Financial Services Association, April 2 (Editor: Ga Chen) Breakthrough developments in solid-state batteries set off a heatwave in the capital market. After the market, the two biggest bullish stocks all issued announcements indicating risk. At the end of the day, Sanxiang New Materials announced that it won 5 boards in 6 days. The company has already carried out research and development of solid electrolytes. Zirconium-based materials in the solid-state battery sector are the downstream application of the company's zirconium products. The company and downstream customers are still in the product sample testing and optimization stage, and large-scale sales have not yet been formed. The business revenue in this field accounts for a small proportion of the company's main revenue. It is expected to account for less than 1%, and the impact on the company's short-term performance is limited.

Guansheng Co., Ltd. announced that the joint venture Zhejiang Guansheng Dongchi Energy Technology Co., Ltd. related products and technologies are still being developed. There is still uncertainty about mass production of products, and the company's revenue structure and business structure will not change significantly in the short term. Guansheng Co., Ltd. previously announced on January 3 that it recently signed a “Strategic Cooperation Agreement” with Jilin Dongchi New Energy Technology Co., Ltd. The two sides plan to jointly establish a joint venture, Zhejiang Guansheng Dongchi New Energy Technology Co., Ltd., with the main business of manufacturing, sales and export of first-generation quasi-solid power batteries and semi-solid state energy storage batteries.

On March 28, Sanxiang New Materials stated on Interactive Easy that the products provided by the company to Qingtao Energy are zirconium-based materials, which are mature mass-produced products for the company. SAIC Motor Group recently revealed a major breakthrough with Qingtao Energy in solid-state batteries. The first-generation solid-state battery products jointly developed by the two parties have entered a substantial production schedule. Sanxiang New Materials is an enterprise focusing on R&D, production and sales of new industrial materials such as zirconium products. Sanxiang New Materials has successively deployed fields such as zirconium sponge, zirconium oxychloride, zirconium-based amorphous alloys, and nanocomposite zirconia. In the field of chemical zirconium, zirconium oxychloride projects are progressing, and the downstream nano zirconia of zirconium oxychloride has been successfully put into operation. Data shows that nano zirconia is widely used in many fields, such as as a solid electrolyte material.

The main business of Guansheng Co., Ltd. is the R&D, production and sale of automobile chassis systems. Lu Jiamin of Cinda Securities said in a research report released today that Guansheng Co., Ltd. and Dongchi New Energy have jointly invested to establish a joint venture to develop and sell solid-state batteries. Guansheng Co., Ltd. is expected to successfully enter the new energy industry layout and develop the company's second growth curve outside of the automotive aftermarket. As the application of solid-state battery technology routes accelerates, Guansheng Co., Ltd. will also accelerate the construction of production lines for related products. On February 20, Guansheng Co., Ltd. replied on Interactive Easy that the company relied on Dongchi New Energy's core technology to jointly establish a joint venture. Dongchi New Energy is one of the solid-state battery companies incubated by the “Solid-State Battery Collaborative Innovation Platform”. The first phase of the joint venture project is mainly aimed at overseas household energy storage markets. The technology path is lithium iron phosphate semi-solid, which has characteristics such as high safety and high cycle times.

According to the three-day list data released after the sale of Sanxiang New Materials, Dragon Tiger had a net capital purchase of 176.351 million yuan. Specifically, the famous newcomers in the game management list are famous for buying five seats, and the headquarters of Cathay Pacific Junan Securities Co., Ltd. ranked four in sales. In the past month, Sanxiang New Materials has been on the Dragon Tiger List 2 times in total. Among them, CITIC Securities Shanghai Branch, Guotai Junan Securities Sanya Yingbin Road Securities Sales Department, and Cathay Pacific Junan Securities Headquarters are the most active in trading, and have been on the list 2, 2, and 2 times, respectively. Furthermore, according to the three-day list data released by Guansheng Co., Ltd. after the market, Dragon Tiger had a net capital purchase of 53.846,500 yuan. Specifically, the two institutions made a total net purchase of 69.2105 million yuan.

It is worth noting that according to incomplete statistics from the Financial Federation, after today's market, Taihe Technology, Yunnan Germanium, Huaci Co., Ltd., Jinyang Co., Ltd., and Haike Xinyuan also responded to the non-solid-state battery-related business situation on an interactive platform. Specifically, Taihe Technology said on an interactive platform today that the company has yet to get involved in solid-state battery-related materials. In response to some investors interactively asking, “Does the company produce germanium sulfide for solid-state batteries?” Yunnan Germanium said that the company is not currently involved in the above fields. Huaci Co., Ltd. said on an interactive platform today that our company's related ceramic products have not yet been used in solid state battery cases. Jinyang Co., Ltd. said on an interactive platform today that the company's products are currently not used in solid-state or semi-solid-state batteries. Haike Xinyuan said on an interactive platform today that currently the company's products cannot be used for solid-state batteries.