Raws li kev txheeb cais tsis tiav los ntawm Battery Network thaum pib ntawm lub xyoo no, xyoo 2023, tsis suav nrog cov xwm txheej ntawm kev txiav tawm kev lag luam, muaj 59 qhov xwm txheej cuam tshuam nrog kev sib koom ua ke thiab kev yuav khoom hauv lub roj teeb tshiab lub zog kev lag luam, suav nrog ntau yam kev lag luam xws li cov khoom siv ntxhia, cov khoom siv roj teeb, khoom siv, roj teeb, tsheb tshiab, lub zog cia, thiab roj teeb rov ua dua tshiab.
Xyoo 2024, txawm hais tias cov neeg hla ciam teb tshiab txuas ntxiv mus rau hauv thaj chaw ntawm lub roj teeb lub zog tshiab, cov xwm txheej ntawm kev teeb tsa hla ciam teb ua tsis tiav thiab kev tawm mus tsis zoo kuj tseem nce ntxiv.
Raws li kev txheeb xyuas cov roj teeb hauv lub network, tsawg dua peb lub hlis, ntau lub tuam txhab tau ntsib teeb meem hauv kev hla ciam teb roj teeb tshiab lub zog hauv lub xyoo:
Kev dag nyiaj txiag rau xyoo sib law liag * ST Xinhai raug yuam kom tshem tawm
Thaum Lub Peb Hlis 18th, * ST Xinhai (002089) tau txais kev txiav txim siab los ntawm Shenzhen Tshuag Txauv hais txog kev tshem tawm cov khoom lag luam ntawm Xinhaiyi Technology Group Co., Ltd. Lub Shenzhen Tshuag Txauv txiav txim siab txiav tawm lub tuam txhab cov npe ntawm cov khoom lag luam.
Roj teeb Network tau pom tias thaum Lub Ob Hlis 5th, Tuam Tshoj Securities Regulatory Commission tau tshaj tawm qhov kev txiav txim siab rau txim, txiav txim siab tias * ST Xinhai cov ntaub ntawv txhua xyoo los ntawm 2014 txog 2019 muaj cov ntaub ntawv tsis raug, kov rau qhov tseem ceeb tsis raug cai thiab yuav tsum tau tshem tawm cov xwm txheej tau teev tseg hauv Shenzhen Stock Exchange's Listing Cov cai.
Nws tau tshaj tawm tias hnub pib rau lub sijhawm delisting thiab consolidation lub sij hawm ntawm * ST Xinhai Tshuag yog Lub Peb Hlis 26, 2024, thiab lub sij hawm delisting thiab consolidation yog kaum tsib hnub trading.Hnub kawg kev ua lag luam xav tau yog lub Plaub Hlis 17, 2024.
Raws li cov ntaub ntawv, * ST Xinhai pib nkag mus rau lub zog tshiab kev lag luam saw hauv xyoo 2016 thiab tau ua tiav cov khoom muaj feem cuam tshuam hauv cov khoom siv hluav taws xob.Lub tuam txhab tau ua tiav lub platform tsim rau lithium roj teeb pob ntau lawm thiab tam sim no muaj 4 kab ntau lawm.Tib lub sijhawm, lub tuam txhab kuj tau nqis peev hauv Jiangxi Dibike Co., Ltd., lub tuam txhab roj teeb lithium.
Kev txiav tawm ntawm 2 billion sodium roj teeb qhov project, Kexiang Shares tau txais tsab ntawv tswj hwm los ntawm Shenzhen Tshuag Txauv
Thaum Lub Ob Hlis 20th, Kexiang Shares (300903) tshaj tawm tias lub tuam txhab tsis tau txais tsab ntawv tswj hwm los ntawm Shenzhen Tshuag Txauv vim ncua kev nthuav tawm ntawm kev nce qib ntawm cov peev txheej loj.
