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调研速递|当升科技接受东吴证券等30家机构调研,锂电材料进展成焦点
Xin Lang Cai Jing·2025-09-24 14:07

Core Viewpoint - The company, Dangsheng Technology, is making significant advancements in solid-state lithium battery materials, achieving mass production and establishing partnerships with major clients in the industry [1][2][3][4][5][6][7]. Group 1: Solid-State Lithium Battery Materials - Solid-state lithium battery cathode materials have reached a production scale of 10 tons, showcasing high energy density and safety [1]. - The company has developed lithium-rich manganese-based materials that address key technical challenges, positioning itself as a leader in the industry [2]. - Solid electrolytes with high ionic conductivity have been successfully developed, enabling stable production and large-scale supply capabilities [3]. Group 2: Diverse Material Business - The company has secured over 10 billion yuan in orders for ternary materials, establishing deep collaborations with international giants like LGES and SK on [4]. - Lithium cobalt oxide products have achieved performance breakthroughs, leading to mass supply for high-end digital products and major lithium battery manufacturers [5]. - Phosphate (manganese) lithium products have seen significant sales growth, with monthly shipments nearing 10,000 tons and a total production capacity expected to reach 120,000 tons [6]. Group 3: International Market and Financial Performance - The proportion of international customers is increasing, with the construction of a Finnish base to meet local demand from global clients [7]. - In the first half of 2025, the company reported revenue of 443.25 million yuan, a year-on-year increase of 25.17%, and a net profit of 31.12 million yuan, up 8.47%, indicating a recovery in operational performance [7].