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当升科技:2025年上半年,公司固态锂电材料持续放量
Zheng Quan Ri Bao Wang· 2025-10-13 12:09
Core Viewpoint - The company, Dongsheng Technology, announced that it will achieve significant production of solid-state lithium battery materials in the first half of 2025, with specific products already being adopted by several major clients in the solid-state battery sector [1] Group 1: Product Development and Market Position - The company has successfully achieved ton-level shipments of sulfide solid-state battery-specific cathode materials [1] - The dual-phase composite cathode material has been recognized at the Zhongguancun Forum as one of the top new technologies and products [1] - Products have been integrated into various applications, including drones, eVTOLs, and humanoid robots [1] Group 2: Client Engagement and Industry Collaboration - The solid-state battery-specific lithium cobalt oxide and lithium-rich manganese-based cathode materials have positioned the company to collaborate with leading domestic automotive manufacturers and battery clients such as BYD, FAW, and Zhongke Gonen [1] - The company has established partnerships with multiple solid-state battery clients, including Qingtai, Weilan, Huineng, Ganfeng Lithium, and Zhongqi New Energy [1]
当升科技:公司固态锂电材料性能指标处于行业领先水平,相关产品已批量供应客户
Ge Long Hui· 2025-10-13 01:20
Core Viewpoint - The company, as a global leader in the lithium battery materials industry, has been actively developing solid-state lithium battery materials technology, covering various technical routes including sulfides, oxides, and halides, with significant advancements in both semi-solid and all-solid materials [1][2] Group 1: All-Solid State Materials - The company offers a range of all-solid-state cathode materials, including high nickel single crystal and polycrystalline series, and is collaborating with domestic and international battery and automotive companies for development [1] - The high nickel multi-component materials developed for all-solid-state applications have performance metrics (cycle life, capacity) approaching that of liquid batteries, with energy density exceeding 400 Wh/kg, significantly surpassing current liquid battery levels [1] Group 2: Semi-Solid State Materials - The company has a longer history in developing semi-solid state cathode materials, utilizing ultra-high nickel multi-component systems, which demonstrate high safety through various tests such as puncture and 200°C thermal box tests [1] - The semi-solid lithium battery cathode materials are widely applied in electric vehicles, drones, eVTOL, and humanoid robots, achieving shipments in the thousand-ton range [1] Group 3: Solid-State Electrolytes - The company focuses on sulfide halide electrolytes, having pioneered the research and development of a new type of chloroiodine composite sulfide electrolyte, which maintains high ionic conductivity while reducing the pressure for all-solid-state batteries to below 5 MPa, facilitating industrialization [2] - In addition to sulfide electrolytes, the company is developing low-cost, high-voltage window halide electrolytes to adapt to higher voltage lithium-rich manganese-based materials, currently in the stabilization preparation phase [2] Group 4: Comprehensive Solutions - The company does not merely produce electrolytes or cathode materials but provides a comprehensive solution for solid-state battery clients, including a specialized interface layer between cathode materials and solid-state electrolytes to enhance performance [2] - With strong technical accumulation, rich customer resources, and ample financial support, the company has established a complete product system in the solid-state lithium battery materials sector, with performance indicators at the industry-leading level and products already in mass supply to clients [2]
当升科技:已完成氧化物电解质年产百吨级中试线建设和硫化物固态电解质数吨级小试线建设
Ge Long Hui· 2025-10-13 01:20
Core Viewpoint - The company has made significant progress in the production capacity of solid-state electrolytes, completing the construction of a pilot line for oxide electrolytes and a small-scale trial line for sulfide solid-state electrolytes, achieving stable production at the ton level and receiving certifications from several key downstream customers [1] Group 1 - The company has completed the construction of a pilot line for oxide electrolytes with an annual production capacity of 100 tons [1] - The company has also established a small-scale trial line for sulfide solid-state electrolytes with a production capacity of several tons [1] - The company has achieved stable production of solid-state electrolytes at the ton level [1] Group 2 - The company has received certifications and has begun the introduction of its products to multiple key downstream customers [1]
当升科技:公司富锂锰基材料可以适配液态电池、固态电池等不同应用场景
Ge Long Hui· 2025-10-13 01:20
