On November 27, Gelonghui reported that Guangdong Dowstone Technology (300409.SZ) stated on the investor interaction platform that solid state batteries are expected to solve the problems faced by traditional lithium-ion batteries, such as low energy, short cycle life, and poor safety, and are regarded as one of the most promising next-generation power battery technologies, with broad application space in mobile devices, energy storage, and new energy autos. The company's ternary precursors, carbon nanotubes, conductive agents, and silicon anode materials can be applied in the fields of solid state batteries or semi-solid state batteries, among which carbon nanotube conductive agents, particularly high-performance single-wall tubes, have better application scenarios in solid state batteries. Silicon-carbon anodes are also expected to become the mainstream application scheme for anodes in future solid state batteries. Therefore, with strong market demand and the completion of client validation, market demand is rapidly expanding. Currently, the company's silicon-carbon anodes, single-wall tube powders, and slurries are all in a state of short supply, and new capacity plans are being laid out.
道氏技术(300409.SZ):目前公司硅碳负极、单壁管粉体和浆料都处于供不应求的状态,正在布局新的产能计划
Guangdong Dowstone Technology (300409.SZ): Currently, the company's silicon-carbon anodes, single-wall tube powders, and slurries are in a state of supply not meeting demand, and new production capacity plans are being organized.
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