301358 Hunan Yuneng New Energy Battery Material
- 37.45
- +0.08+0.21%
Hunan Yuneng New Energy Battery Material News
Hunan Yuneng (301358.SZ): The overall demand growth rate of the industry in the first half of the year exceeded expectations.
Yuneng (301358.SZ) in Hunan recently stated in a conference call that the industry's overall demand growth rate in the first half of the year was better than expected, and the company's products maintained good demand in both the power and energy storage sectors.
Hunan Yuneng (301358.SZ): The development of the company's manganese iron lithium phosphate is progressing smoothly, and it is currently actively communicating with customers.
On June 21, Gelonghui reported that Hunan Yuneng (301358.SZ) recently stated in a conference call that the R&D of lithium iron manganese phosphate is progressing smoothly. Currently, it is actively communicating with customers. Lithium iron manganese phosphate has been planned and laid out in Yunnan base, and its production line design fully considers compatibility with lithium iron phosphate production, which will help promote capacity utilization.
Hunan Yuneng (301358.SZ) plans to build a 50,000-ton/year cathode material project for lithium batteries in Spain.
Hunan Yuneng (301358.SZ) stated in a recent conference call that the company plans to build a 50,000 ton/year lithium battery cathode material project in Spain. Currently, the company is preparing for the relevant approval work for the project's early stage. In recent years, lithium iron phosphate materials have gradually gained recognition in overseas markets due to outstanding cost-effectiveness and safety performance advantages. At the same time, with the continuous innovation and iteration of the industry's technology, the performance of lithium iron phosphate has been further improved, and its application field is constantly expanding, which has also promoted the overseas market's demand for lithium iron phosphate cathode materials.
Hunan Yuneng (stock code: 301358.SZ): Currently, the company's raw material inventory is maintained at a normal level.
In a recent phone conference, Hunan Yuneng (301358.SZ) stated that factors affecting the price fluctuations of lithium carbonate are not limited to market supply and demand, but also need to be considered in combination with lithium carbonate futures, news, mood and other factors. It is more complicated and difficult to predict its price trend. Currently, the company's raw material inventory is maintained at a normal level to ensure the normal operation of its business activities.
Yuneng (301358.SZ) in Hunan: smooth progress in the research and development of manganese lithium phosphate iron products.
On June 17th, Gelonhui reported that Hunan Yuneng (301358.SZ) stated on the investor interaction platform that the company's lithium manganese phosphate product research and development is progressing smoothly and is currently actively promoting certification with customers.
First coverage report of Hunan Yoneng (301358) Company: the global leader in iron lithium with steadily expanding market share.
As a leading domestic cathode material supplier of lithium iron phosphate, the company is bound with its core customers for common development. Its downstream customers are closely tied to BYD Company Limited and Contemporary Amperex Technology, both of which are the company's strategic investors. The company strengthens its position in the market by binding with core customers.
Hunan Yuneng (301358): comprehensively promoting integrated development, industry position is stable.
The company released its annual report for 2023 and its Q1 report for 2024. The company achieved a total revenue of 41.358 billion yuan in 2023, a decrease of 3.35% YoY, mainly due to the decrease in product sales price; achieving net income attributable to the parent.
Express News | Hunan Yuneng: Currently full of orders in hand, capacity utilization rate remains at a good level
Express News | Ninety-two shares were raised to buy over 100 million yuan, and Zhongji Xuchuang took the lead with a purchase of 739 million yuan
Hunan Yuneng (301358.SZ): 2023 equity distribution 10 distribution 4.18 yuan Equity registration date May 30
Gelonghui, May 24 | Hunan Yuneng (301358.SZ) announced that the company's 2023 equity distribution plan is to distribute RMB 4.180,000 in cash (tax included) for every 10 shares based on the company's current total share capital of 757,253,070 shares. The share registration date for this equity distribution is May 30, 2024, and the exclusive dividend date is May 31, 2024.
Hunan Yuneng (301358.SZ): Currently, the capacity utilization rate remains at a good level
Gelonghui May 24 丨 Hunan Yuneng (301358.SZ) was surveyed by investors on May 23, 2024. “What is the company's current capacity utilization rate?” The company replied that the company's current capacity utilization rate remains at a good level.
Express News | Hunan Yuneng: Guizhou Huangjiapo phosphate ore is expected to be mined on a large scale in the second half of next year
Dongwu Securities Electric Vehicle Monthly Report for May: Policy implementation is expected to accelerate demand, midstream profit bottom is clear
According to a research report released by Dongwu Securities, the boom in electric vehicles was maintained, Q2 production schedule increased 30% + month-on-month, annual demand increased 25-30%, the “trade-in” policy or stimulating demand exceeded expectations, and capacity utilization continued to increase. The industry's capacity utilization rate is expected to rise to 80% + in 25 years. Profit bottomed out in Q1, prices in Q2 were stable, and prices of some low-priced orders recovered. Profit increased slightly month-on-month, and reversed definitively in 25 years. Currently, it is the backbone of electric vehicles, and marginal changes have been remarkable. It continues to push the lithium battery leaders, starting with Ningde Era (300750.SZ), Kodaly (002850.SZ), and Hunan
Hunan Yuneng (301358): Market share continues to increase, profit per ton actively recovers
The incident describes Hunan Yuneng's 2024 quarterly report. 2024Q1 achieved revenue of 4.520 billion yuan, a year-on-year decrease of 65.69%, and net profit to mother of 159 million yuan, a year-on-year decrease of 43.56%, after deducting non-net profit
Hunan Yuneng: Currently, competition in the company's industry is still fierce, and the non-lithium portion of sales prices is still low
Some investors asked: There is news that processing costs have risen by 1,000 yuan per ton. Is the situation true? In response, Hunan Yuneng said on an interactive platform on May 13 that at present, competition in the company's industry is still fierce, and the non-lithium portion of sales prices is still low.
Hunan Yuneng (301358.SZ): The company currently maintains a normal inventory cycle
Gelonghui, May 10, 丨 Hunan Yuneng (301358.SZ) said during a survey of specific subjects that the company currently maintains a normal inventory cycle. The company keeps a close eye on the raw materials market and remains highly sensitive to changes in raw material prices. At the same time, flat management also helps the company implement various business decisions quickly and efficiently.
Hunan Yuneng (301358): Shipments maintained high growth and excellent profit performance per ton
The incident describes Hunan Yuneng's 2024 quarterly report. 2024Q1 achieved revenue of 4.520 billion yuan, a year-on-year decrease of 65.69%, and net profit to mother of 159 million yuan, a year-on-year decrease of 43.56%, after deducting non-net profit
Hunan Yuneng (301358): Leading profit integration+global layout of lithium-iron faucets continues to deepen
Key investment events: Hunan Yuneng disclosed its 2023 annual report and 2024 quarterly report. The results slightly exceeded expectations. In 2023, the company achieved revenue of 41,358 billion yuan, -3.35% year-on-year; achieved net profit of 15.
Hunan Yuneng (301358): Q1 results are in line with expectations, March capacity utilization rate of 98%
Incident: The company released its 2024 quarterly report. The company achieved operating income of 4.52 billion yuan, -65.7%/-35.7% YoY; net profit to mother was 159 million yuan, -43.6%/+308.7% YoY;
Hunan Yuneng (301358): Shipments remain high, resource prices disrupt profits
The incident described that the company released its 2023 annual report, achieving full year operating income of 41,358 billion yuan, a year-on-year decrease of 3.35%, and realized net profit of 1,581 billion yuan, a year-on-year decrease of 47.44%, and deducted non-net profit of 15 million yuan.
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