ENERGY TECHNOLOGY(SZ:002812)2025-06-27 04:12Group 1: Company Overview - The company is Yunnan Enjie New Materials Co., Ltd., with stock code 002812 and bond code 128095 [1][2]. Group 2: Solid-State Battery Material Layout - The company has established a production capacity for semi-solid battery separators through its subsidiary Jiangsu Sanhe Battery Material Technology Co., Ltd. [2]. - The company is actively expanding its market presence in the all-solid-state battery materials sector, focusing on high-purity lithium sulfide and sulfide solid electrolyte products [2]. - A pilot production line for high-purity lithium sulfide has begun mass shipments, and a 10-ton production line for solid electrolytes is under construction, with plans for a 1,000-ton production line in Yuxi [2]. Group 3: Intellectual Property and Patent Strategy - Since its establishment, the company has prioritized intellectual property, applying for a total of 50 patents, including 4 international applications, with 23 patents granted [3]. - The company holds patents related to its main products, including lithium sulfide and sulfide solid electrolytes, and is accelerating its international patent layout [3]. Group 4: Advantages of Sulfide Solid Electrolytes - Sulfide solid electrolytes offer high ionic conductivity, with some systems exceeding that of liquid electrolytes, and have a low interface resistance [4]. - The processing of sulfide solid electrolytes is efficient, with a short production process and mature preparation technology [4]. Group 5: Development of Supporting Membranes - The company is developing solid electrolyte supporting membranes, which have received small orders from customers [5]. - The new solid supporting membranes feature higher porosity and larger pore sizes to meet the filling requirements of solid electrolytes [5]. Group 6: Competitive Advantages in Lithium Sulfide Production - The company achieves high-speed, uniform mixing and continuous calcination without the need for liquid-phase solvents for secondary impurity purification [6]. - The cost advantages stem from the pricing of raw materials, and the company maintains excellent control over the particle size of its lithium sulfide products [6]. Group 7: Research on Halide Materials - The company is monitoring advanced technology directions, with halide-related research currently at the experimental preparation stage [7]. - Halides have a higher electrochemical window and better compatibility with high-voltage cathodes, although there are stability issues with the anode [7].