Recently, Torch Electron (603678) completed the strategic acquisition of CAS Supercapacitor Technology Co., Ltd., marking the completion of its strategic layout in the supercapacitor sector through a combination of “in-house R&D and external reinforcement.” This move enables the company to establish a fully integrated industry chain covering core materials to system solutions, delivering comprehensive one-stop energy storage solutions for diverse application scenarios, empowering industrial upgrading, and contributing to the high-quality development of China’s new energy and strategic emerging industries. Driven by the dual forces of the “dual carbon” goals and the wave of intelligent transformation, supercapacitors, as core high-power energy storage components, are witnessing rapidly growing demand across multiple fields, including the AI computing revolution and the development of next-generation power systems. The level of technological independence and supply chain control in this field is directly linked to national energy security and the stable development of high-end equipment industrial chains. CAS Supercapacitor Technology Co., Ltd.: A benchmark for high-end supercapacitor technology in China. Led by a core technical team headed by Researcher Liu Shuangyi from the Chinese Academy of Sciences, the company possesses full-chain R&D capabilities covering “materials–cells–modules.” It has established internationally leading technology platforms in carbon-based electrode materials and organic electrolytes, successfully developed and mass-produced the world’s first 3.2V EDLC supercapacitor cell. The product achieves significant improvements in energy density and overall performance, while realizing high-quality independent control of key materials. Torch Electron: With years of dedicated development in the supercapacitor field, Torch Electron has accumulated extensive experience in independent R&D and in-house manufacturing. The company has established mature automated production lines and a comprehensive quality control system, demonstrating strong industrialization and delivery capabilities. Its products have been widely and reliably deployed in major industrial applications, including rail transit, electric power and energy systems, and grid frequency regulation. Mutual Empowerment Through Technology Development: CAS Supercapacitor Technology Co., Ltd.’s core technologies in high-voltage and high-energy-density supercapacitors will further elevate the performance ceiling of Torch Electron’s existing product portfolio. Meanwhile, leveraging its mature mass-production capabilities and manufacturing expertise, Torch Electron can accelerate the commercialization of CAS Supercapacitor’s advanced material technologies, bridging the gap from laboratory validation to large-scale industrial application. Comprehensive Product Portfolio Coverage: Torch Electron’s general-purpose product portfolio and CAS Supercapacitor’s high-performance technology roadmap form a highly complementary ecosystem. Together, they can provide cost-effective and reliable solutions for industrial and consumer applications, while also meeting the demanding performance requirements of high-end equipment and emerging technology sectors. This collaboration enables a full-spectrum product portfolio ranging from low-voltage to high-voltage solutions, and from standard cells to customized energy storage systems. Market Expansion Through Channel Synergy: CAS Supercapacitor’s advanced technology capabilities will help Torch Electron enter high-value emerging markets, including controlled nuclear fusion and AI computing infrastructure, expanding both customer segments and application scenarios. At the same time, Torch Electron’s long-established market channels and industry resources will accelerate the adoption of CAS Supercapacitor’s high-end products in mature application fields. Leveraging this acquisition as a strategic cornerstone, Torch Electron will fully utilize its financial strength and market channel advantages to empower CAS Supercapacitor Technology Co., Ltd. in accelerating capacity expansion and market penetration. The company will focus on high-growth application scenarios, including AI computing infrastructure, automotive electronics, controlled nuclear fusion, and smart grids. By building a complete industrial chain covering “materials–cells–modules–systems,” Torch Electron aims to deliver one-stop supercapacitor solutions across diverse application scenarios, ranging from standardized general-purpose products to high-end customized solutions. Together with industry partners, the company will build a new high ground for the supercapacitor industry, enabling more efficient energy storage and strengthening the foundation of China’s intelligent manufacturing.
LEER MÁS
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