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Express News | Cngr advanced material announced that it has received an order for ton-level sodium battery materials.
haitong sec: Sodium battery industrialization is imminent and sodium battery industry chain related companies are expected to benefit.
In the future, the second generation of sodium-ion batteries will replace 20% to 30% of lithium iron phosphate in small cars or short-range vehicles during the initial phase.
Express News | Zenhua New Materials: It is expected that product prices will trend upward next year.
Express News | Star market closing review: strong rise in the biopharmaceutical sector, active performance of robot concept stocks.
Zhenhua New Materials: The ultra-high nickel 9 series products have achieved shipments of hundreds of tons, and it is expected that next year the product prices will have an upward trend. | Directly hitting the earnings conference
In the third quarter of this year, domestic cathode material listed companies such as Zhenhua New Material, Hunan Yuneng, and Wankuang New Energy all reported significant losses; Zhenhua New Material's director, Hou Qiaokun, stated that they are actively promoting further industrialization of sodium-ion batteries cathode materials; the company has already established research and development layouts in energy storage.
Zhenhua New Materials (688707.SH): Custom sample preparation of ultra-large single crystal high nickel cathode material for solid state battery systems according to customer requirements.
On November 29, Gelonghui reported that Zhenhua New Materials (688707.SH) stated on the investor interaction platform that for high energy density application scenarios such as semi-solid, liquid-solid, and solid state batteries, the company's independently developed solid electrolyte oxides have characteristics such as small particle size (nano-level), good air stability, high ionic conductivity, and good dispersibility. It has now successfully sent samples to leading customers downstream; the modified solid electrolyte ternary materials show significant improvement in electrochemical and safety performance, allowing for the synthesis of materials with different particle sizes and customization design according to customer requirements, among which the ultra-high nickel 9 series suitable for this system has been realized.
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