东方电热(300217.SZ)：已与行业头部硅碳负极生产企业签订了设备开发合同，共同开拓锂电池及固态电池市场

Core Viewpoint - Dongfang Electric Heating (300217.SZ) is currently experiencing full production of pre-plated nickel materials, producing approximately 2,000 tons per month, while actively seeking new customers [1] Group 1: Production and Capacity - The company is producing around 2,000 tons of pre-plated nickel materials each month, indicating strong production capacity [1] Group 2: Equipment and Partnerships - The company has signed a development contract with a leading silicon-carbon anode manufacturer to jointly explore the lithium battery and solid-state battery markets [1] - The equipment related to this partnership is expected to be delivered in the fourth quarter of this year [1]