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Another listed company of lithium power industry chain plans to list in Switzerland with a profit of 900 million yuan in the first quarter._SMM

On April 8, Koda Manufacturing announced that considering the company's actual situation and business development plan, the company plans to terminate the non-public offering of A-shares in 2022 and apply for overseas issuance of global depositary receipts (Global Depository Receipts,GDR) and listing on the Swiss Stock Exchange. ....

Shanshan Co Ltd , Swiss Stock Exchange , Battery Network , Swiss Exchange , After Guoxuan Hi Tech , Koda Manufacturing , Global Depositary , Global Depository Receipts , Swiss Stock , Guoxuan Hi Tech , Performance Report ,

The contradiction between supply and demand is still optimistic about the high continuity of lithium price in the off-season [institutional review]_SMM

[northeast Securities: the contradiction between supply and demand in the off-season is still optimistic about the high continuity of lithium prices] in the short term, the contradiction between supply and demand is difficult to solve. On the demand side, the new capacity downstream continues to climb, the procurement demand is strong, and the smooth transmission of lithium prices is expected to continue to rise or continue to be high; on the supply side, the maintenance range of large factories is obvious, and some smelters reduce and stop production due to the influence of the Winter Olympic Games, and the shortage of lithium resources continues. Some smelters have stopped production due to lack of ore, and the price of lithium resources is high and difficult to find, and the shortage of supply is difficult to alleviate. ....

Shengxin Lithium Energy , Zang Ge Holdings , Ya Hua Group , Spring Festival , Winter Olympic Games , Koda Manufacturing , Tianqi Lithium Industry , Jiangte Motor , Ganfeng Lithium Industry , Yongxing Materials , Tianhua Super Clean , China Mineral Resources , Tibet Mining , Tibet City Investment ,

Performance inventory of listed companies of lithium anode materials: general increase in sales and warming of investment_SMM


In terms of market, the market concentration of domestic anode materials is relatively high, the price is relatively stable, the overseas layout of the head company is accelerated, and the production and marketing increment can be expected in the future. in terms of capacity layout, driven by downstream demand, head anode materials companies all have production expansion plans, and the trend of graphitization supporting capacity is obvious. In terms of technology, the technology of silicon-based anode materials has gradually matured, and the relevant companies have actively laid out and accelerated their R & D and application.
The content below was translated by Tencent automatically for reference. ....

Ali Shen , Inner Mongolia , Nei Mongol , Xiang Fenghua , Yi Chengxin , Sichuan Jinbei , Pu Tai Lai , Yi Chengxineng , Pu Tailai , Mongolia Shanshan New Materials Co Ltd , Sichuan Jinbei New Materials Co Ltd , Guizhou Gretel New Materials Co Ltd , Snow Industries , National Technology , Hebei Kuntian New Energy Technology Co Ltd , Mongolia Shanshan Technology Co Ltd , Technology Co Ltd , Battery Network , China Baoan Group , Mongolia Xingfeng Company , Zhongke Electric , Koda Manufacturing , China Baoan , Lishen Battery , Boqian New Materials , Shanghai Stock Exchange ,