CNGR(SZ:300919) Mei Ri Jing Ji Xin Wen·2025-08-19 10:55Core Viewpoint - The company is actively engaged in the solid-state battery sector, focusing on high nickel and ultra-high nickel materials, which are applicable to various solid-state battery formats. The growth potential in this area is significant as technology advances [2]. Group 1: Company Positioning in Solid-State Battery Market - The company has indicated that the majority of solid-state battery precursors utilize high nickel and ultra-high nickel materials, which are suitable for sulfide, oxide, and polymer solid-state batteries [2]. - According to Frost & Sullivan data, the company's global market share for high nickel and ultra-high nickel ternary precursors is projected to be 31.7% and 89.5% respectively by 2024 [2]. - The company has launched several products, including "9-series single crystal positive electrode material precursors" and "ultra-small particle size lithium-rich manganese-based material precursors," all of which have passed relevant certifications and achieved supply levels exceeding tens of tons [2]. Group 2: Technical Focus and Development Strategy - In the field of solid-state battery electrolyte materials, the company is primarily focusing on oxide and sulfide technology routes [2]. - The company aims to build comprehensive technical capabilities through collaborative research and development across key areas such as precursors, positive electrode materials, and solid-state electrolytes [2].