证券代码：300073 证券简称：当升科技 公告编号：2026-001 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 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 283,200 股，占公司总股本的 0.05%，成交均价为 55.83 元/股，成交总金额为 15,810,291.36 元。 公司将根据股权增持计划的实施进展 ...

Core Insights - The core viewpoint of the article is the significant growth forecast for the global sodium-ion battery industry, particularly in the production and shipment of cathode materials by 2025, as detailed in the "2026 Global Sodium Battery Industry White Paper" published by Qidian Research Institute SPIR [2]. Group 1: Industry Overview - By 2025, the global shipment of sodium-ion battery cathode materials is expected to reach approximately 20,000 tons, representing a year-on-year growth of 122.2% [2]. - Among the cathode materials, the shipment of polyanionic cathode materials is projected to exceed that of layered oxides, with an estimated shipment of 14,000 tons, marking a staggering year-on-year increase of 366.6%. In contrast, the shipment of layered oxide cathode materials is expected to be 5,000 tons, reflecting a year-on-year decline of 16.6% [2]. Group 2: Price Trends - The average price of layered oxide cathode materials in 2025 is forecasted to be 38,000 yuan per ton, which is a decrease of 26.3% compared to the previous year [3]. - The average price for polyanionic cathode materials is expected to be 28,000 yuan per ton, showing a decline of 22.2% year-on-year [3]. Group 3: Leading Companies - The top 10 companies in the global sodium-ion battery cathode materials shipment for 2025 include: 1. Qiana Energy 2. Rongbai Technology 3. Sodium Innovation Energy 4. Yingna New Energy 5. Wanrun New Energy 6. Sodium Science Energy 7. Dangseng Technology 8. Jiangsu Xiangying 9. Sodium Far New Materials 10. Jinguang Energy [7]. - The next tier, companies ranked 11-20, includes: 11. Ruiyang New Energy 12. Green Beauty 13. Zhenhua New Materials 14. Yangguang Technology 15. Tongxing Haosheng 16. Taihe Technology 17. Better Energy 18. Shengna Energy 19. Chaona New Energy 20. Xinna New Materials [7]. Group 4: Market Segmentation - The top 10 companies in the shipment of polyanionic cathode materials include: 1. Qiana Energy 2. Rongbai Technology 3. Yingna New Energy 4. Wanrun New Energy 5. Jinguang Energy 6. Sodium Science Energy 7. Sodium Far New Materials 8. Ruiyang New Energy 9. Tongxing Haosheng 10. Taihe Technology [9]. - The top 10 companies in the shipment of layered oxide cathode materials include: 1. Sodium Innovation Energy 2. Rongbai Technology 3. Dangseng Technology 4. Jiangsu Xiangying 5. Zhenhua New Materials 6. Sodium Science Energy 7. Green Beauty 8. Better Energy 9. Yangguang Technology 10. Changyuan Lithium Technology [9].

Core Viewpoint - The company has established a comprehensive foreign exchange risk management system to monitor risk exposure and mitigate adverse impacts from currency fluctuations on its operations [2] Group 1: Foreign Exchange Risk Management - The company conducts daily monitoring of its foreign exchange risk exposure [2] - It closely observes macroeconomic conditions and changes in international monetary policies [2] - The company dynamically adjusts the use of forward foreign exchange instruments based on professional market analysis reports and its actual situation [2]

Group 1 - The core viewpoint of the article is that the company, Dangsheng Technology, is experiencing rapid growth in its lithium iron phosphate (LiFePO4) business, which has become a new growth driver for its performance [1] - The company reported that both production and sales of its products are thriving and have achieved profitability [1] - The pricing of the company's products takes into account factors such as raw material costs, market supply and demand, and the competitive landscape of the industry [1]

Group 1 - The core viewpoint of the article is that the company, Changsheng Technology, is operating its production activities as planned and efficiently [1] - The company's lithium iron phosphate production line is running at full capacity [1]

Core Viewpoint - The company confirmed that its production operations are proceeding as planned, with the lithium iron phosphate production line operating at full capacity [1] Group 1 - Investors inquired about the need for maintenance on the lithium iron phosphate cathode material production line [1] - The company reassured that the production line for lithium iron phosphate (manganese) is running at full capacity [1]

格隆汇1月9日丨当升科技(300073.SZ)在投资者互动平台表示，公司与芬兰Donut Lab暂无合作关系。公 司始终对全球固态电池技术发展保持关注，并与国内外多家固态电池领先企业保持着密切的沟通与合 作。 ...

Core Insights - The company has reported rapid growth in its lithium iron phosphate (LiFePO4) business, achieving profitability and becoming a new growth driver for its performance [1] Group 1 - The company's lithium iron phosphate business is experiencing strong production and sales [1] - The profitability of this segment is attributed to a comprehensive consideration of raw material costs, market supply and demand, and industry competition dynamics [1]

当升科技（300073.SZ）1月9日在投资者互动平台表示，公司与芬兰Donut Lab暂无合作关系。公司始终 对全球固态电池技术发展保持关注，并与国内外多家固态电池领先企业保持着密切的沟通与合作。 每经AI快讯，有投资者在投资者互动平台提问：芬兰Donut Lab发布固态电池，公司在技术和业务上有 没有合作？ （文章来源：每日经济新闻） ...

Market Size and Forecast - The global lithium battery cathode material shipment is expected to reach 4.798 million tons by 2025, a year-on-year increase of 48.5%, with lithium iron phosphate (LFP) shipments at 3.654 million tons, growing by 67.2%, accounting for 78% of the total [2] - The shipment of ternary materials is projected to be 880,000 tons, with a slight increase of 4.3%, making up 16% of the total [2] - The main growth driver for lithium battery cathode materials is LFP, benefiting from the growth of the electric vehicle and energy storage markets [2] - The global lithium battery anode material shipment is expected to reach 2.723 million tons by 2025, a year-on-year increase of 48%, with artificial graphite accounting for 89.3% of the total [4] - The global lithium battery electrolyte shipment is projected to be 2.396 million tons by 2025, with a year-on-year growth of 53% [8] - The global lithium battery separator shipment is expected to reach 38.49 billion square meters by 2025, a year-on-year increase of 48.6% [10] Price Trends and Forecasts - The price of lithium battery cathode materials is expected to enter an upward cycle between 2026 and 2027 due to significant increases in raw material prices and improved supply-demand relationships [13] - The price of lithium battery anode materials is projected to rise in 2026-2027, driven by a rebound in upstream raw material prices and a concentration of orders among leading companies [14] - The price of lithium battery electrolytes is expected to rise in 2026-2027, primarily due to strong demand for lithium hexafluorophosphate and limited production capacity [17] - The price of separators is anticipated to increase in 2026-2027 due to growing demand from the power and energy storage markets, despite having reached cost price levels [18] Top 10 Companies in 2025 - The top 10 companies for lithium battery ternary cathode materials in China include Nantong Ruixiang, Rongbai Technology, and Bamo Technology [21] - The top 10 companies for lithium battery lithium iron phosphate cathode materials in China include Hunan Youneng, Defang Nano, and Wanrun New Energy [23] - The top 10 companies for lithium battery anode materials in China include BTR, Sanyuan Technology, and Zhongke Xingcheng [25] - The top 10 companies for lithium battery electrolyte in China include Tianci Materials, New Zobon, and Ruifeng New Materials [26] - The top 10 companies for lithium battery separators in China include Enjie, Xingyuan Materials, and Jinli Technology [28]