Guojin Securities: Domestic commercial and commercial reserves performed well in 24Q1, and US reserves exceeded expectations in March
Important documents from the Energy Administration indicate the direction for increasing the domestic utilization rate of large storage, and the profit model for domestic large storage is expected to improve; in March, the US large storage capacity exceeded expectations to verify that US demand is high.
Express News | Nandu Power: Technical reserves with the ultra-high power and ultra-low temperature required for aerospace-grade batteries
Nandu Power Supply (300068.SZ): existing lithium carbonate production capacity is 7,000 tons
Gelonghui April 30 丨 Nandu Power (300068.SZ) said on the investor interactive platform that the company has formed a closed loop integrated system for the entire industry chain of “raw materials - product application - operation service - resource regeneration - raw materials” for lithium batteries and lead electricity. Lithium recycling has a complete recycling channel, and the extraction capacity of waste lithium battery recycling can reach 95%. The company currently has a lithium carbonate production capacity of 7,000 tons, which strongly guarantees the supply of raw materials for the company's lithium battery products and effectively guarantees the supply of raw materials and cost control.
Huafu Securities released a research report on April 26 stating that it gave Nandu Power (300068.SZ) a purchase rating, and the target price was 18.75 yuan. The main reasons for the rating include: 1) 2023: electricity energy storage continues to expand,
Huafu Securities released a research report on April 26 stating that it gave Nandu Power (300068.SZ) a purchase rating, and the target price was 18.75 yuan. The main reasons for the rating include: 1) 2023: electricity energy storage continues to expand, and the company's losses due to losses in the recycled lead business and impairment of assets and credit; 2) 2024Q1: large storage business profits are stable, and recycled lead drags down the company's performance level; 3) Overseas layout: Australia, the US, and Europe are making full efforts to continue to deepen the high-profit market layout; 4) Large-size batteries: The company's first 690Ah ultra-large energy storage battery, which is expected to be shipped in 2024. (Mainichi Keizai Shimbun)
Nandu Power (300068): Large storage business expansion combined with deepening overseas layout is optimistic about the company's future profit level
Key investment points: 2023: Electricity and energy storage continued to expand, and the company lost money due to losses in the recycled lead business and asset and credit impairment. The company achieved revenue of 14.666 billion yuan in 2023, +25% over the same period last year, and 0.36 net profit to mother
Express News | Pension appeared as the top ten tradable shareholders of 49 individual shares in the first quarter
Nandu Power (300068.SZ) announced its 2023 annual results, net profit of 35.976 million yuan, a decrease of 89.19%
Nandu Power (300068.SZ) released its 2023 annual report. The company's revenue was 146.66...
Express News | Nandu Power Releases 690Ah Ultra Large Energy Storage Battery
Nandu Power Supply (300068.SZ): Cell products with high energy density can be used in flying cars, drones, etc.
Gelonghui, April 8, 丨 Nandu Power (300068.SZ) said on the investor interactive platform that the company's high-energy density battery products can be used in flying cars, drones, etc.
Narada Power Source Bag 327 Million Yuan China Tower Equipment Procurement Contract
Zhejiang Narada Power Source (SHE:300068) won a contract to supply equipment to China Tower (HKG:0788) after placing a bid amount of 327 million yuan, according to a Shenzhen Stock Exchange filing on
Express News | The latest position adjustments for fund products have come to light, who has a “good heart”?
Express News | Nandu Power and others set up hydrogen energy technology companies with 100 million yuan
Express News | Nandu Power: won the bid for the 327 million yuan China Tower lead-acid battery product tender project
Express News | Nandu Power: The sodium-ion battery developed by the company supports 5C charging and discharging and extreme cold environments of -40℃, and has mass production capacity
Nandu Power (300068.SZ): Initial repurchase of 416 million shares involving 4.9284 million yuan
Gelonghui, March 5, 丨 Nandu Power (300068.SZ) announced that on March 5, 2024, the company carried out its first repurchase through the Shenzhen Stock Exchange stock trading system. The number of shares repurchased was 416,600 shares, accounting for 0.05% of the company's current total share capital. The highest transaction price was 11.94 yuan/share, the minimum transaction price was 11.75 yuan/share, and the total transaction amount was 49284.14 million yuan (excluding transaction fees).
Express News | Nandu Power establishes a hydrogen energy company to accelerate the development of the hydrogen energy industry
Guojin Securities: Lithium carbonate prices are stabilizing, and demand for energy storage is expected to explode quarterly
The Zhitong Finance App learned that Guojin Securities released a research report saying that recently, lithium carbonate prices and energy storage system tender prices are running steadily at an overall low level, providing favorable conditions for the release of energy storage demand throughout the year. Although demand is currently in the low season, domestic energy storage tenders from January to January and the US still more than doubled. With the gradual implementation of future global interest rate reduction policies, energy storage demand is expected to explode quarterly. Key recommendations: 1) Under the price reduction cycle for raw materials such as silicon and lithium carbonate, volume and profit can be realized with high flexibility in the Sunshine storage industry chain. Power supply (300274. SZ), Artes (68
Guojin Securities: Energy storage in China and the US has achieved a good start, and energy storage demand is expected to explode quarterly
Guojin Securities believes that with the gradual implementation of future global interest rate cut policies, demand for energy storage is expected to explode quarterly.
Express News | Multiple A-share hydrogen energy share announcements affect performance. More than 10 listed companies can easily respond to related business situations
Nandu Power (300068.SZ): The company's solid-state batteries are mainly self-developed and university cooperation
Gelonghui, Feb. 29丨Nandu Power (300068.SZ) said on the investor interactive platform that the company's solid-state batteries are mainly self-developed and cooperative with universities. Currently, in terms of high-specific energy and high-safety solid-state battery technology, the company has many technical reserves such as halide electrolytes, oxide electrolytes, and dry electrodes. The ionic conductivity is 10-3S/cm, the environmental stability is good, and the solid-state battery energy density is 350 Wh/kg, which can pass the national standard safety test.
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