Hymson(SH:688559) 高工锂电·2025-09-30 09:18Core Viewpoint - The article highlights the evolution of China's lithium battery industry, focusing on the advancements made by HaiMuxing Laser in laser technology and its role in the domestic equipment sector, emphasizing the importance of technological breakthroughs and system capabilities for global competitiveness [1][5]. Group 1: Development and Breakthroughs - HaiMuxing Laser has significantly improved laser cutting speeds from 28 meters per minute to 200 meters per minute, achieving nearly a tenfold increase in efficiency [1][21]. - The company began its journey in 2015 by collaborating with CATL, addressing critical process pain points and rapidly developing key technologies [7][10]. - The transition from relying on foreign equipment to achieving domestic breakthroughs is exemplified by HaiMuxing's success in exporting equipment to the U.S. by 2020 [9][11]. Group 2: Industry Trends and Future Directions - The next generation of solid-state batteries will require advancements in micro-nano technology and semiconductor applications to address interface stability [1][29]. - The industry is witnessing a shift towards larger cylindrical batteries, with HaiMuxing contributing to the development of the "no ear" technology, which enhances battery structure [28][30]. - The solid-state battery market is evolving, with ongoing research into semi-solid and quasi-solid batteries, indicating a gradual transition towards more advanced battery technologies [32][36]. Group 3: AI and Smart Manufacturing - HaiMuxing is actively integrating AI into its operations, with plans for large-scale implementation to enhance production efficiency and quality control [52][53]. - The application of AI is expected to evolve through three stages: initial process optimization, automated analysis and operation, and real-time problem-solving capabilities [53][54]. Group 4: Global Expansion Strategy - HaiMuxing's strategy for international expansion emphasizes building internal capabilities before pursuing large-scale orders abroad, ensuring a robust service system is in place [2][58]. - The company has established eight subsidiaries overseas, focusing on local talent development and compliance management to support its global operations [62][63]. Group 5: Core Competencies - The core competencies of HaiMuxing include technological innovation in key processes, a comprehensive service capability, and the ability to navigate complex international markets [66][68]. - The company aims to maintain a balance between technological expertise and operational quality, ensuring sustainable growth and customer trust [67][68].