GANFENG LITHIUM(002460) 新浪财经·2025-04-04 11:37Group 1: Sodium-ion Battery Industry - The general manager of Zhongke Haina, Li Shujun, predicts that the sodium-ion battery industry is approaching a critical breakthrough phase, despite being perceived as currently in a low point [1] - Zhongke Haina, established in 2017, is one of the earliest companies in China to develop and manufacture sodium-ion batteries, founded by prominent researchers from the Chinese Academy of Sciences [1] - Sodium-ion batteries are considered an important technological route in battery research, offering advantages such as longer lifespan, faster charging, and wider operating temperature range compared to lithium-ion batteries, although they lag in energy density [1] Group 2: Ganfeng Lithium Industry Developments - Ganfeng Lithium announced the launch of a long-lasting battery solution for all-terrain robots, featuring high energy density cells and a discharge capability of 7C, allowing for over 3 hours of continuous discharge and a range of 15 km [2] - The battery solution is customized for all-terrain robots, with Ganfeng's team collaborating with multiple domestic robot manufacturers to meet specific customer needs, with a customization time reduced to 2 months and mass production expected within six months [2] - Currently, Ganfeng's New Energy Electronics can produce 600 sets of robot batteries per day [2] Group 3: Samsung SDI Production Milestone - Samsung SDI has commenced mass production of the 46 series cylindrical batteries at its Vietnam facility, with 4,695 modules already shipped, marking a significant production milestone [3] - The battery cells are produced in South Korea and assembled into modules in Vietnam, with the first batch intended for U.S. customers for use in micro mobile devices [3] - Samsung SDI has become the first Korean manufacturer to supply the 46 series batteries to overseas customers, achieving this production plan over a year ahead of schedule [3]