格隆汇2月13日｜有投资者在互动平台向振华新材提问：贵公司是否拥有COFs磷基负极材料专利？振华 新材回复称，公司已申请多项磷基负极材料相关专利，目前处于实审阶段。 ...

Group 1 - The core viewpoint of the article is that Zhihua New Materials is unable to accurately predict the market value of solid-state electrolytes due to the instability of market pricing and demand, which are significantly influenced by technological validation progress and downstream customer acceptance [1]. Group 2 - The company acknowledges that solid-state electrolytes are considered cutting-edge materials, indicating their potential importance in future applications [1].

Group 1 - The core viewpoint of the article is that Zhihua New Materials has clarified its production capacity layout, which is entirely located within Guizhou Province [2] - The company has an existing production capacity of 42,000 tons per year at its Guiyang base, focusing on medium nickel and medium-high nickel lithium-ion battery cathode materials, as well as sodium-ion battery cathode materials [2] - The Yilong base has a production capacity of 40,000 tons per year, which includes 26,000 tons per year of high nickel ternary materials [2]

Core Viewpoint - The company has developed high nickel/ultra-high nickel materials and lithium-rich manganese-based materials suitable for solid-state battery systems, which offer higher energy density, better cycling performance, and enhanced safety [2] Group 1: Product Development - The company utilizes solid electrolyte-modified ternary materials, resulting in significant improvements in electrochemical and safety performance [2] - Some products meet the requirements of the "Safety Technical Specifications for Lithium-ion Batteries for Electric Bicycles" (GB43854-2024), specifically the criteria that batteries do not catch fire or explode during puncture tests [2] Group 2: Market Performance - The company has achieved mass shipments to several key customers [2]

Group 1 - The company, Zhenhua New Materials, has applied for multiple patents related to phosphorus-based anode materials, which are currently in the substantive examination stage [1]

Core Insights - The company has made substantial breakthroughs in layered oxide materials, having developed its fourth-generation product that meets customer demands for high voltage and high energy density [1] - The company is actively researching polyanion materials and has sent samples to some customers [1]

Group 1 - The core point of the article is that as of February 10, 2026, the number of shareholders for Zhenhua New Materials is reported to be 17,318 [1]

Group 1 - The core point of the article is that Zhihua New Materials reported a total of 17,309 shareholders as of January 31, 2026 [2]

Core Viewpoint - The company has made significant breakthroughs in layered oxide materials, having developed its fourth-generation product to meet customer demands for high voltage and high energy density [1] Group 1 - The company has achieved substantial progress in layered oxide materials [1] - The fourth-generation product is capable of satisfying high voltage and high energy density requirements from clients [1] - The company is actively researching polyanion materials and has sent samples to some customers [1]

Core Viewpoint - The company has developed high nickel/ultra-high nickel materials and lithium-rich manganese-based materials suitable for solid-state battery systems, offering higher energy density, better cycling performance, and enhanced safety [1] Group 1: Product Development - The company utilizes solid electrolyte-modified ternary materials, resulting in significant improvements in electrochemical and safety performance [1] - Some products meet the requirements of the "Safety Technical Specifications for Lithium-ion Batteries for Electric Bicycles" (GB43854-2024), specifically the criteria that batteries do not catch fire or explode during puncture tests [1] Group 2: Market Performance - The company has achieved mass shipments to several important customers [1]