HNZK Electric.(SZ:300035) 起点锂电·2025-11-03 10:30Core Viewpoint - A new expansion cycle in the lithium battery industry is emerging, driven by strong demand, leading to a rapid restructuring of the lithium battery supply chain [3]. Group 1: Capital and Industry Chain Collaboration - Zhongke Electric has announced a share transfer of 5.001% to Kaibo (Chengdu) New Energy Equity Investment Fund, marking a significant upgrade in its capital layout and industry chain collaboration in the anode materials sector [3][4]. - The partnership with Chengdu Industrial Investment Group aims to establish competitive anode material production bases in Sichuan and enhance cooperation with leading new energy battery manufacturers [6][8]. - This collaboration is expected to strengthen Zhongke Electric's market competitiveness in anode materials and provide stable material supply support for its partner, Zhongchuang Innovation [6][9]. Group 2: Market Performance and Growth - Zhongke Electric's revenue for the first three quarters reached 5.904 billion yuan, a year-on-year increase of 52.03%, with net profit growing by 118.85% [11]. - The company ranks third in China's lithium battery anode shipment volume for the first nine months of 2025, indicating strong market presence [12]. - The average market price for lithium battery anode materials is around 32,000 yuan per ton, with potential price increases expected in the fourth quarter of 2025 due to sustained demand [15]. Group 3: Production Capacity and Strategic Expansion - Zhongke Electric's production capacity is strategically expanding both domestically and internationally, with plans to exceed 600,000 tons in total capacity by 2025 [16][18]. - The company has established multiple production bases in China and is investing in a 200,000-ton integrated anode material base in Oman to target European and African markets [18]. - The company is also advancing in new anode materials, with silicon-carbon anode pilot lines completed and hard carbon anodes entering mass production [18].