近日，韩国忠州EMT-前驱体基地在忠清北道忠州工厂举行全球出货仪式。EMT通过生产线改造，完善了超高镍前驱体高品质"量产体系"，并 正式开始向全球客户出货超高镍前驱体（Ni90以上）产品。 容百科技副董事长刘相烈出席仪式，并发表贺词。刘相烈表示："此次生产线改造是EMT在确保技术实力和生产能力的同时，为未来发展奠定坚 实基础的举措。通过与全球客户展开正式交易，EMT将进一步扩大其在世界市场供应链中的影响力。" 韩国基地建设及投产，是公司全球化布局中至关重要的一环。2013年开始，公司陆续在韩国投资了载世能源株式会社、TMR株式会社、EMT株 式会社和JYT株式会社，形成了从废料回收到前驱体，再到正极材料环节的完整循环产业链。 面向未来，公司计划到2026年，在韩国新万金和印度尼西亚分别建立年产能2万吨的生产基地，进一步扩大供应能力。同时，正式启动一体化 供应体系，将在欧洲和美国等地获取的再生原料进行精炼。EMT公司也将以首尔分公司为中心，强化镍、钴等核心原材料的贸易功能，实现收 益结构多元化。 （ 来源：容百科技官微） | 往 | 期 回 顾 | | | --- | --- | --- | | 01 | ｜ ...

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 5月28日，容百科技旗下韩国忠州EMT前驱体基地举行全球出货仪式，其通过生产线改造完善的 高品质超高镍前驱体（Ni90以上）"量产体系"正式投入运营，并开始向全球客户供货。 韩国产能建设是容百科技全球化战略的关键环节。公司已在韩国投资布局载世能源株式会社、 TMR株式会社、EMT株式会社和JYT株式会社，构建了从废料回收到前驱体、正极材料的完整循 环产业链。 忠州基地本月起已开始向海外客户交付首批产品。 在美国IRA法案、欧洲电池法案相继落地的背景下，容百科技选择在FTA（ 自由贸易协定 ）国家韩 国进行投资，有利于强化与日韩客户的战略互动，并辐射服务欧洲、美国、东南亚市场，覆盖国际 客户及中国客户的海外工厂。 面向未来，容百科技计划，2026年在韩国新万金和印度尼西亚分别建成年产能2万吨的生产基 地。正 ...

Core Viewpoint - The company has successfully diversified its operations and customer base, mitigating risks associated with the U.S. tariff policies and focusing on domestic sales while preparing for future international collaborations [2]. Group 1: Business Operations - The company primarily focuses on domestic sales and does not have direct exports to the U.S., resulting in limited impact from U.S. tariff policies [2]. - The company has shifted from a reliance on single customers and products to a diversified approach, covering various domestic and international lithium battery downstream manufacturers and traders [2]. Group 2: Financial Performance - In the first quarter, the company's gross margin decreased year-on-year but is expected to show growth compared to 2024, influenced by product structure adjustments and stabilization of nickel and cobalt metal prices [2]. - The company aims to reduce its asset-liability ratio of 82.85% by improving cash flow, enhancing cash management, and promoting convertible bond conversions [2]. Group 3: Production Capacity and Product Planning - As of the end of 2024, the company has established a production capacity of 34,000 tons for precursors, 24,000 tons for battery-grade lithium carbonate, and 45,600 tons for intermediate nickel-cobalt salts [3]. - The company plans to focus on high-nickel products while expanding general-purpose precursor sales and aims to lower costs and improve profitability through raw material extension and increased recycling material ratios [3]. Group 4: Future Strategies - The company is preparing to collaborate with overseas enterprises through technology exports, transitioning from product exports to technology exports, with current overseas projects still in the preparatory stage [2]. - The company has completed its technological upgrades and plans to increase sales of intermediate products such as sulfate, lithium carbonate, and precursors by 2025, enhancing competitiveness through supply chain optimization and deeper customer cooperation [2].