supersinginvestor

:-0

2 months ago

NatsukoMishima

Run for your life before banker dump kaw kaw soon!

2 months ago

Great80

I think it will touch 20 again b4 bonus issue...

2 months ago

veronTeo

I think it will touch 20 again b4 bonus issue...
------------------------------
agree

2 months ago

EatCoconutCanWin

This company supplies part to China manufacturing company? No wonder dropped huge

2 months ago

VTrade

Tak percaya target price is 55

2 months ago

amateurJR

if TP is 55 achieved i cut

2 months ago

PureBULL ...

THERE IS SUCH A THING CALLED FINANCIAL ACCIDENT

+ a case with no insurance co willing to insure against
+ all players as cyclical stock investors will encounter this, just like now
+ we r all into an unprovoked war created by rude sia with tonnes of nuclear bomb

RISK mgmt is a must.,.
BUT certain cycles r so SO easy to max profits.,.

News flow is a going concern. Ability to read well n act on it, is the KEY in successful stock investing.,.

I LOVE new EV.METALS. am still wholly in MSC n PMBTECH.,. both r in their NEW beginning.
Both had a great huge QR PAT. the next coming bigger QR PAT is the magnet to attract in many valued long term FUNDS.,. I guess though.,.

2 months ago

PureBULL ...

The industrialization of silicon-based negative electrodes is approaching, and 4680 batteries are blowing warm air in the market
2022-03-17 00:00 Source: Securities Times Electronic News
Securities Times reporter Mao Kexin

In order to meet the needs of batteries with higher energy density, silicon-based anodes have entered the field of industry. Some manufacturers have begun to deploy silicon-based anode production projects, and the manufacturers who are the first to ship and are accepted by the market can enjoy a high gross profit of about 50%.

Some people in the industry predict that silicon-based anodes will begin to increase in volume in 2023, and this year, it has clearly felt that the demand has crossed the plateau period. The silicon-based negative electrode is the direct beneficiary of the 4680 battery, and the time point of high volume is also closely following the promotion rhythm of this type of battery. At present, Tesla's self-built production line has already mass-produced 4680 batteries on a small scale. Overseas manufacturers such as Panasonic and LG have gradually started to mass, and domestic manufacturers have also followed suit.

Industrialization is approaching

Silicon-based anodes are regarded as the next-generation lithium battery anode materials, and they are about to explode after being dormant for many years. A reporter from Securities Times e Company noticed that there are not many manufacturers that can mass-produce silicon-based anodes at present, and the competition pattern is relatively concentrated. Some mass-production manufacturers have begun a new round of production expansion, and several companies are in the stage of pilot testing and sample delivery. .

Bertray is the first company in China to ship silicon-based anodes in batches. Ren Jianguo, general manager of Betterray, told the Securities Times e company reporter that the company currently has a production capacity of 3,000 tons of silicon-based anodes, which are mainly used in power tools and power batteries, of which power batteries account for about 60 to 70%.

Bettary's expansion plan is also the largest disclosed project in the industry. According to the announcement, Betterray recently reached an agreement with Shenzhen Guangming District to invest 5 billion yuan to build a silicon-based anode material project with an annual output of 40,000 tons. The first phase of 15,000 tons will be completed and put into production before the end of December 2023.

Many traditional anode material factories have begun to deploy silicon-based anodes. According to the announcements of various companies, Shanshan Co., Ltd. has achieved mass supply, mainly used in 3C and other fields, and power batteries have passed multiple rounds of evaluations by mainstream car companies; Putailai has built silicon-based anode pilot plants in Jiangxi and Liyang. The line has passed the certification of some customers; Xiangfenghua silicon-based anode has the basic conditions for industrialization.

This field has also attracted a number of cross-border manufacturers, including Shi Dashenghua, who specializes in electrolyte materials. A reporter from Securities Times·e Company learned from the field investigation in the Dongying plant that the 1,000-ton silicon-based negative electrode of Shidashenghua Phase I has entered the trial production stage and is expected to be shipped in batches in the second half of this year. In addition, the company has also planned a 20,000-ton silicon-based anode production line with a total investment of 730 million yuan, which is expected to be completed and put into operation in December 2023.

1 month ago

PureBULL ...

