天铁科技：全资孙公司4亿元订单落地 加速新能源产业转型

Core Viewpoint - Tian Tie Technology (300587) has signed a procurement framework agreement with Zhuhai Xinjie Energy Technology Co., Ltd., involving an order worth 400 million yuan for copper-lithium composite strips, highlighting the company's strategic focus on lithium-based new energy business [1][2]. Group 1: Company Overview - Tian Tie Technology has maintained a dual-driven business model focusing on vibration reduction and lithium-based new energy for many years [1]. - Anhui Tian Tie, a wholly-owned subsidiary, is set to commence production in October 2024 and has been increasing R&D expenditures to support technological innovation [1][2]. Group 2: Product and Technology - Anhui Tian Tie has established advanced production lines for high-efficiency lithium metal electrolysis, impurity removal, and low-temperature distillation, capable of producing battery-grade lithium metal with purity levels of 99.97% to 99.98% [2]. - The copper-lithium composite strip ordered is a common lithium metal anode solution, combining traditional anode current collectors (copper foil) with active materials (lithium metal foil) [1]. Group 3: Market Position and Future Outlook - The recent order is seen as a clear demonstration of Anhui Tian Tie's competitiveness in the industry and a strong recognition of Tian Tie Technology's lithium-based new energy business layout [2]. - Longcheng Securities has expressed optimism regarding the company's business transformation and expects further performance improvement due to new and planned projects in the lithium battery supply chain [2].