Policy promotion is gradually becoming clearer, and energy storage will face an explosive rise. Recently, the National Energy Administration announced a notice confirming the participation of electric energy storage in auxiliary services, gradually clarifying the promotion of the energy storage indu...

Long tail effect of battery demand: Drones and energy storage are gradually becoming new rising points of demand, with significant industry growth. The company also leads domestic companies in the field of drones and energy storage, and is an important supplier of mainstream drone companies in...

Risk reminder: The expansion of production does not meet expectations, the price of lithium hexafluorophosphate fluctuates significantly, and downstream demand shrinks Xinwangda: Battery demand continues to be optimistic Conclusion and suggestions:...

Risk reminder: The promotion of new energy vehicles does not meet expectations, overseas sales risks, and market competition intensifies.Duofluduo: Net profit attributable to parent company increased by 1245% year-on-year in the first quarter, with 300 million yuan to support the company's devel...

The company is a leading company in capacitor chemicals. Affected by the sluggish demand in the downstream capacitor market, in the first half of 2016, the company's capacitor chemicals business achieved a revenue of 165 million yuan, a year-on-year decrease of 11.3%. Semiconductor chemica...

New Zebang: Electrolytes and pharmaceutical intermediates drive a 200% increase in net profit in the first half of the year Net profit increased by over 200% in the first half of the year, in line with expectations. New Zebang released its 2016 semi annual...

During the reporting period, the company's performance maintained a healthy increase, and the construction of the Huizhou Industrial Park proceeded smoothly, completing the acquisition of its subsidiary, Research and Control Automation. According to quarterly data, the company's revenu...

The new underwriting agreement locks in the output of the MtMarion project, increasing the self-sufficiency rate to 100%. According to our analysis, after signing the new underwriting agreement, Ganfeng Lithium Industry will be able to obtain a total of approximately 350000 tons of spodumene c...

Profit forecasts and ratings. In the second half of the year, new energy vehicles will be released, and the energy storage field is expected to become a new demand point for lithium batteries. Lithium carbonate is expected to maintain a tight balance throughout the year, and the average price...

Tianqi Lithium Industry: The mid-term report forecast exceeded expectations and is optimistic about the release of performance in the second half of the year The company released the 2016 midterm report forecast, with performance exceeding expectations. On July 13th, the com...