Ensurge Micropower ASA (OSE: ENSU) first quarter 2025 results will be released on Thursday 15 May, 2025. Lars Eikeland (CEO) and Terje Rogne (Chair) will host a webcast at 13:00 CET Thursday 15 May, 2025. The webcast can be accessed through the following link: https://my.demio.com/ref/KZuJTNEZTegYzl0F Ensurge is energizing innovation with the first ultrathin, flexible, reliable, and fundamentally safe solid-state lithium microbattery. With a workforce of forty top-tier specialists based in the world's techn ...

近日，位于河北唐山曹妃甸工业区钢铁电力园区的中冶新材料项目二期整体已完工75%，预计2025年上半年完成施工，即将进入设备安装阶 段。 据介绍，该项目由中冶瑞木新能源科技有限公司(简称：中冶瑞木)投资13.43亿元建设，占地196亩，建筑面积91,300平方米，涵盖二期萃取 厂房、元明粉厂房、硫酸锰厂房等新建工程以及一期改造工程。 点击阅读原文，即可报名参会！ 中冶新材料项目二期建成后，一二期协同将形成年产6万吨高镍锂离子电池三元正极前驱体材料的产能，可装配约40万辆电动汽车，同时还能 产出电池级硫酸镍4.5万吨、40吨高纯氧化钪和16.3万吨元明粉，预计实现销售额约75亿元，年均利税约8亿元。 （ 来源： 唐山市曹妃甸区人民 政府） | 往 | 期 回 顾 | | | --- | --- | --- | | 01 | ｜ | 宁德时代多个项目敲定！ | | 02 | ｜ | 超8亿！力华电源下发46大圆柱结构件订单 | | 03 | ｜ | 珠海冠宇又一锂电池生产基地封顶 | | 04 | ｜ | 第五届起点两轮车换电大会及轻型动力电池技术高峰论坛7月11日无 | | | 锡举办 | | ...

1Q25 wrap-up CITI'S TAKE 08 May 2025 21:33:19 ET │ 13 pages Flash | Monthly battery installation data pack from Real Lithium suggests that March 2025 China EV battery installation totaled 61.4GWh, +54% MoM / +56% YoY, bringing 1Q25 EV battery installation to 148.9Wh (+54% YoY). We notice (1) CATL is inevitably shifting to the low-end market YTD, and (2) Xiaomi extends the robust momentum into 2025 with a new model SU7 Ultra gaining the market share whilst Huawei trended weaker. We are relatively cautious on ...

Core Viewpoint - The solid-state battery industry is experiencing significant growth with multiple projects being launched across various regions, indicating a positive trend in investment and development [1]. Group 1: Project Developments - The signing of a project between Zhangjiakou Nanshan Automotive Industry Base and Sanwei (Shaanxi) Battery Technology Co., Ltd. aims to establish a smart battery factory with a total investment of 1 billion yuan, covering an area of 70 acres and expected to produce 1 GWh of solid-state lithium batteries [2]. - The Gansu Jinchang solid-state cell project, with an investment of 320 million yuan, is progressing to the equipment installation phase, focusing on high-energy polymer batteries and other applications in the new energy sector [2]. - The Inner Mongolia Zhongtong Energy Co., Ltd. has received approval for a 10 GW OPzV (nano-silicon) solid-state battery project with a total investment of 3 billion yuan, set to be completed between May 2025 and November 2026 [3]. - The construction of the Jinlongyu New Energy solid-state battery materials project in Huizhou has commenced, with a planned investment of 1.2 billion yuan and a focus on integrating R&D, production, and application of solid-state batteries [4]. - Enjie Co., Ltd. has signed a contract for a trial production line of sulfide solid electrolyte materials in Yuxi, with a total investment of 300 million yuan and a phased production capacity plan [5][6]. Group 2: Industry Trends - The solid-state battery sector is witnessing a surge in investment and project initiation, reflecting a growing interest in advanced battery technologies and their applications in various fields, including electric vehicles and energy storage [1][4]. - The establishment of multiple production lines and research facilities indicates a strategic move towards enhancing production capabilities and technological advancements in solid-state battery materials [2][3][5].