Tshwj xeeb tshaj yog, thaum Lub Peb Hlis 2023, Kexiang Co., Ltd. tau kos npe rau Daim Ntawv Cog Lus Ua Lag Luam nrog Cov Neeg Sawv Cev ntawm Xinfeng County, Ganzhou City, Jiangxi Province, los nqis peev hauv kev tsim kho lub zog tshiab kev lag luam chaw ua si rau sodium ion roj teeb thiab cov khoom siv.Txoj haujlwm no tsuas yog tsom mus rau kev tshawb fawb thiab kev tsim kho, tsim khoom, thiab muag khoom ntawm sodium ion roj teeb thiab cov khoom siv, nrog rau tag nrho cov peev ntawm 2 billion yuan.Thaum lub Cuaj Hlis 2023, vim muaj lwm yam kev nqis peev, qhov project thawj zaug tau npaj yuav tsim nyob rau hauv Xinfeng County yuav tsis txuas ntxiv mus, tab sis Kexiang Group tsis tau tshaj tawm raws sijhawm ntawm txoj haujlwm.
Thaum Lub Peb Hlis 19th, Kexiang Co., Ltd. tau tshaj tawm dua tias, suav nrog ntau yam xws li lub tuam txhab txoj kev txhim kho kev lag luam, lub tuam txhab tau txiav txim siab txiav tawm daim ntawv cog lus peev uas tau kos npe nrog Tsoom Fwv Tebchaws Xinfeng County, Ganzhou City, Jiangxi Province.Tom qab kev sib tham tus phooj ywg nrog Tsoom Fwv Tebchaws Xinfeng County, daim ntawv cog lus txiav tawm tsis ntev los no tau kos npe los ntawm Cov Neeg Sawv Cev ntawm Xinfeng County thiab Guangdong Kexiang Electronic Technology Co., Ltd. hais txog kev cog lus cog lus cog lus rau 6GWh sodium ion tshiab lub zog roj teeb project.
Kexiang Co., Ltd. tau hais tias tom qab kos npe rau daim ntawv cog lus cog lus peev nrog Tsoom Fwv Tebchaws Xinfeng County, ob tog tsis tau ua tiav daim ntawv cog lus peev, thiab lub tuam txhab tsis muaj kev siv nyiaj txiag sib raug.Yog li ntawd, txiav tawm daim ntawv cog lus cog lus peev yuav tsis muaj kev cuam tshuam tsis zoo rau lub tuam txhab kev ua haujlwm thiab nyiaj txiag.
"Daim ntawv rau roj teeb" cov lus xaiv hla ciam teb: Meili Cloud npaj txiav kev yuav khoom ntawm Tianjin Juyuan thiab Suzhou Lishen
Nyob rau yav tsaus ntuj ntawm Lub Ob Hlis 4th, Meiliyun (000815) tshaj tawm tias lub tuam txhab npaj yuav tshem tawm cov khoom vaj khoom tsev loj, muab cov khoom sib faib los yuav cov khoom muaj nqis, thiab nce nyiaj txhawb nqa thiab cov koom nrog kev lag luam.Lub tuam txhab Ameslikas npaj yuav 100% kev ncaj ncees ntawm Tianjin Juyuan New Energy Technology Co., Ltd. thiab 100% kev ncaj ncees ntawm Lishen Battery (Suzhou) Co., Ltd. tuav los ntawm Tianjin Lishen Battery Co., Ltd. los ntawm kev hloov khoom vaj khoom tsev loj thiab tshaj tawm cov khoom lag luam los yuav cov khoom muaj nqis, thiab tseem npaj los txhawb cov nyiaj pab.
