EASPRING(SZ:300073) DT新材料·2025-10-15 16:04Core Viewpoint - The article discusses the strategic collaboration between companies in the solid-state battery materials sector, focusing on the partnership between Dongsheng Technology and Boyuan Co., which aims to enhance the development and supply of solid-state lithium battery materials [3][4]. Group 1: Strategic Collaboration - Dongsheng Technology and Boyuan Co. signed a strategic cooperation framework agreement to develop solid-state lithium battery materials, including key raw materials like lithium iodide and lithium sulfide [3][4]. - The collaboration will explore capital-level cooperation in upstream materials and establish an integrated supply chain through mutual equity investments [4]. Group 2: Market Dynamics - Iodine, a crucial additive for sulfide solid electrolytes, is projected to see price increases due to limited supply from overseas giants, with estimates suggesting that 90 tons of iodine is needed for every 1 GWh of solid-state batteries [4]. - Boyuan Co., a leader in lithium iodide production, reported a projected revenue of 13.279 billion yuan in 2024, with over 80% of its income derived from fine chemicals [6][7]. Group 3: Product Development and Applications - Dongsheng Technology has established a comprehensive layout in solid-state lithium battery materials, achieving 10-ton level batch shipments of sulfide solid-state battery materials by mid-2025 [8]. - The company has successfully developed high ionic conductivity sulfide solid electrolytes and is positioned to supply materials for applications in drones, eVTOLs, and humanoid robots [8].