聚集新技术 探索新工艺！ 2025年2月28日，由起点锂电、起点研究院（SPIR）联合主办的"2025起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会"在深圳宝安登 喜路国际酒店盛大举办，500+圆柱电池产业链嘉宾齐聚现场，共探行业发展新机遇。 本次技术峰会共包括大会开幕式、圆柱电池技术与创新专场、圆柱电池工艺及智能制造专场、圆柱电池材料体系创新与应用专场、圆柱电池之 夜等5个部分，超20位重磅嘉宾进行发言和演讲，以下是具体内容： 第一部分 大会开幕式 1、起点锂电 创始人 李振强进行主办方致辞 李振强介绍，今年起点平台将举办圆柱、方形、软包三大电池技术论坛，以形成针对电池封装形状的系列活动。而将圆柱电池作为首场论坛主 题，主要基于两点：一是圆柱电池，尤其是全极耳大圆柱电池，去年在技术上取得显著突破；二是在特斯拉等车企的引领下，圆柱电池在轻型 动力、电动两轮车、便携式储能等领域的增速预计将超越方形和软包电池，未来2-3年市场前景广阔。 李振强认为，未来，圆柱电池将以全极耳+大圆柱+铁锂为技术路线，进一步拓展应用场景，持续提升安全性和市场竞争力。 起点锂电 创始人 李振强 2、专场冠名赞助商 逸飞激光 研究 ...

Core Viewpoint - Ford's stock may not be a viable option for long-term investors seeking significant returns, as the company faces challenges in growth, profitability, and overall market performance [2][10]. Growth - Ford's revenue in 2024 is projected to be $185 billion, reflecting a 28% increase over the past decade, which translates to a weak compound annual growth rate of 2.5%, aligning closely with U.S. GDP growth [3]. - The auto industry is mature, leading to slow annual increases in car unit sales volume, and the introduction of electric vehicles has not spurred significant demand, with Ford's model e revenue declining by 35% in 2024 [4]. - Wall Street consensus estimates suggest that Ford's revenue in 2027 will only be 4% higher than in the previous year, indicating stagnant growth prospects [5]. Profitability - Ford has been able to generate consistent net income, but its operating margin has averaged only 2% over the past five years, showing no ability to expand and indicating a lack of economies of scale [6]. - High expenses for input materials and labor, along with substantial capital expenditures required to maintain competitive positioning, contribute to Ford's profitability challenges [7]. - The company's return on invested capital (ROIC) stands at just 3%, significantly below the S&P 500 average of 10%, suggesting that Ford lacks an economic moat and requires increasing capital without enhancing intrinsic value [8]. Valuation - Ford shares currently trade at a price-to-earnings ratio of 6.4, which is considerably lower than the S&P 500's multiple of 25.8, indicating a potentially undervalued stock [9]. - The low valuation results in a substantial dividend yield of 6.47%, which may attract income-focused investors [9]. - Despite the attractive valuation and dividend, the company's historical performance, with a total return of negative 3% over the last decade, raises concerns about its ability to generate significant returns for investors [10][11].

In the latest market close, Ford Motor Company (F) reached $9.29, with a -1.9% movement compared to the previous day. The stock fell short of the S&P 500, which registered a loss of 1.59% for the day. At the same time, the Dow lost 0.45%, and the tech-heavy Nasdaq lost 2.78%.The the stock of company has fallen by 7.25% in the past month, leading the Auto-Tires-Trucks sector's loss of 16.95% and undershooting the S&P 500's loss of 2.23%.The investment community will be closely monitoring the performance of F ...

Core Viewpoint - The strategic partnership between Ford and CATL is a significant milestone that is expected to reshape the global electric vehicle energy storage landscape and promote energy transition and sustainable development [1][2]. Group 1: Partnership Details - Ford and CATL will collaborate to supply lithium iron phosphate batteries starting in 2026 for models such as the F-150 Lightning and Mustang Mach-E [2]. - CATL's "Shenxing Super Charging Battery" technology features advanced materials and design, enabling rapid charging capabilities of "10 minutes for 400 kilometers" and a total range exceeding 700 kilometers [2]. Group 2: Market Implications - The technological advantages of CATL's batteries are anticipated to lower electric vehicle costs and enhance product competitiveness for Ford in a highly competitive market [2]. - Ford's models equipped with CATL batteries are expected to meet consumer demands for lower prices and longer ranges, thereby expanding market opportunities [2].

主办单位： 起点锂电、起点研究院（SPIR） 倒计时1天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新 技术 探索新工艺 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 宁德时代深化北美战略还在继续。 起点锂电获悉，2月25日宁德时代宣布与福特进行更深度的战略合作， 二者准备联合开发新一 代的电池技术。 具体还是按照以前的大框架进行， 宁德时代为福特提供磷酸铁锂电池，预计会在明年应用于 Mustang Mach-E、F-150 Lightning等车型， 还将在技术研发、供应链、生产制造等环节深 化合作。 此举旨在满足北美市场对电动化的需求，同时辅助加速福特电动化进程，近年来北美市场对电 车充满疑问，福特和通用等车企电动化进程缓慢，此次合作无疑是宁德时代进军北美的第二次 破冰，或将引发业内对北美电动化趋势重新评估。 01 福特高管语出惊人 二者本次加深合作，在之前就有苗头。 本月早期福特首席执行官Jim Farley在接受《纽约时报》采访时称："中国在动力电池方面领先 美国约10年。" 随着宁德时代/比亚迪等一众中国 ...

Ford's (NYSE: F ) recent earnings report was able to beat both the EPS and revenue estimates. However, a low forward forecast has made Wall Street turn bearish toward the stock. The company is facing clear structural issues which will hurt theI have worked in the technology sector for over 4 years. This included working with industry stalwarts like IBM. I have done my MBA in finance and have been covering various blue chip stocks for the past 6 years. Having hands-on knowledge in the technology sector has h ...

Subscribers to Chart of the Week received this commentary on Sunday, February 16.The electric vehicle (EV) sector is under fire once again. Last Wednesday, it hosted its latest Chapter 11 bankruptcy filing from Arizona-based Nikola (NKLA). Failing to secure more investment funding, a 1-for-30 stock split in June, a barren EV semi-truck market, and the inability to shake the multiple felony convictions of founder Trevor Milton, all combined to send the company into an unrecoverable turmoil. The company now p ...

Core Viewpoint - The analysis of Ford Motor Company (NYSE: F) stock suggests a buy thesis based on the observation that the yield exceeds the price-to-earnings (P/E) ratio, indicating potential undervaluation [1]. Group 1 - The last analysis of Ford Motor Company stock was conducted in October 2024 [1]. - The article titled "The Ford Motor Absurdity: Yield Exceeds P/E" presented a buy thesis for the stock [1]. - The investment style emphasized actionable and clear ideas derived from independent research [1]. Group 2 - The service has reportedly helped members outperform the S&P 500 and avoid significant losses during periods of high volatility in both equity and bond markets [2]. - A 100% risk-free trial is offered to potential members to evaluate the effectiveness of the investment method [2].

I analyze oil and gas companies like Crescent Energy and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up h ...

A trio of high-octane income stocks -- sporting an average yield of 6.65% -- can fatten investors' pocketbooks in 2025 (and well beyond).With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, Wall Street offers no shortage of ways for investors to grow their wealth. But among this vast sea of pathways to become richer is one of the most-successful strategies: buying and holding high-quality dividend stocks.Companies that pay a regular dividend often share a few traits:T ...