EV Battery Stocks

Currently public/SPAC

• KCAC - QuantumScap
• RMG - Remeo Power
• EOSE - looks like a power storage
• THCB - Microvast (no investor presentation yet)

The competition space:

• https://www.sec.gov/Archives/edgar/data/1757932/000110465920111943/tm2032357d1_ex99-3.htm
• Check above "Remeo Power" investor slide (p34), which points out a few battery solution providers. 
• Akasol, 德国上市，从2020/10/28到11/24，涨了50%
• Kreisel, No IPO yet
• Proterra, 计划SPAC上市，也是ZETA成员，注意这个
• BMZ, 德国上市，最近涨的一般