Core Viewpoint - The company, Dangsheng Technology, highlights the expanding application scenarios of lithium batteries and the evolution of lithium cathode materials towards "high energy density + low cost," with lithium-rich manganese-based materials being a key solution to market demands [1] Group 1: Technological Advancements - The company has systematically addressed key technical issues related to ultra-high capacity lithium-rich manganese-based materials through continuous technological iteration [1] - Successful development of lithium-rich manganese-based cathode materials suitable for ultra-high energy density all-solid-state batteries has been achieved [1] - Innovations in precise two-phase content and component regulation, as well as surface interface modification, have resulted in lithium-rich manganese-based materials with significantly higher capacity than current high-nickel multi-materials [1] Group 2: Performance and Compatibility - The lithium-rich manganese-based materials exhibit high packing density, long cycle life, and good compatibility with solid-state electrolytes, with performance indicators at an industry-leading level [1] - These materials are adaptable to various application scenarios, including both liquid and solid-state batteries [1] Group 3: Market Position and Customer Feedback - The company has established a customer base that includes leading lithium battery manufacturers and automotive companies, receiving high praise for product performance [1] - The company has achieved ten-ton level product shipments and is entering a phase of steady volume increase [1]
当升科技:接受光大证券等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-10-13 01:20
每经AI快讯,当升科技发布公告称,2025年10月11日14:30-15:20,当升科技接受光大证券等投资者调 研,公司固态锂电材料事业部负责人邵宗普等人参与接待,并回答了投资者提出的问题。 每经头条(nbdtoutiao)——AI技术滥用调查:明星可被"一键换装","擦边"内容成流量密码,技术防 线为何形同虚设? (记者 王瀚黎) ...
当升科技(300073.SZ):公司固态锂电材料性能指标处于行业领先水平,相关产品已批量供应客户
Ge Long Hui· 2025-10-13 01:17
Core Viewpoint - The company, as a global leader in the lithium battery materials industry, has been actively developing solid-state lithium battery materials technology, covering various technical routes including sulfides, oxides, and halides, with significant advancements in both semi-solid and all-solid materials [1][2] Group 1: Solid-State Battery Materials - The company has developed all-solid-state cathode materials, including high-nickel single crystal and polycrystalline series, which are currently being co-developed with domestic and international battery and automotive clients [1] - The high-nickel multi-component materials specifically designed for all-solid-state applications have achieved performance levels in cycling and capacity that are close to those of liquid batteries, with an energy density exceeding 400 Wh/kg, significantly surpassing current liquid battery energy density levels [1] - The semi-solid cathode materials, developed earlier, utilize ultra-high nickel multi-component systems and demonstrate high safety through various tests, including puncture and 200°C thermal box tests [1] Group 2: Electrolyte Development - The company focuses on sulfide halide electrolytes and has pioneered the research and development of a new type of chloroiodine composite sulfide electrolyte, which maintains high ionic conductivity while reducing the pressure for all-solid-state batteries to below 5 MPa, positively impacting industrialization [2] - In addition to sulfide electrolytes, the company is developing low-cost, high-voltage window halide electrolytes to accommodate higher voltage lithium-rich manganese-based materials, which are currently in the stabilization preparation phase [2] - The company provides comprehensive solutions for solid-state battery clients, including a specialized interface layer between cathode materials and solid-state electrolytes, enhancing the performance of both components [2] Group 3: Market Position and Product Offering - The company has established a complete product system in the field of solid-state lithium battery materials, including solid-state cathode materials, solid-state electrolytes, and specialized interface layers, with performance indicators at the industry-leading level [2] - The relevant products have already been supplied in bulk to clients, and the company is at the forefront of commercial application in the industry [2]
当升科技(300073.SZ):公司富锂锰基材料可以适配液态电池、固态电池等不同应用场景
Ge Long Hui· 2025-10-13 01:17
