《商道创投网》2025年8月3日从官方获悉：新型复合材料供应商特安锂（上海）新能源有限公司近日完 成了由江西吉安国思股权投资与山东国投联合投资的近亿元A轮融资。 《商道创投网》创业家会员·单位简介： 商道创投网创始人王帥表示：工信部近期将新能源关键材料纳入"先进制造业集群"专项，地方政府配套 落地速度空前；国思、山东国投等产业资本迅速响应，体现了"出资人耐心资本"与"管理人深耕赛道"的 双向奔赴；特安锂的预镀镍工艺填补国内空白，既符合供应链安全诉求，也验证了创业者在硬科技领域 的韧性与远见，平台将持续陪伴并审慎观察其规模化进程。 《商道创投网》创业家会员·本轮融资用途是什么？ 特安锂董事长杨凌云表示：本轮资金将主要用于三条方向——扩充江苏、山东基地的预镀镍产线，缓解 交付瓶颈；投入下一代高耐蚀镀层与超薄钢带研发，巩固技术护城河；同时在上海设立客户联合实验 室，加速与头部电池厂同步开发，提升全球响应速度。 《商道创投网》创投家会员·本轮投资原因是什么？ 江西吉安国思股权投资负责人指出：预镀镍赛道正处于动力电池大圆柱爆发的前夜，特安锂是唯一实现 批量国产替代的团队，其均匀镀层技术可降低电芯短路率并提升循环寿命。加 ...

Core Viewpoint - The article highlights the significant market opportunity for Tean Lithium (Shanghai) New Energy Co., Ltd. in the pre-plated nickel steel strip market, which is currently dominated by foreign manufacturers, and discusses the company's recent funding and product developments [4][5]. Company Overview - Tean Lithium was established in July 2023 in Shanghai and has production facilities in Jiangsu and Shandong [4]. - The company has completed nearly 100 million yuan in Series A financing, with funds allocated for production line enhancement and capacity expansion [4]. Market Context - The global pre-plated nickel steel strip market is primarily monopolized by overseas companies, leading to long procurement cycles and limited global capacity, which is significantly below market demand [3][4]. - Tean Lithium aims to leverage its 30 years of industry experience to capitalize on this market opportunity [5]. Product Development - Tean Lithium's core technology is pre-plated nickel, which offers advantages over traditional nickel plating methods, such as more uniform coating thickness and improved corrosion resistance [4][5]. - The company has initiated a project to produce 15,000 tons of cylindrical battery pre-plated nickel steel strips in 2023, with an expected output of 12,000 tons of related products by the end of the year [5]. Competitive Advantage - Tean Lithium's pre-plated nickel products are comparable in performance to those from leading Japanese and European manufacturers, while offering a cost reduction of approximately 10% [5]. - The pre-plated nickel cylindrical batteries are gaining traction among major automotive companies like Tesla, BMW, and Mercedes-Benz, particularly in the electric vehicle sector [5]. Additional Products - Besides pre-plated nickel products, Tean Lithium has commercialized aerogel insulation films, which are used in electronic devices to address overheating issues [6]. - The company is also supplying electromagnetic shielding materials to Samsung and is developing new composite materials for other clients, including Lenovo and BOE [6].

Group 1 - The core viewpoint of the article highlights the significant market opportunity for Tean Lithium in the pre-plated nickel steel strip sector, which is currently dominated by foreign manufacturers [6][7]. - Tean Lithium has completed nearly 100 million yuan in Series A financing, which will be used for production line supplementation and capacity expansion [6]. - The company has established a strategic supply agreement with South Korea's POSCO, becoming the first domestic supplier in this partnership [6][7]. Group 2 - Tean Lithium's pre-plated nickel process offers advantages over traditional methods, including more uniform coating thickness, reduced internal short circuits, and improved corrosion resistance and airtightness of battery shells [6][7]. - The company plans to launch a 15,000-ton cylindrical battery pre-plated nickel steel strip project in 2023, with an estimated output of 12,000 tons of related products this year [7]. - The demand for pre-plated nickel products is increasing in the electric vehicle sector, with major automakers like Tesla, BMW, and Mercedes showing interest [7][8]. Group 3 - Tean Lithium has also commercialized aerogel insulation films, which are used in electronic devices to address overheating issues during charging and gaming [7]. - The company supplies electromagnetic shielding materials to Samsung's wireless division, which helps reduce precious metal usage and material costs while enhancing performance [8]. - Tean Lithium is also developing new composite materials for other clients, including Lenovo and BOE, and is targeting the new energy vehicle sector for specialized applications [8].