At present, there are three types of power lithium-ion batteries, lithium manganate iron phosphate lithium-ion batteries and ternary materials. Although ternary materials are developed domestically and internationally, they are increasingly lacking cobalt elements and have high costs, making i...
2. After separating the copper grease and carbon rod, the remaining manganese dioxide slag and water manganese stone are calcined to produce manganese dioxide. Secondly, manual sorting methods. Dry batteries are divided into carbon batteries and alkaline batteries, which are...
Lithium ion battery recycling technology for electric bicycles The recycling and utilization of lithium-ion batteries for electric bicycles can effectively save resources and solve the pollution caused by lithium-ion batteries. Recycling technology is mainly divided into the...
Autonomous driving and intelligent vehicles are the ultimate focus Nevertheless, regarding the battery business, institutions also believe that they should take a longer-term view. In Xu Tao's view, electric vehicles will definitely be smart cars rather than "batter...
As for how to conduct extreme valuation, Xu Tao stated that assuming that a leading Chinese electric vehicle battery company has a global market share of 30% in the next decade, the battery price may decrease from 1 yuan per kilowatt hour to 0.3 yuan per kilowatt hour in the future. The valuat...
Extreme valuation thinking is important The consensus of all circles is that CATL is indeed a high-quality company, and it does not rule out that the share price of industrial chain companies will continue to rise, but for fund managers, at this stage, it is crucial to calcu...
Liquidity is also crucial. Previously, the Federal Reserve also mentioned that it will not raise interest rates for 2-3 years. In the bull market sentiment of abundant global liquidity, valuations are generally several times higher than normal. It can be said that the extremely high risk appet...
Wang Bin, co head of automotive industry research at Credit Suisse Asia Pacific, told First Financial reporters that there is no doubt that the era of electric vehicles will come in the next few years. "But I believe that only the head (lithium, cobalt and other resources) and the tail (w...
Don't use the outdated valuation method of PE to look at CATL. By 2030, there will be ExxonMobil and Saudi Aramco, "said an analyst in response to the high valuation of the new energy industry chain and the difficulty of breaking up. As Europe and the United States...
Nord Corporation is mainly engaged in the production and sales of high-end copper foils for lithium batteries, as well as the development of lithium battery materials. Currently, it has the mass production capacity for ultra-thin lithium battery copper foils of 4 microns and 4.5 microns. On th...