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Node

## Public Company Node (Symbol: 335056)

**Company Overview:**

Node Group Limited (335056) is a Chinese manufacturer and supplier of lithium-ion battery materials. The company primarily focuses on anode materials, cathode materials, separators, and other materials used in the production of lithium-ion batteries.

**Financial Overview:**

* **Market Capitalization:** $18.48 billion (as of October 27, 2023)

* **Revenue:**

* 2022: CNY 6.4 billion

* 2021: CNY 4.3 billion

* **Earnings per Share (EPS):**

* 2022: CNY 5.34

* 2021: CNY 3.49

* **Growth Prospects:**

* Market research indicates strong demand for lithium-ion batteries, driven by global transition to electric vehicles and energy storage.

* Node is strategically positioned to benefit from increasing demand for its materials.

**Strengths:**

* Leading supplier of cathode materials, a key input in lithium-ion batteries.

* Strong technology and innovation capabilities.

* Expanding production capacity and entering new markets.

* Benefiting from the global transition towards electric vehicles and renewable energy.

**Weaknesses:**

* Highly dependent on China's economic growth.

* Competitive landscape with other lithium-ion battery material producers.

* Subject to regulatory changes and environmental concerns.

**Growth Opportunities:**

* Increasing demand for electric vehicles and energy storage solutions.

* Expanding production of electric vehicles in China and other countries.

* Growing adoption of renewable energy technologies.

**Risks:**

* Volatility in the price of lithium-ion battery materials.

* Competition from other manufacturers.

* Regulatory changes and government policies.

* Economic slowdown in China could impact demand for EV and battery materials.

**Overall:** Node Group Limited (335056) is a well-positioned company benefiting from the growth of the lithium-ion battery market. However, investors should be aware of the risks associated with the company's dependence on China, competitive landscape, and economic factors.

    Node 335056