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Western Securities: Industry support policies are being implemented intensively, and the low-altitude economy is迎接发展东风.
eVTOL has become a new core carrier for the low-altitude economy, maintaining a Bullish outlook on the development prospects of the low-altitude economy in transportation, tourism, and freight sectors, while focusing on investment opportunities in the main manufacturers, core components, and their supporting facilities.
Farasis Energy (Gan Zhou) Co., Ltd. (688567.SH): The company's Sodium-ion Batteries adopt a technology route of layered oxides + hard carbon.
On December 25, Gelonghui reported that Farasis Energy (Gan Zhou) Co., Ltd. (688567.SH) stated on the investor interaction platform that in terms of Solid State Battery, the company is about to mass-produce its second-generation semi-solid state battery, which adopts new oxide/polymer Solid State Battery electrolyte coating and densification technology, further enhancing energy density and safety, reaching an energy density of 330Wh/kg, fast charging capability exceeding 3C, and a cycle life of over 4000 cycles. It has gained recognition from leading customers in the high-end Passenger Vehicle and low-altitude economy fields, has completed DV and PV tests, and is preparing for small batch mass production. In terms of SPS large soft-pack batteries, the company is focusing on SPS large soft-pack power.
Farasis Energy Says Its All-solid-state Battery With High Energy Density Enters Testing Phase
Farasis Energy (Gan Zhou) Co., Ltd. (688567.SH): The company is the first Battery enterprise in the Global market to deliver eVTOL products to end customers.
On December 20, Glonghui reported that Farasis Energy (Gan Zhou) Co., Ltd. (688567.SH) disclosed the investor relations activity record form indicating that the company's product safety performance is excellent in the area of Solid State Battery. The currently installed Solid State Batteries are already economically viable, and mass production for Passenger Vehicles has been achieved. The company's Solid State product shipments include high-end Passenger Vehicles, heavy trucks, low-altitude aircraft, and more. The company is the first in the world to deliver power batteries for eVTOL products to end customers, with clients including leading eVTOL manufacturers in the USA and numerous well-known domestic manufacturers. In the future, Solid State Batteries will be important for the company.
Private Companies Are Farasis Energy (Gan Zhou) Co., Ltd.'s (SHSE:688567) Biggest Owners and Were Hit After Market Cap Dropped CN¥684m
Farasis Energy Named a Top-10 Brand in China's 2024 Solid-State Battery Competitiveness Rankings