证券日报网讯新宙邦（300037）9月16日在互动平台回答投资者提问时表示，电池化学品业务是公司三 大核心业务之一，主要产品有锂离子电池化学品(包括锂离子电池电解液、添加剂、新型锂盐、碳酸酯 溶剂)、超级电容器化学品、一次锂电池化学品、钠离子电池化学品、固态电池化学材料等。下游市场 包括动力电池、储能电池和消费类电池，应用领域非常广泛，主要在电动汽车、电力系统、数据中心、 轨道交通、风电和光伏、笔记本电脑、平板、智能手机、智能穿戴设备、消费类无人机、机器人、智能 电器、电动工具以及各种便携式移动电子产品等终端领域。公司在研发创新、品质控制、产业链一体 化、客户结构、国际化布局、品牌价值等方面具有较大优势，是行业主要供应企业之一。2025年上半 年，公司电池化学品业务实现营业收入28.15亿元，同比增长22.77%，占报告期营业收入的66.27%。 ...

Group 1: Company Overview and Market Position - The company focuses on battery chemicals, including lithium-ion battery chemicals, supercapacitor chemicals, and sodium-ion battery chemicals, with significant market potential in power batteries, energy storage batteries, and consumer batteries [1] - As of December 2024, the company has established 10 production bases globally, enhancing customer service and loyalty [2] - The company emphasizes R&D innovation and collaboration to provide high-quality products and solutions, positioning itself competitively in the market [3] Group 2: Financial Performance and Stock Management - The company is currently executing a share repurchase plan, set to conclude by May 2025, with a maximum repurchase price of RMB 45 per share [9] - Concerns have been raised regarding the company's stock performance, with a noted lack of focus on capital market positioning compared to peers in the new energy sector [4] - The company has implemented a "market value management system" and conducted two rounds of stock repurchases to enhance shareholder value [10] Group 3: Future Growth and Industry Trends - The lithium battery business is expected to grow rapidly due to the continuous expansion of the supply chain and downstream applications [7] - The company aims to leverage opportunities in three key industries: new energy, electronic information and semiconductors, and fluorine chemicals, while addressing challenges such as market competition and raw material price fluctuations [12] - The company anticipates a growth forecast of approximately 20% to 30% for 2025, reflecting confidence in its operational stability and strategic initiatives [16] Group 4: Product Development and Technological Advancements - The company is exploring solid-state battery technologies, with small-scale supply already initiated, although market growth will take time [8] - The company is committed to increasing R&D investment and market development for high-value products, including solid-state battery materials and semiconductor chemicals [6] - The company has established strict management systems to mitigate bad debt risks, maintaining a low bad debt ratio [11]