回天新材(300041.SZ)子公司拟投资9768万元建设锂电负极胶项目

Core Viewpoint - The company, Qitian New Materials, is investing approximately 97.68 million yuan to establish a new project for the production of styrene-butadiene latex binders for lithium battery anodes, aiming to increase its market share and core competitiveness in the rapidly growing lithium battery industry [1] Group 1: Company Strategy - The investment will enhance the production capacity of styrene-butadiene latex binders by approximately 50,000 tons per year [1] - The project aligns with the company's development strategy and the trends in the adhesive industry, optimizing product structure and capacity layout [1] - The company currently has an existing production capacity of about 8,000 tons per year and has entered the supply chains of several leading battery manufacturers [1] Group 2: Industry Context - The lithium battery industry is experiencing rapid growth due to the accelerated transformation of the global energy structure, leading to strong demand for key materials like anode binders [1] - Styrene-butadiene latex is becoming a mainstream anode binder due to its excellent performance, with significant potential for domestic substitution as the current domestic production rate is low [1] - The project is expected to strengthen the company's market position and support its high-quality development in the adhesive sector [1]