GEM(SZ:002340) Ge Long Hui·2025-11-18 07:56Core Viewpoint - The company has successfully begun mass supply of 4680 large cylindrical batteries and is focused on providing a variety of solid-state battery cathode solutions [1] Group 1: Product Development - The company is the largest global supplier of high-nickel ternary precursors and has been developing cathode materials for solid-state batteries since 2019 [1] - The company is working on matching various solid electrolyte materials, including halides, sulfides, polymers, and oxides, for application in solid-state batteries [1] Group 2: Technological Advancements - The company has made significant technological advancements in high-nickel, ultra-high-nickel, and lithium-rich manganese-based cathode materials for solid-state batteries [1] - The company has achieved breakthroughs across various technical routes, with product shipments exceeding ton-level quantities [1]