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Jim Cramer on Microvast: “that’s a great spec for now”
Yahoo Finance· 2025-10-05 05:01
Microvast Holdings, Inc. (NASDAQ:MVST) is one of the stocks Jim Cramer put under the microscope. A caller asked for Cramer’s take on the company, given its focus on battery technology and production. In response, he said: “Alright, that’s a great spec for now. We know that there’s a lot of interest in Washington on battery. We’ve seen that. Therefore, it could extend to these guys. I don’t know if it’s the case, but I’d hold onto it.” A person with stock market data on a laptop. Photo by Anna Nekrashev ...
Munoth-CosMX joint-venture to ramp up lithium-ion manufacturing in India
The Economic Times· 2025-10-03 02:30
Chennai-based lithium-ion (Li-ion) cell manufacturer The venture, subject to regulatory approvals, plans an initial investment of ₹500 crore to expand capacities at Munoth's existing Tirupati campus, where it already produces Li-ion cells for power banks purchased by US-based Anker, among others.Earlier this month, Japan's Contract manufacturer Live EventsIndustry executives said Dixon will invest ₹500-600 crore in a new facility to produce Li-ion cells for captive consumption as well as for supply to othe ...
Matthews International Prevails in Federal Court Ruling Affirming Arbitration Award Against Tesla
Globenewswire· 2025-10-03 01:34
PITTSBURGH, Oct. 02, 2025 (GLOBE NEWSWIRE) -- Matthews International Corporation (NASDAQ GSM: MATW) (“Matthews” or the “Company”) announced today that the United States District Court for the Northern District of California has issued an opinion and order confirming a previous arbitration decision in Matthews’ favor and denied Tesla’s attempt to overturn it. This decision reinforces Matthews’ longstanding leadership in the design, development, and manufacturing of continuous process machinery for battery el ...
NEO Battery Signs Multi-Year Offtake Agreement for Silicon Battery Materials with North American Drone & UAS Battery Company
Globenewswire· 2025-10-02 20:00
TORONTO, Oct. 02, 2025 (GLOBE NEWSWIRE) -- 50 Metric Ton Multi-Year Offtake Supply Agreement of High-Performance Silicon Battery Material Technology with North American Lithium-Ion Battery CompanyTo Jointly Develop and Optimize Lithium-Ion & Lithium-Polymer Battery Products for Unmanned Systems, Drones, and Defense-Related Mobile Systems Targeting to Enhance Energy Density, Charging/Discharging Rate Capabilities with Safety, and High Power Output Active Progress on 20 TPA Production Scale-Up of Silicon Bat ...
Dragonfly Energy to be Awarded Nevada Tech Hub Funding to Advance Battery Manufacturing and Workforce Development
Globenewswire· 2025-10-02 19:30
核心观点 - Dragonfly Energy Holdings Corp 获得 Nevada Tech Hub 首轮资金支持 金额约为30万美元 用于支持其高影响力现代化和劳动力发展计划 [1][3] - 该奖项是对公司在锂电池制造能力和劳动力发展方面贡献的认可 旨在加强内华达州锂电池供应链 [2][3] - 公司首席执行官表示 这笔非稀释性资本将用于运营现代化和扩大熟练劳动力 从而为股东、客户和员工带来效率提升 并创造长期经济增长和高价值工作岗位 [3] 资金与项目细节 - 资金将用于推进ISO 9001认证 现代化生产系统以及升级公司电池生产线 这些举措有望实现六位数的年度节省 [3] - 节省的资金将再投资于与Truckee Meadows Community College及University of Nevada, Reno等合作伙伴的劳动力培训和发展 [3] - 公司计划招聘和提升生产人员的技能 扩大在机械加工、自动化和维护领域的职业机会 [4] 公司运营与战略定位 - Dragonfly Energy在South Reno拥有近40万平方英尺的制造空间 为规模化运营提供了条件 并致力于在内华达州锚定高价值的清洁能源工作岗位 [4] - 公司是一家综合性锂电池技术公司 专注于电芯制造、电池组组装和全系统集成 其Battle Born Batteries品牌在锂电池行业处于领先地位 [7] - 公司拥有专利干电极制造工艺 可为储能系统、电动汽车和消费电子等广泛应用提供化学无关的电源解决方案 其总体使命是未来部署其专有的不可燃全固态电池电芯 [7][9] 行业与区域影响 - Nevada Tech Hub是全美31个由联邦政府指定的技术中心之一 其使命是支持该州锂电池和关键材料生态系统的进一步发展 [2][10] - 该技术中心专注于构建完整的"锂循环"经济 包括提取、加工、电池制造和回收 旨在使内华达州成为关键矿物和电动汽车材料的全球领导者 [10] - 对Dragonfly Energy等行业领导者的支持旨在加强内华达州锂电池和电动汽车材料循环的多个环节 使更多当地人获得在关键材料和储能经济中所需的技能 [5]
Could Buying QuantumScape Stock Today Set You Up for Life?
