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东方电热:预计硅碳负极材料设备明年有望放量
Xin Lang Cai Jing· 2025-09-07 10:29
Core Viewpoint - The company anticipates significant production volume for silicon-carbon anode material equipment in the coming year, driven by increasing orders and demand from major battery manufacturers [1] Group 1: Company Insights - The manufacturing cycle for silicon-carbon anode material equipment is approximately 3 to 4 months, with an additional 2 months required for installation and debugging [1] - The company currently has monthly orders for pre-plated nickel materials of around 2,000 tons, primarily supplying a major international battery manufacturer [1] - By 2026, the international battery manufacturer plans to significantly increase its procurement volume, and a leading domestic battery manufacturer is also expected to purchase pre-plated nickel materials from the company, indicating potential breakthroughs [1]