Group 1: Company Performance and Market Conditions - The company experienced pressure on profitability in Q2 due to low negative electrode market prices and high raw material costs, although there was a noticeable improvement compared to Q1 [2] - Core customer orders are expected to increase in the second half of the year, with new customers anticipated to ramp up in Q4, leading to improved capacity utilization and gross margins [2] - The company is actively expanding its customer base, adding new clients in both power and energy storage sectors [2] Group 2: Project Development and Future Plans - The construction of the "R&D Center" is expected to be completed by July 2026, with equipment procurement nearly finished [2] - The "60,000 tons artificial graphite negative electrode integrated production base" is projected to be completed by December 2026 [2] - The Shanghai Carbon Peak Industrial Park project is progressing well, with plans to reach a rentable and sellable state by early 2026 [2] Group 3: Long-term Strategy and R&D Focus - Despite challenges in the negative electrode materials market, the long-term growth trend in demand for power batteries and energy storage remains unchanged [2] - The company aims to strengthen its position in the new carbon materials industry, focusing on R&D in high energy density, low expansion, and long cycle life negative materials [3] - The company is currently collaborating with multiple enterprises on new carbon materials, with products in the sample testing phase [3] Group 4: Production and Inventory Management - The company maintains a balanced production schedule based on existing customer demand, avoiding excess inventory issues [3] - Current production capacity is aligned with market demand, anticipating growth in industry demand in the second half of the year [3]

Core Viewpoint - Yijin New Energy has successfully completed a multi-billion C round financing, led by Guotou Investment and joined by Guozhong Capital, to enhance its production capacity and R&D in silicon-carbon anode materials for next-generation batteries [1][2]. Group 1 - Yijin New Energy plans to use the funds primarily to expand its silicon-carbon anode production capacity and solidify its competitive edge in the next-generation battery anode materials sector [1]. - The company aims to accelerate the R&D of silicon-carbon anodes and their application in various industries, including new energy vehicles, consumer electronics, and robotics, to meet the surging demand for high-energy battery materials [1][2]. - Established in 2017 and headquartered in Zhongguancun Science Park, Yijin New Energy is a national high-tech enterprise focusing on lithium battery materials and next-generation battery technologies [1]. Group 2 - Yijin New Energy has received investments from notable institutions such as CATL, SAIC Group, and others, and has integrated with major manufacturers like CATL, BYD, and ATL [2]. - The company currently operates two production bases in Yichun, Jiangxi, and Taiyuan, Shanxi, and plans to add an annual production capacity of 10,000 tons of silicon-carbon materials due to this financing [2].

2025，硅基负极产业化驶入新阶段！ 企业端，贝瑞特、杉杉股份、中科电气等头部负极企业领衔，加速技术攻关及项目落地，为硅基负极低成本化打下基础。 技术端，大圆柱电池、固态电池、快充电池等技术进一步成熟， 上车进度大大提前。宁德时代、亿纬锂能、多氟多、创明电池、博力威、睿 恩新能源等代表企业的布局，释放了对 硅基负极的需求信号。 市场端，高端数码、高端电动汽车、无人机等市场的持续爆发，驱动 硅基负极商用提速。 在此背景下， 硅基负极获得资本关注，该领域成功融资的企业数量、金额明显高于其他赛道。 起点锂电注意到，2025年3月至今，硅基负极领域已至少有4家企业获得资本加持。 壹金新能源 企查查显示，3月12日， 北京壹金新能源科技有限公司完成B轮融资 ，融资额未披露，参与投资的机构包括国中资本，国投招商。 壹金新能源成立于2017年11月， 是一家专注于高性能锂电池材料及下一代电池技术研发与生产的高新技术企业， 公司以硅基负极材料（如 氧化亚硅前驱体、硅氧负极等）、高镍三元正极及固态电池技术为核心，覆盖消费电子、动力电池及储能领域。 据悉， 壹金新能源与中国科学院化学研究所签订了科技合作协议，并在江西宜春建设了生 ...