东峰集团：国资入主推动战略转型升级 布局固态电池领域显成效

Core Viewpoint - Dongfeng Group reported a significant reduction in net loss for the first half of 2025, indicating substantial improvement in operational quality despite ongoing strategic transformation [1] Financial Performance - The company achieved operating revenue of 604 million yuan in the first half of 2025 [1] - The net loss attributable to shareholders was 61.31 million yuan, a reduction of 52.87% year-on-year, reflecting a notable narrowing of losses [1] Strategic Focus - Dongfeng Group is undergoing a strategic transformation, with a focus on high-tech solid-state and semi-solid battery materials in the new energy sector [1][2] - The company aims to enhance its scale advantages in the Class I pharmaceutical packaging sector to solidify its profit base [1] Business Development - The company’s product portfolio includes new energy separators, PET-based films, PVA high-barrier films, and various pharmaceutical packaging products [1] - Dongfeng Group is actively extending its industrial chain in the new energy battery materials sector, focusing on core materials for semi-solid and solid-state batteries [2] Industry Trends - The Ministry of Industry and Information Technology and local governments have issued multiple policy documents to support the long-term development of solid-state batteries [3] - It is projected that China's solid-state battery shipments will reach 18 GWh by 2027 and 30 GWh by 2028, indicating a significant growth trajectory for the industry [3] Research and Development - The company has achieved several milestones in the new energy materials and solid-state battery fields through partnerships with universities and industry leaders [4] - Collaborations have led to the development of advanced packaging materials and battery components, enhancing the company's competitive edge [4] Corporate Governance - The controlling shareholder of Dongfeng Group has changed to Qizhou Zhishang Enterprise Management Partnership, with the actual controller being the Qizhou State-owned Assets Supervision and Administration Commission [5] - This transition marks the integration of the company's governance system into the state-owned enterprise framework [5] Future Outlook - Under the guidance of Qizhou State-owned Assets, Dongfeng Group will focus on high-end new energy materials and cluster development in pharmaceutical packaging [6] - The company plans to enhance its operational capabilities while optimizing resource allocation in its core business areas [6]