Sibao Technology, which is mainly engaged in organic silicon materials, has also deployed 10,000 tons/year of silicon carbon anode materials for lithium batteries. The materials have been evaluated by several battery manufacturers and have been supplied in small batches. In addition, the power battery manufacturer Guoxuan Hi-Tech also has a 5,000-ton/year silicon-based anode material project under construction.

At present, graphite is still the mainstream anode material, but the demand for silicon-based anodes has increased significantly in the past two years. According to Gaogong Lithium Battery data, China's silicon carbon anode shipments in 2020 will only be 6,000 tons, accounting for 2% of the overall lithium battery anode materials. The demand for silicon-based anode materials is expected to be 22,000 tons in 2022, with a compound growth rate of 80% from 2019 to 2022.

CICC made a clear judgment in a recent research report that 2022 is expected to become the first year of industrialization of silicon-based anodes. It is estimated that the global demand for silicon-based anodes is expected to reach 200,000 tons in 2025, of which the penetration rate of consumer batteries is expected to reach 50%, corresponding to the demand for silicon-based anodes of about 70,000 tons; the penetration rates in cylindrical and square power batteries will reach 35% and 20%, respectively. , corresponding to about 130,000 tons of silicon-based anode demand.

Promotion and application need to be reduced in cost

Before knocking on the door of the market, silicon-based anodes need not only continuous optimization in performance, but also continuous cost reduction to improve the cost-effectiveness advantage.

Capacity is one of the key indicators to measure the performance of negative electrode materials. The larger the capacity, the better the energy density of the battery. After decades of development, the specific capacity of traditional graphite anode has reached 360~365mAh/g, which is very close to the theoretical specific capacity of 372mAh/g, and the room for improvement is limited. The theoretical specific capacity of the silicon-based negative electrode is as high as 4200mAh/g, which means that its capacity ceiling is ten times higher than that of the graphite negative electrode.

On the other hand, silicon-based negative electrodes also have problems such as easy volume expansion of silicon, poor electrical conductivity, and large initial charge-discharge loss. Therefore, the performance improvement of materials is actually to find a balance between energy density and stability, and the current silicon-based anode products are doped with silicon and graphite for composite use.

At present, the proportion of silicon doping in mass-produced products is mostly below 10%, and there is a trend of gradual increase. Mo Ke, founder of True Lithium Research, told the Securities Times · e company reporter that the optimal proportion of silicon doping needs to be determined according to the situation in different fields. Later, the ratio was lowered in order to find a balance of comprehensive benefits.

Specifically, the silicon-based negative electrode is divided into different types such as silicon carbon negative electrode and silicon oxycarbon negative electrode. For example, Shidashenghua's products are ordinary type and high first-efficiency silicon-oxygen-carbon negative electrode (SiOx-C). The oxygen carbon negative electrode can reach 1600mAh/g.

Since the industrialization of silicon-based anodes is still in the early stage, manufacturers who give priority to mass production can enjoy the premium effect. A reporter from Securities Times·e Company learned that the current market price of silicon-based anodes is 200,000-300,000 yuan/ton, which is 4-6 times higher than the mid-end artificial graphite price of 50,000 yuan/ton, and the gross profit rate is 50%. .

1 month ago

PureBULL ...

However, silicon-based anodes lack cost-effectiveness advantages at current prices, which may affect their application in mainstream models. According to the calculation of the CICC Research Report, the high-nickel 811 soft pack battery uses a 450mAh/g silicon carbon negative electrode, and the energy density of the whole battery can be increased from 280Wh/kg to 295Wh/kg, an increase of about 5%, which is less than the increase in the cost of the negative electrode.

A few models on the market have begun to use silicon-based anode materials. Models such as the Tesla Model 3 incorporate a small amount of silicon in the negative electrode. Recently, the GAC AIONLX Plus model was launched. The Qianli version is equipped with sponge silicon anode chip battery technology, which can achieve 1,000 kilometers of battery life.

"This sponge silicon anode sheet battery uses a ternary cathode and is matched with a silicon oxide anode material. The gram capacity and the proportion of silicon doping are higher than the levels of existing models on the market. Generally speaking, silicon-based anodes are most suitable for cylindrical batteries. It can be used, but we took the lead in applying it to the square battery, because we have improved the battery material system, and introduced the design idea of the magazine battery into the whole package design." Li Jin, senior manager of GAC Aian Technology Center Tell the reporter of Securities Times · e company.

