DFD(SZ:002407) Quan Jing Wang·2025-10-23 07:13Core Viewpoint - The company, Duofluor, launched its new generation of "Fluor Core" cylindrical batteries, targeting four key application scenarios: electric vehicles, automotive start-stop batteries, light vehicle operation batteries, and mobile/home energy storage [2][15]. Group 1: Product Launch and Features - The "Fluor Core" cylindrical battery series is designed to provide customized energy support across various fields, addressing common issues in the 20-100Ah battery market such as high self-discharge and short lifespan [4][15]. - The new battery features a unique "one-piece cutting" electrode process, enhancing safety and consistency while reducing manufacturing costs by 18% [6][12]. - The company has achieved full-load production at its two bases in Jiaozuo and Nanning, with 80 patents granted, establishing a self-controlled technology system [12]. Group 2: Technical Innovations - The cylindrical battery's design includes a simplified aluminum shell structure that addresses issues like rust and leakage, enhancing safety and reliability [10]. - The battery employs a dual-side explosion-proof design and a special smoke venting channel, ensuring safety even under extreme conditions [17][24]. - The use of modified lithium iron phosphate materials improves cycle life and performance, meeting the demands for at least 10 years or 250,000 kilometers of use [17]. Group 3: Market Positioning and Applications - The "Fluor Core" battery series targets four main application scenarios, including mainstream electric vehicles with a range of 300-400 km, automotive start-stop systems, and home energy storage solutions [15][19]. - The company aims to provide tailored solutions for various market segments, including new national standard electric bicycles and battery swap scenarios [26][24]. - Partnerships with major players like SAIC-GM Wuling and Aima Technology highlight the battery's recognition and acceptance in the market [27]. Group 4: Market Performance and Future Outlook - The company's stock has seen a significant increase of over 60% in the past three months, reflecting positive market sentiment towards its technological advancements and business prospects [29]. - Institutional investors have shown strong interest, with a net purchase of 177 million yuan by specialized institutional seats [29]. - The company anticipates a production capacity exceeding 20GWh by the end of 2025, driven by increasing demand and improved profitability from lithium hexafluorophosphate prices [29][30].