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Beijing Easpring (300073) is a leading cathode material supplier. Na-ion cathode covers both polyanion (for ESS, >10,000 cycles, industry-leading compaction) and layered oxide routes (cylindrical start-stop, prismatic ESS, small power). 2026 H1 report: Na-ion cathodes continuously ramping at top customers (LFP/Na cathode revenue 2.819B CNY, 26.91%).
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