长阳科技董事长金亚东：以“硬科技”穿越周期 打造平台型材料企业

Core Viewpoint - The company is focusing on long-term technological positioning and industry transformation despite short-term performance fluctuations, aiming to become a platform-type materials company rather than just a single champion in the industry [2][4]. Financial Performance - For the first three quarters of 2025, the company reported revenue of 808 million yuan and a net profit of -5.34 million yuan, indicating a year-on-year decline [3][4]. - The gross margin increased to 30.58%, up 6.66 percentage points year-on-year, with the third quarter's gross margin reaching 32.57% and a net profit margin of 1.13%, showing significant improvement [3][4]. Strategic Focus - The company emphasizes the importance of continuous R&D investment as a core part of its business philosophy, balancing the need for innovation with operational growth [3][4]. - The company aims to address the structural contradictions in the manufacturing industry, focusing on product leadership and uniqueness as a competitive advantage [3][4]. Technological Development - Solid-state batteries are identified as a key growth engine for the company over the next decade, with early investments made in this area since 2021 [5][6]. - The company has developed the "ion-conducting membrane" concept to address critical technical challenges in solid-state battery production, aiming for a complete closed-loop from materials to processes [6][7]. Market Positioning - The company holds a 60% global market share in reflective films, establishing itself as a "single champion" in this segment, but aims to evolve into a platform-type materials enterprise with multiple leading products [7][8]. - The company is actively pursuing the development of high-function membrane materials, including large pore membranes and ion-conducting membranes, supported by the establishment of the "Changyang Advanced Materials Research Institute" [7][8]. Collaborative Efforts - The company is looking to form a "full solid-state battery industry alliance" in Ningbo, collaborating with local enterprises and research institutions to set standards and promote technological implementation [7][8].