耐火材料龙头，布局固态电池和商业航天

Core Viewpoint - Beijing Lier, a leading refractory materials company, plans to raise up to 1.034 billion yuan for projects including the annual production of 30,000 tons of composite zirconia and zirconium-based materials for new energy and aerospace applications, as well as the establishment of an innovation research center and a refractory materials production base in Vietnam [3][4]. Group 1: Fundraising and Project Highlights - The key highlight of the fundraising project is the "annual production of 30,000 tons of composite zirconia and zirconium-based materials for new energy and aerospace," with a total investment of approximately 365 million yuan, of which 297 million yuan will be funded through the raised capital [4]. - This strategic move signifies Beijing Lier's transition from traditional refractory material competition to high-value emerging sectors [4]. Group 2: Market Potential and Applications - Zirconium-based materials are essential not only as key raw materials for high-end refractory materials but also as core materials in advanced industries, with applications spanning solid-state batteries, aerospace, and nuclear energy [5]. - In the new energy sector, zirconium-based materials are becoming mainstream electrolyte solutions for all-solid-state batteries due to their high ionic conductivity and interface stability [5]. - In aerospace, their high melting point, low thermal conductivity, excellent thermal shock resistance, and high-temperature stability make them widely used in thermal barrier coatings, rocket nozzles, and key auxiliary materials for high-temperature alloy smelting [5]. Group 3: Innovation and R&D Investment - To support its high-end transformation, Beijing Lier will allocate 243 million yuan to establish an "innovation research center," which will introduce advanced R&D testing equipment and create a comprehensive development, testing, and process platform [5]. - The center aims to integrate industry innovation resources and foster collaboration among upstream and downstream entities to address technological bottlenecks in refractory materials and enhance technological positioning in new energy and aerospace sectors [5]. Group 4: Company Background - Beijing Lier High Temperature Materials Co., Ltd. was established in 2000 and successfully listed on the Shenzhen Stock Exchange in 2010, with over 20 subsidiaries offering a wide range of products including amorphous high-temperature materials, pressed shaped high-temperature materials, and functional high-temperature materials [6].