EASPRING(SZ:300073) Zheng Quan Ri Bao Wang·2025-10-15 10:48Core Insights - The strategic cooperation framework agreement between Beijing Dongsheng Materials Technology Co., Ltd. and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to establish a long-term and stable partnership in solid-state lithium battery materials technology development, product supply, market promotion, and equity investment [1][2] Group 1: Company Overview - Dongsheng Technology is focused on solid-state lithium battery materials and aims to leverage its advantages in sulfide electrolyte preparation and customer channels [2] - Boyuan Co. specializes in fine chemical research, production, and sales, with a primary focus on iodides and specialty functional chemicals, serving various industries including pharmaceuticals and chemicals [1] Group 2: Financial Performance - Boyuan Co. reported a revenue of 560 million yuan from iodides in the first half of 2025, marking a year-on-year increase of 16.56%, while specialty functional chemicals generated 95 million yuan, reflecting a decline of 16.1% with a gross margin of 12% [1] Group 3: Strategic Cooperation Details - The collaboration will focus on developing new solid-state electrolyte products with high ionic conductivity and interface stability, enhancing both companies' technological and industrial capabilities in key materials for solid-state batteries [2] - Boyuan Co. will act as a strategic supplier for Dongsheng Technology, prioritizing the supply of lithium iodide and lithium sulfide for solid-state electrolytes [2] - The partnership may extend to equity investment opportunities in the future, aiming to strengthen the strategic relationship and deepen industrial synergy [2] Group 4: Market Applications - The cooperation is expected to enhance the performance and industrialization capabilities of Dongsheng Technology's solid-state lithium battery materials, facilitating applications in emerging markets such as drones, eVTOLs, and humanoid robots [2]