HCSC(SH:600378) Ge Long Hui·2025-10-21 08:17Core Viewpoint - The company, Haohua Technology, is focusing on the production of polyvinylidene fluoride (PVDF) for the lithium battery industry, enhancing its market position and product offerings in key applications [1] Group 1: Product Applications - The PVDF resin produced by the company's subsidiary, Sinochem Lantian, is widely used in lithium batteries, coatings, and other core areas [1] - The company has developed high-performance PVDF binders for various lithium battery types, including high-pressure LFP and high-nickel NCM, which improve electrochemical performance [1] Group 2: Market Position and Capacity - The current production capacity of PVDF is 22,500 tons per year, with plans for gradual release of additional capacity [1] - The company has established stable supply relationships with eight out of the top ten global lithium battery manufacturers, indicating a strong market presence [1]