Huang Wenrui said that the battery core is the most important material is positive and negative materials, isolation membrane, electrolyte, Shuo lock positive and negative materials for research and development, has been put up to 5 years, the current shipments are still small, Kg, but the future development potential can be expected, with the vigorous development of the electric car market, hope 5 years later, power batteries, energy storage systems and other related materials revenue is expected to go beyond the solar conductive pulp.
It is reported that Shuo Wo battery positive and negative materials have been shipped to the domestic battery manufacturers Sun Microsystems, BYD, as part of the Chinese mainland, is actively carrying out the certification, which is expected to blossom next year, the initial will be the first Large electric bus as the main market.
Huang Wenrui said that the layout of positive and negative materials, is expected to be the middle of next year will have a more obvious revenue contribution. Shuo Wo in the cathode material part has been set up subsidiary core and energy, holding ratio of 26% Capital increase will increase to 51%.
In the part of the anode material, Huang Wenrui said that Shuo Wo has invested Rongcong (6555), through the subscription is now increased by 3800, the current holdings of 6%, as the largest corporate shareholder, Rong charcoal major customers in mainland China , The future Shuo Wo Rongcong holdings hope to increase to 20%, the two sides will be for technology, product actively cooperate.
In addition, Huang Wenrui that the solar conductive pulp market will be strong Hengqiang, small plant survival opportunities are low, while the silver, silver back silver material has a silver price support, relatively profitable, back aluminum slurry competition is more intense, As the profit situation to adjust the product structure. At present, Shuo Wo in the solar positive silver paste market still has 25% to 30% market share, the overall proportion of solar conductive pulp to 80% or more.