A production line with a capacity of 20,000 tons of high-end cathode materials has officially started, and Huifeng New Energy (EPOW.US), a rapidly growing company, is accelerating towards the top of the industry.

The news that the 20,000-ton high-end negative electrode material production line has officially started construction has once again put the spotlight on EPOW.US, which is known as the "dark horse" in the negative electrode material industry. It is understood that on September 16, EPOW.US held a grand groundbreaking ceremony for the "20,000-ton high-end negative electrode material production line" in Longshan County, Qiannan Prefecture, Guizhou Province. The total investment of the project is 467 million yuan, with a planned production capacity of 20,000 tons of high-end negative electrode materials. The project mainly includes core processes such as pre-carbonization, high-temperature carbonization, and automated finished product lines. Considering EPOW.US's business situation and the new trends in the industry, it can be understood that the commencement of this new project holds significant importance for EPOW.US. This is not only an important symbol of the company's rapid development but also a key factor in accelerating its market position. Data shows that since 2022, EPOW.US has shown explosive growth, with revenues in 2022-2024 reaching 38.1257 million US dollars, 45.0504 million US dollars, and 64.9977 million US dollars respectively, with year-on-year growth rates of 414.57%, 18.16%, and 44.28%. The strong growth momentum is evident. Behind this explosive growth is mainly due to EPOW.US adopting the correct product development strategy. With the concept of technological innovation driving product strength improvement, the company continuously expands in the field of energy storage and power batteries with products that have significant competitive advantages, securing long-term orders from leading lithium battery companies. Especially in the energy storage sector, EPOW.US has gained a strong competitive advantage, with its graphite negative electrode products ranking among the top three in the country. EPOW.US stated that according to market demand and customer orders, the company expects the shipment volume of graphite negative electrodes in 2025 to reach 40,000-50,000 tons, an increase of 41.84% to 77.3% compared to the 28,200 tons shipped in 2024. The first-phase annual production capacity of the lithium-ion battery negative electrode material production line base in Qiannan Prefecture, Guizhou Province, is 50,000 tons. This means that by 2025, the production line of EPOW.US may already be at full capacity production, and given the company's continuous rapid growth, its production capacity is relatively tight. Therefore, the construction of the "20,000-ton high-end negative electrode material production line" is deemed necessary. It is reported that the new "20,000-ton high-end negative electrode material production line" is expected to be put into use this year. After the project reaches production capacity, it will greatly benefit EPOW.US's profit release. With the continued increase in EPOW.US's shipment volume, the substantial reduction in net loss in 2024, and the company's selective execution of high-margin orders in 2025, EPOW.US is expected to turn losses into profits in 2025. After the completion of the new "20,000-ton high-end negative electrode material production line" project, it is expected to add 800 million RMB in annual sales and 120 million RMB in annual profit to EPOW.US, significantly boosting the company's net profit and potentially propelling EPOW.US's market value. From an industry perspective, the lithium battery and energy storage industries have shown clear signs of recovery. Due to the continuous high growth in sales of new energy vehicles, the unexpected surge in the global energy storage market, as well as the rise of emerging applications such as humanoid Siasun Robot&Automation and low-altitude aircraft, the demand for lithium batteries has increased significantly. Several securities firms have reported that Contemporary Amperex Technology has raised its 2026 guidance to suppliers to 1,100GWh, an increase of 46% from previous expectations. Furthermore, strong policy support and guidance will also accelerate the continuous growth of the lithium battery and energy storage industries. On September 12, the National Development and Reform Commission and the National Energy Administration issued the "Special Action Plan for the Scale Development of New Energy Storage (2025-2027)," which specifies the goal of doubling the domestic energy storage capacity by 2027. This will transform previous market forecasts into a "policy goal bottom line" that must be achieved, potentially driving the lithium battery and energy storage industries into a new growth cycle. It can be seen that the construction of the "20,000-ton high-end negative electrode material production line" by EPOW.US is not only to solve its own capacity shortage during rapid development but also a forward-looking layout for the company to take quick actions after the industry trend improves. This will help speed up the release of new production capacity and accelerate market expansion. In addition, the total planned capacity of EPOW.US's lithium-ion battery negative electrode material project in Qiannan Prefecture, Guizhou Province, is 100,000 tons. If there is strong market demand in the future, EPOW.US can achieve rapid expansion. At the same time, EPOW.US's project with a total capacity of 210,000 tons of lithium battery negative electrode materials in Fuyang City, Anhui Province, has completed preliminary stages such as environmental impact assessments and planning, making full preparations for capacity expansion. Looking at the capacity planning, it is not difficult to see that EPOW.US's long-term development goal is to become a global leader in the negative electrode material industry. It is worth noting that EPOW.US's lithium-ion battery negative electrode material project in Qiannan Prefecture, Guizhou Province, has been included in the Central Guide Local Scientific Development Fund Project (referred to as the "Zinyin Project") and has received 4.3 million yuan in development funding. This high recognition for EPOW.US's innovative research in high-end artificial graphite and cutting-edge carbon materials is another strong proof of the company's adherence to the concept of using technological innovation to drive product competitiveness. This will play a key role in EPOW.US shaping its product differentiation competitiveness through technological innovation. It is foreseeable that with the rapid recovery in market demand, capacity expansion, and the company's continuous pursuit of product differentiation competitiveness, EPOW.US is expected to continue its high-speed development and increase its market share, thereby accelerating its path towards the industry's top position. At the same time, the scale effect brought about by the continuous increase in market share will help accelerate the release of EPOW.US's profits. At that time, EPOW.US's intrinsic value is expected to achieve explosive growth, which may herald a major revaluation of EPOW.US's value and deserves the attention of investors.