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一季度磷酸铁锂盘点:行业高景气,一哥盈利能力却持续走低
鑫椤锂电· 2025-05-16 09:36
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ " 一季度虽然有春节假期影响,但磷酸铁锂行业仍然保持较高的景气度。 " 根据 ICC鑫椤锂电 统计, 2025 年一季度磷酸铁锂产量 73.0 万吨,同比大增 85.9% ,环比微降 9.1% 数据来源: ICC鑫椤锂电 磷酸铁锂市场竞争激烈, 一季度量产出货的企业超过 40 家,其中达千吨级及以上的企业超过 30 家。 分企业来看,湖南裕能第一地位稳固,万润新能、友山科技各前进一步分列第二、第四,安达科技更是从 去年的十名开外飞跃至第八,协鑫锂电、万华化学为代表的跨界企业稳中有升。 数据来源: ICC鑫椤锂电 财务数据来看,从德方纳米、万润新能来看,一季度磷酸铁锂行业亏损情况明显改善,但龙头大哥湖南裕 能的盈利能力却持续走低,令人费解。 | 康居免 | 2025Q1 | 2024Q4 | 2024Q3 | 2024Q2 | 2024Q1 | | --- | --- | --- | --- | --- | --- | | (万元) | | | | | | | 湖南裕能 | 9432 | 10295 | 10140 | ...
GGII:2024年锂电材料企业年报解读
高工锂电· 2025-05-15 10:44
以下文章来源于高工产研 ,作者GGII 高工产研 . 高工产业研究院(简称GGII)是一家专注国内新兴产业市场研究与咨询的第三方机构,涉及的新兴产业主要包 括锂电池、储能、氢能与氢燃料电池、新能源汽车、智能汽车、LED照明与显示、机器人、新材料等。 2025高工钠电 产业峰会 主办单位: 高工钠电、高工产业研究院(GGII) 总冠名: 众钠能源 会议时间: 6月9日 会议地点: 苏州香格里拉大酒店(苏州虎丘区塔园路168号) 2025高工固态电池 技术与应用峰会 6月会议预告 正极材料环节营收和利润降幅最大,主要受锂盐原材料价格大幅下滑( 2022 年末、 2023 年末、 2024 年末锂盐价格分别约为 60 万元 / 吨、 10 万元 / 吨、 7.7 万元 / 吨),以及电池厂压价影响。 其中,三元材料受挫最深,由于 2024 年正极材料增量市场主要在磷酸铁锂材料, GGII 数据显示, 2024 年中国磷酸铁锂材料出货量为 246 万吨,同比增长 49.1% ,而三元正极材料出货量为 65 万吨, 与上年基本持平。 主办单位: 高工锂电、高工储能、高工产业研究院(GGII) 总冠名: 利元亨 会议时间 ...
总投超13亿元!河北年产6万吨高镍锂电池三元正极前驱体材料项目二期新进展
鑫椤锂电· 2025-05-15 09:37
Group 1 - The core project of China Metallurgical Group's new materials phase II in Tangshan, Hebei, has been completed 75% and is expected to finish construction in the first half of 2025, entering the equipment installation phase [1] - The project involves an investment of 1.343 billion yuan, covering an area of 196 acres with a building area of 91,300 square meters, including new extraction, nickel sulfate, and other facilities [1] - Upon completion, the combined annual production capacity of phases I and II will reach 60,000 tons of high-nickel lithium-ion battery ternary precursor materials, sufficient to equip approximately 400,000 electric vehicles, along with producing 45,000 tons of battery-grade nickel sulfate, 40 tons of high-purity scandium oxide, and 163,000 tons of mirabilite, with projected sales of about 7.5 billion yuan and annual tax revenue of about 800 million yuan [1]
安达科技(830809) - 投资者关系活动记录表
2025-05-13 12:55
Group 1: Investor Relations Activities - The company held an earnings briefing on May 12, 2025, via the "Investor Relations Interactive Platform" [3] - Key attendees included the Chairman, General Manager, Independent Director, Vice General Manager, and Financial Officer [3] Group 2: Production and Sales - The equipment utilization rate was nearly full from April 2025, with monthly production plans set between 8,000 to 12,000 tons [5] - The company aims for an annual production and sales volume exceeding 100,000 tons in 2025 [7] Group 3: Financial Performance and Strategy - As of March 31, 2025, BYD held 1.97% of the company's shares, and the company has faced significant losses due to industry overcapacity [5] - The company reported a 361.04% increase in income tax expenses despite a quarterly loss, attributed to deferred tax provisions [7] - The asset-liability ratio is approximately 60%, which is considered normal for the industry [9] Group 4: Research and Development - The company is currently developing sodium-ion batteries and exploring solid-state battery technologies based on market demand [6] - R&D expenses decreased significantly in Q1 2025 due to accounting practices, although actual