[Special Stock] DA Tech Anticipates Commercialization of LG EnSol Next-Gen Battery Manufacturing Process... Increased Preference for Laser Notching

DA Technology's stock is showing strong performance.

As of 11:17 AM on the 6th, DA Technology is trading at 4,415 KRW, up 4.99% from the previous day.

Independent research firm ValueFinder analyzed DA Technology the day before, expecting benefits from increased investment by LG Energy Solution.

Founded in May 2000, DA Technology is a first-generation company in the secondary battery automation equipment sector that succeeded in domestic production of notching equipment. Secondary batteries for electric vehicles are broadly classified into pouch type, prismatic type, and cylindrical type. The equipment manufactured by DA Technology (assembly process, activation process, shipment) can be applied to all these forms.

Researcher Lee Chung-heon of ValueFinder stated, "It is known that automakers have a high interest in laser notching," and analyzed, "The main reason for the increasing adoption rate of laser notching equipment is that automakers prefer laser notching equipment, which has advantages such as clean cutting."

He continued, "The importance of the assembly process is continuously being emphasized," adding, "Roll-to-roll equipment in the electrode process operates continuously, and matching this speed in the assembly process is necessary for high-speed production and yield improvement."

Furthermore, he introduced, "The process immediately following the electrode process is the notching process," explaining, "The notching process involves cutting three materials of the electrode?upper coating, copper foil and active material, and lower coating?into the same size." He added, "If these three materials are not cut evenly, it can affect battery quality," and noted, "Considering blade wear, the blades need to be replaced approximately every 2 to 3 days."

The researcher explained, "Laser blades have a relatively long replacement cycle of one and a half to two years," and said, "Thanks to the advantage of clean cutting, automakers have a strong interest in laser notching." He further stated, "The technical entry barrier for laser technology is higher for the cathode than the anode," explaining, "Aluminum generally absorbs 50% of laser energy, whereas copper, which makes up the anode, absorbs only 10%."

He explained, "LG Energy Solution completed testing of laser notching equipment at its domestic Ochang plant in 2021," and added, "In the first half of 2021, orders were placed for laser notching equipment at GM’s Plant 1 in Ohio, North America." He continued, "Both Ultium Cells, a joint venture between GM and LG Energy Solution, and the plant being built in consortium with Hyundai Motor have adopted laser equipment," and predicted, "DA Technology is one of the few companies capable of supplying laser notching equipment for anode materials to LG Energy Solution, and orders are expected to steadily increase."

He said, "Last year, LG Energy Solution adopted the Z-stacking method," explaining, "Z-stacking is a method of stacking cathodes and anodes layer by layer inside the battery, and DA Technology is the only equipment partner of LG Energy Solution holding a patent for Z-stacking."

IT specialized media recently reported, citing LG Energy Solution’s business report, that LG Energy Solution reorganized its 'Advanced Z-Stacking (AZS)' related organization into the 'AZS Cell Development Task.' AZS is a next-generation battery manufacturing method expected to simultaneously improve productivity and stability.

This content was produced with the assistance of AI translation services.