Hais txog qhov laj thawj ntawm kev txiav tawm qhov kev tsim kho vaj tse loj no, Meili Cloud tau hais tias txij li thaum nws pib, lub tuam txhab thiab cov koom haum cuam tshuam tau txhawb nqa ntau yam ntawm qhov kev tsim kho vaj tse loj no thiab ua tiav lawv cov ntaub ntawv tshaj tawm kev lav phib xaub raws li cov cai muaj feem xyuam.Ua raws li cov kev hloov pauv tsis ntev los no hauv kev lag luam ib puag ncig thiab lwm yam, txhua tus neeg koom nrog hauv kev lag luam ntseeg tias muaj qhov tsis txaus ntseeg tseem ceeb hauv kev txuas ntxiv mus rau kev txhim kho cov cuab yeej cuab tam loj ntawm theem no.Txhawm rau tiv thaiv cov txiaj ntsig zoo ntawm lub tuam txhab thiab txhua tus tswv lag luam, tom qab ua tib zoo xav, lub tuam txhab thiab txhua tus neeg koom nrog hauv kev npaj ua lag luam los sib tham txog qhov kev txiav tawm ntawm qhov kev tsim kho vaj tse loj no.
Raws li cov xov xwm yav dhau los, ua ntej kev txhim kho ntawm Meili Cloud, nws feem ntau koom nrog kev tsim cov ntawv, cov ntaub ntawv chaw, thiab cov lag luam photovoltaic.Los ntawm qhov kev tsim kho tshiab no, cov tuam txhab teev npe npaj yuav tsim Xinghe Technology ua lub hauv paus tseem ceeb ntawm kev lag luam papermaking thiab ob lub tuam txhab siv roj teeb lub hom phiaj - Tianjin Juyuan thiab Suzhou Lishen.Vim tias tus neeg sab nrauv yog ib lub tuam txhab tswj hwm los ntawm Tuam Tshoj Chengtong, tus tswj tiag tiag ntawm Meili Huab.Tom qab kev hloov pauv tiav, tus tswj xyuas tiag tiag ntawm lub tuam txhab teev npe tseem yog Tuam Tshoj Chengtong.
Tshaj tawm tshaj tawm txog kev txiav tawm txawv teb chaws lithium mine kev sib koom ua ke thiab kev yuav los ntawm lub tuam txhab teev npe hauv tsawg dua ib hlis
Thaum Lub Ib Hlis 20th, tsawg dua ib hlis tom qab tshaj tawm txoj haujlwm, Huati Technology (603679) tshaj tawm qhov kev txiav tawm ntawm nws cov khoom lag luam lithium mine txawv teb chaws!
Raws li kev tshaj tawm los ntawm Huati Technology thaum Lub Kaum Ob Hlis 2023, lub tuam txhab npaj yuav sau npe rau Mozambique KYUSHURESOURCES, SA (ib lub tuam txhab sau npe raws li kev cai lij choj ntawm Republic of Mozambique, hu ua "Kyushu Resources Company") nrog rau cov peev txheej sau npe ntxiv ntawm 570000MT (Mozambique Meticar, Mozambique txoj cai kev sib tw) los ntawm nws cov tswj hwm lub koom haum Huati International Zog rau $ 3 lab.Tom qab kev nce peev ua tiav, Kyushu Resources Tuam Txhab cov peev txheej sau npe yuav raug hloov mus rau 670000MT, nrog Huati International Zog tuav 85% ntawm cov shares.Kyushu Resources Company yog ib lub tuam txhab ua lag luam txawv teb chaws tau sau npe hauv Mozambique, lub luag haujlwm rau kev ua haujlwm lithium ntsig txog cov haujlwm hauv Mozambique, thiab muaj 100% kev ncaj ncees hauv 11682 lithium mine hauv Mozambique.