R&D spending remained stable [11] Group 5: Stock Repurchase and Financing - The company has initiated a stock repurchase plan with a loan of RMB 7.2 million for this purpose [7] - From May 2023 to July 2024, the company repurchased shares totaling RMB 67.29 million, with 1,106.04 million shares repurchased [15] Group 6: Future Outlook and Goals - The company plans to enhance product competitiveness and expand market reach while optimizing production processes [9] - Current projects include a 240,000 tons/year lithium iron phosphate project and a 15,000 tons/year lithium battery recycling project [13]
芳源股份:无直接出口至美国的产品,关税政策对公司影响有限
Ju Chao Zi Xun· 2025-05-12 10:09
Core Viewpoint - The company has successfully diversified its operations and customer base, mitigating risks associated with the U.S. tariff policies and focusing on domestic sales while preparing for future international collaborations [2]. Group 1: Business Operations - The company primarily focuses on domestic sales and does not have direct exports to the U.S., resulting in limited impact from U.S. tariff policies [2]. - The company has shifted from a reliance on single customers and products to a diversified approach, covering various domestic and international lithium battery downstream manufacturers and traders [2]. Group 2: Financial Performance - In the first quarter, the company's gross margin decreased year-on-year but is expected to show growth compared to 2024, influenced by product structure adjustments and stabilization of nickel and cobalt metal prices [2]. - The company aims to reduce its asset-liability ratio of 82.85% by improving cash flow, enhancing cash management, and promoting convertible bond conversions [2]. Group 3: Production Capacity and Product Planning - As of the end of 2024, the company has established a production capacity of 34,000 tons for precursors, 24,000 tons for battery-grade lithium carbonate, and 45,600 tons for intermediate nickel-cobalt salts [3]. - The company plans to focus on high-nickel products while expanding general-purpose precursor sales and aims to lower costs and improve profitability through raw material extension and increased recycling material ratios [3]. Group 4: Future Strategies - The company is preparing to collaborate with overseas enterprises through technology exports, transitioning from product exports to technology exports, with current overseas projects still in the preparatory stage [2]. - The company has completed its technological upgrades and plans to increase sales of intermediate products such as sulfate, lithium carbonate, and precursors by 2025, enhancing competitiveness through supply chain optimization and deeper customer cooperation [2].
德方纳米近2年1期亏损 2019年上市三募资共48.5亿元
Zhong Guo Jing Ji Wang· 2025-05-12 07:09
Core Insights - 德方纳米 reported a significant decline in revenue and net profit for the year 2024, with revenue at 7.61 billion yuan, down 55.15% year-on-year, and a net loss of 1.34 billion yuan, an improvement from the previous year's loss of 1.64 billion yuan [1][2] Financial Performance Summary - **2024 Financial Results**: - Revenue: 7.61 billion yuan, a decrease of 55.15% from 16.97 billion yuan in 2023 [2] - Net Profit attributable to shareholders: -1.34 billion yuan, improved by 18.25% from -1.64 billion yuan in 2023 [2] - Net Profit excluding non-recurring items: -1.37 billion yuan, improved by 