每经AI快讯，2月9日，当升科技(300073.SZ)公告称，公司与辉能科技于2月6日签署《策略合作框架协 议书》，双方拟在固态电池与新能源产业领域加强合作，充分发挥各自技术优势，在股权投资、电池材 料合作、产品量产与供应等方面建立全方位的战略合作伙伴关系。 ...

双方同意按照以下合作内容，同步开展股权参投与材料验证导入的合作讨论，逐步建立长期策略合作关 系，具体如下：1、股权投资：为使双方合作更加紧密，本框架协议签署后，双方尽最大诚意开展参投 甲方或甲方关联企业股权投资的探讨。有关投资合作的具体金额、方式、时间安排及其他合作细节，双 方同意后续另行签订股权投资相关协议。 格隆汇2月9日丨当升科技(300073.SZ)公布，公司与辉能科技股份有限公司（称"辉能科技"）于2026年2 月6日签署《策略合作框架协议书》。双方拟在固态电池与新能源产业领域加强合作，充分发挥各自技 术优势，在股权投资、电池材料合作、产品量产与供应等方面建立全方位的战略合作伙伴关系。 2、电池材料量产合作：甲方验证并导入乙方的电池材料，乙方提供符合甲方规格要求的材料供甲方测 试，并共同分析测试报告与改进方向。双方将根据乙方提供材料的测试结果，探讨下一步材料合作模 式，以推动乙方量产可供甲方使用的材料为目标。 3、优先采购模式探讨：为构建全球范围内的电池材料供应链，在确保符合双方利益的前提下，若乙方 电池材料经测试验证可用于甲方固态电池，并于约定时间内达到量产阶段，双方将基于市场情况，在不 影响甲方 ...

3、优先采购模式探讨：为构建全球范围内的电池材料供应链，在确保符合双方利益的前提下，若乙方 电池材料经测试验证可用于甲方固态电池，并于约定时间内达到量产阶段，双方将基于市场情况，在不 影响甲方成本竞争力、供应安全及产品质量的前提下，优先采购乙方电池材料。采购合作的具体方式、 优惠条件、采购时间安排及其他权利义务，将另行书面约定。 2、电池材料量产合作：甲方验证并导入乙方的电池材料，乙方提供符合甲方规格要求的材料供甲方测 试，并共同分析测试报告与改进方向。双方将根据乙方提供材料的测试结果，探讨下一步材料合作模 式，以推动乙方量产可供甲方使用的材料为目标。 格隆汇2月9日丨当升科技(300073.SZ)公布，公司与辉能科技股份有限公司（称"辉能科技"）于2026年2 月6日签署《策略合作框架协议书》。双方拟在固态电池与新能源产业领域加强合作，充分发挥各自技 术优势，在股权投资、电池材料合作、产品量产与供应等方面建立全方位的战略合作伙伴关系。 双方同意按照以下合作内容，同步开展股权参投与材料验证导入的合作讨论，逐步建立长期策略合作关 系，具体如下：1、股权投资：为使双方合作更加紧密，本框架协议签署后，双方尽最大诚意 ...

北京当升材料科技股份有限公司 关于与辉能科技签署策略合作框架协议的公告 1、本协议属于双方合作意愿和基本原则的框架性、意向性、初步的约定， 尚存在不确定性。本协议所涉及的具体合作事项需另行签订相关正式合作协议， 敬请广大投资者注意投资风险。 2、本协议的签署对公司本年度及未来各会计年度财务状况的具体影响存在 不确定性。 3、公司最近三年签署的框架协议不存在无进展的情况。 一、协议的基本情况 证券代码：300073 证券简称：当升科技 公告编号：2026-004 北京当升材料科技股份有限公司 关于与辉能科技签署策略合作框架协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 北京当升材料科技股份有限公司（以下称"公司"或"当升科技"）与辉能 科技股份有限公司（以下称"辉能科技"）于 2026 年 2 月 6 日签署《策略合作 框架协议书》（以下称"本协议"）。双方拟在固态电池与新能源产业领域加强 合作，充分发挥各自技术优势，在股权投资、电池材料合作、产品量产与供应等 方面建立全方位的战略合作伙伴关系。 本协议的签署无需提交董事会或股东会审议。后 ...

