Hot!Rongbai Technology received over 500 institutions a day for investigation

Recently, Rongbai Technology (688005.SH) disclosed the company's investor relationship record record form. On August 16, 2022, Rongbai Technology received a total of 534 institutions' investigations through the form of a telephone meeting.

According to CHOICE data, institutions participating in Rongbai Technology's research include fund management companies, asset management companies, securities companies, insurance companies, etc. Among them, there are 107 funds participating in this survey, including the E Fund Fund, Favonian Fund, Dacheng Fund, Boshi Fund, HSBC Jinxin Fund, etc.

In this survey, issues such as Rongbai Technology's new product progress, customer structure, product shipment expectations, etc. have attracted the attention of the institution.

About the progress of the company's two types of new products: the company's manganese iron lithium and sodium ion battery.

Rongbai Technology replied that the company's new manganese -based iron lithium new production line was successfully debugged, and the recent shipping volume growth rate was obvious, reaching 200 tons/month. The company and downstream core customers actively developed product development and import.

The company has many years of technical accumulation in sodium electricity materials. Both mainstream technologies have reserves, especially on layer -like oxides. At present, they have received dozens of tons per month. Stable shipments. The company's sodium -electricity material card has a relatively obvious advantage. It is expected that starting from the end of this year, larger shipments can be achieved.

Regarding the expectations of low and medium nickel and high voltage, the goals of this year and next year.

Rongbai Technology replied that the company is the leader in the field of high nickel ternary, and it will maintain the leading advantage of high nickel ternary, and is committed to the world's first. The company continues to be optimistic about high nickel. In the early stage, because of limited production capacity, it could only focus on making high -nickel ternary products. At present, according to the actual needs of downstream customers and the expansion of their own production capacity, the subsequent shipments of low and medium nickel -high voltage products will also account for a certain proportion. The company's low -nickel -high voltage products are currently in the stage of cooperating with customer development. It is expected to have a large scale at the end of this year or early next year. The company's high nickel production line can be compatible with low -nickel production lines.

Regarding the analysis of the output of ternary orthopedic materials and the growth rate of the installation since this year, and the analysis of the reasons for lithium iron phosphate and future competitiveness.

Rongbai Technology replied: In the first half of this year, the price of nickel cobalt raw materials fluctuated brought cost pressure and caused the three yuan demand to certainly affected. The company believes that there will be a relatively high growth rate of the Sanyuan market next year: first, the cost of the three yuan material in the future will be pulled in with the cost of lithium iron phosphate; second, the long battery life will be demand; third, now there is now available Many battery systems that are conducive to high nickels, such as 4680, etc. The company believes that with the large -scale mass production of this system, the market will gradually balance, and mid -to -high -end vehicles will choose ternary batteries.

- END -