HNZK Electric.(SZ:300035) 高工锂电·2025-06-05 10:51Core Viewpoint - The article discusses the strategic move of Zhongke Electric in establishing a significant overseas production base for lithium-ion battery anode materials in Oman, highlighting the growing demand for lithium batteries and the need for localized supply chains in the context of global energy transition [6][9]. Group 1: Industry Overview - The demand for lithium-ion batteries is experiencing explosive growth, with China's battery shipment expected to reach 1175 GWh in 2024, marking a year-on-year increase of 32.6% [3]. - The localization of the anode material supply chain is becoming increasingly urgent, as regions like Europe, the Middle East, and Southeast Asia are intensifying their efforts to develop new energy industrial parks [4]. Group 2: Company Strategy - Zhongke Electric has taken a significant step in its global strategy by investing in a project in Oman to build an integrated production base for lithium-ion battery anode materials with an annual capacity of 200,000 tons [6]. - The total investment for the project is planned to be no more than 8 billion RMB, with construction divided into two phases, each with a capacity of 100,000 tons and a construction period of 36 months [6]. Group 3: Location Advantages - Oman was chosen for its unique geographical advantages and favorable policy environment, being a key hub connecting the Middle East, Africa, South Asia, and Europe [7]. - The local abundant solar energy resources are facilitating a transition to a clean, low-carbon economy, providing ample green electricity support for the lithium battery industry [7]. Group 4: Market Impact - The establishment of the largest overseas anode material production base will enable Zhongke Electric to shorten delivery times to customers in Europe and the Middle East, enhancing international market responsiveness [9]. - This move represents a typical practice of Chinese lithium battery companies participating in global industrial chain division, promoting the establishment of green low-carbon industrial chains overseas [9].