30% 40% 50% Jan-23 Apr-23 Jul-23 Oct-23 Jan-24 Apr-24 Jul-24 Oct-24 Jan-25 Apr-25 SNE data Battery Alliance data 41.8% 42.1% CATL's domestic ePV battery market share Source: SNE, CPCA, Battery Alliance, Morgan Stanley Research Morgan Stanley Asia Limited+ Jack Lu Equity Analyst Jack.Lu@morganstanley.com +852 2848-5044 July 4, 2025 06:19 AM GMT M Update Contemporary Amperex Technology Co. Ltd. | Asia Pacific CATL Losing Share in China? Not Really Key Takeaways Exhibit 1: Battery Alliance data shows that CATL ...

Ships First 7,350 mAh, >900 Wh/L AI-1 Batteries to Leading Smartphone OEMFREMONT, Calif., July 07, 2025 (GLOBE NEWSWIRE) -- Enovix Corporation (Nasdaq: ENVX) (“Enovix”), a leader in advanced silicon battery technology, today announced the launch of the AI-1TM platform, its Artificial Intelligence ClassTM batteries for the next generation of mobile smartphones that require significantly higher total energy storage and power to perform AI functions locally. This revolutionary silicon-anode smartphone battery ...

铅半年报 2025 年 7 月 7 日 铅市供需双增 旺季价显动能 核心观点及策略 投资咨询业务资格 沪证监许可【2015】84 号 李婷 021-68556855 li.t@jyqh.com.cn 从业资格号：F0297587 投资咨询号：Z0011509 黄蕾 huang.lei@jyqh.com.cn 从业资格号：F0307990 投资咨询号：Z0011692 高慧 gao.h@jyqh.com.cn 从业资格号：F03099478 投资咨询号：Z0017785 王工建 wang.gj@jyqh.com.cn 从业资格号：F3084165 投资咨询号：Z0016301 赵凯熙 zhao.kx @jyqh.com.cn 从业资格号：F03112296 投资咨询号：Z0021040 敬请参阅最后一页免责声明 1/19 铅市宽幅震荡 原生端看，铅精矿供需紧平衡格局持续，加工费 维持低位。二次废料及银精矿补充的背景下，下 半年电解铅生产仍以稳为主，叠加河南新凌铅业 投产预期，将推动电解铅供应同比增长。 再生铅端情况较为复杂，废旧电瓶供需矛盾难以 缓解，原料供应紧张叠加行业亏损问题，持续制 约再生铅产量释放，预计 ...

澳大利亚电池制造商Vaulta宣布与美国eFinery Energy签署战略合作备忘录，双方将共同推动澳方锂电池 技术在美国市场的规模化应用，合作目标开发5 GWh 储能项目。 Vaulta公司表示，此次与eFinery的合作将重点探索其锂电池储能制造工艺向美国市场的技术输出与授权 许可，为高性能电池系统的本土化生产与部署铺平道路，并考虑在美国建立一个持证组装工厂。 eFinery首席执行官Michael Gurin表示， 公司将把Vaulta的制造工艺与智能电池管理系统整合到其微 电网、"最后一英里"能源系统及表后应用中。 Vaulta由产品设计专家 Dominic Spooner 于2019年创立，专注于生产适用于电动汽车、军事及固定储 能的模块化可回收电池。其专利性的无焊接易拆卸电池外壳技术，支持电芯的便捷更换与升级迭代。 文 | 中关村储能产业技术联盟 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 Spooner坦言进军美国市场面临多重挑战， 但表示双方准备共同应对潜在的障碍。包括 如何应对美国各 州对于电池系统的认证标准差异、如何满足 《通胀削减法案》本土 ...

报告导读： 锂电行业需求回升带动扩产，固态电池加速落地推动设备升级，设备商迎投资 窗口。 投资建议： 传统锂电行业逐步复苏及扩产推进，叠加固态电池对设备要求进一步改变，锂电设备公司有望 带来新的投资机遇。 锂电行业预计回暖，设备采购需求将释放。 根据大东时代智库（ TD ）通过对行业 Top20 电池厂调研数 据显示， 2025 年 7 月中国电池厂动力 + 储能产量 128GWh ，环比减 4% ，同比增长 37% ，其中储 能电芯排产占比约 30.3% ，三元电芯排产占比约 17.9% 。 据高工产业研究院（ GGII ）不完全统计， 2025 年 1-4 月，锂电池产业链共规划 123 个扩产项目，总投资额超 3400 亿元 。国内锂电行业需求回 升，电池厂商扩产积极性提升，有望带动锂电设备行业回暖。 固态电池企业竞速前行，产业化可期。 受市场需求驱动，电池企业加速布局全固态电池等下一代电池技 术，以寻突破。宁德时代、比亚迪、亿纬锂能、国轩高科、赣锋锂业、鹏辉能源等企业也在固态电池领域 取得阶段性成果，纷纷实现中试线贯通或样品开发，引发市场关注。如宁德时代选择硫化物 + 卤化物复合 电解质体系，能量密度 ...