Core Viewpoint - The new mandatory ESG information disclosure guidelines for A-share listed companies in China, effective from 2026, aim to enhance the quality and comparability of environmental data, addressing long-standing issues in environmental information disclosure [1][2]. Group 1: New Guidelines and Their Impact - The revised guidelines introduce three new environmental disclosure topics: pollutant emissions, energy utilization, and water resource utilization, providing a unified method for ESG reporting [2]. - Companies are expected to align their 2025 ESG disclosures with the new guidelines, aiming for full compliance with the Shenzhen Stock Exchange's requirements [1][5]. - The guidelines address the fragmentation and lack of standardization in environmental disclosures, which have historically hindered data comparability and quality [2][4]. Group 2: Industry Response and Implementation - Companies like Zijin Mining and Dufu Technology are developing systematic data collection processes to comply with the new guidelines, integrating ESG data into their daily management [5][10]. - The guidelines emphasize the need for companies to analyze the financial impacts of environmental issues on their operations, including effects on profit and cash flow [6][7]. - The guidelines allow for adjustments based on the complexity of a company's operations and data availability, promoting a more tailored approach to ESG reporting [3][8]. Group 3: Risk Management and Opportunities - The new guidelines provide a framework for companies to identify and manage environmental risks, linking ESG disclosures with internal management practices [8][9]. - Companies are recognizing green opportunities, such as recycling and energy recovery, which can enhance both environmental performance and economic benefits [9][10]. - The guidelines encourage companies to proactively manage environmental challenges, moving from compliance to strategic management [8].

（编辑 任世碧） 证券日报网讯 2月6日，当升科技在互动平台回答投资者提问时表示，在动力领域，公司以高镍、超高 镍、中镍高电压多元材料为核心，深度绑定全球高端动力电池和车企，依托技术优势稳步扩大市场份 额；储能领域，公司以高压实磷酸（锰）铁锂材料为主力，凭借规模化产能与产品性能，快速提升全球 储能市场渗透率。长期看，两大领域均具备广阔的发展潜力，公司将努力提升在这两个领域的市场占有 率与行业竞争力。 ...

证券日报网讯 2月6日，当升科技在互动平台回答投资者提问时表示，公司攀枝花生产基地总体规划30 万吨/年磷酸（锰）铁锂产能，其中首期项目年产12万吨磷酸（锰）铁锂材料已建成投产，产线保持满 负荷运行状态。 （文章来源：证券日报） ...

Core Insights - The lithium battery core material shipment volume is expected to achieve year-on-year growth by 2025, with a clear concentration of leading companies in the industry [2] - The lithium material industry is entering a new phase of value competition by 2026, with a focus on technological innovation and supply chain resilience [7] Positive Electrode Materials - Lithium Iron Phosphate - In 2025, China's lithium iron phosphate positive electrode material shipment volume reached 3.944 million tons, a year-on-year increase of 62.5%, accounting for 79.1% of the total positive electrode material shipment volume [3] - The top ten companies in this segment include Hunan YN, Wanrun Energy, and Defang Nano, with Hunan YN leading with over 1 million tons and a market share of approximately 29.8%-30% [3] Positive Electrode Materials - NCM - In 2025, China's NCM material shipment volume reached 786,000 tons, a year-on-year increase of 22.2% [4] - The leading companies in this segment are Nantong Ruixiang, Tianjin Bamo, and Rongzhi Technology, with Nantong Ruixiang achieving nearly 200,000 tons in shipments [4] Negative Electrode Materials - In 2025, China's negative electrode material shipment volume reached 2.922 million tons, a year-on-year increase of 38.1% [5] - The top three companies, including Better Energy, Shanghai Shanshan, and Zhongke Xingcheng, collectively hold a market share of 50.9% [5] Electrolytes - In 2025, global lithium-ion battery electrolyte shipment volume grew by 44.5% to 2.402 million tons, with China's actual shipment volume reaching 2.235 million tons, accounting for 93.05% of the global market [6] - The leading companies in this segment include Tianci Materials and BYD, with Tianci Materials achieving a shipment volume of 720,000 tons and a market share of 32.2% [6] Separators - In 2025, China's lithium-ion battery separator total shipment volume reached 32.85 billion square meters, a year-on-year increase of 44.4% [7] - The top companies in this segment include Shanghai Enjie and Hebei Jinli, with Shanghai Enjie achieving nearly 10 billion square meters in shipments and a market share exceeding 30% [7] Industry Outlook for 2026 - By 2026, global lithium-ion battery shipment volume is expected to reach 3,016.3 GWh, with a year-on-year growth of approximately 30% [7] - The industry is anticipated to see intensified competition among leading companies and accelerated exit of weaker players, driven by the expansion of the energy storage market and growth in new energy vehicle exports [7]

Core Viewpoint - The company, Dangsheng Technology, expects to achieve a net profit attributable to the parent company of 600 million to 650 million yuan in 2025, representing a year-on-year growth of 27.16% to 37.76% [1] - The company anticipates a net profit of 480 million to 530 million yuan after deducting non-recurring gains and losses, indicating a significant year-on-year increase of 76.03% to 94.36% [1] Group 1 - During the reporting period, the company positioned itself as a technology leader in the global new energy cathode materials industry, effectively seizing opportunities in the power, energy storage, and consumer markets [1] - The company achieved steady growth in operating performance through a comprehensive product layout and core technological advantages [1] - The sales volume of the company's products experienced substantial year-on-year growth [1]

智通财经APP讯，当升科技(300073.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 6亿元至6.5亿元，同比增长27.16%至37.76%;扣除非经常性损益后的净利润4.8亿元至5.3亿元，同比增长 76.03%至94.36%。 ...