Core Insights - The collaboration between Yongtai Technology and Fudan University has led to a breakthrough in lithium battery technology, specifically a method to rejuvenate aging batteries, which is expected to create a new market worth billions [1][3]. Industry Insights - The lifespan of lithium batteries is a growing concern, with current cycles ranging from 500 to 2000 times before they are retired. By 2028, the total retired battery volume in China is projected to exceed 4 million tons annually, indicating a significant demand for battery repair and recycling technologies [2]. - The market for battery recycling and regeneration solutions is anticipated to experience explosive growth due to the increasing volume of retired batteries [2]. Technological Breakthroughs - The research team from Fudan University has developed a novel lithium supplementing agent, LiSO2CF3, which can significantly extend battery life and restore capacity through an "external lithium supply" method [3]. - Treated batteries can achieve thousands of cycles, surpassing traditional limitations, and this technology can be applied to both old and new batteries [3]. Industrial Implementation - Yongtai Technology has secured patent rights for this technology and established a joint venture, Yongtai Xinfeng, with the research team to accelerate commercialization [4]. - The research team continues to publish findings in reputable journals, further validating the technology's potential [4]. Market Potential - The market for the new lithium supplementing agent is projected to exceed 10 billion yuan, based on the assumption that 50% of batteries will require a 3-5% addition of this agent [5]. - Yongtai Technology has already begun small-scale production and is sending samples to leading lithium battery companies for validation [5]. Company Advantages - Yongtai Technology has established a comprehensive supply chain in the lithium battery materials sector, enhancing its competitive edge [6]. - The company reported a significant increase in net profit, with a 165.8% year-on-year growth in the second quarter of 2025, indicating a positive turning point in its financial performance [6]. - The partnership with Fudan University signifies a shift in the lithium battery industry from capacity competition to technology competition, positioning Yongtai Technology favorably for long-term growth [6][7].