Ronbay Technology(SH:688005) Ge Long Hui·2025-09-18 08:01Core Viewpoint - Rongbai Technology (688005.SH) is advancing in both cathode materials and solid-state electrolytes, positioning itself as a leading supplier for major solid-state battery companies [1] Group 1: Cathode Materials - The company has focused on lithium-rich manganese-based materials, which are expected to become a future trend in the solid-state battery industry due to their high energy density and low cost [1] - Rongbai Technology has been developing high energy density lithium-rich manganese-based materials for solid-state batteries for many years and is among the first in the industry to do so [1] - The company has achieved ton-level shipments in the all-solid-state field and has secured bulk orders [1] Group 2: Solid-State Electrolytes - High nickel and ultra-high nickel solid-state cathode materials have also achieved ton-level shipments, meeting client evaluations for 400Wh/Kg cell development needs [1] - The products cater to major domestic battery manufacturers, automotive companies, and well-known overseas battery enterprises [1] - The sulfide electrolyte materials for solid-state batteries have seen small batch shipments and have been recognized by multiple domestic and international clients, with performance metrics such as particle size and ionic conductivity being industry-leading [1] Group 3: Production and Development - The company has significantly improved the air stability of its materials through reasonable doping process adjustments [1] - The pilot production line for sulfide electrolytes is accelerating, with the design for continuous production lines completed and some mass production equipment undergoing material verification [1] - Full-scale production is expected to commence in early 2026, with the production line scheduled for completion in the fourth quarter [1]