Zheng Quan Shi Bao Wang·2025-12-02 14:51Core Viewpoint - The launch of the second phase of the Henan New Energy Coated Carbon Foil Project, a collaboration between Lair New Materials and Shenhuo New Materials, demonstrates the strategic commitment of Lair Technology to meet market demand and solidify its leading position in the industry [2]. Group 1: Project Development - The second phase of the project is initiated against the backdrop of the first phase nearing full capacity, showcasing Lair Technology's proactive approach to expanding production capabilities [2]. - The first phase of the project is expected to commence production in the second half of 2024, with Lair Technology's new energy coated carbon foil business achieving a remarkable revenue growth of 479.15% year-on-year from January to September 2025, placing it among the top three in the industry [2]. - The project has been recognized as a key initiative for 2024 by the Henan provincial government, highlighting the local government's support and emphasis on the project's significance [2]. Group 2: Strategic Collaboration - Lair Technology and Shenhuo New Materials are leveraging their respective strengths in material research and green aluminum foil supply to efficiently advance the second phase of the project [2][3]. - The collaboration aims to create a stable and efficient raw material supply system by integrating Lair's expertise in specialty adhesives and precision coating with Shenhuo's complete green aluminum processing industry chain [3]. - The partnership also focuses on joint development of strategic downstream customers and research on cutting-edge coating technologies for the next generation of batteries, enhancing product performance and cost optimization [3]. Group 3: Industry Positioning and Future Plans - Lair Technology is actively positioning itself in the new materials sector, integrating traditional businesses with emerging ones like new energy coated carbon foil and carbon nanotubes to enhance overall product performance and cost advantages [4]. - The company aims to provide comprehensive, value-added services to customers by optimizing a multi-product combination of coated carbon foil, carbon nanotubes, and functional films, thereby strengthening its leading position in the materials field [4]. - Future strategies include a commitment to innovation-driven development, increased R&D investment, and deeper collaboration with upstream and downstream enterprises to achieve resource sharing and complementary advantages [4].