天铁科技(300587) - 2025年10月23日投资者关系活动记录表

Group 1: Company Overview - Zhejiang Tiantian Technology Co., Ltd. is engaged in the production of copper-lithium composite strips, with a focus on lithium battery materials [2]. - The company has achieved trial production of its first phase of 300 tons of 20μm copper-lithium composite strips, ready for mass supply based on customer demand [3]. Group 2: Production Process and Technology - The production process involves material selection, extrusion, and rolling with integrated technology, ensuring high quality and controllable costs [3]. - The company has overcome technical challenges in the production of copper-lithium composite strips, achieving a thickness of 5μm in laboratory conditions, with plans for commercialization within a year [3]. Group 3: Market Applications and Partnerships - Copper-lithium composite strips are primarily used as anode materials in solid-state batteries, with existing partnerships with companies like Xinjie Energy for supply agreements [5]. - A strategic cooperation agreement was signed with Xinjie Energy in May 2025, committing to a minimum annual procurement of 100 tons of lithium metal materials for their production line [5]. Group 4: Financial Agreements and Investments - A procurement framework agreement was established with Xinjie Energy, with an order amounting to 400 million RMB for copper-lithium composite strips [5]. - The company has also invested in a partnership aimed at supporting Xinjie Energy's factory construction, which will produce 2GWh of lithium metal solid-state batteries [5].