Kanhoo(SZ:300340)2022-12-05 01:16Group 1: Lithium Battery Equipment Development - The company, Haoneng, is a leading supplier of lithium battery coating machines, with major clients including Zhuhai Gree, ATL, CATL, and others. Most orders are expected to be delivered within the year [2]. - The overall production capacity remains tight, but the company is actively seeking suitable land resources for future expansion and strategic development [2]. - Haoneng has the capability to supply complete lithium battery production lines and is currently negotiating several complete line orders [3]. Group 2: Market Outlook and Industry Growth - The new energy vehicle industry has a promising outlook, with expectations for sustained high growth in the lithium battery equipment market. The company anticipates no short-term decline in demand, with significant new capacity still needed in the coming years [3]. - The electric vehicle industry is just beginning, with substantial market and capacity growth potential, alongside opportunities in energy storage markets [3]. Group 3: Product and Capacity Development - The company’s main products are ternary and lithium cobalt oxide materials, with ternary materials gradually increasing in proportion. Monthly sales of ternary materials have already surpassed those of lithium cobalt oxide [4]. - The company has a monthly production capacity of over 500 tons, with all facilities currently operating at full capacity. The annual capacity exceeds 10,000 tons [4]. - The Yingde base is expected to complete its construction of 3,000 tons/year high-end ternary capacity, with plans for accelerated expansion due to full production [4].