中伟股份:公司与境内外固态电池头部客户有合作,已陆续推出多款产品,并实现五十吨级以上供货

Core Viewpoint - The company, Zhongwei Co., Ltd. (300919.SZ), is focusing on high nickel and ultra-high nickel materials for solid-state battery precursors, with significant market shares projected for 2024 [1]. Group 1: Market Position - According to Frost & Sullivan, the global market share for the company's high nickel and ultra-high nickel ternary precursors is expected to be 31.7% and 89.5% respectively in 2024 [1]. - The company is collaborating with leading domestic and international solid-state battery clients, launching products such as "9-series single crystal positive electrode material precursors" and "ultra-fine particle lithium-rich manganese-based material precursors" [1]. Group 2: Research and Development - The company's research direction is evolving from high nickel to ultra-high nickel and lithium-rich manganese-based materials, which will enhance the energy density of all-solid-state batteries [1]. - The company has achieved relevant certifications and is supplying over fifty tons of these materials [1].