Since September, listed companies in the lithium battery industry chain have intensively held performance briefings and received agency research. The reporter combed through the September research notes of 22 companies, including BYD, Funeng Technology, Dangsheng Technology, and Tianci Materials, and found that energy storage and AI computing power distribution and storage have become the most concentrated incremental consensus among battery companies; the material side is racing around high-pressure lithium iron phosphate, solid battery materials, and sodium electricity.

Since September, listed companies in the lithium battery industry chain have intensively held performance briefings and received agency research. The reporter combed through the September research notes of 22 companies, including BYD, Funeng Technology, Dangsheng Technology, and Tianci Materials, and found that energy storage and AI computing power distribution and storage have become the most concentrated incremental consensus among battery companies; the material side is racing around high-pressure lithium iron phosphate, solid battery materials, and sodium electricity.