Group 1: Overseas Expansion - The company's Hungary Phase I project is operational, and it is shipping to overseas customers [2] - The U.S. facility is completed, and equipment installation is underway, with samples being sent to overseas clients [2] Group 2: Impact of Solid-State Batteries - Semi-solid batteries still require separators, and some products have been supplied to relevant clients [2] - Full solid-state battery commercialization will take time, needing collaboration across the supply chain and ongoing technological advancements [2] Group 3: Profit Improvement Strategies - The company aims to enhance profitability through global capacity expansion and increasing overseas customer share [3] - Product structure optimization by increasing the proportion of coated films and developing high-value-added products [3] - Implementation of refined management practices to reduce costs and improve operational efficiency [3] Group 4: Key Clients for Overseas Bases - Major clients include LGES, Ultium Cells, and a large overseas automotive company [4] - Contracts include a supply agreement with Ultium Cells for up to $66.25 million worth of separators in 2025 [4] - A supply agreement with LGES for approximately 3.55 billion square meters of separators from 2025 to 2027 [4] - A contract with a well-known U.S. automotive company for about 973 million square meters of separators from 2026 to 2030 [4] Group 5: Industry Landscape and Company Position - The separator industry is undergoing consolidation due to price competition, with the company maintaining steady sales growth [5] - The company is positioned as a global leader in the separator market, focusing on accelerating globalization and enhancing competitiveness [6] Group 6: Solid-State Battery Developments - The company has established capabilities for mass production of semi-solid battery separators [7] - Research and production efforts are underway for lithium sulfide and solid electrolyte membranes in the full solid-state sector [7] Group 7: Competitive Barriers in Overseas Markets - The company has established overseas production capacity and a strong customer base, along with a robust intellectual property framework [8] - It was one of the first in the Chinese lithium battery industry to establish overseas production, with significant capacity in Hungary and the U.S. [8] - Long-term partnerships with global battery manufacturers enhance its market position [8]

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 新材料发展趋势与创新机制思考 主讲人:徐坚 博士 深圳大学 化学与环境工程学院/低维材料基因工程研究院 国家新材料领域专家委专家 国家战略性新兴产业专家咨询委员会专家 工信部新材料专家委员会专 国家重点科技计划材料基因专家组专家 中国复合材料学会副理事长 原863计划高性能纤维及复合材料重点专项专家组组长 原国家973计划碳纤维项目首席专家 March.15, 2020 几个什么? 向岸顾: 2 2000-2020中国新材料进展 2015-2020化工新材料现状 3 A 2020-2025中国新材料热点 2020-2045新兴科技国际预测 5 中国新材料发展趋势预测 6 中国新材料发展的瓶颈与挑战 7 4 4 1. 什么是创新? 2. 什么是新材料? 新材料是指通过新思想、新技术、新工 CH 2 PBL 艺、新装备等的应用,使传统对逃性能有明显得高 或产生新功能,或是设计开发出传统材料所不具备 gan 的优异性能和特殊功能的材料。 · 熊彼特:创新是生产要素的新组合。创新是一种经济活动,企业 家是 ...

锂电池厂出海东南亚主要驻扎三个国家：马来西亚 / 泰国 / 印尼，其中马来西亚的战火尤其热烈。 起点锂电获悉，近期新宙邦 / 雄韬股份在马来西亚开启新篇章，海四达 / 星源材质马来西亚项目也迎来新进展。 4 月 6 日，海四达马来西亚 2.5GWh 圆柱电池项目举行厂房交付仪式及机电安装工程开工典礼，相关领导人等近百人出席典礼，预计 2025 年 Q3 投产，该项目计划投资 7.5 亿元，将成为海四达第一个实现量产的海外电芯工厂，主要生产电动工具、智能出行、清洁电器用圆柱电 池。 3 月，雄韬股份连续中标某电信商马来西亚数据中心园区两栋建筑的锂电设备采购项目，金额共计 5000 万元，建成后，园区总净机房面积 约 18,000 平方米，总 IT 容量将达 54 兆瓦，雄韬股份将为该园区一期工程的两栋数据中心建筑提供高性能的 REVO 锂电后备电源解决方 案，包括 TP240 和 TP200 系列产品，合计部署近 500 台机柜。 星源材质消息， 当地时间 4 月 16 日董事长陈秀峰 随国家主席前往马来西亚， 受邀参加在马来西亚国家王宫举行的国事仪式，并出席了欢 迎午宴。星源材质马来西亚槟城电池隔膜生产基地 ...