（编辑 袁冠琳） 证券日报网讯 江苏国泰11月19日在互动平台回答投资者提问时表示，公司控股子公司瑞泰新材（股票 代码：301238）主要产品包含锂离子电池电解液、锂离子电池电解液添加剂、超电产品、光学材料、硅 烷偶联剂等，瑞泰新材一直关注固态电池等新型电池的发展，并在相关材料方面持续研发、积累和布 局。瑞泰新材的部分新型锂盐产品在固态锂离子电池等新型电池材料中已形成批量销售，瑞泰新材全资 子公司上海树培新能源材料有限公司参与了合源锂创（苏州）新能源科技有限公司Pre-A轮融资，目前 持股比例为1.7819%。同时液态锂离子电池技术成熟，安全性、能量密度和循环寿命等指标不断进步， 性价比持续提升，市场需求不断增大。此外，半固态、锂硫电池、钠离子电池等大部分新型电池仍需要 电解液。目前看，固态电池在技术路线、产品路线和商业路线上均有待发展；即使其克服各种难点，大 规模量产并逐步降低成本，预计各种技术路线的电池产品将凭借各自优势和特点长期在市场上共存，最 初的铅酸电池目前仍在大量使用并保持着可观的市场份额。瑞泰新材将继续紧跟行业前沿技术和发展趋 势，及时把握市场信息，顺应行业发展趋势，努力实现技术进步或转型，以应 ...

Core Viewpoint - Daoshi Technology is shifting its fundraising focus from a planned project for ternary precursor production to a new project for single-walled carbon nanotubes, indicating a strategic move to capture market share in this high-demand sector [3][5]. Fundraising and Project Details - The company has approved a change in the use of 300 million yuan of unallocated funds from the original plan for a 100,000-ton ternary precursor project to a new project for producing 120 tons of single-walled carbon nanotubes [3][4]. - The new project, managed by Jiangmen Haoxin New Energy Co., has a total investment of 600 million yuan and an estimated construction period of three years [4]. Market Dynamics and Demand - Single-walled carbon nanotubes (SWCNTs) are characterized by superior performance and higher technical barriers compared to multi-walled carbon nanotubes, with current supply unable to meet demand [5][6]. - The global market for SWCNTs is dominated by OCSiAl, which holds over 90% market share, while domestic players like Tianai Technology are also expanding production capabilities [5][9]. - The demand for SWCNTs is expected to rise significantly, particularly in the lithium battery sector, where their use as conductive agents is projected to grow from 18.4% in 2024 to over 20% in 2025 [5]. Production Capacity and Future Outlook - Daoshi Technology aims to achieve an annual production capacity of 50 tons by Q1 2026, with plans to reach 120 tons within the following year [5]. - Tianai Technology is also ramping up production, with a 450-ton project expected to begin operations in Q4 of this year [8][9]. - The overall market for SWCNTs is projected to grow from $1.37 billion in 2024 to $1.55 billion in 2025, reaching $3.63 billion by 2032, with a compound annual growth rate of 13.0% [18]. Technological Advancements - Daoshi Technology has reportedly overcome challenges in the low-cost, large-scale production of SWCNTs, positioning itself to meet the high-end market demands [5]. - Tianai Technology has developed continuous production techniques for SWCNTs, enabling it to supply high-quality products for various applications, including lithium-silicon batteries [9][12]. Applications and Industry Trends - The increasing demand for high-capacity and fast-charging lithium batteries is driving the need for SWCNTs, with projections indicating significant market growth in the cylindrical battery sector [12][13]. - The potential for SWCNTs extends beyond lithium batteries, with ongoing research into applications in lithium-sulfur and sodium-ion batteries, indicating a broadening market scope [15][18].