Guojin Securities' Mid-2026 Strategy for Lithium Batteries: Seasonal Rally Ahead, Innovation Drives Iterative Growth

Surging global energy storage demand, robust European demand for new energy vehicles, and increasing battery capacity per vehicle in the domestic market are the main drivers underpinning the sector's sustained high growth outlook through 2026.

Zhitong FinanceJun 11 16:18

OEMs Enter the Arena and Upstream-Downstream Collaboration Accelerates as Sodium-Ion Batteries Reach Their 'LFP Moment'

① On June 10, General Motors and U.S. grid-scale energy storage company Peak Energy announced they will jointly develop and deploy next-generation sodium-ion battery cells specifically designed for grid energy storage. ② Recently, CATL disclosed that its dedicated production line for sodium-ion batteries has been completed and is now operational, with the first deliveries of sodium-ion battery energy storage systems to customers scheduled for September this year, aiming for gigawatt-hour (GWh)-scale shipments by year-end.

cls.cnJun 11 14:33

Has sodium-ion battery technology reached its 'LFP moment'?

Gradually scaling up and implementing.

wallstreetcnJun 5 18:31

Express News | Wang Zunzhi of Ronbay Technology: The company’s total sodium-ion battery capacity this year amounts to 28,000 tons, and the industry is now entering its own 'LFP moment.'

BreakingsJun 4 16:59

A-Share Market Movement | The power equipment sector surged, with Daqo New Energy, China Power, Jintime Technology, and others hitting the daily trading limit.

Gelonghui, ****e power equipment sector in the A-share market surged significantly. Among the gainers, Daqo New Energy rose by the 20% daily trading limit, TGOOD jumped over 13%, Ainengju climbed more than 10%, China Shipbuilding Power and JINSHI Technology both hit the 10% daily trading limit, Zhejiang Hengwei advanced over 9%, Xiongteng Shares, Yingjie Electric, and Sinuo Chemical each rose over 7%, Kewell and Hiuvision gained more than 6%, and Baiyun Electric, Huashengchang, Hengrun Shares, Ronbay Technology, A&S Lithium, Sanxie Motor, and Hope Electric all increased by over 5%. In the first quarter of 2026, State Grid Corporation of China completed fixed-asset investments exceeding RMB 129 billion, an increase of 37% year-on-year. Of this, investment in new energy grid connection projects exceeded RMB 10 billion.

Gelonghui FinanceJun 4 11:25

Express News | Sodium-ion battery stocks performed actively, with Zhenhua New Materials rising over 11%.

BreakingsJun 1 09:36