回天新材控股子公司拟斥资近亿元加码锂电负极胶粘剂 新增产能将达5万吨/年

Core Viewpoint - The company is investing 97.68 million yuan to build a 50,000 tons/year water-based styrene-butadiene rubber (SBR) project for lithium battery anodes, aiming to seize growth opportunities in the lithium battery industry and strengthen its market position in key materials [1][2]. Group 1: Project Details - The project will be located in the existing factory area of Anqing Hualan Technology Co., Ltd. in the Anqing High-tech Industrial Development Zone, with a construction period of approximately 24 months [2]. - Upon completion, the company's total production capacity for lithium battery anode SBR will increase to 58,000 tons/year, representing a 625% growth from the current capacity of 8,000 tons/year [2]. Group 2: Strategic Alignment - The company has been a leader in the adhesive industry for over 40 years, leveraging its brand influence, technical strength, product quality, supply stability, and service capabilities to maintain rapid growth [3]. - The expansion into lithium battery anode adhesives aligns with the company's strategy to focus on "new energy + domestic substitution," optimizing its product capacity layout in response to market demands [3]. Group 3: Performance and Growth - The company's revenue for the first three quarters of 2025 reached 3.285 billion yuan, an increase of 8.49% year-on-year, with a significant net profit growth of 179.06% in the third quarter [4]. - Research and development expenses for the first three quarters of 2025 amounted to 136 million yuan, reflecting an 11.97% year-on-year increase, supporting product technology iteration [4]. Group 4: Market Outlook - The market for lithium battery anode adhesives is closely tied to the growth of the new energy vehicle and energy storage industries, driven by global carbon reduction policies [5]. - The company is positioned to benefit from increasing domestic demand for lithium battery materials, with the new production capacity enhancing the self-sufficiency of the domestic supply chain [5].