DT新材料·2026-02-08 16:04Core Viewpoint - Yongtai Technology plans to acquire a 25% stake in Yongtai High-tech from CATL through a share issuance, which will make CATL a shareholder in Yongtai Technology after the transaction is completed [1]. Group 1: Company Overview - Yongtai High-tech was established on June 30, 2016, with a registered capital of 300 million yuan, and is recognized as a national "specialized, refined, characteristic, and innovative" small giant enterprise by 2024 [1]. - The main products of Yongtai High-tech include lithium battery materials such as lithium hexafluorophosphate and lithium bis(fluorosulfonyl)imide [1][2]. Group 2: Financial Performance - In the first half of 2025, Yongtai Technology expects a net profit loss of 25.6 million to 48.6 million yuan, which represents a reduction in losses compared to the previous year's loss of 478.35 million yuan [3]. - The anticipated growth in demand for new energy vehicles and energy storage is expected to significantly boost the sales and prices of core products like lithium hexafluorophosphate, leading to a notable increase in gross profit from main business operations [3]. Group 3: Industry Position - Yongtai Technology has established a vertically integrated industrial chain from lithium salt raw materials to lithium salts, additives, and electrolytes, with production capacities of 18,000 tons/year for solid lithium hexafluorophosphate and 67,000 tons/year for liquid lithium bis(fluorosulfonyl)imide [3]. - The company is positioned among key players in the lithium battery materials sector, with significant production capacities compared to competitors [3].