Revenue and Profit - The company's revenue for Q1 2025 reached ¥1,908,009,532.72, representing a 25.80% increase compared to ¥1,516,723,369.72 in the same period last year[3] - Net profit attributable to shareholders was ¥110,624,326.38, a slight increase of 0.22% from ¥110,386,383.04 year-on-year[3] - The net profit attributable to the parent company was CNY 110.62 million, a slight increase of 0.22% compared to the previous year[18] - Operating revenue reached CNY 1.91 billion, representing a year-on-year growth of 25.80%[18] - Net profit for the current period was ¥109,830,743.71, a slight increase from ¥106,294,560.44 in the previous period, reflecting a growth of 2.4%[35] Cash Flow - The net cash flow from operating activities improved significantly to ¥361,210,743.96, a 344.41% increase from a negative cash flow of ¥147,789,018.62 in the same period last year[3] - The net cash flow from operating activities was CNY 361.21 million, a significant increase of 344.41% year-on-year[22] - Operating cash inflow for the current period was $1,456,028,510.13, down from $1,998,660,338.90 in the previous period, representing a decrease of approximately 27%[37] - The net cash flow from operating activities improved to $361,210,743.96 compared to a loss of $147,789,018.62 in the previous period[37] - Total cash outflow for operating activities was $1,094,817,766.17, down from $2,146,449,357.52, indicating a reduction of about 49%[37] Assets and Liabilities - Total assets increased by 6.17% to ¥18,178,469,757.29 from ¥17,122,242,928.22 at the end of the previous year[4] - The total liabilities increased by 22.08% to ¥4,186,262,715.29 from ¥3,429,090,779.89 at the end of the previous year[12] - Total current assets increased from CNY 11,871,868,372.67 to CNY 12,959,976,531.18, representing an increase of approximately 9.1%[30] - The total equity attributable to shareholders of the parent company was CNY 13.27 billion, an increase of 0.81% from the end of the previous year[15] - Total liabilities rose to ¥4,186,262,715.29, up from ¥3,429,090,779.89, indicating a 22.1% increase[32] Expenses - The net profit after deducting non-recurring gains and losses decreased by 36.13% to ¥66,565,504.87 from ¥104,224,406.41 in the previous year[3] - Total operating costs amounted to ¥1,842,906,742.64, up 31.2% from ¥1,404,912,464.53 in the prior period[34] - Research and development expenses increased by CNY 21.77 million, a growth of 23.56% compared to the same period last year[18] - Research and development expenses increased to ¥114,188,241.84, compared to ¥92,415,763.60 in the previous period, marking a rise of 23.5%[34] - The company reported a decrease in financial expenses by CNY 11.77 million, a reduction of 35.58% year-on-year[19] Government Support and Other Income - The company received government subsidies amounting to ¥43,196,088.24, primarily related to government projects[6] - Other income increased by CNY 43.21 million, a growth of 358.80%, primarily due to an increase in government subsidies[20] Shareholder Information - Minority interests increased by CNY 192.03 million, a growth of 36.47%, mainly due to capital contributions from minority shareholders[16] - The company reported a total of 1,340,098 restricted shares, with 810,636 shares released during the period[28] - The company has no significant changes in the number of preferred shareholders or major shareholders participating in margin trading[27] Future Outlook - The company plans to continue expanding its market presence and investing in new technologies to drive future growth[36]

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 2025 年第一季度报告披露提示性公告 证券代码：300073 证券简称：当升科技 公告编号：2025-039 北京当升材料科技股份有限公司 2025 年第一季度报告披露提示性公告 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。 《北京当升材料科技股份有限公司 2025 年第一季度报告》全文已于 2025 年 4 月 25 日在巨潮资讯网（www.cninfo.com.cn）上披露，敬请广大投资者注意查 阅。 特此公告。 2025 年 4 月 25 日 1 ...

当升科技（300073）公告，2025年第一季度营业收入19.08亿元，同比增长25.80%。净利润1.11亿元， 同比增长0.22%。 ...

