Core Viewpoint - The strategic cooperation agreement between Dangsheng Technology and Boyuan Co., aims to leverage each other's strengths in solid-state lithium battery materials, focusing on technology development, product supply, market promotion, and potential equity investment [1][2][3]. Group 1: Technology Cooperation - Both companies will collaborate on research and technology development in solid-state lithium materials, utilizing Dangsheng's expertise in sulfide electrolyte preparation and Boyuan's capabilities in high-purity lithium iodide [2][3]. - They will share R&D platforms and form technical teams to enhance the technology level and industrialization capabilities in the key materials for solid-state batteries [2][3]. Group 2: Product Supply - A stable supply relationship for raw materials used in solid-state lithium sulfide electrolytes will be established, ensuring a safe, efficient, and cost-competitive supply chain [2][3]. - Dangsheng will prioritize sourcing lithium iodide and lithium sulfide from Boyuan under equal market conditions, while Boyuan will act as a strategic supplier for high-purity products [2][3]. Group 3: Market Promotion - The companies will leverage their global market channels and brand influence to promote solid-state battery key materials, targeting mainstream battery manufacturers and automotive companies [3]. - They aim for mutual benefits through the promotion of high-performance new "sulfide electrolyte" solutions [3]. Group 4: Equity Investment Exploration - The agreement includes exploring potential equity investment collaborations to deepen resource integration and long-term binding of advantages [3]. - Both companies will discuss capital cooperation in upstream key raw materials and new solid-state electrolyte materials, aiming to build a competitive advantage in the industry chain [3]. Group 5: Industry Context - The global new energy market presents significant opportunities for the lithium battery industry, with solid-state batteries recognized as a key development direction due to their high safety and energy density [3][4]. - Dangsheng has developed high ionic conductivity sulfide solid electrolytes and has stable large-scale preparation capabilities, while Boyuan is a leader in inorganic iodide, focusing on high-purity lithium iodide production [4].

Core Insights - The strategic cooperation framework agreement between Beijing Dongsheng Materials Technology Co., Ltd. and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to establish a long-term and stable partnership in solid-state lithium battery materials technology development, product supply, market promotion, and equity investment [1][2] Group 1: Company Overview - Dongsheng Technology is focused on solid-state lithium battery materials and aims to leverage its advantages in sulfide electrolyte preparation and customer channels [2] - Boyuan Co. specializes in fine chemical research, production, and sales, with a primary focus on iodides and specialty functional chemicals, serving various industries including pharmaceuticals and chemicals [1] Group 2: Financial Performance - Boyuan Co. reported a revenue of 560 million yuan from iodides in the first half of 2025, marking a year-on-year increase of 16.56%, while specialty functional chemicals generated 95 million yuan, reflecting a decline of 16.1% with a gross margin of 12% [1] Group 3: Strategic Cooperation Details - The collaboration will focus on developing new solid-state electrolyte products with high ionic conductivity and interface stability, enhancing both companies' technological and industrial capabilities in key materials for solid-state batteries [2] - Boyuan Co. will act as a strategic supplier for Dongsheng Technology, prioritizing the supply of lithium iodide and lithium sulfide for solid-state electrolytes [2] - The partnership may extend to equity investment opportunities in the future, aiming to strengthen the strategic relationship and deepen industrial synergy [2] Group 4: Market Applications - The cooperation is expected to enhance the performance and industrialization capabilities of Dongsheng Technology's solid-state lithium battery materials, facilitating applications in emerging markets such as drones, eVTOLs, and humanoid robots [2]

Core Viewpoint - The company, Boyuan Co., Ltd. (301617.SZ), has signed a strategic cooperation framework agreement with Beijing Dangsheng Technology Co., Ltd. to establish a long-term and stable partnership in solid-state lithium battery material technology development, product supply, market promotion, and equity investment [1] Group 1 - The agreement is a framework agreement, meaning specific cooperation matters will require separate formal agreements [1] - The signing of the agreement introduces uncertainty regarding its specific impact on the company's financial status for the current and future accounting years [1]

