[Defu Technology: The company's supply of some consumer battery foil materials is now in mass production and shipment, corresponding to multiple foldable phone models] Defu Technology stated on the interactive platform that the electrolytic copper foil produced by the company is the negative current collector of lithium-ion batteries, and the requirements for foil materials are very high after silicon is doped into the negative materials of lithium-ion batteries. Competitiveness is a manifestation of hard power in innovation and R&D investment. The company's supply of some consumer battery foil materials is now in mass production and shipment, corresponding to multiple foldable phone models and high-standby lithium-ion battery applications.

SMM Analysis: Market Turns Weak in February, Negative Prices Weakly Stabilize SMM March 8th news: In February, the prices of negative materials weakly stabilized. On the cost end: the price of low-sulfur petroleum coke downstream...

Shanhe Intelligence: Bobang Shanhe Da Long project has a planned capacity of 100,000 tons/year, with Phase 1 construction capacity of 20,000 tons/year, and the project is still under construction. An investor asked Shanhe Intelligence: Chairman, how many tons of negative materials does Guizhou have in the early stage? What is the progress of the factory equipment installation? When can mass production start? Thank you! The company replied, Dear investors, hello! The planned capacity of the Bobang Shanhe Da Long project is 100,000 tons/year, with Phase 1 construction capacity of 20,000 tons/year, and the project is still under construction.

SMM Weekly Review: Slow Market Recovery After the Holiday, Stable Operation of Negative Materials. SMM News on February 23: This week, the price of negative electrode materials continued to be weak. In terms of cost, the price of petroleum coke remained stable during the Spring Festival, and production and sales continued normally according to orders. Due to insufficient downstream support after the holiday, the previous price increase has basically stalled, and there may be a slight risk of subsequent decline; oil-based needle coke...

【Government Work Report on New Energy Information in Jinchang City】The report points out that the government will increase efforts in integrating the development of new energy and new energy battery industry chain by 2024. It will orderly advance the 2nd and 3rd batch of photovoltaic and wind power projects during the "14th Five-Year Plan", start construction of integrated pilot projects for source-grid-load-storage integration and Tenggeri 2×1000MW coal-fired power project, accelerate the construction of Yongchang pumped storage power station, and advance the pre-construction of Longdian-Zhejiang ultra-high voltage supporting power supply and substations. It will implement the 37GWh new energy battery manufacturing project, advance the pre-construction of the 200,000 tons of lithium-ion battery material industrialization project, attract a number of key material production enterprises such as lithium iron phosphate, nickel-cobalt-manganese lithium positive materials, lithium hexafluorophosphate, silicon carbon negative materials, and carbonate, and strive to achieve a battery production capacity of 40GWh, promote cluster development, and achieve an output value of 50 billion yuan.

SMM Weekly Review: Widespread pessimism in first quarter expectations, weak performance in negative materials prices. SMM News on January 5th: Negative materials remained weak this week. In terms of cost, influenced by downstream advance procurement, the price of low-sulfur coking coal has rebounded slightly, with Sinopec raising the price of low-sulfur coking coal and canceling discounts for large customers, instead opting for fixed price sales, with a small expected price fluctuation in the future; petroleum needle coke prices remained stable, with current market transactions sluggish, while raw material oil slurry prices remained high, providing strong cost support, leading many needle coke manufacturers to switch to petroleum coke production or lower their production of needle coke...