In the tersely worded document, SES AI said NYSE informed the company on Friday, citing the 30-day stretch that ended on July 31. The company will apparently have one less major headache to contend with. One trading day can make quite a difference in the life of a stock. This was well on display Monday with next- generation electric vehicle (EV) battery developer SES AI (SES 13.64%). The company's share price leaped more than 13% skyward on some good news with its stock listing. That advance was more than s ...

SK Innovation’s battery unit plans to accelerate development of cutting-edge technologies in partnership with US and European carmakers, its R&D chief said https://t.co/8i7AKSzpGM ...

Core Viewpoint - Tian Tie Technology's subsidiary, Anhui Tian Tie Lithium Battery New Energy Co., signed a procurement framework agreement with Zhuhai Xinjie Energy Technology Co. for the supply of copper-lithium composite strips, amounting to 400 million RMB for 100 tons of orders, marking a significant step in their material supply collaboration [2]. Group 1: Company Overview - Tian Tie Technology, established in 2003, operates in two main sectors: vibration reduction and lithium-based new energy, producing key materials like lithium metal and anhydrous lithium chloride through its subsidiaries [2]. - Zhuhai Xinjie, a wholly-owned subsidiary of Shenzhen Xinjie Energy Technology, focuses on high-energy density and high-safety lithium metal solid-state battery development, with applications in drones, eVTOL, consumer electronics, and power batteries [2]. Group 2: Technological Capabilities - Anhui Tian Tie has advanced technologies for efficient electrolysis, impurity removal, and low-temperature distillation, enabling the safe production of battery-grade lithium metal with purity levels of 99.97%-99.98% [3]. - Zhuhai Xinjie's battery cells have a capacity range of 1-55Ah, energy density of 450-550Wh/kg, and can operate in a temperature range of -40 to 80°C, with a cycle life of 800-1000 times [3]. Group 3: Production Capacity and Projects - Zhuhai Xinjie has established a production base with a capacity of 200MWh and is working on a new generation lithium metal solid-state battery project with a total investment of approximately 3 billion RMB, aiming for an annual production capacity of 5GWh [3]. - The first GWh-level lithium metal battery production line planned by Zhuhai Xinjie is expected to commence production in the second half of this year, targeting orders from EHang Intelligent [4].

Core Viewpoint - The article focuses on the upcoming 2025 lithium battery national research and interview activities, aiming to highlight good brands and discover quality energy storage products [1]. Group 1: Research Activities - The research activities will include visits to various companies in the lithium battery sector, with a detailed schedule from August 4 to August 22, 2025, covering regions such as Shenzhen, Dongguan, and Huizhou [5]. - The research will involve factory visits, company introductions by executives, and discussions on industry trends and collaboration opportunities [4]. Group 2: Participating Companies - Notable companies targeted for interviews include BYD, CATL, and EVE Energy, among others, indicating a focus on leading players in the lithium battery industry [5][6]. Group 3: Sponsorship Opportunities - Sponsorship options are available for companies wishing to participate, with benefits including advertising placements and participation in the research activities [6].

Chinese battery producer CATL posts a 34% rise in profit for the second-quarter, with its outlook further buoyed by a blockbuster share sale in Hong Kong that will fund its global expansion https://t.co/avPXsf7pby ...