Huati Technology tau hais tias tom qab kev sib tham tshwj xeeb ntawm lub tuam txhab thiab Kyushu Resources Tuam Txhab ntawm cov ntsiab lus tseem ceeb ntawm lithium mine project txoj kev npaj, thiab thaum tsis muaj kev pom zoo ntawm cov ntsiab lus tseem ceeb, lub tuam txhab tau soj ntsuam tag nrho cov kev pheej hmoo ntawm kev lag luam no thiab ua tib zoo saib xyuas. thiab sib cav sib ceg.Raws li kev soj ntsuam ntawm ib puag ncig thoob ntiaj teb tam sim no, kev poob qis tsis tu ncua ntawm lithium ore nqi thiab lub sijhawm ua haujlwm tsis paub tseeb yuav muaj kev cuam tshuam loj rau kev txhim kho mining.Lub tuam txhab thiab cov neeg koom tes thaum kawg tau ua tiav qhov kev pom zoo los txiav tawm qhov kev sib koom ua lag luam sib luag.
Raws li cov ntaub ntawv, Huati Technology yog qhov kev pabcuam daws teeb meem feem ntau koom nrog hauv nroog ntse tshiab scenes thiab kab lis kev cai teeb pom kev zoo.Thaum Lub Peb Hlis 2023, Huati Technology tau nqis peev hauv kev tsim ntawm Huati Green Energy, nquag nthuav dav nws txoj kev lag luam ntsig txog cov roj teeb hluav taws xob tshiab, tsom mus rau kev tshawb nrhiav kev lag luam loj hlob ntawm kev siv roj teeb lithium, thiab maj mam txhim kho nws cov roj teeb cascading siv kev lag luam.Nyob rau hauv Lub Xya hli ntuj ntawm tib lub xyoo, lub tuam txhab tsim Huati Lithium zog, feem ntau koom nyob rau hauv kev muag khoom ntawm lithium ore;Thaum lub Cuaj Hlis, Huati Technology thiab Huati Lithium koom ua ke tsim Huati International Energy (Hainan) Co., Ltd., feem ntau yog koom nrog hauv kev ntshuam thiab xa tawm cov khoom, muag hlau ore, thiab lwm yam lag luam.
Black Sesame: Lub zog cia roj teeb Project lossis txo nqis peev txheej
Thaum Lub Ib Hlis 4, thaum Black Sesame (000716) tau teb rau cov tub ua lag luam txog lub zog cia cog kev tsim kho qhov project, kev yuav nqi ntawm cov khoom siv hluav taws xob cia roj teeb thiab cov khoom siv raw khoom tau hloov pauv ntau nyob rau ib nrab xyoo 2023, thiab cov xwm txheej kev lag luam tau hloov pauv ntau.Lub tuam txhab optimized cov phiaj xwm cog raws li qhov kev hloov pauv ntawm cov xwm txheej sab nraud thiab ua kom pom cov phiaj xwm cuam tshuam tom qab kev hloov kho kom txo tau cov peev txheej thiab xyuas kom muaj kev vam meej ntawm cov cuab yeej tsim khoom.Thawj theem ntawm qhov project yuav tsum ua kom tiav xyoo no.
Nws tau tshaj tawm tias Black Sesame yuav nqis peev 500 lab yuan hauv kev cia khoom hla ciam teb rau Tianchen Tshiab Zog los ntawm qhov kawg ntawm 2022. Lub Plaub Hlis 1, 2023, Black Sesame tau tshaj tawm qhov kev txiav tawm ntawm nws cov peev nyiaj nce ntawm 500 lab yuan hauv Tianchen Tshiab Zog .Nyob rau tib lub sijhawm, nws npaj yuav hloov pauv kev lag luam ntawm nws lub tuam txhab ua lag luam tag nrho, Jiangxi Xiaohei Xiaomi, rau hauv kev tsim thiab kev lag luam ntawm lub zog cia lithium roj teeb, thiab nqis peev 3.5 billion yuan los tsim lub zog cia khoom tsim nrog cov khoom tsim tawm txhua xyoo. 8.9 qw.
