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CCB Principal CSI New Material Theme ETF
159763.SZ
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ROI-EV revolution rolls on but battery metals lose their charge: Andy Home

The battery metals market, including lithium, nickel, and cobalt, faces challenges due to oversupply despite growing EV demand. China's shift to lithium-iron-phosphate (LFP) batteries is impacting nickel and cobalt demand. Indonesia and Congo face oversupply issues, while lithium remains dominant but faces competition from sodium-ion technology. Global EV sales and battery energy storage systems are growing, with China leading the technological shift. The landscape for battery materials is rapidly evolving, affecting market dynamics and investment strategies.

Reuters·
SZ
300750
-0.58%
HK
03750
+0.89%
Reuters·
SZ
300750
-0.58%
HK
03750
+0.89%

Energy storage enters the "assetization" era, battery cells face a new round of challenges and differentiation!

This year, the energy storage industry has fully exploded, with social capital actively participating in the development and investment of energy storage station assets. The wave of "assetization" in energy storage is bringing new challenges to battery cells, especially in terms of technological innovation. Large battery cells have become a trend, with CATL's 587Ah battery cell being the first to complete 2GWh shipments, and it is expected that the total shipment volume will reach 3GWh in 2025. The 500Ah+ large battery cells have entered the stage of large-scale commercial use, enhancing the value of energy storage assets

Wallstreetcn·
SZ
300750
-0.58%
Wallstreetcn·
SZ
300750
-0.58%

ANALYSIS-China's power reforms, global data centre buildout usher in battery boom

China's power market reforms and global demand for data centers are driving a boom in lithium-ion battery production for energy storage. Chinese manufacturers, dominating the sector, are set for a 75% increase in shipments this year. The surge is fueled by domestic renewables, international demand, and reforms boosting energy storage profitability. Despite U.S. restrictions, China's battery exports hit a record $66.761 billion, with expectations for continued growth.

Reuters·
HK
03750
+0.89%
US
BYDDF
-0.60%
SZ
002594
+0.15%
Reuters·
HK
03750
+0.89%
US
BYDDF
-0.60%
SZ
002594
+0.15%
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