CAPCHEM(SZ:300037) Mei Ri Jing Ji Xin Wen·2025-11-06 00:59Core Viewpoint - The company, New Zobang, has indicated that while it does not currently produce lithium iron phosphate (LFP) cathode materials, the increasing demand for LFP will positively impact the demand for its electrolyte products, potentially benefiting its overall performance [2]. Group 1: Business Overview - The battery chemicals business is one of the three core businesses of the company, focusing on lithium-ion battery chemicals, supercapacitor chemicals, primary lithium battery chemicals, sodium-ion battery chemicals, and solid-state battery materials [2]. - The company is currently concentrating on lithium-ion battery electrolyte business and has not yet directly produced LFP cathode materials [2]. Group 2: Market Impact - The rising demand for LFP as a mainstream cathode material is expected to drive the demand for compatible electrolytes, such as those suitable for iron-lithium systems [2]. - If the downstream market for iron-lithium power batteries and energy storage expands, the sales volume of the company's electrolyte products is likely to benefit, leading to a positive impact on its performance [2]. Group 3: Performance Factors - The extent of performance contribution will be influenced by factors such as capacity release, customer orders, and raw material prices [2]. - The company aims to enhance its competitiveness through technological optimization and market expansion [2].