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Global battery assembly 2022: Ningde era dominates the list, and BYD and LG New Energy are tied
The Ningde Era (300750): Looking at the Ningde Era from ROIC
ROIC performed well in the Ningde era: ROIC can be split into net operating asset turnover ratio and net operating interest rate after tax. The net operating asset turnover ratio is related to industry sentiment, mainly based on industry demand. Net operating interest rate after tax is largely related to the company's right to say about product prices. In the Ningde era, as an industry leader, it had strong bargaining power in the industrial chain, and the company actively deployed upstream. Gross margin could remain at the forefront of the industry, combined with strong manufacturing capacity and technological innovation capabilities, and the gap between net interest rates and peers would further widen. Furthermore, the company has the broadest customer base coverage, along with Tesla,
The global market share of South Korea's top three battery manufacturers declined last year. The market share of Chinese manufacturers exceeded 60%, and the Ningde era rose to a record high of 37%
Gelonghui, Feb. 8 | Data released by South Korean market research agency SNE Research on Wednesday showed that the global market share of the three Korean electric vehicle battery manufacturers declined in 2022. The three major manufacturers — LG New Energy, SK On, and Samsung SDI — together accounted for 23.7% of the global electric vehicle battery market last year, down 6.5 percentage points from 2021. The decline in the market share of Korean companies is in stark contrast to the rise in market share of Chinese companies, including the largest Ningde Times company, whose global market share soared from 33% in 2021 to 33%
Everbright Securities: Semi-solid-state batteries are emerging, seizing the high ground of next-generation lithium battery technology
Ningde Times said on an interactive platform that the company is working hard to promote the industrialization of sodium-ion batteries in 2023.
Ningde era: Kirin batteries are expected to be mass-produced in the first quarter of 2023
Thirty-two stocks including Kweichow Moutai and Ningde Shidai received an increase of more than 100 million yuan in Northbound Capital holdings
North and South Water | Beishang Capital sold 543 million yuan of A-shares throughout the day, and Ningde Times received net purchases for 19 consecutive days
Track the latest developments in north-south funding
A-share institutional trend reference | Web3 uses Damus exploding charging stations to welcome policy catalysis
[Today's replay] The floating balloon incident over the weekend had a major impact on the market. Today, foreign capital is once again flowing out. Domestic capital seems to have been smashed along with it; A-shares did nothing throughout the day. Northbound capital flowed 500 million yuan today, mainly to buy China Software (600536.SH), Ningde Times (300750.SZ), etc. To make matters worse, China People's Insurance issued a “ban on alcohol” and liquor stocks fell today. It should be said that this is a cliché. After the consumption of the three public authorities was restricted in 2012, various local government units and the like issued relevant documents every year to regulate publicly funded drinking. Bad bears mainly affect mood, Wuliangye (000
Avita: The new medium and large sedan E12 was released during the year, and the Avita 11 has delivered more than 2,000 vehicles
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