluorosilicon industrial park with a total investment of 9.6 billion yuan was started in Baiyang Industrial Park, Yichang High-Tech Zone, Hubei province.

It is understood that the first phase of the project is mainly planned to include 60000 tons of hydrofluoric acid, 20000 tons of electronic hydrofluoric acid, 30000 tons of anhydrous aluminium trifluoride, 20000 tons of lithium hexafluorophosphate, high purity silicon tetrafluoride, etc. Among them, electronic hydrofluoric acid is used in semiconductor, the chip industry is widely used, and lithium hexafluorophosphate is one of the main materials of new energy batteries. The market prospect is promising, which also lays a foundation for further extension of the industrial chain.