一系列看似独立事件，形成的效应，乃至风暴正在对动储产业全球化趋势产业严重影响，甚至剧 烈冲击。 近日据多方外媒报道，韩国电动汽车 (EV) 电池制造商LG集团及其财团已正式撤回在印度尼西亚 建设电动汽车电池生态系统的计划投资。这一决定标志着该项目自2019年宣布以来，历经多年缓 慢进展后，最终未能落地。 据悉，该项目总投资额达77亿美元，原计划由LG Energy Solution （LG新能源） 、LG Chem （LG化学） 、LX International Corp （LX国际公司） 以及印度尼西亚国有企业共同推进，旨在 构建从原材料采购到电池生产的 "端到端价值链"。印尼作为全球最大的镍生产国，其丰富的镍资 源对电动汽车电池产业至关重要，因此该项目被视为LG集团在全球电池供应链布局中的关键一 环。 （消息来自 "环球网"） 事实上，这还只是动储产业全球化退潮的冰山一角。 据德国媒体4月中旬披露，由于国轩高科与市政府之间的法律纠纷，美国密歇根州梅科斯塔县计 划建设的电动汽车电池生产设施已停工。据了解，国轩计划在格林查特镇建设电池生产设施，该 项目预计投资约23.6亿美元，生产原定于2026年1月开始。 ...

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [19]. Core Insights - The report highlights the launch of new electric vehicle models, including the Xiaopeng X9 and the Denza N9, which are positioned to enhance market competition in the electric vehicle sector [6]. - The report emphasizes the importance of power batteries in electric vehicles, suggesting a focus on companies involved in battery production and related materials [6]. - The report provides detailed specifications of new vehicle models, including pricing, power output, and range, showcasing advancements in technology and design [6]. Industry Overview - The industry consists of 299 listed companies with a total market capitalization of approximately 46,881.73 billion and a circulating market value of about 41,202.87 billion [2]. - The absolute performance of the industry over the past 12 months shows a growth of 3.9%, while the relative performance indicates a decline of 3.0% compared to the benchmark index [3]. Recent Developments - The Ministry of Industry and Information Technology announced the public disclosure of new energy vehicle models, with 218 enterprises submitting 578 models for approval, including 498 pure electric models [6]. - Xiaopeng X9 is priced between 359,800 to 419,800 yuan, featuring a maximum range of 740 kilometers with a 105 kWh battery [6]. - Denza N9 offers a comprehensive range of 1302 kilometers and includes advanced driving assistance features [6]. - Wuling Hongguang has introduced a range-extended version, providing options for fuel, range-extended, and pure electric powertrains [6].

受产品价格下跌影响，公司2024年业绩出现下滑。根据公司的年报，2024 年公司实现营业收入75.93 亿 元，同比下降49.80%；实现归属上市股东的净利润为4.72 亿元，同比下降75.48%。2024 年公司锂电材 料销量为10.07 万吨，较2023 年增长60.53%。相关产品价格下跌是公司业绩下滑的核心，2023 年公司 多元材料和磷酸（锰）铁锂的销售价格分别为24.05 万元/吨、6.03 万元/吨，而2024年1 月至9 月的销售 单价分别为13.85 万元/吨、3.11 万元/吨，分别同比下降42.41%、48.42%。同时，在多元材料方面，由 于部分客户采购规模减少以及国际客户因终端产品换型需求影响，公司2024 年多元材料的销量出现阶 段性下滑，2023 年其销量为5.76 万吨，2024年估算大约为4 万吨。此外，由于受公司欧洲客户Northlt 的影响，2024 年公司单项计提应收账款坏账准备14473.47 万元。 风险提示 需求不及预期导致产品销量下滑；行业竞争加剧导致产品价格进一步下滑；应收账款延迟或坏账损失的 风险；本报告中的观点、结论仅供投资者参考，不构成投资建议，投资者自 ...

