Group 1: Investment Overview - POSCO Holdings announced a total investment of KRW 922.6 billion (approximately $660 million) to enhance competitiveness in its rechargeable battery material subsidiaries [1] - The investment includes KRW 525.6 billion for POSCO Future M, KRW 328 billion for POSCO Pilbara Lithium Solution, and KRW 69 billion for POSCO GS Eco Materials [1] Group 2: Strategic Intent - This investment is part of the company's strategy to prepare for significant market expansion following a slowdown in the electric vehicle sector [2] - POSCO Holdings aims to bolster future competitiveness in the battery materials industry and improve financial stability [2] Group 3: Specific Investments - POSCO Holdings plans to acquire the full allocation of new shares in POSCO Future M, corresponding to its 59.7% ownership [3] - The capital increase for POSCO Future M is expected to support ongoing investments to boost production capacity for anode and cathode materials, including a joint plant in Canada [4] - Investments in POSCO Pilbara Lithium Solution and POSCO GS Eco Materials are aimed at sustainable growth in lithium and recycling operations [5] Group 4: Market Performance - In the past year, shares of PKX have lost 39.7%, compared to the industry's decline of 36.5% [7]

Euro Manganese Announces Results of Annual General and Special MeetingMay 15, 2025 6:10 PM EDT | Source: Euro Manganese Inc.Vancouver, British Columbia--(Newsfile Corp. - May 15, 2025) - Euro Manganese Inc. (TSXV: EMN) (ASX: EMN) (FSE: E060) (the "Company" or "EMN") is pleased to announce that shareholders have voted in favour of all matters of business brought before them at the Company's Annual General & Special Meeting of Shareholders (the "Meeting") held on May 15, 2025. Detailed results o ...

TORONTO, May 13, 2025 (GLOBE NEWSWIRE) -- Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra” or the “Company”) today announced the filing of its first quarter 2025 financial reports. Highlights from the Quarter: Leadership Strengthening – In January, Electra welcomed Marty Rendall as Chief Financial Officer (CFO), followed by the appointment of Alden Greenhouse to the Board of Directors in February, together bringing additional financial and critical minerals strategic bench streng ...

TORONTO, May 02, 2025 (GLOBE NEWSWIRE) -- NEO Battery Materials Ltd. (“NEO” or the “Company”) (TSXV: NBM) (OTC: NBMFF), a low-cost silicon anode materials developer that enables longer-running, rapid-charging lithium-ion batteries, is pleased to announce the appointment of Dr. Matthew Dawson, Founder and Chief Executive Officer of Elementium Materials Inc., to the Company’s Scientific Advisory Board. Earning his Ph.D. in Mechanical Engineering from the Massachusetts Institute of Technology (MIT), Dr. Dawson ...

02020年4月，工信部正式发布GB3001-2015《电动汽车用动力黄电池安全要求》，首次将"不起火、不爆炸"从链荐性标准升级为强制性要求，并设定了2006年7月的实施对同线, ©临沂不查微茫坏保新材料有限公司（以下简称"临沂不善微芒"）挑投资.1亿元在临沂经济开发区简环经济园区内建设年处理.0.000吨度旧锂电池回收再利用项目，主要建设内容包括新建3条 度日程电池材料回収生产线; 主要生产规模为年产废旧303年由创造，废日期破铁理电视线, 废电芯浆、废电芯浆、废电芯粉、废电芯券、废负极片粉、废钢、废铝、废铁等合计300.7吨。临沂 不查做赶环保新材料有限公司通过实施年处理10.000吨废旧锂电池回收再利用项目，可减轻困锂电池报废量的不断增加给环境造成的巨大压力，并且实现废弃资源的再生利用，达到节能减税 减轻矿产资源开采强度的目的,提高和扩展产品用途和市场。 0近日，自银时代瑞泰新材料技有限公司每产2万吨磷酸能铁亚波材料项目在甘肃省自俄市高新技术产业开发区正式投产。此次按产的为项目一期，总投资4.6亿元。整个项目总规划产能办 10万吨，是全球单体规模最大的随酸摇抉担中线，分三期建设。该公司由甘肃大象能源料技 ...

资料显示，龙腾光电主要从事薄膜晶体管液晶显示面板(TFTLCD)的研发、生产与销售，产品主要 应用于笔记本电脑、车载、手机、工控、智慧互联等显示终端。 报告期内，龙腾光电强化全球化业务布局，全面推动海外生产基地建设，优化供应链体系，更好 地响应全球客户需求，增强公司抗风险能力。 【WitsView整理】 4月25日，龙腾光电、杉杉股份、四川长虹、八亿时空披露了2024年年报及 2025年第一季度报告。 具体如下： 龙腾光电 2024年，龙腾光电实现营收约34.13亿元，同比减少9.77%；归属于上市公司股东的净利润约-1.90 亿元；归属于上市公司股东的扣除经常性损益的净利润约-2.47亿元。 | | | | | | 年1) : / 1 / 1 | | --- | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期比上年同期 | 2022年 | | | | | | 增减(%) | 调整后 | 调整前 | | 营业收入 | 3.413.133.710.24 | 3.782.700.446.98 | -9.77 | 4.206.762.025.5 ...

