中伟股份超高镍三元前驱体市占率89.5% 强势领跑固态电池材料赛道

Group 1 - The demand for solid-state batteries is accelerating due to the rise of robotics and low-altitude economy, with high nickel and ultra-high nickel materials becoming key competitive factors in the industry [1] - Zhongwei Co., Ltd. (300919) has a significant advantage in this field, with a projected global market share of 31.7% for high nickel ternary precursors and 89.5% for ultra-high nickel by 2024, according to Frost & Sullivan [1] - The company is currently in large-scale pilot testing of high nickel precursors for solid-state batteries, which can adapt to mainstream electrolyte systems such as sulfides and oxides, meeting global customer customization needs [1] Group 2 - In the first half of 2025, the company reported stable performance with revenue of 21.323 billion yuan (up 6.16% year-on-year) and a net profit of 734 million yuan, with operating cash flow reaching 1.476 billion yuan (up 13.12% year-on-year) [2] - The company has established a diversified material system covering nickel, cobalt, phosphorus, and sodium, with total product shipments exceeding 188,000 tons (up 33.91% year-on-year) [2] - The energy density of its ultra-high nickel materials reaches 230 mAh/g, an improvement of 12.7% to 27.8% over traditional ternary materials, while reducing reliance on expensive cobalt [2] Group 3 - The global solid-state battery market is expected to reach 101.275 billion yuan by 2034, with a compound annual growth rate of 33.30% [3] - With advantages in technology, cost, and customer relationships, along with a comprehensive industry chain layout, Zhongwei Co., Ltd. is poised to lead the solid-state battery industry and capture significant market share in the burgeoning sector [3]