Market Performance - The A-share market showed mixed results today, with the Shanghai Composite Index reaching a new high for the year, closing up 0.17% at 3615.72 points, while the Shenzhen Component Index fell 0.77% to 11203.03 points, and the ChiNext Index dropped 1.62% to 2367.68 points [2][3] - The total trading volume in the Shanghai and Shenzhen markets reached 184.43 billion, an increase of 41 billion compared to the previous day [2] Sector Analysis - The performance of major indices reversed compared to previous trends, with significant declines in key stocks like CATL, which fell 5.05%, while previously underperforming bank stocks, such as Agricultural Bank, rose by 1.47% [5] - The banking sector index saw a decline of approximately 7% from its peak of 4632 points on July 11, while it had increased by 52% from a low of 3030 points on April 7 [9][10] - The insurance sector peaked on June 27 at 1566.46 points and has since dropped to around 1444 points, reflecting a decline of about 7.7% [11] - The brokerage sector has shown limited growth, with a rise of approximately 4.45% from 1516.78 points on July 11 to 1588.41 points currently [12] Economic Context - The recent market fluctuations are attributed to the ongoing adjustments in major sectors, particularly the banking and insurance sectors, which have seen significant volatility [4][6] - The recent Central Political Bureau meeting provided a positive outlook for the capital market, emphasizing stability and attractiveness, although the market's upward movement still falls short of expectations [6][7] - The third round of Sino-U.S. trade negotiations has resulted in a three-month delay in tariffs, which is seen as a consensus but still requires final approval from the U.S. side [7]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The "anti-involution" initiative is a structural reform aimed at addressing overcapacity in various sectors, with a focus on self-discipline and curbing low-price competition, expected to take 3-5 years to implement [1][19][30] - The current overcapacity issues differ from the 2015-16 reforms, as they now affect both "old economy" and "new economy" sectors, with more private companies involved and a tougher macroeconomic environment [2][21][30] - The report anticipates mixed impacts across sectors, with potential short-term pains due to supply rationalization leading to reduced investment and job losses [3][31] Summary by Sections Anti-involution as a Strategic Focus - Anti-involution is expected to be a key focus in China's next five-year plan, addressing historical overcapacity cycles and deflationary pressures [8][9] Comparison with 2015-16 Reforms - The 2015-16 reforms successfully reduced outdated capacity in traditional sectors, while current reforms face challenges due to the involvement of new economy sectors and a weaker macroeconomic backdrop [19][21] Sector Focus - Current overcapacity is more pronounced in new economy sectors such as solar and EV supply chains, which have received significant local government support [21][30] Demand Side Challenges - The macroeconomic environment is less favorable than in 2015-16, with weaker demand in exports and property sectors, which may hinder the effectiveness of supply-side measures [35][36] Policy Measures - Anti-involution includes measures to contain price wars, protect SMEs, and reduce local government subsidies, which may negatively impact leading firms in affected sectors [41][45] Sector-Specific Insights - **Cement**: Expected to cut capacity from 2.1 billion tons to 1.6 billion tons, with a gradual implementation timeline [68] - **Steel**: Anticipated 5% production cut, with private mills showing reluctance to reduce output due to improving margins [75][76] - **Coal**: The sector is unlikely to undergo significant cuts due to its critical role in energy security [86][89] - **Battery**: The market is experiencing rising capacity utilization, with a more consolidated landscape compared to other sectors [55][56] Conclusion - The report emphasizes that the anti-involution initiative is a long-term mission with complex challenges, requiring careful management of expectations and sector-specific strategies to navigate the evolving landscape [1][19][30]

Group 1 - New industries often lead to significant capital loss despite their claims of disruption [1] - Shri Upadhyaya is an independent investor with over 15 years of experience in stocks and options [1] - Upadhyaya emphasizes the importance of personal investment strategies based on deep research and independent thinking [1] Group 2 - Upadhyaya's investment approach includes focusing on under-the-radar small caps with asymmetric upside and low-beta stocks [1] - He practices a strategy of pairing long positions with targeted short positions to manage risk effectively [1] - This investment methodology has contributed to a smoother volatility and improved long-term compound annual growth rate (CAGR) [1]

Group 1 - The article highlights the importance of cooperation between China and Europe, especially in the photovoltaic sector, as both regions are significant global economic entities [1] - China has become a leader in the global photovoltaic industry, excelling in technology, production capacity, and cost efficiency, which presents a substantial opportunity for Chinese photovoltaic companies in the European market [1] - Collaboration with European firms can help Chinese companies expand their overseas markets, alleviate domestic overcapacity, and enhance their technological capabilities and brand influence [1] Group 2 - The article mentions that Europe, being a major photovoltaic market, can benefit from partnerships with Chinese companies by accessing higher quality and lower-priced photovoltaic products and technologies, thus accelerating its energy transition [1]

I look at small to mid-cap companies with disruptive technology. I provide competitive analysis of companies and often research the founders and their previous endeavors. I follow, investigate and report on companies that I believe have growth potential and highlight some of the ones best avoided. I invest with a two-year time frame but often keep investments for far longer.I am the third generation of investors in my family, my grandfather lost money in the 1929 stock market crash, and the oil crises of th ...