[Click eStock] "NCS, High Growth Expected Based on New Portfolio"
Hana Securities forecasted on the 27th that Nensis's performance will improve based on a new portfolio in addition to secondary battery vision inspection equipment.
Choi Jae-ho, a researcher at Hana Securities, explained, "The DEGAS process equipment that removes gas in the existing battery activation process utilizes a vacuum chamber," adding, "Nensis's pocket DEGAS equipment does not require a vacuum chamber, enhancing operational efficiency by reducing the factory line size."
He continued, "They are conducting quality tests for domestic representative secondary batteries," and "They have also completed research and development (R&D) for copper foil manufacturing inspection equipment and thickness measuring devices."
He analyzed, "Entechsis, acquired in May this year, is the only company in Korea with experience in turnkey equipment manufacturing for the 46-cell cylindrical assembly process," and "They plan to supply 46-cell cylindrical assembly process equipment and inspection equipment through synergy with Nensis."
Researcher Choi expressed expectations, saying, "LG Energy Solution plans to expand its new battery production plant to Arizona by the end of next year," and "They are anticipating orders from Nensis." He emphasized, "Dry process equipment and all-solid-state battery inspection equipment are also factors to look forward to," adding, "They plan to establish a demo line in the first half of next year through R&D of dry coaters and vision inspectors for cathodes and anodes." He further added, "R&D for all-solid-state battery inspection equipment is underway together with major clients and others.
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