Ronbay Technology(SH:688005) 鑫椤锂电·2026-02-04 06:59Core Viewpoint - LG Chem has taken significant legal action against Ronbay Technology's subsidiary, Jesae Neungwon, in South Korea, aiming to block the production and distribution of allegedly infringing products, following a patent infringement lawsuit filed in August 2024 [2][3]. Group 1: Legal Actions and Implications - LG Chem filed a request for a patent infringement injunction against Jesae Neungwon, marking a substantial escalation in their ongoing patent dispute since 2024 [2]. - The basis for LG Chem's injunction request stems from a recent ruling by the Korean Patent Trial and Appeal Board, which upheld the validity of LG Chem's patents related to the crystal structure orientation and surface composition of cathode materials [3]. - If the court approves the injunction, Jesae Neungwon's operations in South Korea could be severely impacted, disrupting its production and sales activities, which would significantly affect Ronbay Technology's global strategy [3]. Group 2: Industry Context and Competitive Landscape - LG Chem is leveraging its extensive patent portfolio, which includes over 2,000 patents related to cathode materials, to strengthen its market position and respond to competitive pressures in the global battery materials sector [3]. - The operational capacity of Jesae Neungwon's cathode material factory in Chungju, South Korea, is 70,000 tons per year, and its potential shutdown would disrupt the global supply chain for cathode materials [3].