Mei Ri Jing Ji Xin Wen·2025-10-30 15:16Core Viewpoint - Chengdu Industrial Investment Group (Chengdu Investment) is leveraging its investment strategy of "investment promotes production" by collaborating with Zhongke Electric to develop the negative electrode materials industry, following its successful investment in Haiguang Information, which yielded significant returns [2][3][4]. Group 1: Investment Strategy - Chengdu Investment holds shares in Haiguang Information valued at 400.18 billion yuan, achieving a capital return rate exceeding 100 times from an initial investment of 4 million yuan over ten years [4][8]. - The partnership with Zhongke Electric aims to establish a competitive production base for negative electrode materials in Sichuan Province and to create a national headquarters for Zhongke Electric's negative electrode business in Chengdu [5][6]. Group 2: Collaboration Details - The strategic cooperation agreement between Chengdu Investment and Zhongke Electric focuses on enhancing the latter's capacity, upgrading production lines, and improving material industry layout to position it as a global leader in negative electrode materials [5][6]. - The collaboration will also involve setting up key research and development centers for lithium-ion, sodium-ion, and solid-state batteries in Chengdu or Sichuan Province [5][6]. Group 3: Market Position and Performance - Zhongke Electric reported a revenue of 3.446 billion yuan from its lithium battery negative electrode segment in the first half of the year, marking a year-on-year growth of 65.79%, with a shipment volume of 157,000 tons, up 70.47% [8]. - The company has established a customer base that includes major players like CATL, BYD, and Zhongchuang Innovation, with a net profit growth of 118.85% year-on-year in the first three quarters [8].