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January 5th, 2024 | 08:45 CET

Altech Advanced Materials, BYD, and Rheinmetall - Growth drivers: innovation, market power and strong cash flow

  • Technology
  • Batteries
  • Defense
  • Electromobility
Photo credits: BYD Europe B.V.

Made in Germany stands for durability. Battery storage pioneer Altech Advanced Materials stands out as a German company with innovative material developments that can radically change electromobility and stationary energy storage with a 30% increase in efficiency. Meanwhile, the Chinese car manufacturer BYD has established itself as the leader in the electric vehicle market, surpassing Tesla in terms of sales figures in Q4/23. Rheinmetall is also strongly expanding its electromobility divisions and can look forward to a 3-digit million dollar order in its ubiquitous division. Find out who is setting new standards and shaping the future here.

time to read: 5 minutes | Author: Juliane Zielonka
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , Altech Advanced Materials AG | DE000A31C3Y4 , RHEINMETALL AG | DE0007030009

Table of contents:

    Tim Daniels, CEO, Erin Ventures
    "[...] Boron is one of the most versatile elements in the whole world! Everyone reading this text regularly uses hundreds of products that depend on boron. [...]" Tim Daniels, CEO, Erin Ventures

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    Silumina Anodes®: Altech Advanced Materials AG exceeds expectations with a 30% performance increase in the feasibility study

    Economies worldwide are vying for low-carbon energy sources to continue competing internationally. German industries are relocating their production abroad, but the pioneering spirit in the land of poets and thinkers seems unbroken. The amount of raw materials for the energy transition is limited. Solutions are needed to make existing renewable energy sources more efficient and durable.

    This is precisely where the German company Altech Advanced Materials (ISIN DE000A31C3Z1) comes in. Altech stands for innovative batteries and battery materials. Its focus is on ceramic materials for battery production, their research and serial production for energy efficiency in electric vehicles and stationary energy storage in households and commercial operations. The Company works together with a special unit of the renowned Fraunhofer Institute and has two business areas:

    1. Ceramic solid-state batteries as stationary energy storage: Their product, Cerenergy®, presents an innovative ceramic solid-state battery based on common salt. The battery serves as a cost-effective and environmentally friendly temporary energy storage system for renewable energy, grid stability, peak load capping and industrial and charging infrastructure. Thanks to its recyclability, the absence of critical substances and its non-flammability, it represents a promising solution for sustainable energy storage.
    2. Coated anode material for more performance and longevity in electromobility: The innovative Silumina Anodes® coating technology enables optimized anode performance, resulting in an approximately 30% increase in the efficiency and range of electric vehicles.

    The application is uncomplicated thanks to the so-called "drop-in technology," enabling seamless replacement with existing anodes. In addition, the advanced coating technology enables the effective use of silicon. In this way, Altech Advanced Materials handles the highly sought-after raw materials with care.

    Altech Advanced Materials now announces the results of the final feasibility study for the planned Silumina Anodes® plant in Schwarze Pumpe, Brandenburg. In collaboration with HATCH Küttner GmbH and ARIKON Infrastruktur GmbH, the study shows significant technical improvements and an impressive EBITDA potential of approximately EUR 105 million per year.

    The Silumina Anodes® plant focuses on battery materials based on common salt and silicon and is designed for a production capacity of 8,000 tons per year. It produces performance-enhancing anode composite material that enables the production of 120 GWh of high-performance lithium-ion batteries. The study has a net present value (NPV) of EUR 684 million and an internal rate of return (IRR) of 34%.

    The promising results of the Feasibility study position Altech Advanced Materials AG as a pioneer in the field of sustainable battery technologies and electromobility. This is an exciting opportunity for investors to be involved right from the start. Further details on the study are available on the Company's website.

    BYD overtakes Tesla to become the leader in the electric vehicle market

    In Q4/2023, the Chinese company BYD surprised the industry by overtaking Tesla as the leading manufacturer of electric vehicles in terms of sales figures. BYD delivered 526,409 vehicles in this period, while Tesla delivered 484,507, falling short of Elon Musk's lofty target of 2 million cars. Tesla's total deliveries in 2023 amounted to 1.8 million vehicles, while BYD delivered a total of 3.02 million vehicles, including around 1.4 million plug-in hybrid electric vehicles.

    BYD has recognized that car buyers increasingly seek affordable models in a crisis-ridden economy. Competition between BYD and Tesla is generally leading to increased competition and price wars, putting both companies under pressure to defend their market shares.

    BYD's success shows that a company is willing to sacrifice margins in order to gain market share and strengthen its position in the electric vehicle market. With the future Altech Advanced Materials technology, such vehicles can be produced even more durable and thus even more in the interests of the customer.

    Rheinmetall wins EUR 328 million defense contract and also expands e-mobility business unit

    Rheinmetall secures a significant order in the field of e-mobility by manufacturing plain bearings for planetary gear for an electric vehicle. A planetary gear is a type of gearbox in which the input shaft and the output shaft are aligned in a straight line. This transmission design aims to transmit maximum torque while saving space.

    The renowned international automotive customer, which specializes in electromobility, is planning a gradual expansion of its e-mobility strategy. Which one is not specified. However, the Japanese car manufacturer Toyota already installed this technology in its "Prius" cars in the 1990s.

    Rheinmetall's plain bearings are characterized by exceptional wear resistance, damping and sliding properties. This long-term order until 2027 promises an annual order value in the high six-figure euro range.Rheinmetall sees this success as the first step in a long-term cooperation with further orders in the field of e-mobility.

    Something is also happening in the well-known armaments division. The Romanian Ministry of Defence has awarded Rheinmetall a EUR 328 million contract for the modernization of four Oerlikon GDF 103 anti-aircraft artillery systems, to be delivered within two to three years. The contract also includes training, spare parts and services.

    This major order consolidates Rheinmetall's position as a leading systems supplier for ground-based air defense and strengthens the defense capability of the EU and NATO on the eastern flank.

    Altech Advanced Materials published the results of its feasibility study for the planned Silumina Anodes® plant in Schwarze Pumpe, Brandenburg. The study shows a 30% increase in the performance of anode technology in electromobility and confirms Altech's position as a pioneer in sustainable battery technologies. The plant enables the production of performance-enhancing anode material for high-performance lithium-ion batteries with raw materials from the EU. Vehicle manufacturer BYD surpasses Tesla as the leading electric vehicle manufacturer by sales figures in Q4/23. BYD delivers 526,409 vehicles, while Tesla delivers 484,507 units. Competition between companies leads to increased price wars and affordable models in a crisis-ridden economy. Rheinmetall secures an e-mobility order for a renowned international vehicle manufacturer by producing plain bearings for electric vehicle planetary gearboxes. The long-term order until 2027 strengthens Rheinmetall's position in the e-mobility market. In the Armaments division, the EUR 328 million order from Romania rounds off the cash flow stream. Altech has the power to influence the future of electromobility strongly with its innovation. Perhaps BYD and Rheinmetall will soon be partners. Investors should take a closer look at the shares and choose wisely.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.

    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author

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