格隆汇9月22日丨道氏技术(300409.SZ)在投资者互动平台表示，公司单壁碳纳米管已向多家电芯客户供 货，并向多家锂电池领域知名企业及海外客户送样进行测试，同步正在积极推进大规模量产工作；硅碳 负极产品布局覆盖消费电池、数码电池、动力电池及固态电池等多个领域，与行业内的众多企业开展评 测和送样合作，并已成功导入部分客户；硫化物和氧化物电解质正在积极与多家头部企业进行送样测 试，并且部分客户已经通过测试，从客户端反馈数据来看，各项性能指标优异，处于行业先进水平。 ...

Core Viewpoint - The company, Daosh Technology, is expanding its silicon-carbon anode product offerings across various sectors, including consumer batteries, digital batteries, and power batteries, with significant growth in downstream customer demand [1] Group 1: Product Development and Market Demand - Daosh Technology has engaged in evaluation and sample delivery collaborations with over 30 clients, with some clients already achieving bulk shipments [1] - The demand from downstream partners is experiencing rapid growth, indicating a promising market outlook for silicon-carbon anodes [1] Group 2: Capacity Expansion Plans - The company plans to complete the construction of an annual production capacity of 300 tons by the end of this year [1] - A project investment agreement for a 1000-ton silicon-carbon anode project has been signed with local government authorities in Enping, with plans to expand production capacity to 5000 tons based on market demand [1] Group 3: Cost Efficiency and Scale Effects - As the production capacity for silicon-carbon anodes is gradually established and released, it is expected to generate scale effects that will lower production costs [1]

Battery Sector - Anker Innovations has signed a procurement cooperation agreement with ATL, with an initial order of 45 million battery cells [2][3] - Zhuhai Guanyu has been designated as a low-voltage battery supplier for multiple automotive companies, including Dongfeng Nissan and SAIC Volkswagen, with expected rapid growth in shipments [4][5][6] Materials Sector - Shenzhen Sufang New Energy has completed a million yuan angel round financing, which will be used for the development and production of lithium-rich manganese-based cathode materials [7][8] - QuantumScape has achieved a significant breakthrough in solid-state battery separator production with its new Cobra ceramic separator process, improving thermal treatment speed by approximately 25 times [9][10] - Zhejiang-based Ruohe New Energy has completed tens of millions in angel round financing to expand its production of solid-state electrolyte membranes and solid-state battery materials [11] Production Capacity Expansion - Anda Technology plans to expand its production capacity for lithium iron phosphate precursors to 450,000 tons per year, with a total investment of 4 billion yuan [12][13] - Yunnan Zhongke Xingcheng has announced a project for an integrated production capacity of 100,000 tons of anode materials for lithium batteries [14] Product Development - Binhai Energy's silicon-carbon anode products have entered the pilot scale-up phase, with a reported capacity of 2113 mAh/g and an initial efficiency of 91.05% [15][16] Overseas Developments - South Korean company Mplus is developing new roller press equipment to replace isostatic pressing, aiming for mass production by 2027 [17][18] - Samsung SDI is also transitioning its solid-state battery manufacturing from isostatic presses to roller presses, collaborating with multiple partners for equipment development [19]