Workflow
36氪首发|米家智能眼镜电池供应商获近5000万融资,核心技术已绕过海外封锁
3 6 Ke·2025-10-22 03:47

Core Insights - Guoyan New Energy has recently completed nearly 50 million yuan in Series B financing, with funds allocated for capacity expansion and product development [1] - The company specializes in the research, production, and sales of lithium batteries, particularly focusing on steel-shell batteries, which have gained traction due to the demand from consumer electronics [1][2] - The market for wearable devices is expected to reach a scale of over 10 billion yuan, driven by advancements in AI and the increasing need for compact and high-performance batteries [1][2] Company Overview - Guoyan New Energy was established in 2019 and began research on button batteries in 2020, successfully developing proprietary technologies to bypass international patent barriers [1][3] - The company has become the third domestic entity capable of circumventing VARTA's patent restrictions, showcasing its innovative capabilities in battery technology [1][3] Technology and Product Advantages - Steel-shell batteries offer significant advantages over traditional soft-pack batteries, including over 20% higher energy density, enhanced safety, and design flexibility [2][3] - The company has developed several core technologies, such as metal foil coating, vertical stacking of electrode materials, and laser welding, which contribute to the performance and safety of its batteries [3][4] - Unique features of Guoyan's batteries include a composite cover technology that reduces explosion risks, improved sealing methods that extend battery life, and automated production processes that enhance product consistency [4] Market Position and Trends - The demand for steel-shell batteries is expected to grow significantly, with predictions indicating that by 2025, global demand for smart wearable batteries will exceed 10 billion, with steel-shell batteries potentially capturing over 40% of high-performance applications [2][3] - The company is positioned as a key supplier for products like the Mijia smart glasses, indicating its role in the growing market for advanced consumer electronics [4]