bubblesymphony| Dongfeng Group and Lanting New Energy signed a strategic cooperation agreement to jointly expand a new blue ocean of solid battery materials
China Securities Network News (Wang Luo) May 23BubblesymphonyOfficial account of Dongfeng Group (601515)BubblesymphonyThe company recently signed a "strategic cooperation framework agreement" with Lanting new energy technology (Zhejiang) co., ltd. the two sides have reached cooperation on the research, development and production of solid-state electrolytes and semi-solid composite separators, which are key materials for solid-state batteries
According to reports, the two sides agreed through the strategic cooperation agreement: the two sides cooperate with each other upstream and downstream, and agreed to establish a stable long-term business partnership. Dongfeng Group and its related enterprises supply lithium-ion battery separator products to Lanting New Energy; Dongfeng Group and its related enterprises purchase solid electrolyte materials and semi-solid electrolyte slurry formulations from Lanting New Energy. In addition, the two sides agreed to establish a stable year-round R & D partnership, combining their respective technological and R & D advantages, Dongfeng Group reformed and upgraded its diaphragm production line, coating production line and related equipment according to the products and technical requirements of Lanting New Energy. Lanting New Energy developed solid electrolyte materials and semi-solid electrolyte slurry formulations according to the technical requirements provided by Dongfeng Group. To complete the solid electrolyte materials and semi-solid and solid composite diaphragm products that meet the market demand.
In recent years, countries have accelerated the layout of solid-state battery industry and launched relevant policies and plans to clarify the main development goals of solid-state battery. In January 2023, the "guidance on promoting the Development of Energy and Electronics Industry" jointly issued by the Ministry of Industry and Information Technology and other departments further proposed to strengthen the research of solid-state battery standard system.
According to Guosheng Securities, the global demand for solid-state batteries will be 17% in 2025.Bubblesymphony.3GWH, by 2030, the global demand for solid-state batteries is expected to exceed the size of the 200GWh market, with a compound annual growth rate of 65% from 2025 to 2030.Bubblesymphony.8%. Industry insiders say that the advantages of solid-state batteries lie in safety and battery life, and are expected to be used in flight, new energy vehicles, consumer electronics and energy storage in the future. For example, on the flight side, the low-altitude economy is expected to open up room for solid-state battery growth.
The data show that Lanting New Energy, founded by Professor Wu Dayong of the Institute of Physics and Chemistry of the Chinese Academy of Sciences, is an R & D-driven enterprise with battery composite separators, coating materials, solid electrolytes and adhesives as its main products. it has the R & D and production capacity of all the composite separators except the base membrane, and is committed to providing high-quality supporting materials and solutions for liquid electrolyte batteries, solid-liquid mixed electrolyte batteries and all-solid-state batteries. In addition, the company is also a member of the "new generation lithium battery new materials and new system" innovation team led by Li Hong, a researcher at the Institute of Physics of the Chinese Academy of Sciences, and is also one of the verification platforms for the industrialization of the team's achievements.
According to Dongfeng Group, in addition to solid electrolyte and semi-solid composite diaphragm products, the company has a multi-directional layout in the field of new energy power batteries and energy storage battery materials. Through cooperation with the leading professional and technical team in the industry, Dongfeng Group has set up Shantou Bosheng compound fluid Collection Technology Co., Ltd., which is engaged in the R & D and production of composite copper foil, composite aluminum foil and all kinds of high value-added coating diaphragms. The company signed a "strategic cooperation agreement" with Beijing Machinery Industry Automation Research Institute Co., Ltd., reached cooperation on the project upgrading of composite fluid collector and coating production line, and promoted the development of composite fluid collector industry; the company signed an investment framework agreement with Yiyang Fio New Materials Co., Ltd., which intends to increase capital to consolidate the company's business advantage in the field of negative current collector of semi-solid / solid-state battery.
(article source: China Securities News, China Securities Network)
