【私募调研记录】玖歌投资调研璞泰来

Group 1 - The core viewpoint of the news is that Jiugong Investment has conducted research on a listed company, Puxin Technology, which is actively expanding in the solid-state battery equipment and materials sector [1] - Puxin Technology's focus includes silicon-carbon anodes, lithium metal anodes, solid-state electrolytes, and both dry and wet process equipment [1] - The company has secured orders and made partial deliveries in the solid-state battery equipment field, with major clients including mainstream battery manufacturers, domestic and international automotive companies, and research institutions [1] Group 2 - The dry electrode technology offers significant advantages over wet processes, enhancing battery energy density and manufacturing efficiency [1] - Silicon-carbon anodes are already in mass production for consumer electronics and are expected to gradually be applied in power batteries [1] - The production capacity of Sichuan Zicheng's first phase is gradually coming online, with substantial growth in base film business sales and new developments in composite current collector business [1]