TSMC (2330-TW) (TSM-US) In addition to the use of lithium iron phosphate batteries for the uninterruptible power supply system (UPS), it will also adjust the power supply structure of the high-performance computing computer room and use lithium iron phosphate battery DC power supply system to drive Taiwan The performance of related battery concept stocks today (19), including Likai-KY (5227-KY) and Changyuan Branch (8038-TW), all strongly attacked the daily limit.
Likai-KY hit a high for the third consecutive day. Today, it hit the upper limit, reaching 93.2 yuan, recovering the monthly line and short-term average; Changyuan Branch also rose strongly to the upper limit, reaching 44.1 yuan, standing back above all moving averages.
TSMC promotes energy saving, carbon reduction, and sustainable environment. Before 2030, the lead-acid batteries of UPS in all plant areas will be replaced with lithium iron batteries one after another, and TRUEWIN is the main supplier of TSMC UPS lithium iron batteries. As customers expand adoption and demand for subsequent plant expansion is strong, operations are expected to benefit directly.
At present, Chu Ying lithium iron batteries are mainly manufactured through self-made and outsourced models. Most of the outsourcing is handed over to Rhenium Bao (8104-TW) as an OEM. With the significant increase in orders from TSMC and other customers, Rhenium Bao’s operation has also received attention.
Rhenium Bao is actively sprinting into the battery business. Yesterday, it announced that it plans to spend 180 million yuan to acquire more than half of Dazhen Energy’s shares. Today, the stock price was sought after by buying, and it once approached the price limit, reaching a maximum of 87.5 yuan. There have been more than 38,000 copies.
Other electronic concept stocks include CommScope (4739-TW), Megima (4721-TW) for cathode materials, Carbon (1723-TW) for anode materials, Polyhe (6509-TW) for supplying electrolytes for lithium-ion batteries and Ming Substrate (8215-TW), which supplies battery separators, has a very strong share price rally today.
