格林美新一代超高镍9系核壳三元前驱体发货

Core Viewpoint - The integration of technological innovation and application scenarios will open new growth opportunities for ultra-high nickel ternary materials [1][6]. Group 1: Market Position and Product Development - High nickel ternary materials have long dominated the high-end power market internationally, with new technologies such as long-range power batteries, large cylindrical batteries, and solid-state batteries requiring high nickel ternary materials as carriers [2]. - Greeenmei announced the first mass production and shipment of its new generation ultra-high nickel 9 series core-shell ternary precursor on April 7, 2025, marking a significant technological breakthrough after three years of continuous R&D [2][3]. - Greenmei is the only company globally capable of large-scale production of ultra-high nickel 9 series core-shell ternary precursors, with a planned shipment volume of approximately 3,000 tons per month, enough to equip around 20,000 high-end new energy vehicles [3][4]. Group 2: Financial Performance and Market Impact - In the first quarter of 2025, Greenmei reported a production and sales boom with a capacity utilization rate exceeding 95%, unaffected by U.S. tariff policies [4]. - The company’s nickel metal production and sales exceeded expectations, with shipments surpassing 25,000 tons, contributing to the effective implementation of its 2025 operational goals [4]. Group 3: Application Trends and Future Growth - The market growth potential for high nickel ternary materials largely depends on the continuous expansion of downstream application scenarios, with high energy density, long cycle life, and fast charging performance being advantageous in various sectors beyond high-end electric vehicles [4]. - Emerging technology fields such as mobile smart terminals, humanoid robots, and aerospace vehicles are increasingly demanding high-performance batteries, aligning well with the characteristics of ternary batteries [4]. - Technological breakthroughs in solid-state batteries, semi-solid batteries, and large cylindrical batteries are reshaping material demand patterns, with high nickel ternary materials maintaining a leading position in new battery development [5].