However, on the whole, the proportion of silicon doping in batteries currently using silicon-based anodes is low, and the advantages of silicon-based anodes have not yet been fully exploited. A person familiar with negative electrode materials told a reporter from Securities Times e Company that it is difficult for silicon-based negative electrodes to bring intuitive profit contributions to manufacturers in the short term, and the incremental space under the compound doping scheme is also relatively limited, and it is necessary to wait for a breakthrough in process technology. .

"Compared to the consumer sector, power battery companies are more cost-sensitive, and recently they have to face the pressure of price increases for various raw materials. The current price of silicon-based anodes may be unacceptable, but when the technology matures in the future, there will be more companies. Participate in the competition, and the price will drop accordingly." A lithium battery industry analyst told a reporter from Securities Times · e company.

Under the high gross profit, material manufacturers actually have considerable room to make profits downstream. Shi Dashenghua estimated in the feasibility report that the sales price of silicon-based anode products is expected to be 73,000 yuan / ton, which is close to the price of high-end artificial graphite in the market. Ren Jianguo also believes that the final price-performance ratio of silicon-based anodes can reach the same level as high-end artificial graphite.

"Silicon-based anodes have considerable room for cost reduction, because the production energy consumption of artificial graphite is relatively high, and the cost of graphitization accounts for 50%, and silicon-based anodes can avoid this process." Li Jin said.

1 month ago

PureBULL ...

It is worth mentioning that the application of silicon-based anodes will also be accompanied by the maturity of a number of supporting materials. In order to overcome swelling, improve conductivity, initial charge-discharge efficiency and other properties, batteries using silicon-based negative electrodes need to be supplemented with conductive agents, binders, lithium supplements and other products. Some manufacturers have planned projects of supporting products. Shi Dashenghua recently announced that it will invest 935 million yuan to build a 20,000-ton/year cathode lithium supplement project; invest 318 million yuan to build a 10,000-ton/year new conductive agent project. Silicon Treasure Technology has also planned a 40,000-ton/year special adhesive production base in the silicon-based anode project.

4680 warm wind blows

At present, silicon-based anodes are mainly used in consumer electronics, power tools and other fields, and the field of power batteries has more room for incremental growth, especially the upcoming 4680 battery will become a warm wind to change the market.

Tesla first released the 4680 cylindrical battery in 2020, named after the size of 46mm in diameter and 80mm in height. The positive electrode of this battery is made of high-nickel ternary material, with a silicon-based negative electrode, and has a design of electrodeless ears and dry electrodes, which increases the cruising range by 16%, the power output by 6 times, and the energy by 5 times compared with the previous generation 2170 battery. , and costs will drop by 14%. Tesla CEO Elon Musk has bluntly stated that this battery will make a $25,000 electric car possible.

At present, the 4680 battery is already on the eve of mass production. Tesla announced on February 19 that the Fremont factory had produced 1 million 4680 batteries in January, and it is expected to be the first to be used in the Model Y model in the first quarter of 2022. It is estimated that each vehicle is equipped with 1,000 batteries, and 1 million batteries can meet the production of 1,000 Model Ys.

In addition to building its own production lines, Tesla also cooperates with suppliers. Both Panasonic and LG New Energy plan to mass-produce 4680 batteries in 2023. Panasonic’s factory in Wakayama, Japan is introducing two production lines, and LG New Energy has also begun to build a pilot production line.

There are also many domestic manufacturers that have begun to deploy. Yiwei Lithium Energy has a technical reserve of 4680, and announced in November 2021 that it will build a 20GWh large cylindrical battery production line for passenger vehicles in Jingmen. There are market speculations that its customers are Tesla or BMW. In addition, BAK Battery is also developing the application and development of full-tab large cylindrical batteries, and it is expected to launch mass-produced standard products in 2022.

In addition, according to industry information, CATL has planned 8 4680 battery production lines with a total of 12GWh. "The Ningde era is mainly facing the issue of cost performance. The cost of applying silicon-based negative electrodes is too high. If the battery with an energy density of 550Wh/kg can be mass-produced, it means that the application of silicon-based negative electrodes is mature." A silicon-based negative electrode A negative R&D person told a reporter from Securities Times e Company.

It should be noted that some domestic 4680 batteries are not completely equivalent to Tesla's process technology. "If it's just a change in size, 4680 batteries can be made very soon. In the past few years, some 18650 battery factories have tried to ship some electrodeless ear products, but if many new technologies are incorporated like Tesla, it will be very It's not easy anymore," Merck said.