17.80% from -1.67 billion yuan in 2023 [2] - Operating cash flow: 143 million yuan, down 97.61% from 5.99 billion yuan in 2023 [2] - Basic earnings per share: -4.81 yuan, improved by 18.06% from -5.87 yuan in 2023 [2] - **Q1 2025 Financial Results**: - Revenue: 2.00 billion yuan, an increase of 5.90% from 1.89 billion yuan in Q1 2024 [3] - Net Profit attributable to shareholders: -167 million yuan, improved by 9.51% from -185 million yuan in Q1 2024 [3] - Net Profit excluding non-recurring items: -182 million yuan, improved by 4.98% from -192 million yuan in Q1 2024 [3] - Operating cash flow: -920 million yuan, a decline of 28.26% from -718 million yuan in Q1 2024 [3] Asset and Equity Summary - **2024 Year-End Assets**: - Total assets: 17.81 billion yuan, down 14.11% from 20.73 billion yuan in 2023 [2] - Net assets attributable to shareholders: 5.55 billion yuan, down 22.16% from 7.12 billion yuan in 2023 [2] - **Q1 2025 Year-End Assets**: - Total assets: 17.49 billion yuan, a decrease of 1.81% from 17.81 billion yuan at the end of 2024 [3] - Net assets attributable to shareholders: 5.39 billion yuan, down 2.81% from 5.55 billion yuan at the end of 2024 [3]
龙蟠科技锂电业务再获新订单 合同总销售额预计超50亿元
Zheng Quan Ri Bao Wang· 2025-05-12 06:17
Core Viewpoint - Jiangsu Longpan Technology Co., Ltd. has signed a strategic cooperation agreement with Chuangneng New Energy Co., Ltd. for the sale of 150,000 tons of lithium iron phosphate cathode materials from 2025 to 2029, with a total sales amount exceeding 5 billion yuan [1][3]. Group 1: Company Developments - Longpan Technology has established long-term stable partnerships with major global lithium battery manufacturers, including a five-year supply agreement with LG Energy Solution for 260,000 tons of lithium iron phosphate products, marking the largest order in the global lithium iron phosphate market for 2024 [2]. - The company has also signed a supply agreement with Blue Oval (Ford Battery Plant) for the provision of lithium iron phosphate materials from 2026 to 2030 [2]. - In January 2024, Longpan Technology renewed its annual procurement agreement with CATL, setting a procurement cap of 7 billion yuan for 2025 [2]. Group 2: Industry Positioning - Longpan Technology is actively extending its industrial layout, with a 40,000-ton lithium iron phosphate project in Yichun, Jiangxi, reaching operational status in 2024 [2]. - The company is advancing its overseas lithium iron phosphate factory, with the first phase of a 30,000-ton project in Indonesia expected to begin mass production in 2025 [2]. - The cooperation with Chuangneng New Energy is expected to stabilize product sales and enhance market competitiveness for Longpan Technology, while ensuring a stable supply of lithium iron phosphate materials for Chuangneng's production needs [3].
实现固态电池硅碳负极材料百公斤级量产,「星科源」完成数千万元天使+轮融资 | 早起看早期
36氪· 2025-05-11 23:58
36氪未来产业 . 聚焦产业创新与投资前沿,挖掘产业与城市发展新叙事。36氪旗下官方账号。 可以制备<10nm超细纳米硅颗粒, 实现几纳米至几十纳米之间的粒径调节。 文 | 张冰冰 编辑 | 阿至 来源| 36氪未来产业(ID: gh_00922b3139b1) 封面来源 | AI生成 36氪获悉,杭州星科源新材料科技有限公司(以下简称"星科源")近日宣布完成数千万元天使+轮融资, 本轮融资投资方为元禾原点,此前曾获得红杉种 子、险峰长青、麟阁创投、水木清华校友基金、云道资本及产业投资人的天使轮投资,并由云道资本担任长期独家财务顾问。 本轮融资主要用于开发新 一代产品,以及在技术迭代基础上,突破规模化量产。 "星科源"2022年1月成立,聚焦于锂电用硅碳负极的生产及研发,同时在储备下一代固态电池专用的纳米硅技术。团队成员主要来自清华、北大、麻省理 工学院等高校,在纳米材料、负极材料、固态电池以及设备制造领域具有多年的实践经验。 以下文章来源于36氪未来产业 ,作者张冰冰,阿至 "星科源"自主设计研发新一代CVD纳米硅制造设备、硅碳材料合成设备等, 开发了高分散性、易表面改性的纳米硅产品及高比容负极材料等多项工 ...