NORWALK, Conn., July 3, 2025 /PRNewswire/ -- Emeren Group Ltd ("Emeren" or the "Company") (www.emeren.com) (NYSE: SOL), a leading global solar project developer, owner, and operator, today announced a leadership transition within its North America operations. Mr. Cameron "Mac" Moore, Executive Vice President - North America, has departed the Company, and Mr. M. Jahangir Alam has been appointed as his successor, effective immediately.About M. Jahangir AlamM. Jahangir Alam is a seasoned leader in the North Am ...

Core Insights - Microvast Holdings (MVST) shares have surged 849.7% over the past year, significantly outperforming the industry growth of 38.3% and the Zacks S&P 500 Composite's 12.9% increase [1] - The company has outperformed peers such as AppLovin (APP) and Dave (DAVE), which saw their shares rise by 286.4% and 785.3% respectively [1] Company Developments - In 2024, Microvast entered a partnership with Evoy, a Norwegian company specializing in high-output electric motor systems for boats, marking a diversification in MVST's market presence [5] - The electric boat and ship market is projected to grow at a CAGR of 12.7% from 2025 to 2030, driven by advancements in battery systems and propulsion technology [5] - The integration of MVST's MV-I battery into Evoy's systems has showcased the company's ability to extend its battery technology applications beyond traditional commercial vehicles [6] Technological Advancements - Microvast achieved a significant milestone in January 2025 with its True All-Solid-State Battery (ASSB) technology, enhancing safety, energy density, and efficiency [7] - The ASSB technology employs a bipolar stacking architecture and eliminates liquid electrolytes, allowing for higher voltage capabilities [8] - The battery market is expected to grow at a CAGR of 16.4% from 2025 to 2030, positioning Microvast favorably within this expanding sector [9] Financial Performance - MVST is projected to achieve a revenue of $466.7 million in 2025, reflecting a year-over-year growth of 22.9%, with further growth expected to $601.3 million in 2026 [15] - The consensus estimate for 2025 earnings per share is 13 cents, indicating a substantial year-over-year increase of 148.2% [15] - Recent upward revisions in EPS estimates reflect analysts' confidence in MVST's financial performance, with 2025 earnings estimates rising from a loss to a profit [16] Valuation and Liquidity - MVST trades at a forward P/E ratio of 19.4, lower than the industry average of 22.03, making it attractive for value-oriented investors [10] - The company's current ratio has increased by 28.2% year-over-year to 1.32, indicating strong liquidity and the ability to cover short-term obligations [13] Market Position - Microvast is well-positioned to expand its market share in the battery sector by leveraging its ASSB technology and entry into the electric boat market [17] - The company is recognized as a fundamentally strong stock with an attractive valuation and solid liquidity, making it a compelling addition to investment portfolios [18]

Hexagon Purus ASA's second quarter results 2025 will be released on 17 July 2025, 07:00 CET. Morten Holum (CEO) and Salman Alam (CFO) will present the results at 08:30 CET and the presentation will be broadcasted live via https://hexagonpurus.vivida.live. The presentation will be held in English and will be virtual. A recording of the presentation will be made available on www.hexagonpurus.com. For more information: Mathias Meidell, IR Director, Hexagon Purus ASATelephone: +47 909 82 242 | mathias.meidell ...

Group 1 - The company Solid Power (NASDAQ: SLDP) is viewed positively due to its first-mover advantage in the solid-state battery technology sector [1] - The analyst has a strong background in finance and strategy, with experience in banking, mining, and energy sectors, which supports the analysis of investment opportunities [1] - The investment philosophy emphasizes thorough research and a long-term perspective, focusing on both value stocks and growth opportunities [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Solid Power [2][3]

The recent stock market rally has many investors focused on the S&P 500 index, which recently made a new all-time high. The SPDR S&P 500 ETF Trust NYSEARCA: SPY is up 5.3% in 2025. It’s been an impressive comeback after the index hit a 52-week low in April. Technology stocks have largely fueled that rally. However,  investors who bought utilities stocks may be enjoying more impressive gains than if they stayed concentrated in technology.Get Dominion Energy alerts:The Utilities Select Sector SPDR Fund NYSEAR ...