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Dow Technology (300409.SZ): The company's ternary precursors, conductive agents, and silicon-carbon anode materials can all be used in the energy storage battery sector.
Gelonghui, November 28th ┃ Dows Technology (300409.SZ) stated on an interactive platform that its ternary precursors, conductive agents, and silicon-carbon anode materials can all be applied in the energy storage battery sector.
Dow Technology (300409.SZ): Sodium-ion battery precursors have entered mass shipment.
Gelonghui, November 28th ─ Dows Technology (300409.SZ) stated on the investor interaction platform that the company has commenced bulk shipments of its sodium-ion battery precursors. For detailed order information regarding the company’s sodium battery precursors, please refer to the company’s official announcements.
Citi's research on Chinese humanoid robotics companies: Everyone is optimistic, with the industry potentially experiencing exponential growth by 2026, at least doubling in size.
Citi's team recently conducted research on China's humanoid robotics industry chain, covering five core enterprises. The findings indicate that the industry has reached a clear consensus: global humanoid robot production will enter an exponential growth phase by 2026, with output expected to at least double compared to 2025.
Dow Technology (300409.SZ): No silicon carbide material products
Gelonghui, November 25th丨Dowstone Technology (300409.SZ) stated on an interactive platform that the company does not produce silicon carbide materials.
Dow Technology: Single-walled carbon nanotube slurry has been supplied to multiple cell customers on a large scale.
Gelonghui, November 25th | Daoshi Technology stated on an interactive platform that its single-walled carbon nanotube slurry has been supplied to multiple cell customers on a large scale and samples have been sent to several well-known companies in the lithium battery sector, including overseas clients, for testing. Progress with key client testing is proceeding smoothly, and efforts to advance mass production are actively underway. The company is confident in achieving an annual production capacity of 50 tons by the first quarter of 2026 and completing the construction of a 120-ton-per-year production capacity within the next year.
The large-scale application of silicon-based anode materials has commenced, indicating significant development potential for the industry chain.
According to a research report by CITIC Securities, silicon-based anode materials, as the ideal next-generation anode material, have gradually started scale-level applications in multiple scenarios.