Tsis tas li ntawd, raws li kev txheeb cais, xyoo 2023, kev zam kev hla ciam teb ntawm "Cov Poj Niam Zam Huab Tais" yuav raug txiav, thiab yuav muaj teeb meem ntawm kev teeb tsa ntawm cov roj teeb hla ciam teb thiab lub zog tshiab, xws li cov qub ceramic. npe tuam txhab Songfa Group, steel thiab thee trading tuam txhab * ST Yuancheng, mobile game tuam txhab Kunlun Wanwei, organic pigment manufacturing tuam txhab Lily Paj, qub vaj tse tsim lub tuam txhab * ST Songdu, qub kws tshuaj lub tuam txhab * ST Bikang, tuam txhab vaj tse Guancheng Datong, qub lead-acid roj teeb tuam txhab Wanli Co., Ltd., thiab photovoltaic fais fab chaw nres tsheb tuam txhab Jiawei Tshiab Zog.
Ntxiv rau cov tuam txhab uas tau hais hauv tsab ntawv tshaj tawm, tseem muaj cov tuam txhab hla ciam teb uas tau teb thaum nug txog cov xwm txheej ntawm cov roj teeb tshiab txog cov haujlwm: "Cov cuab yeej siv tseem ceeb tseem nyob rau theem kev tshawb fawb thiab kev loj hlob," "Muaj. Tam sim no tsis muaj lub sijhawm tsim khoom tshwj xeeb," "Cov xwm txheej rau cov khoom lag luam uas cuam tshuam tau tsim tawm thiab muag tseem tsis tau ua tiav."Qhov tseem ceeb tshaj plaws, tom qab kev tshaj tawm ntawm kev hla ciam teb, kev nce qib ntawm cov roj teeb tshiab lub zog ua lag luam tau nyob ntsiag to, thiab tsis muaj xov xwm ntawm kev nrhiav neeg ua haujlwm, ntsiag to qeeb lossis txawm tias nres qhov kev loj hlob ntawm kev hla ciam teb.
Nws tuaj yeem pom tau tias "kev hloov pauv tseem ceeb hauv kev ua lag luam" yog ib qho ntawm cov laj thawj tseem ceeb rau kev hla hla ciam teb.Txij li xyoo 2023, kev cia siab siab hauv lub zog thiab lub zog cia roj teeb kev lag luam tau ua rau muaj kev lag luam overheating, qhia txog cov txheej txheem overcapacity, thiab intensified kev lag luam kev sib tw.
Wu Hui, Tus Thawj Saib Xyuas Kev Tshawb Fawb ntawm Ivy Economic Research Institute thiab Thawj Tswj Hwm ntawm Tuam Tshoj Roj Teeb Kev Lag Luam Tshawb Fawb Lub Tsev Haujlwm, tsis ntev los no tau kwv yees thaum lub sijhawm sib txuas lus nrog Roj Teeb Network, "Hais txog kev destocking, kuv xav tias tseem yuav muaj qhov tseem ceeb destocking siab thoob plaws hauv lub xyoo no. , thiab txawm tias xyoo tom ntej, vim tias cov khoom muag ntawm tag nrho cov kev lag luam tsis tau txhim kho zoo hauv 2023. "
Zhi Lipeng, Thawj Tswj Hwm ntawm Qingdao Lanketu Membrane Materials Co., Ltd., yav dhau los tau hais tias "yog tias cov tuam txhab hla ciam teb tsis muaj kev tsim kho thev naus laus zis, tus nqi ntawm daim nyias nyias yuav siab, thiab lawv yuav tsis muaj peev xwm sib tw nrog cov tuam txhab ua lag luam uas twb muaj lawm. hauv kev lag luam.Lawv tau ua tau zoo ntawm kev siv zog, kev muaj peev xwm nyiaj txiag, kev tswj hwm tus nqi, kev lag luam ntawm nplai, thiab lwm yam. Yog tias lawv tab tom npaj tsim cov khoom sib xws thiab tsis muaj kev sib tw, lawv yuav tsum tsis txhob nkag mus rau hauv kev lag luam membrane. "
Post lub sij hawm: Mar-28-2024