高能量密度正极材料
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固态龙头当升科技深度绑定SK On,斩获13万吨国际订单
鑫椤锂电· 2025-03-04 01:08
Core Viewpoint - The partnership between Dangsheng Technology and SK On marks a significant step in the supply of lithium battery cathode materials, with a commitment to deliver approximately 130,000 tons from 2025 to 2028, focusing on high-nickel and medium-nickel materials [1][4]. Group 1: Company Overview - Dangsheng Technology is the first publicly listed company in China focused on lithium battery materials, supplying cathode materials to various regions including China, Japan, South Korea, Europe, and the United States [1]. - SK On, a subsidiary of the SK Group, is a leading global lithium battery manufacturer supplying major automotive companies like Hyundai, Daimler, and Volkswagen [1]. Group 2: Market Trends - The demand for high energy density and high rate performance cathode materials is surging due to the rapid development of advanced technologies such as humanoid robots, low-altitude aircraft, AI wearable devices, and smart driving [2]. - The solid-state battery market is expected to see significant growth, with projections indicating that by 2027, solid-state batteries will begin to be installed in vehicles, and by 2030, mass production will be achieved [2]. Group 3: Technological Advancements - Dangsheng Technology has established a comprehensive product layout in high-nickel, ultra-high-nickel, and medium-nickel high-voltage multi-element materials, positioning itself strategically in the next-generation battery materials market [3]. - The company has pioneered the "melt lithium - single crystal" model for solid-state lithium battery cathode materials, developing new technologies for multi-element gradient doping and surface modification [3]. Group 4: Strategic Implications - The collaboration with SK On is expected to strengthen the strategic partnership and enhance Dangsheng Technology's global market competitiveness, ensuring stable and rapid growth in performance [4].