容百科技董事长白厚善：锂电海外产能稀缺性将进一步上升

Core Viewpoint - The lithium battery industry chain experienced a significant decline following the announcement of export controls on lithium batteries and artificial graphite anode materials by the Ministry of Commerce and the General Administration of Customs in China, which specifically targets rechargeable lithium-ion batteries with a weight energy density of 300Wh/kg or higher [2][3] Group 1: Company Response - Rongbai Technology, a leading cathode material company, held an online investor meeting to address the new policy, with Chairman Bai Houshan expressing support for the announcement and indicating that the company will continue its domestic and international operations within the framework of the new regulations [2] - Bai emphasized that the export controls are regulatory rather than prohibitive, primarily affecting semi-solid and solid-state batteries, and that the impact on Rongbai Technology's main products will be minimal [2] Group 2: Production Capacity and Market Outlook - Rongbai Technology currently has a production capacity of 60,000 tons of ternary materials and 6,000 tons of precursor materials in South Korea, with an additional 25,000 tons of capacity under construction in Poland, expected to commence production in the first half of next year [2] - The company has developed a robust customer base, including domestic clients like CATL and overseas clients such as Panasonic, indicating a healthy international customer structure [3] - Bai noted that the global lithium battery market has strong growth certainty, with Rongbai's lithium iron phosphate products being competitive in both power and energy storage markets, while also anticipating a shift in China's lithium battery export forms towards more backend solutions [3]