The US announced additional tariffs on Chinese products such as lithium batteries. People in the industry chain: North America does not account for a large share of the export market
The US announced that it will impose tariffs on electric vehicles and other Chinese goods. In response, many industry insiders said that the actual impact of the policy on China's lithium battery industry chain is small.
Southern California Bncp: Received Required Regulatory Approvals From Office of the Comptroller of the Currency and Federal Reserve Bank of San Francisco Necessary to Complete Previously Announced Merger of Equals >BCAL CALB
Southern California Bncp: Received Required Regulatory Approvals From Office of the Comptroller of the Currency and Federal Reserve Bank of San Francisco Necessary to Complete Previously Announced Mer
Market Chatter: Nio to Procure Batteries for Onvo EV Brand From BYD
Nio (HKG:9866, SGX:NIO) will procure batteries from BYD (HKG:1211, SHE:002594) for Nio's Onvo electric vehicle brand, Reuters reported Tuesday, citing three unnamed sources.
The second brand “Ledao” under NIO (09866) will officially release batteries in mid-early May or be provided by BYD, Ningde Times and China Airlines
Li Bin, chairman of NIO (09866), and Qin Lihong, co-founder of NIO, revealed earlier that NIO's second brand, “Ledao”, is called “ONVO” in English, and the new brand will be officially launched in mid-early May.
Jaks Resources Signs MOU With CALB Group; Shares Rally 12%
Jaks Resources (KLSE:JAKS) unit JAKS Solar Power inked a memorandum of understanding with CALB Group (HKG:3931) to explore the potential for cross-border collaboration in the battery energy storage sy
JAKS Partners CALB to Tap Into SE Asia's Battery Energy Storage Systems Market
JAKS Resources Bhd's unit has signed a memorandum of understanding (MOU) with China-based CALB Group Co Ltd to explore opportunities in the battery energy storage system (BESS) market, with a particular focus on the Southeast Asia region.
中創新航:2023年年度報告
Not hot anymore? What is the next step in new energy investment and financing that has increased 100 times in 10 years
Hot new energy investments are entering the second half.
Express News | Industry figures: Suggest building a new power system to accelerate the development level of new energy storage
Changes in Hong Kong stocks | Lithium battery stocks fall collectively, Yabao's latest lithium auction discount agency says the pattern of excess supply and demand for lithium carbonate remains unchanged throughout the year
Lithium stocks declined collectively. As of press release, Ganfeng Lithium (01772) fell 4.77% to HK$21.95; China Airlines (03931) fell 2.68% to HK$13.06; and Tianqi Lithium (09696) fell 2.62% to HK$35.35.
Express News | Thailand expects two Chinese battery manufacturers to announce investment of more than 30 billion baht in Thailand during the year
Express News | Zero Run C16 will be equipped with CNPC lithium iron phosphate batteries
Telford Technology (301511.SZ): China Airlines is a customer of the company's lithium battery copper foil products
Gelonghui, April 12: An investor asked Telford Technology (301511.SZ) on the investor interactive platform, “Does the company actually supply innovative aviation among battery suppliers for Xiaopeng Flying Car?” The company replied that China Airlines is a customer of the company's lithium battery copper foil products. The company supplies them with various types and properties of lithium copper foil. The customer did not explain the terminal application of the company's specific products to the company, and also reminded investors to pay attention to investment risks.
The total cumulative output of power and other batteries in China in the first quarter was 184.6 GWh, a cumulative year-on-year increase of 33.5%
The Zhitong Finance App learned that on April 11, the China Automobile Power Battery Industry Innovation Alliance released monthly power battery information for March 2024.
Express News | Ningde Times pushes “Tianheng” energy storage system power battery companies to expand new tracks
Hong Kong lithium battery stocks fluctuated and rose. Ganfeng Lithium rose nearly 7.5%, Tianqi Lithium rose more than 4%, BYD shares rose more than 3%, and China Airlines rose nearly 3%.
Hong Kong lithium battery stocks fluctuated and rose. Ganfeng Lithium rose nearly 7.5%, Tianqi Lithium rose more than 4%, BYD shares rose more than 3%, and China Airlines rose nearly 3%.
Global EV Battery Market Share in Jan-Feb 2024: CATL 38.4%, BYD 13.1%
CATL continued to be No. 1, while BYD dropped to No. 3 after being overtaken by LG Energy Solution for the first time since December 2022.
Are performance killers coming? Lithium Mine Shuangxiong H Shares both fell by more than 6%. Institutions say it is still difficult for lithium prices to break through upward in the short term
Today, the lithium battery sector of Hong Kong stocks collectively declined, and the decline was among the highest in the market. As of press release, the two major industry leaders, Tianqi Lithium (09696.HK) and Ganfeng Lithium (01772.HK), both fell by more than 6%, China Airlines (03931.HK) fell more than 4%, and Tianneng Electric (00819.HK) and BYD Electronics (00285.HK) both followed suit.
Does the increase in the supply of lithium resources determine whether the cost line between supply and demand is anchored in the 80,000 yuan/ton game in the industry? |Go directly to Jiangxi Lithium Industry Conference
The “2024 Jiangxi Lithium Industry Conference and the 2nd Lithium Carbonate Supply and Demand Strategy Meeting” hosted by Shanghai Steel Union E-Commerce Co., Ltd. and Minmetals Futures Co., Ltd. was recently held in Yichun, Jiangxi.
Express News | Shengxin Lithium Energy: The current order situation is good, and the market market is somewhat better than at the beginning of the year
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