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Express News | Guangzhou Tinci Materials Technology Says Unit Signs Agreement to Offer Electrolyte Products to Catl
Guangzhou Tinci Materials Technology (002709.SZ) has signed a material supply agreement with Contemporary Amperex Technology.
On June 17th, Gelonhui reported that on June 17th, 2024, Guangzhou Tinci Materials Technology (002709.SZ), a wholly-owned subsidiary of the company Ningde Kaisin Battery Material Co., Ltd. (hereinafter referred to as "Ningde Kaisin"), signed a Material Supply Agreement (hereinafter referred to as "Agreement") with Contemporary Amperex Technology (CATL). According to the agreement, during the validity period of the agreement (from the effective date of the agreement to December 31, 2025), Ningde Kaisin (including its affiliates) is expected to supply an equivalent amount of electrolyte products with a projected supply of 58,600 tons of solid hexafluorophosphate lithium to Contemporary Amperex Technology (including its affiliates). The specific product name
EVTank: Global large cylindrical battery shipments will be less than 50 million units in 2023, with potential for 100-fold growth in 2030.
Recently, research institutions EVTank and Ivie Economic Research Institute jointly released the "China Large Cylindrical Lithium-ion Battery Industry Development White Paper (2024)."
Ping An Electrical (001359.SZ): Its main products are applied in industrial and consumer fields such as insulation, thermal insulation, etc. The company has good cooperative relations with new energy power battery manufacturers such as Contemporary Ampere
On June 13th, Gelunhui reported that Ping An Electric (001359.SZ) has indicated on the investor interaction platform that the company's main products are used in industrial and consumer fields such as insulation and heat insulation, and the company has good cooperative relationship with new energy power battery manufacturers such as Contemporary Amperex Technology. As downstream customers of the new energy vehicle industry, the company cooperates with customers' technical paths and needs, and has contacts and cooperation with major new energy vehicle industries. The company's new energy insulation materials are mainly used in the battery module of new energy vehicles. The company's new energy insulation material products can prevent the thermal diffusion of battery module and insulation between modules.
Chengdu Guibao Science & Technology (300019.SZ) is a supplier of adhesive for BYD's and Contemporary Amperex Technology's power batteries and automotive electronics.
Chengdu Guibao Science & Technology (300019.SZ) stated on the investor interaction platform on June 13th that the company has a series of thermally conductive adhesive products with excellent performance, which can be used for thermal conduction, encapsulation, bonding and protection of electronic components, and has cooperated with many well-known brand customers. Organic silicone materials have excellent high and low temperature resistance, aging resistance and other outstanding properties, and are widely used in the aviation and aerospace fields. In addition, the company is a supplier of adhesives for BYD and Contemporary Amperex Technology power batteries, and for automotive electronics.
Yunnan Energy New Material (002812.SZ): The customers include Contemporary Amperex Technology, Gotion High-tech, Eve Energy Co., Ltd. and other well-known domestic and foreign battery enterprises.
On June 12, Gelon Hui reported that Yunnan Energy New Material (002812.SZ) stated on the investor interaction platform that its clients include well-known domestic and foreign battery companies such as Contemporary Amperex Technology, Gotion High-tech, and Eve Energy Co.,Ltd. In terms of all-solid-state batteries, the company's high-purity lithium polysulfide products for solid-state batteries have completed pilot production with an annual capacity of hundreds of tons. Its polysulfide solid-state electrolyte (LPSC) product has high ionic conductivity and good thermal stability. Both the LPSC solid-state electrolyte product and the all-solid-state electrolyte film product are in the sampling stage.