| 元重期货 | | | 碳 锌 8 评20250509: 国内碳酸锂5月供给预期偏松,三元材料厂库存量较上周减少 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 交易日期(日) | 2025-05-08 | 2025-05-07 | 2025-04-29 | 较昨日变化 | 近两周走势 | | | 近月合约 | | 64500.00 | 64120.00 | 66100.00 | 380.00 | | | | | 收盘价 | | | | | | | | 连一合约 | 收盘价 | 64280.00 | 64200.00 | 66240.00 | 80.00 | | | | 连二合约 | 收盘价 | 65240.00 | 65320.00 | 66260.00 | -80.00 | | | | 连三合约 | 收盘价 | 65240.00 | 65320.00 | 67460.00 | -80.00 | | | | | 收盘价 | 64280.00 | 64160.00 | 66260.00 | 120.00 | | | 碳酸锂期 ...

REIMAGINE THE ENERGY EXPERIENCE NASDAQ: FLUX May 8, 2025 Q3 FY 2025 Financial Results Conference Call SAFE HARBOR LANGUAGE This presentation contains forward-looking statements. All statements other than statements of historical fact contained in this presentation, including statements as to the Company's future results of operations and financial position, planned products and services, business strategy and plans and objectives of management for future operations, are forward-looking statements. These sta ...

点击小程序查看报告原文 Abstract 摘要 LLM在个股投研的应用：因子挖掘、个股复盘 随着资本市场信息生产机制的加速迭代，上市公司每日披露的公告、舆情、产业链动态等非结构化数据呈现指数级增长。传统人工复盘模式受限于信息处 理效率与认知边界，已难以满足投资者对海量增量信息的实时追踪与价值提炼需求；成熟的基本面选股逻辑如何高效地转化为定量因子也是困扰投资者的 重要问题。本报告提出，通过大语言模型（LLM）技术构建智能化个股复盘框架和基本面因子生成框架，期望通过技术赋能的方式助力投资者实现投研 工作流的提质增效。 主观逻辑因子化和个股复盘或为LLM在个股投研中较好的应用场景。 利用LLM构造基本面选股因子的挖掘框架，可以发挥LLM在推理能力和创造性方面 的优势，提高主观选股逻辑到量化因子的转化效率。利用LLM构建智能化个股复盘体系，可以发挥LLM在处理非结构化数据及观点总结能力方面的优 势，可有效抽取每日关键信息，高效复盘每日最新信息，输出带有一定置信度评估的初步结论，为投资者提供决策参考锚点。 基于LLM的基本面因子挖掘框架：发挥LLM的创造力 关键点：Prompt引导因子创造方向。 在基于LLM的基本面因 ...

Financial Data and Key Metrics Changes - The company reported total revenue of $11,300,000 in Q1 2025, a 6% increase from Q4 2024 and a 383% increase year-over-year [12][24] - Product revenue was $11,000,000, marking a $700,000 or 6% sequential increase and a 370% increase from $2,300,000 in Q1 2024 [25] - Gross margin was negative 21% for the quarter, consistent with the previous quarter, but improved from negative 190% in the prior year [26] - GAAP net loss for Q1 was $9,400,000, or negative $0.08 per share, an improvement from a net loss of $11,400,000 in Q4 2024 [28] Business Line Data and Key Metrics Changes - The company shipped batteries to 102 customers in Q1, with 46 being new customers, indicating strong customer acquisition [12][26] - Approximately 25% of revenue in Q1 came from the light electrical vehicle market, showcasing penetration in this segment [15] Market Data and Key Metrics Changes - 83% of revenue came from outside the United States, an increase from 65% in the prior year, demonstrating global customer diversification [13][24] - The company announced a $15,000,000 purchase order from an unmanned aerial OEM, indicating strong demand in the aviation sector [14] Company Strategy and Development Direction - The company is focused on technology innovation, new product introduction, quality manufacturing, customer engagement, and revenue growth [33] - Plans to expand manufacturing capabilities geographically to better align with customers worldwide [34] - The company aims to release new batteries that will further its lead in the battery space, including products from the SiCore platform [33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in growth expectations for the full year despite uncertainties related to tariffs and trade policies [22] - The company is well-positioned for continued success with its silicon anode batteries backed by gigawatt-hour scale manufacturing capabilities [35] Other Important Information - The company has completed hardware retrofitting at its Fremont facility and is focused on optimizing manufacturing processes [17] - A new president, Tom Stanton, has joined the company, bringing over 35 years of leadership experience [22] Q&A Session Summary Question: Order numbers and testing activity with customers - Management confirmed that customer contracts will be completed by the end of the year, with some in Q2 [37] Question: Importance of non-China manufacturing for Sycor products - Management indicated that additional contract manufacturing facilities outside of China will be announced soon [38] Question: Scaling the organization and team growth - Management plans to strengthen R&D, contract manufacturing management, and expand the sales team [40] Question: Revenue growth expectations from backlog - Management expects strong revenue growth due to a robust pipeline and advanced customer qualifications [53] Question: Risk of cannibalization with new offerings - Management acknowledged potential cannibalization but emphasized the need to innovate and improve performance [54] Question: Timeline for large purchase orders from Fortune 500 customers - Management anticipates volume orders from a leading supplier in the industry by late 2026 [61] Question: Gross margin expectations with new battery platforms - Management stated that the SiCore product has been gross margin positive from day one and expects continued improvement [63]

