EASPRING(SZ:300073) 高工锂电·2025-10-30 00:46Core Viewpoint - The article highlights the rapid advancement of the positive material industry, emphasizing the need for technological breakthroughs and global layout in response to increasing localization demands in supply chains and the approaching theoretical limits of traditional material systems [2][3]. Group 1: Industry Trends - The European and American markets are imposing stricter requirements for "localization" in supply chain procurement, necessitating a shift towards innovative materials and global strategies [3]. - The industry is transitioning from liquid to solid-state materials, with a focus on next-generation materials such as high-nickel and lithium-rich manganese-based compounds [3]. Group 2: Company Developments - As a leading enterprise in the global positive material sector, the company is at the forefront of international expansion and the industrialization of next-generation solid-state materials [4]. - In 2025, the company achieved significant results in both high-end and global markets, with a notable breakthrough in solid-state technology, supplying over 20 tons of ultra-high nickel and lithium-rich manganese-based materials to various advanced clients, including those in the drone and eVTOL sectors [6]. - The company has secured long-term contracts with international clients such as LGES and SK On, and has laid the foundation for its Finnish facility, while also participating in the establishment of a battery recycling joint venture to enhance its global competitiveness [7].