容百科技:目前出口美国产品主要来自韩国工厂
起点锂电· 2025-05-08 10:39
Core Viewpoint - Company has made significant progress in various battery material sectors, including ternary materials, manganese iron lithium, sodium battery materials, and solid-state batteries, while navigating challenges such as U.S. tariff policies and new national standards [1][2][3][4][5][6]. Group 1: Ternary Materials Business - Company is the only domestic enterprise with large-scale overseas production bases for positive electrode materials, with significant output from its Korean base and the initiation of the Poland project [3]. - In Q1 2025, the ternary business achieved a profit of approximately 47 million, although it saw a decline due to reduced sales and increased processing costs [7]. - The company aims to enhance its competitive advantage in ternary products to improve profitability as demand for high energy density products rises [3]. Group 2: Manganese Iron Lithium Business - The existing manganese iron lithium capacity has reached full production and sales, driven by increased orders from power customers and new national standards [4]. - The first-generation product has achieved mass production in the electric vehicle market, with significant orders for thousands of vehicles [4]. - The company anticipates that profitability will be achieved once sales exceed 10,000 tons, leveraging scale effects and cost advantages [8]. Group 3: Sodium Battery Materials Business - Company’s sodium battery positive electrode materials have gained a leading position among top domestic and international battery manufacturers [5]. - A 6,000-ton demonstration production line is set to be completed within the year, aiming for rapid development in the sodium battery sector by 2026-2027 [2][12]. Group 4: Solid-State Battery Business - The company has maintained stable cooperation with downstream customers for semi-solid battery materials and has begun bulk shipments [6]. - In the full solid-state battery sector, the company is focusing on the development of high-nickel ternary positive electrode materials and solid electrolytes, with ongoing construction of a pilot line [17]. Group 5: Impact of U.S. Tariff Policies - Due to U.S. tariff policies, products manufactured in China are no longer sold in the U.S. market, with exports primarily coming from the Korean factory, which is less affected by tariffs [10]. Group 6: New National Standards - The new national standards have raised the technical threshold for batteries, leading to differentiation among battery manufacturers, with stronger companies gaining advantages [19].
实现固态电池硅碳负极材料百公斤级量产,「星科源」完成数千万元天使+轮融资 | 36氪首发
3 6 Ke· 2025-05-08 06:29
Core Viewpoint - Hangzhou Xingkeyuan New Materials Technology Co., Ltd. has recently completed a multi-million angel round financing, primarily aimed at developing next-generation products and achieving large-scale production breakthroughs in silicon-carbon anode materials for lithium batteries [1][2]. Company Overview - Xingkeyuan was established in January 2022, focusing on the production and research of silicon-carbon anodes for lithium batteries, while also developing next-generation solid-state battery-specific nano-silicon technology [1][2]. - The team comprises members from prestigious institutions such as Tsinghua University, Peking University, and MIT, with extensive experience in nanomaterials, anode materials, solid-state batteries, and equipment manufacturing [1]. Technology and Product Development - Xingkeyuan has independently designed and developed new CVD nano-silicon manufacturing equipment and silicon-carbon material synthesis equipment, creating high-dispersibility, easily surface-modifiable nano-silicon products and high-capacity anode materials [1][5]. - The company’s nano-silicon technology has a 20-year accumulation, enabling the production of ultra-fine nano-silicon particles below 10nm, with adjustable particle sizes from a few nanometers to several tens of nanometers [3][5]. Production and Engineering Capabilities - Xingkeyuan emphasizes self-research in production equipment, aiming for large-scale industrialization from the outset, with all technical equipment designed for ton-level production [6]. - The self-developed CVD production equipment allows for continuous production, ensuring consistency and stability in material output [6][7]. Market Potential and Future Plans - The demand for silicon-carbon anode materials is expected to grow significantly, with projections indicating a global demand of 60,000 to 70,000 tons by 2026 [8]. - The company plans to invest heavily in R&D for next-generation products and collaborate with leading enterprises to develop universal products that cater to multiple solid-state battery manufacturers [8]. Investor Insights - Investors express confidence in Xingkeyuan's innovative technology and its potential to lead in the lithium battery materials sector, highlighting the company's ability to provide stable performance in all-solid-state batteries and its strategic foresight in the new materials field [9].