【私募调研记录】南方天辰调研天铁科技

Group 1 - Southern Tianchen recently conducted research on Tian Tie Technology, focusing on its capabilities in manufacturing battery-grade lithium metal and lithium strips [1] - Tian Tie Technology has signed a strategic cooperation framework agreement with Xinjie Energy to supply lithium metal materials for its first 2GWh solid-state battery production line, with an annual procurement volume of no less than 100 tons over a minimum of five years [1] - Xinjie Energy's products are primarily used in eVTOL, robotics, and 3C products, with future potential in the power battery market [1] Group 2 - The energy density of Xinjie Energy's batteries ranges from 450-550Wh/Kg, with a volume energy density of 1000-1300Wh/L, discharge rates of 4C-10C, and cycle life of 800-1000 times [1] - Tian Tie Technology is actively preparing to ensure supply for Xinjie's first 2GW production line and is closely monitoring downstream research and development in the industry [1] - Xinjie's batteries have successfully passed conventional safety tests, including puncture and extrusion tests [1]