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巴斯夫,签约国轩高科!
GOTIONGOTION(SZ:002074) DT新材料·2025-06-06 15:51

Group 1 - BASF, Guoxuan High-Tech, China Gas Holdings, and BASF Shanshan have formed a strategic partnership focusing on energy storage system R&D, new battery materials application, commercialization of energy storage projects, and green energy solutions to create a closed-loop ecosystem in the new energy industry [1][2] - Guoxuan High-Tech is expected to ship 63GW in 2024, with approximately 22GWh for energy storage batteries, representing a 200% year-on-year growth, and a global market share of 6%, ranking seventh [2][3] - Guoxuan High-Tech is actively developing solid-state batteries, with plans for 2GWh capacity for semi-solid batteries and a 12GWh production line, targeting high-end electric vehicles and eVTOL aircraft [3] Group 2 - BASF has made significant investments in battery materials, particularly in solid-state batteries, and has developed over 20 types of polymer materials for battery packs [4][5] - The company has established a closed-loop system for battery materials, focusing on cathode materials such as HED™ series CAM products, and has increased production capacity for high-nickel cathode materials to 100,000 tons [5][6] - BASF is also investing in battery recycling and lithium salt production to enhance resource efficiency, with a new facility in Germany capable of processing 15,000 tons of waste lithium-ion batteries annually [7]