1 month ago

PureBULL ...

Silicon-based anode manufacturers have begun to target power battery target customers. Shi Dashenghua said that the preliminary technical docking work between the company and the domestic leading lithium battery enterprises is continuing, and the R&D personnel of more than 5 enterprises expressed their willingness to cooperate with the company in technical joint development.

The above-mentioned silicon-based anode developers predict that domestic manufacturers will be able to follow up about a year after the Tesla 4680 is mass-produced. The time point for silicon-based anodes to increase in the power battery field is around 2023, and there may be a capacity gap at that time. "Since this year, some leading battery factories have begun to interact frequently with anode manufacturers to understand the progress of material performance improvement."

1 month ago

PureBULL ...

PMBTECH 4:1 BI
likely the ex date could be on April 25th + - 2 mkt days

The LFP 4680 Battery Cell // + LFP with Tesla Silicon
https://www.youtube.com/watch?v=IIkA-mq5htw&t=1384s&ab_channel=TheLimi...

The Science Behind Tesla Silicon // Cracking the Silicon Code
https://www.youtube.com/watch?v=YTW_Q63bEEY&ab_channel=TheLimitingFact...

Advantages of Amprius’ 100% Silicon nanowire batteries
https://www.amprius.com/technology
https://www.youtube.com/watch?v=w9hS8nf_pQg&ab_channel=TheTeslaDomain

1 month ago

Zhuge_Liang

Posted by pang72 > 12 hours ago | Report Abuse

The next stock to crash will be ays followed by pmbtech or msc...
------------------------
Posted by software guy > 9 hours ago | Report Abuse

pang72 deleted all his tech stock up up up post? Genetech, Greatec, Kobay...all post deleted.
------------------
pang72 is a liar here.
His comments :-
Quote !!
Close your eyes to buy Jtiasa - He told all readers to buy, he sold and left earlier than others.
MPI will be 40.00 in next week - He told all readers to buy, he sold and left earlier than others.
Unquote !!
He is a liar, telling lies here and delete all his postings when the information given by him is not true and correct.
A liar without any creditability.

A pot is calling a kettle black. No difference in I3.
I3 is a public forum, everyone is entitled to write what he likes.
Do not attack others if you are also make mistakes.

1 month ago

LRWoo99

Take a look on Gamuda

1 month ago

dalpinia

https://www.klsescreener.com/v2/news/view/971493

New plant ib Sabah soon.

1 month ago

PureBULL ...

PMBTECH is on scalability phase with large new 200 acres land = meaning its biz is just too good now.
n need to expand factories asap to supply to the super hungry Silicon mkt. This time in Sabah.

Natural gas must be considered the green energy = we all use it to heat up our houses.
Msia, a major exporter of natural gas has tonnes of this wonderful gas.

rus sia has 2 pipe lines of natural gas to Germany's factories.
so it has to be green gas.

https://www.bursamalaysia.com/market_information/announcements/company...

1 month ago

Ahahah

2nd Pmetal on the way.

1 month ago

TanDavid88

pang72,
You tell lies again.
Look like we are laughing to the bank.
PMBTech tak ada crash.
C you at 21.92 soon, bolih ka ?

1 month ago

SMInvest

TanDavid88@ pls ignore him

1 month ago

Airline Bobby

No need to talk much , buy now keep 5 years and see how high it goes JUST LIKE PMETAL. HISTORY IS GOING TO REPEAT.

1 month ago

Airline Bobby

pang72 no need say much just show your portfolio and the world will know how good you are ACTUALLY

1 month ago

TanDavid88

Posted by Zhuge_Liang > 1 week ago | Report Abuse

Posted by pang72 > 12 hours ago | Report Abuse

The next stock to crash will be ays followed by pmbtech or msc...
----------------------------
Tiga stock semua naik.
Tak bolih tipu orang.
Ada otak kah !!

1 month ago

PureBULL ...

PORTFOLIO CORE HOLDINGS = 60 to 70% of fund

Every stock players MUST choose the best stocks with the best GLOBAL biz now.
n the v BEST biz r :

1st: EV is ever happening, proven by pure FACT that made Elon Musk the far distant RICHEST # 1 man on earth.,.
2nd: ES in renewal energy is so so NEW to all countries.
n every country is going berserk in it or be fine for black energy.,. sin is showing the ex to import from aust.