Core Viewpoint - The company, Dangsheng Technology, highlights the expanding application scenarios of lithium batteries and the evolution of lithium cathode materials towards "high energy density + low cost," with lithium-rich manganese-based materials being a key solution to market demands [1] Group 1: Technological Advancements - The company has systematically addressed key technical issues related to ultra-high capacity lithium-rich manganese-based materials through continuous technological iteration [1] - Successful development of lithium-rich manganese-based cathode materials suitable for ultra-high energy density all-solid-state batteries has been achieved [1] - Innovations in precise two-phase content and component regulation, as well as surface interface modification, have resulted in lithium-rich manganese-based materials with significantly higher capacity than current high-nickel multi-materials [1] Group 2: Performance and Compatibility - The lithium-rich manganese-based materials exhibit high packing density, long cycle life, and good compatibility with solid-state electrolytes, with performance indicators at an industry-leading level [1] - These materials are adaptable to various application scenarios, including both liquid and solid batteries, catering to leading lithium battery manufacturers and automotive companies [1] - The products have received high praise from customers, and the company has achieved ten-ton level product shipments, entering a phase of steady volume increase [1]
当升科技(300073.SZ):已完成氧化物电解质年产百吨级中试线建设和硫化物固态电解质数吨级小试线建设
Ge Long Hui· 2025-10-13 01:17
Core Viewpoint - The company has made significant progress in the production capacity of solid-state electrolytes, completing the construction of a pilot line for oxide electrolytes and a small-scale trial line for sulfide solid-state electrolytes, achieving stable production at the ton level and receiving certifications from several key downstream customers [1] Group 1 - The company has completed the construction of a pilot line for oxide electrolytes with an annual production capacity of 100 tons [1] - The company has also established a small-scale trial line for sulfide solid-state electrolytes with a production capacity of several tons [1] - The company has achieved stable production of solid-state electrolytes at the ton level [1] Group 2 - The company has received certifications and has begun the introduction of its products to multiple key downstream customers [1]
当升科技(300073) - 2025年10月11日投资者关系活动记录表
2025-10-13 00:58
Group 1: Company Overview and Market Position - Dongsheng Technology is a global leader in lithium battery materials, focusing on solid-state lithium battery technology development since several years ago [4] - The company has established a complete product system in the solid-state lithium battery field, including solid-state cathode materials, solid-state electrolytes, and specialized interface layers, with performance indicators at the industry-leading level [5][8] Group 2: Solid-State Lithium Battery Materials - The company has developed high-nickel multi-component materials for all-solid-state batteries, achieving energy density exceeding 400 Wh/kg, surpassing current liquid battery levels [4] - The solid-state electrolyte focuses on sulfide electrolytes, with a new type of chloroiodine composite sulfide electrolyte developed, reducing the pressure required for solid-state battery use to below 5 MPa [5][6] Group 3: Production Capacity and Technological Advancements - The company has completed the construction of a pilot line for oxide electrolytes with an annual capacity of 100 tons and a small-scale trial line for sulfide solid-state electrolytes [9] - The production process for sulfide solid-state electrolytes has been optimized, ensuring controllable quality and scalable supply [10] Group 4: Market Development and Client Base - In the first half of 2025, the company achieved significant sales growth in solid-state lithium battery materials, with sulfide solid-state battery-specific cathode materials reaching ton-level shipments [12] - The company has established a broad and stable customer base, supplying major lithium battery manufacturers and automotive companies in China, Japan, Korea, and Europe [13] Group 5: Phosphate Lithium Market and Future Prospects - The company has a strong technological foundation in phosphate (manganese) lithium, with sales volume achieving a significant increase, reaching nearly 10,000 tons monthly [14][15] - The first phase of the production capacity for phosphate (manganese) lithium has been completed, with plans for an additional 80,000 tons capacity expected to be operational by the end of 2025 [15]
当升科技(300073) - 关于2025年管理层与核心骨干股权增持计划实施进展的公告
2025-10-10 09:30
北京当升材料科技股份有限公司 关于 2025 年管理层与核心骨干股权增持计划实施进展的公告 北京当升材料科技股份有限公司(以下称"当升科技"或"公司")2025 年第三次临时股东大会于 2025 年 8 月 12 日审议通过了《<2025 年管理层与核心 骨干股权增持计划(草案)>及摘要》(以下称"股权增持计划")。根据中国 证券监督管理委员会《关于上市公司实施员工持股计划试点的指导意见》及《深 圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》的相 关要求,现将公司本次股权增持计划实施进展情况公告如下: 截至本公告披露日,公司股权增持计划已通过"云南国际信托有限公司-云 南信托-与奋斗者同行当升科技员工持股第六期管理服务信托"从二级市场以 市价累计买入了公司股票合计 97,600 股,占公司总股本的 0.02%,成交均价为 48.43 元/股,成交总金额为 4,726,430 元。 公司将根据股权增持计划的实施进展情况及时履行信息披露义务。敬请广大 投资者谨慎决策,注意投资风险。 特此公告。 北京当升材料科技股份有限公司董事会 北京当升材料科技股份有限公司 关于 2025 年管理层与核心 ...