Amprius Technologies (AMPX) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon. Welcome to the Ambris Technologies First Quarter twenty twenty five Earnings Conference Call. Joining us for today's presentation are the company's CEO, Doctor. Kang Sun and CFO, Sandra Wallach. At this time, all participants are in listen only mode. Following management's remarks, we will open the call for questions. Please note that this presentation contains forward looking statements, including, but not l ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 increased by 16% to $16.7 million compared to $14.5 million in Q3 2024, driven by higher demand in material handling and ground support equipment markets [15] - Gross profit for Q3 2025 increased by 32.5% to $5.3 million, with gross margin rising to 32% from 28% in Q3 2024 [15][16] - Net loss for Q3 2025 was $1.9 million, an improvement from a net loss of $3.0 million in Q3 2024 [17] Business Line Data and Key Metrics Changes - Unit growth in material handling and ground support equipment markets was reported at 1025% [15] - Selling and administrative expenses increased to $5.7 million in Q3 2025 from $5.3 million in Q3 2024, primarily due to professional fees related to a multi-year restatement of financial statements [16] Market Data and Key Metrics Changes - The company is experiencing increased interest from Tier 1 customers in adopting lithium-ion solutions for distribution centers, indicating a shift towards electrification despite economic uncertainties [28] Company Strategy and Development Direction - The company has aligned five strategic initiatives: profitable growth, operational efficiencies, solution selling, product innovation, and software/recurring revenue [5][6] - The launch of the G96 solution aims to advance electrification in airline drone support equipment, positioning the company as a technology leader in clean, high-performance ground support equipment [7][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining operational resilience despite tariff pressures and geopolitical complexities, focusing on supplier diversification and domestic assembly capabilities [12][14] - The company anticipates minimal impact from tariff increases in Q4 2025 due to good inventory levels [40] Other Important Information - The company announced a patent award for an AI-based algorithm for Intelligent Battery Lifecycle Maximization, indicating a shift towards becoming a technology-driven energy solutions provider [9][10] Q&A Session Summary Question: Sensitivity of customers to pricing actions from tariffs - Management noted that customers are committed to their ESG goals and transformation efforts, indicating a stable business environment despite tariff impacts [22] Question: Feedback on Sky BMS and potential ROI - Management highlighted that Sky BMS is crucial for customers to realize value, with expected ROI from reduced maintenance visits and better integration with existing technologies [24][25] Question: Adoption of lithium-ion in the forklift market - Management reported increased interest from customers in adopting lithium solutions, with competitors facing challenges due to tariffs, potentially providing a market share advantage [28] Question: Changes from new sales personnel - Management indicated positive changes from new sales personnel, positioning the company as a software provider with strong battery solutions [34] Question: Deployment timeline for G96 model - Management confirmed that the G96 model is in customer testing and production, with expectations for rapid deployment in the GSE market [37]