Group 1: Monetary and Financing Data - As of the end of September, the broad money supply (M2) reached 335.38 trillion yuan, with a year-on-year growth of 8.4% [1] - The total social financing scale increased by 30.09 trillion yuan in the first three quarters, which is 4.42 trillion yuan more than the same period last year [2] - The net cash injection in the first three quarters was 761.9 billion yuan [1] Group 2: Gold Prices and Market Trends - The price of domestic gold jewelry has surged over 100 yuan per gram, exceeding 1235 yuan per gram as of October 15 [3] - Private equity funds have distributed over 14 billion yuan in dividends this year, with a total of 1,038 products participating in dividend payouts [3] Group 3: Technology and Manufacturing Developments - A subsidiary of New Kai Lai launched a new generation of ultra-high-speed real-time oscilloscopes, supporting advanced 3nm and 5nm process development [4] - The global PC display panel shipment is expected to grow by 4% in 2025, driven by strong demand for AI products and new releases [5][6] Group 4: Corporate Performance and Announcements - High Energy Environment reported a net profit increase of 15.18% year-on-year for the first three quarters, with revenue of 10.16 billion yuan [9] - Sichuan Road and Bridge announced a 25.16% increase in the total amount of projects won in the first three quarters, reaching 97.173 billion yuan [14] - Tai Ling Microelectronics expects a net profit increase of 118% year-on-year for the first three quarters, with projected revenue of approximately 766 million yuan [15] Group 5: Market Reactions and Stock Performance - The Shanghai Composite Index rose by 1.22%, returning to the 3900-point mark, with over 4300 stocks in the market experiencing gains [18] - Robotics and aviation sectors saw significant stock price increases, with several companies reaching their daily limit [18]

Group 1 - High Energy Environment reported a net profit of 646 million yuan for the first three quarters, a year-on-year increase of 15.18% [1] - Tianzhun Technology received approval from the China Securities Regulatory Commission for issuing convertible bonds to unspecified objects [1] - Energy Conservation Wind Power achieved a cumulative power generation of 9.349 billion kWh, a year-on-year increase of 1.72% [1][2] Group 2 - Sichuan Road and Bridge's total amount of projects won in the first three quarters reached 97.173 billion yuan, a year-on-year increase of 25.16% [3] - Shaanxi Energy's power generation in the third quarter decreased by 1% year-on-year, while its coal sales increased by 136.98% [3][4] Group 3 - Jintuo Co. announced that four shareholders plan to reduce their holdings by up to 2.95% of the company's shares [5] - Tailin Microelectronics expects a net profit increase of 118% year-on-year for the first three quarters, with revenue of approximately 766 million yuan [6] - Asia-Pacific Co. anticipates a net profit of 310 million to 335 million yuan for the first three quarters, a year-on-year increase of 97.38% to 113.30% [8] Group 4 - He Sheng New Materials expects a net profit increase of 60% to 80% for the first three quarters, with a projected profit of 137 million to 154 million yuan [9] - Spring Airlines reported a passenger turnover of 4.835 billion person-kilometers in September, a year-on-year increase of 22.87% [10][11] Group 5 - Mingxin Xuteng received a notification from a leading new energy vehicle company for a project worth approximately 650 million yuan [12] - Acolyte's subsidiary received a government subsidy of 47.13 million yuan for fixed asset investment [13] Group 6 - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of a new drug for treating advanced prostate cancer [14] - Aofu Technology plans to sell idle factory assets for a total price of 23.852 million yuan [16] Group 7 - Ganyue Expressway reported a service income of 313 million yuan in September [18] - Dong'an Power secured five new market agreements in the third quarter, with a total projected sales volume of approximately 1 million units [20] Group 8 - Zhongmin Energy achieved a cumulative power generation of 1.922 billion kWh, a year-on-year increase of 1.25% [21] - Pan-Asia Micro-Pore's application for issuing shares to specific objects has been accepted by the Shanghai Stock Exchange [23] Group 9 - Shenghui Integration reported an order balance of 2.214 billion yuan as of September 30, a year-on-year increase of 21.21% [24] - Jineng Technology's vice president resigned for personal reasons [25] Group 10 - Ruixin Microelectronics expects a net profit increase of 116% to 127% for the first three quarters, with a projected profit of 760 million to 800 million yuan [33] - Shanghai Pharmaceuticals received FDA approval for a new drug application for doxycycline capsules [34] Group 11 - Ruima Precision's subsidiary received a project notification for air suspension systems from a domestic automaker, with a total sales forecast of approximately 265 million yuan [36] - Galaxy Magnetics anticipates some impact on its export business due to the Ministry of Commerce's announcement on export controls for certain rare earth items [37] Group 12 - Ba Tian Co. expects a net profit increase of 230.79% to 260.15% for the first three quarters, with a projected profit of 676 million to 736 million yuan [43] - Donglai Technology plans to reduce its repurchased shares by up to 1% of the total share capital [45] Group 13 - Guangkang Biochemical announced that shareholders plan to reduce their holdings by up to 2.68% of the company's shares [46] - Nanwang Energy reported a net profit increase of 37.13% for the first three quarters, with a total revenue of 5.32 billion yuan [48] Group 14 - Yahua Group expects a net profit increase of 106.97% to 132.84% for the first three quarters, with a projected profit of 320 million to 360 million yuan [49] - Hualitai's annual production project for 20,000 tons of benzidine has been successfully completed and is now in full production [51]

