孚能科技获国内某头部新能源商用车客户定点，SPS产品市场拓展再迎突破

Core Viewpoint - Company has received project designation notification from a leading domestic new energy commercial vehicle client, indicating a breakthrough in the application of its SPS lithium iron phosphate battery in the new energy commercial vehicle sector [1] Group 1: Project Developments - The company will start supplying batteries in 2026 based on the client's sales forecast and arrangements [1] - The designated project will utilize SPS super soft pack lithium iron phosphate batteries, which are a key product for the company [1] - The notification does not constitute a supply agreement, and there are uncertainties regarding the final order due to necessary quality tests and client evaluations [1] Group 2: Production Capacity - The company has launched production lines for its "Ganzhou 30GWh new energy battery project (Phase I)" and "Guangzhou 30GWh power battery production base project (Phase I 15GWh)" with steadily increasing capacity utilization and product yield [2] - The company anticipates that 2025 will mark the year of large-scale shipments of its SPS lithium iron phosphate battery products [2] - The company has also received a component designation notification from GAC Group for a vehicle model, which will also use SPS super soft pack lithium iron phosphate batteries [2] Group 3: Strategic Changes - In May, the company underwent a change in control, with its major shareholder shifting from Hong Kong Funi to Guangzhou Industrial Investment Holding Group, which is expected to provide comprehensive support in various strategic areas [2] Group 4: Technological Advancements - The company is advancing its all-solid-state battery technology, with a pilot line expected to be completed by the end of 2024, aiming for a production capacity of 0.2GWh [3] - The company plans to expand all-solid-state battery capacity to GWh level by 2026 based on customer feedback and strategic planning [3] - The company envisions a coexistence of liquid batteries, semi-solid batteries, and all-solid-state batteries in the market, each suited for different application scenarios [3]