负极企业广东东岛成功挂牌上市新三板!
Sou Hu Cai Jing·2025-10-18 14:36

Core Viewpoint - Guangdong Dongdao New Energy Co., Ltd. has disclosed its public transfer prospectus and has officially submitted its materials for listing on the New Third Board, with a total of 60,190,287 shares planned for listing [2][26]. Company Structure and Overview - The major shareholder, Wu Qixiu, holds 13.899 million shares, accounting for 23.09% of the total shares, but controls 38.20% of the voting rights, significantly influencing shareholder resolutions [6][30]. - Guangdong Dongdao is a well-known manufacturer and developer of lithium-ion battery anode materials, focusing on various graphite anode materials and researching new silicon-carbon anode materials. The company aims to lead innovation in the new energy materials sector [7][31]. Product and Market Position - The company has established stable long-term partnerships with renowned manufacturers globally, including domestic clients like CATL, BYD, and Tianjin Lishen, and is expanding its overseas market presence with clients like POSCO FUTURE M and LG Energy [8][32]. - In terms of sales volume, the company sold 59,500 tons of natural graphite and 81,000 tons of artificial graphite anode materials, maintaining a leading position in the domestic lithium-ion battery anode materials industry. In 2023, it ranked eighth in China for anode material shipments, improving to seventh in 2024, with a market share steadily increasing [8][32][20]. Product Structure - The main products include natural graphite (including high-purity spherical graphite) and artificial graphite anode materials, which are suitable for various types of lithium-ion batteries, widely used in power batteries, energy storage batteries, and consumer batteries [9][33]. Financial Performance - For the fiscal year ending December 31, 2024, the company reported total assets of 3.343 billion yuan and total equity of 1.616 billion yuan. The operating income reached 1.803 billion yuan, a year-on-year increase of 16.62%, with a net profit attributable to shareholders of 53.18 million yuan, up 156.88% from the previous year [14][36][37]. - The gross profit margin improved to 12.36% from 7.42% in the previous year, indicating enhanced profitability [14][36]. Innovation and R&D - The company has developed proprietary technologies in natural graphite, including a unique infiltration coating technology that significantly enhances performance metrics. It has also established a laboratory for silicon-carbon anode materials, achieving five related patents by the end of 2024 [24][34]. - The company is actively exploring new technologies in silicon-carbon anode materials, focusing on reducing silicon volume expansion and improving energy density and cycle life through innovative processes [25][34]. Overseas Expansion - The company plans to establish a wholly-owned subsidiary in Singapore with an investment of up to $27.8 million, followed by a subsidiary in Vietnam to implement integrated projects for lithium battery anode materials [12][35].