301358 Hunan Yuneng New Energy Battery Material
- 52.22
- +1.47+2.90%
Hunan Yuneng New Energy Battery Material News
Hunan Yuneng (301358): Lithium iron phosphate leader with high growth potential, integrated layout expected to reduce costs.
As a leading domestic iron-lithium cathode enterprise, the performance has been growing rapidly since 2018. Hunan Yunneng is a top domestic cathode material supplier, with its main product being lithium iron phosphate. From 2020 to 2023, lithium iron phosphate shipments have ranked top in the country for four consecutive years.
Hunan Yuneng (301358.SZ): Currently, the company's order is full, with production and sales both thriving.
Gelonghui November 6th | Hunan Yuneng (301358.SZ) held a conference call on November 5, 2024, regarding 'May I ask how the current order situation of the company is? What is the future capacity planning?' The company stated that the current order situation is full, with production and sales both thriving. In the future, the company will comprehensively consider the construction pace of production capacity based on market demand. New production lines will also use more advanced equipment and technology to ensure the company's core competitive advantage.
Hunan Yuneng (301358.SZ): Sales of new products CN-5 series and YN-9 series hit record highs, achieving sales of approximately 0.094 million tons in the first three quarters of this year.
Gelonghui, November 6th - hunan Yuneng (301358.SZ) held a conference call on November 5, 2024, regarding "How is the company's new product market development going? What is the price difference compared to regular products?" The company stated that sales of the company's new CN-5 series and YN-9 series reached a record high, achieving sales of approximately 0.094 million tons in the first three quarters of this year, accounting for about 19.76% of total product sales. Through continuous innovation and iteration, the company's new products have a certain advantage in terms of price compared to regular products, thanks to their superior performance.
Hunan Yuneng: Overseas demand for lithium iron phosphate market is gradually rising.
Geelonghui November 6th | Hunan Yuneng stated during institutional research on November 5th that overseas demand for lithium iron phosphate batteries is gradually rising, and the company has laid out a 0.05 million-ton annual production capacity lithium battery cathode material project in Spain. Currently, actively promoting the pre-project preparation work.
Hunan Yuneng (301358) 2024 Third Quarter Report Review: New products gradually increasing in volume, accelerating integration.
Event. On October 29, 2024, the company released the third quarter report of 2024. From January to September, the company achieved a revenue of 15.879 billion yuan, -53.74% year-on-year; net income attributable to the parent company was 0.491 billion yuan.
Everbright Securities Lithium Battery Industry 2025 Investment Strategy: Grasping the inflection point from the perspectives of cycle and growth.
The key to the future profitability gap of battery companies lies in the sustainability and incremental space of demand (determining the level of capacity utilization, the higher the level, the smaller the gap), the degree of product differentiation (determining the price difference), solid state batteries, high-voltage fast charging, and other new technologies.
Hunan Yuneng New Energy Battery Material's Q3 Profit Plunges 67%
Hunan Yuneng (301358.SZ) released its net income for the first three quarters, which was 0.491 billion yuan, a decrease of 68.18% year-on-year.
Hunan Yuneng (301358.SZ) released the third quarter report for 2024, during the reporting period the company achieved revenue...
Hunan Yuneng: Report for the third quarter of 2024
Express News | Asset-liability ratio exceeds 76%, jiangsu lopal tech.'s Hong Kong stock market financing is "quenching thirst".
Express News | Hunan Yuneng: Subsidiary obtains mining license.
Hunan Yuneng (301358): Iterating high-end products to strengthen leading advantages, the inflection point of profitability reversal in the supply and demand of lithium iron will soon arrive.
Lithium iron head reaches full production and supply falls short of demand, maintaining high growth in shipments in 24-25. In terms of production scheduling, lithium batteries benefit from overseas energy storage demand driving and domestic autos consumer stimulus policies, Yuneng 24Q3 achieves full production and sales, with further demand increasing from September onwards.
swhy new energy industry Q3 24 performance outlook: volume increase drives price stability, performance elasticity can be expected.
The overall performance of the new energy fund segment in Q3 of 24 remained stable and consistent with Q2, with increased capacity in energy storage and wind power, while the prices of upstream raw materials such as lithium carbonate, silicon materials, and steel have decreased but are approaching historic lows.
Hunan Yuneng (301358.SZ): The products are used in various batteries of Contemporary Amperex Technology.
On October 15th, Grong Hui reported that Hunan Yuneng (301358.SZ) held a telephone conference on October 14, 2024, discussing "Has the company provided contemporary amperex technology with cathode materials for the Shenxing series batteries?" The company stated that it maintains a stable and good cooperative relationship with contemporary amperex technology, being an important supplier of lithium iron phosphate materials for contemporary amperex technology, with products applied in various batteries of contemporary amperex technology.
Hunan Yuneng (301358.SZ): The sales volume of the new products CN-5 series and YN-9 series in the first half of the year is approximately 0.0479 million tons, accounting for about 15% of the total product sales.
GLENCORE October 15th | Hunan Yuneng (301358.SZ) conducted a conference call on October 14, 2024, regarding the proportion of power-type and energy storage-type products in the company's new products. Will the selling prices of the new products be higher? The company stated that in the first half of this year, the sales volume of new products CN-5 series and YN-9 series was approximately 0.0479 million tons, accounting for about 15% of the product sales, achieving rapid growth in sales volume. With superior performance, the new products have more obvious differentiated advantages, thus having relatively strong bargaining power.
Hunan Yuneng (301358.SZ): Currently, the company is advancing the preliminary preparations for the project in Spain.
Gelonghui October 11th | Hunan Yuneng (301358.SZ) investor relations activity record shows that the company plans to build a 0.05 million ton per year lithium battery cathode material project in Spain. Currently, the company is advancing the preliminary preparations for the Spain project.
Hunan Yuneng (301358.SZ): Yunnan Yuneng Phase II 0.16 million tons of lithium manganese iron lithium project is expected to be successively put into production in the fourth quarter of this year.
Gelonghui October 11th 丨 Yunnan Yuneng (301358.SZ) investor relations activity record table shows that Yunnan Yuneng Phase II 0.16 million tons of lithium manganese iron phosphate project is expected to be put into production successively in the fourth quarter of this year.
Hunan Yuneng (301358.SZ): The company's lithium iron phosphate and lithium manganese iron phosphate can both be used as cathode materials for solid state batteries.
Gelonghui October 11th | Hunan Yuneng (301358.SZ) investor relations activity records show that the company's lithium iron phosphate and lithium manganese iron phosphate can both be used as cathode materials for solid state batteries.
Express News | Hunan Yuneng: Actively connecting with solid state battery manufacturers, conducting research and reserves on the performance of cathode materials suitable for solid state batteries.
Express News | Hunan Yuneng: Currently, the company's sales situation is good, and the capacity utilization rate is maintained at a relatively good level.
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