CBG(SZ:000009)2022-12-05 01:56Group 1: Production Capacity - Beiterui currently has a total production capacity of 60,000 tons for graphite anode materials, with 20,000 tons for artificial graphite and 40,000 tons for natural graphite [2] - The company has 3,000 tons of high-nickel capacity for ternary materials, with plans to build an additional 15,000 tons in Jiangsu [3] - The current capacity for lithium iron phosphate products is approximately 20,000 tons [3] Group 2: Market and Sales - The sales of artificial graphite are primarily directed towards domestic customers, while natural graphite is mainly supplied to international clients [2] - The company’s high-nickel products, including 811/NCA with over 80% nickel content, are being sold both domestically and internationally [3] - Despite an overall surplus in the lithium iron phosphate market, high-quality products remain in short supply [3] Group 3: Material Development and Competition - Beiterui is actively advancing the research, production, and sales of silicon-based anode materials, with stable growth in international and domestic customer bases [3] - The competition between natural and artificial graphite depends on overall cost-effectiveness and the specific electrolyte used by each company [3] - The company has accumulated a wealth of technical expertise over the past decade, enabling it to meet mass production conditions for its 811/NCA technology [3]