BOTH of the above involve n require rechargeable batteries = the BIGGEST biz on earth soon.,.

In our msian stock mkt, PMBTECH in Si n MSC in Sn r the newest EV.METAL stocks every stock players must have in their portfolios.,.
PROVEN FACT:
PMETAL in EV.metal Al is so great n so BIG at high speed SUCCESS in mkt cap > $50 BILLION now n will continue to grow n grow bigger.,.
the NEW is better for us to make BIG money FAST.,.

https://tesla-share.thron.com/content/?id=96ea71cf-8fda-4648-a62c-753a...

1 month ago

TanDavid88

Posted by pang72 > 12 hours ago | Report Abuse

The next stock to crash will be ays followed by pmbtech or msc...
------------------------
Posted by software guy > 9 hours ago | Report Abuse

pang72 deleted all his tech stock up up up post? Genetech, Greatec, Kobay...all post deleted.
------------------
pang72 is a liar here.
His comments :-
Quote !!
Close your eyes to buy Jtiasa - He told all readers to buy, he sold and left earlier than others.
MPI will be 40.00 in next week - He told all readers to buy, he sold and left earlier than others.
Unquote !!
He is a liar, telling lies here and delete all his postings when the information given by him is not true and correct.
A liar without any creditability.

1 month ago

TanDavid88

Saya ikut Sifu OTB investment in 2019.
Saya hanya ikut 10% of my sifu investment portfolio.
Saya juga jadi millionaire in 2020.
Sifu untung banyak loh.
Tak untung multi million, jangan cabar Sifu OTB.
Cakap tak guna, ikut action baru tahu kuat nya Sifu OTB.

1 month ago

nicholas99

yeah. ikut topglove. after issue then dive?

1 month ago

nicholas99

sifu otb kuat tak ada kuat. i tak tahu.. tapi baik baik kenapa issue bonus.

1 month ago

kllady_fidah

huat chai!!!

3 weeks ago

Vaccineyes

A new beginning

3 weeks ago

SilentCapital

i3 banyak sifu sifu

2 weeks ago

kllady_fidah

huat chai!!!!

2 weeks ago

JayC88

what happen today? people confused dunno bonus issued lately ka?

2 weeks ago

Ahahah

Excellent.

2 weeks ago

TanDavid88

Harga hari ini ia lah 19.90 belum bonus issue.
Bagus lah stock ini.

2 weeks ago

investor77

Sifu Ooi Teik Bee is spot on when encourage subscribers to go for Bonus issue. Should have more confidence in him and buy more !!! Only MSC suffers from falling price. KYY promoting Subur, but would prefer CPO shares not up yet or consolidating - SHChan, TSH.

2 weeks ago

TanDavid88

All naysayers,
Bad market saperti kini, sifu masih bolih win big.
Sifu laughing all the way to the bank.
Menang at least 50k hari ini.
No need to challenge sifu if you cannot win multi million in KLSE in the last 10 years.

Posted by investor77 > 4 hours ago | Report Abuse

Sifu Ooi Teik Bee is spot on when encourage subscribers to go for Bonus issue. Should have more confidence in him and buy more !!!

Saya ikut 10% juga menang besar hari ini.
Harap bolih menang 30%.

2 weeks ago

Xcalibre

Correction coming… better take profit and chao first

2 weeks ago

Ahahah

Something big is on the way soon. Hold tight to your share.

2 weeks ago

investor2021trading

not bad, bought after d BI (4:1)! sold yesterday n buy again today!

2 weeks ago

HamsterHuat

Lugi wor after BI.....
Rm3.8(closing) x 5 = RM19 wor..

Sell sell sell

2 weeks ago

HamsterHuat

Going going down.
Bye bye PMBTech..

1 week ago

DannyArcher

Glove 2.0.

1 week ago

SMInvest

crazy HamsterHuat and DannyArcher ...Both you talking to oneself haha

1 week ago

DannyArcher

aluminum going down again, fed raising rate to burst this bubble. this is glove 2.0. the sooner you accept this reality, the better it is.

1 week ago

DannyArcher

Glove 2.0

1 week ago

BursaVulture

Run before it is too late.

1 week ago

BursaVulture

Aluminum continues to drop
Glove 2.0
Run boys run while you can
RIP

From:
Glove Holder since 2020

5 days ago

supersinginvestor

Where is purebull..lol..
Change name n run away ah. Lol..

5 days ago