Core Viewpoint - The strategic cooperation agreement between Dingsheng Technology and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to enhance competitiveness in the solid-state battery materials industry through resource integration and technological innovation [1] Group 1: Strategic Cooperation - Dingsheng Technology and Boyuan Pharmaceutical signed a strategic cooperation framework agreement on October 15, 2025 [1] - The collaboration will focus on the sulfide solid electrolyte system, emphasizing diversified cooperation [1] - The partnership aims to accelerate the industrial application and market development of high-performance solid-state electrolytes [1] Group 2: Industry Impact - The agreement is expected to enhance both companies' core competitiveness and market advantages in the global solid-state battery key materials supply chain [1]

Core Viewpoint - The strategic cooperation framework agreement between Ansheng Technology and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to establish a long-term and stable partnership in the field of solid-state lithium battery materials, focusing on technology development, product supply, market promotion, and equity investment [1][2]. Group 1: Strategic Cooperation - Both parties agree to collaborate on research and technology development in solid-state lithium battery materials, leveraging Ansheng's expertise in sulfide electrolyte preparation and Boyuan's advanced lithium iodide processing capabilities [1]. - The collaboration will involve sharing R&D platforms and forming technical teams to enhance the technological level and industrialization capabilities in the field of solid-state battery key materials [1]. Group 2: Supply Chain and Procurement - A stable supply relationship for raw materials used in solid-state lithium sulfide electrolyte products will be established, focusing on creating a safe, efficient, and cost-competitive supply chain [2]. - Ansheng and its controlling companies will prioritize purchasing lithium iodide and lithium sulfide from Boyuan and its controlling companies under equal market conditions [2]. Group 3: Capital Cooperation - The parties will explore potential cooperation in equity investment to achieve deep integration of resources and long-term binding through capital ties [2]. - They agree to lead different aspects of the business to avoid competition, with Ansheng focusing on solid-state lithium battery cathode materials and Boyuan on key raw materials like lithium iodide [2].

Core Viewpoint - The strategic cooperation framework agreement between Changsheng Technology and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to establish a long-term and stable partnership in the field of solid-state lithium battery materials technology development and product supply [1] Group 1: Strategic Cooperation - The agreement was signed on October 15, 2025, and focuses on collaboration in solid-state lithium battery materials technology [1] - Both parties will leverage Changsheng Technology's expertise in sulfide electrolyte preparation and Boyuan's advanced lithium iodide processing capabilities to develop new solid-state electrolyte products with high ionic conductivity and interface stability [1] - The collaboration includes sharing research and development platforms and forming technical teams to enhance technology iteration and customer integration in the sulfide-lithium iodide system [1]

Core Viewpoint - The strategic cooperation framework agreement between the company and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to establish a long-term and stable partnership in the field of solid-state lithium battery materials technology development, product supply, market promotion, and equity investment [1] Group 1: Strategic Cooperation - The agreement was signed on October 15, 2025, and focuses on solid-state lithium battery materials [1] - Both parties will collaborate on research and technology development in the solid-state lithium battery materials sector [1] - The partnership leverages the company's expertise in sulfide electrolyte mass production and customer channels alongside Boyuan's advanced high-purity lithium iodide process and industrialization capabilities [1] Group 2: Technical Development - The collaboration aims to develop new solid-state electrolyte products that feature high ionic conductivity and interface stability [1] - Both parties will share research and development platforms and form technical teams to promote the technological iteration of the sulfide-lithium iodide system [1] - The goal is to enhance both parties' technological levels and industrialization capabilities in the key materials for solid-state batteries [1]

每经AI快讯，当升科技10月15日晚间发布公告称，北京当升材料科技股份有限公司与山东博苑医药化 学股份有限公司于2025年10月15日签署《战略合作框架协议》。为充分发挥各自优势，经友好协商，双 方一致同意在固态锂电材料技术合作开发、产品供应、市场推广、股权投资等领域建立长期、全面、稳 定的战略合作关系。 每经头条（nbdtoutiao）——出租白银的爆赚机会：年化利率飙升到35%，全球白银正空运往英国套 利，背后是一场史诗级逼空 （记者 曾健辉） ...