Uranium: Fundamentals remain solid despite spot price correction. Term pricing has remained stable at ~US$80/lb, representing a constructive medium-to-long- term supply-demand outlook. The spot price declined further, to ~US$60+/lb, as uncertainty over a Russian enriched uranium ban and US tariffs (uranium turns out to be excluded from the US tariffs announced on April 2) kept utilities on the sidelines, and contracting activities are weak YTD, given utilities have sufficient inventory and are well covered ...

Investment Rating - The report maintains a "Sell" rating for Huayou Cobalt with a revised target price of Rmb27.00, indicating a downside of 20.2% from the current price of Rmb33.82 [1][2]. Core Insights - Huayou Cobalt reported a net profit of Rmb4.2 billion for 2024, reflecting a 24% year-over-year increase, primarily driven by higher profits from nickel and lithium [1][20]. - The company is facing challenges in the ternary battery materials market, with market share declining to below 20% in Q1 2025 from 27% in 2024 and 32% in 2023, leading to lower shipments and margins [2][31]. - The earnings outlook remains cautious due to depressed prices for lithium, nickel, and cobalt, which are expected to cap earnings improvements [2][31]. Financial Summary - Revenue for 2024 is estimated at Rmb60.5 billion, down 8% from 2023, with a gross profit of Rmb10.1 billion, up 12% year-over-year [28]. - The earnings per share (EPS) for 2024 is reported at Rmb2.50, a 22% increase from the previous year [28]. - The company declared a cash dividend of Rmb0.50 per share, with a payout ratio of 23%, significantly lower than the 69% in 2023 [1][28]. Earnings Estimates - Recurring earnings estimates for 2025-2026 have been revised upward by 44-55% due to higher refined nickel sales volume and lower costs for lithium [2][31]. - The projected EPS for 2025 is Rmb1.89, down from the previous estimate of Rmb1.79, reflecting ongoing market challenges [2][28]. Market Dynamics - The ternary battery materials market is expected to continue facing pressure, with increased competition and declining unit profits anticipated [31]. - The report highlights that Huayou's earnings are likely to remain depressed in 2025 due to weak prices for nickel, cobalt, and lithium [31]. Valuation Analysis - A bottom-of-the-cycle valuation analysis suggests a theoretical valuation range of Rmb7.8 to Rmb14.1 per share for Huayou, compared to the current share price of Rmb33.8 [2][31]. - The report's sum-of-the-parts (SOTP) valuation methodology indicates a valuation of Rmb22.7 per share for the battery material business [26][32].

Core Viewpoint - NEO Battery Materials Ltd. has appointed Mr. Kenneth Hoffman to its Board of Directors, bringing extensive expertise in battery materials and investment management to support the company's strategic initiatives in the battery market [1][4]. Company Overview - NEO Battery Materials is a Canadian company focused on developing low-cost silicon anode materials for lithium-ion batteries, aiming to enhance battery performance in electric vehicles, electronics, and energy storage systems [8]. Appointment of Kenneth Hoffman - Mr. Hoffman has over 30 years of experience in investment management, energy, and metals and mining, previously serving as the Global Head of Battery Materials at McKinsey & Company [2][3]. - His role at NEO will involve providing strategic support for industry partnerships, market expansion, and corporate development, leveraging his global network and understanding of the battery landscape [4]. Strategic Importance - The appointment is expected to reinforce NEO's position as a leading innovator in battery materials, particularly in the commercialization of its silicon anode technology [4][6]. - Mr. Hoffman emphasized the need for faster charging, lower-cost, and higher-density batteries, aligning with NEO's goals to improve silicon anode production [6]. Compensation Details - As part of his compensation, Mr. Hoffman has been granted stock options to acquire 300,000 common shares at an exercise price of $0.60, with vesting schedules outlined [6]. Upcoming Events - NEO Battery Materials will hold its Annual General and Special Meeting of Shareholders on June 4, 2025, where shareholders will have the opportunity to vote on company matters [7].

3C消费电子产品在经历了前2年的市场调整后，2024年消费电子行业终端呈现复苏态势，消费电子产品均呈现不同程度增长。IDC数据显 示，2024全球智能手机出货量12.4亿部，同比增长6.4%；2024全年PC出货量达到2.63亿台，较2023年增长1.0%。Canalys数据显 示,2024全球平板电脑出货量1.476亿台，同比增长9.2%。与此同时，AI技术应用渗透推动消费电子终端创新加速，带动终端产品及消费电池 出货增长，进而带动钴酸锂正极出货增长。 起点研究院（ SPIR）数据显示， 2024中国钴酸锂正极出货量达9.3万吨，同比增长17.7%。 随着PC及智能手机等传统消费电子领域渠道库 存触底以及换机周期启动，叠加2025年政府以旧换新消费补贴政策，消费电子销量预计将继续保持增长态势，预计2025年钴酸锂正极出货量 达10.4万吨，同比增长11.8%。 目前钴酸锂正极行业相较成熟，整体供应格局比较稳定。从竞争格局来看，呈现一超多强局面， CR1达46.7%，CR5达93.0%。头部企业厦 钨凭借和ATL、珠海冠宇等头部消费电池的深度绑定，出货量持续多年稳居第一；另外其4.5V及以上产品引领行业发展， ...