[Special Stock] Sonid, China Controls Secondary Battery Graphite Exports... Recycliko's Spent Battery Graphite Extraction Technology Advances

Sonyd is showing strength. This is interpreted as the graphite extraction technology of its partner, Recycliko, being highlighted amid supply concerns due to China's graphite export controls.

As of 10:22 AM on the 7th, Sonyd is trading at 2,660 KRW, up 3.88% from the previous day.

According to the industry on the 6th, China recently announced measures to adjust the list of graphite export-controlled items.

The key point is that starting this December, in addition to artificial graphite, which was already subject to export controls, high-purity natural graphite for secondary battery anode materials has been newly added to the control list.

In response, our government has also taken action. The Ministry of Trade, Industry and Energy met with Wang Liping, Director General of the China Ministry of Commerce's Asia Department, last month to express concerns about battery supply chain instability caused by graphite export controls and urged close communication between the two countries for smooth supply chain cooperation.

Accordingly, the battery industry stated, "The US-China semiconductor hegemony competition seems to be expanding to batteries," emphasizing the need to diversify the graphite supply chain.

According to the Korea International Trade Association, last year domestic companies depended almost entirely on Chinese imports, with artificial graphite and natural graphite imports from China accounting for 91.1% and 90%, respectively.

The importance of graphite lies in the fact that the quantity and quality of graphite directly affect battery capacity increase (performance). According to KOTRA's Detroit Trade Center in the US, raw materials such as graphite, lithium, and aluminum separated and recycled from waste batteries during the battery cell manufacturing process can be used for new battery cell production or charging purposes up to 95%.

Meanwhile, Sonyd has a cooperative relationship with the Canadian company Recycliko regarding battery recycling technology. According to related industries, Recycliko is known to possess the best technology in North America for extracting raw materials from secondary batteries.

Recycliko recovers more than 99% of lithium, nickel, cobalt, manganese, and other materials from waste batteries through a closed-loop hydrometallurgy process. In particular, it holds a patented technology that separates graphite and carbon from battery concentrates. This patent has been recognized by the Australian and Japanese patent offices.

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