The Motley Fool· 2025-10-02 16:27
The solid-state battery maker is still a speculative and divisive investment.QuantumScape (QS 18.95%), a developer of solid-state lithium batteries, hasn't commercialized any of its products or generated any revenue yet. Nevertheless, its stock rallied nearly 120% over the past 12 months and boosted its market cap to $7.2 billion.The bulls rushed to the stock in anticipation of its upcoming batteries. Is too much growth already baked into its high-flying shares, or could it skyrocket and set you up for life ...
Why QuantumScape Stock Jumped Over 15% Today
The Motley Fool· 2025-10-02 03:30
公司股价表现 - QuantumScape股价在三个月内上涨超过一倍 在最新合作消息推动下 周三股价飙升超过16% 市值超过80亿美元 [1][6] 最新合作进展 - 公司与康宁建立合作关系 共同开发用于商业用途的大容量陶瓷隔膜 [2] - 陶瓷隔膜相比传统锂离子电池的聚合物隔膜 可使电池更安全、能量密度更高、寿命更长、充电更快 [2] - 与全球领先的玻璃和陶瓷制造商康宁合作 是对QuantumScape技术的强有力认可 该合作旨在扩大其电池技术最关键部件的生产规模 使公司向商业化迈进一步 [3] 商业化进程与合作伙伴 - 汽车巨头大众集团旗下的电池子公司PowerCo是公司的锚定投资者和客户 双方在7月扩大合作与许可协议 PowerCo承诺未来两年向电池制造商追加1.31亿美元投资 以加速QSE-5电池的开发 [4] - QSE-5是公司首款计划中的商用电池电芯 近期在慕尼黑IAA Mobility大众新闻发布会上首次现场演示 展示了由QuantumScape电池驱动的改装杜卡迪V21L竞赛摩托车 [5] - 公司上季度与另一家全球汽车制造商签订了联合开发协议 并与村田制作所达成协议 探索以日本为目标市场的陶瓷生产 [5] - 公司目标是在2026年进行其电池电芯的现场测试 [6]
Sunrise and Subsidiary Alchemistica Incorporated Attend The Battery Show North America to Expand Energy Storage Opportunities in Residential, C&I, and AI Data Centers
Globenewswire· 2025-10-02 00:25
公司近期动态 - 公司首席执行官Haiping Hu先生将率领高级员工团队及控股美国子公司Alchemistica Incorporated参加于2025年10月6日至9日在底特律举行的北美最大电池展览会The Battery Show North America 2025 [1] - 此次参展旨在与住宅储能、工商业储能以及AI数据中心储能系统领域的客户建立合作伙伴关系 [2] - 公司认为其先进的负极材料与子公司的电池包解决方案专长相结合,能够满足北美家庭、企业和AI驱动基础设施快速增长的高性能储能解决方案需求 [3] 公司业务与产能 - 公司通过合资企业从事锂离子电池石墨负极材料的制造和销售 [4] - 公司合资企业已在贵州省建成一座年产5万吨的制造工厂 [4] - 该工厂利用廉价的可再生能源电力进行生产,有助于公司成为低成本、低环境影响的石墨负极材料生产商 [4] 公司管理与行业地位 - 公司首席执行官Haiping Hu先生自1999年起即是中国石墨负极行业的主要先驱 [4] - 公司管理团队由在石墨负极行业拥有丰富经验和成功记录的专家组成 [4] - 公司在中国还运营着一个知识共享平台 [4]
China approves reserve reports of two lithium producers
Yahoo Finance· 2025-10-01 19:12
China has approved reserve reports from two lithium producers in Yichun, providing some relief to market concerns over potential output disruptions, reported Bloomberg. This move comes as regulators closely scrutinise the sector’s excess capacity. Contemporary Amperex Technology (CATL), whose Jianxiawo mine was suspended last month, has received reserve approval, the media outlet reported, citing sources familiar with the matter. The clearance moves the sites closer to securing a mining permit and resum ...
NextSource Materials Announces Positive Results of Technical & Economic Study for Proposed Battery Anode Facility in the UAE and Secures Industrial Site with Building in Abu Dhabi
Accessnewswire· 2025-10-01 19:00
Technical and Economic Study Highlights Study confirms total UAE BAF production capacity of 30,000 tonnes per annum ("tpa") of anode active material ("AAM"), satisfying production demands of existing Mitsubishi Chemical offtake agreement and accommodating future demand growth from new offtake agreements Compelling phased-project economics with total capital costs of US$291 million, including sunk costs and working capital of US$7 million, with post-tax NPV8% of US$442 million and an IRR of 24% The facility ...