北京当升材料科技股份有限公司 关于董事辞职的公告 证券代码：300073 证券简称：当升科技 公告编号：2025-035 北京当升材料科技股份有限公司 关于董事辞职的公告 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。 北京当升材料科技股份有限公司（以下称"公司"）董事会于 2025 年 4 月 18 日收到董事肖林兴先生的书面辞职报告。肖林兴先生因个人原因申请辞去公 司第六届董事会董事及董事会审计委员会委员职务。辞职后，肖林兴先生不再担 任公司任何职务。 根据《公司法》和《公司章程》的相关规定，肖林兴先生的辞职未导致公司 董事会人数低于法定最低人数要求，不会影响公司董事会正常运作，其辞职报告 自送达公司董事会之日起生效。公司将尽快按照法定程序补选董事。 截至本公告披露日，肖林兴先生未持有本公司股份，亦不存在应当履行而未 履行的承诺事项。 肖林兴先生在担任公司董事期间，恪尽职守，勤勉尽责。公司董事会对肖林 兴先生在任职期间为公司发展做出的贡献表示衷心感谢！ 特此公告。 北京当升材料科技股份有限公司董事会 2025 年 4 月 18 日 1 ...

中信证券股份有限公司 关于北京当升材料科技股份有限公司 2024年度跟踪报告 | 保荐人名称：中信证券股份有限公司 | 被保荐公司简称：当升科技 | | --- | --- | | 保荐代表人姓名：刘拓 | 联系电话：010-60838913 | | 保荐代表人姓名：李雨修 | 联系电话：010-60836975 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 无 | | 2．督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不 | | | 限于防止关联方占用公司资源的制度、募集资金 | 是 | | 管理制度、内控制度、内部审计制度、关联交易 | | | 制度） | | | | 是，根据当升科技《2024年度内部控制评价报 | | （2）公司是否有效执行相关规章制度 | 告》《2024年度内部控制审计报告》，公司有 | | | 效执行了相关规章制度。 | | 3.募集资金监督情况 | | | （1） ...

中信证券股份有限公司 | 11.从事风险投资、委托理财、套期保值业务等事项是否建 | 是 | | --- | --- | | 立了完备、合规的内控制度 | | | （三）信息披露 | | 现场检查手段： 查阅上市公司信息披露文件，投资者关系登记表，深圳证券交易所互动易网站披 露信息，重大信息的传递披露流程文件，内幕信息管理和知情人登记管理情况， 信息披露管理制度，会计师出具的内部控制审计报告，检索公司舆情报道，对高 级管理人员进行访谈。 关于北京当升材料科技股份有限公司 2024 年度持续督导定期现场检查报告 | 保荐人名称：中信证券股份有限公司 被保荐公司简称：当升科技 | | | | | --- | --- | --- | --- | | （以下简称"中信证券"或"保荐人"） | | | | | 保荐代表人姓名：刘拓 联系电话：010-60838913 | | | | | 保荐代表人姓名：李雨修 联系电话：010-60836975 | | | | | 现场检查人员姓名：刘拓、索超、刘冠宏、屈晨曦、李志强、李昊 | | | | | 现场检查对应期间：2024 1 日至 2024 年 12 月 31 日 | ...

Group 1: Company Performance and Market Impact - The company experienced a decline in performance in Q4 2024 due to factors such as slower growth in the overseas electric vehicle industry, intensified competition, and a decrease in international customer sales proportion [2] - Despite the challenges, the company maintains a leading position in overall operational performance and profitability within the industry [4] - The company’s business volume in the U.S. market is relatively small, thus not significantly affected by the recent U.S. tariff policies [20] Group 2: Future Growth and Strategic Initiatives - The company is optimistic about future growth, focusing on multi-element cathode materials, lithium iron phosphate, and solid-state battery materials, with long-term supply agreements signed with international clients like LG and SK [7][11] - The company plans to enhance production capacity for lithium iron phosphate to meet strong downstream demand, with ongoing construction of the Panzhihua production base [9] - The solid-state battery materials have seen significant growth, with nearly 1,000 tons shipped in 2024, indicating a multi-fold increase year-on-year [5] Group 3: International Expansion and Project Development - The company is advancing its European new materials industry base project, which has received environmental permits from the Finnish government, aiming to meet local supply needs for international clients [8][16] - The project is expected to enter the construction phase in 2025, with a focus on establishing high-end production capacity to support global electric vehicle markets [8][16] Group 4: Financial Management and Investor Relations - The company emphasizes the importance of market value management and plans to enhance operational quality and governance to stabilize stock prices [19] - The company has implemented various measures to protect the interests of investors, particularly small shareholders, and aims to boost investor confidence [3][6]