GUIBAO TECH(SZ:300019) Mei Ri Jing Ji Xin Wen·2025-12-23 10:16Core Viewpoint - The company is advancing its production capabilities in silicon-carbon anode materials and specialized adhesives for lithium batteries, indicating strong growth potential in the market for these materials [1]. Group 1: Production Capacity and Timeline - The company's project includes a total capacity of 50,000 tons per year, consisting of 10,000 tons per year of silicon-carbon anodes and 40,000 tons per year of specialized adhesives [1]. - The production lines for 3,000 tons per year of silicon-carbon anodes, 10,000 tons per year of organic silicon adhesives for power batteries, and 5,000 tons per year of polyurethane sealants are set to be operational by the first half of 2025 [1]. - Remaining capacities will be gradually brought online as planned [1]. Group 2: Market Position and Growth - Silicon-based anodes are identified as a key material for enhancing the energy density of lithium-ion batteries, showcasing significant commercial application prospects [1]. - The company’s pilot line for 1,000 tons per year of silicon-carbon anode materials and the 3,000 tons per year production line are currently operating stably, leading to rapid sales growth due to strong product competitiveness and deepening customer relationships [1]. - The company aims to actively expand its customer base and steadily increase its market share in the future [1].