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当升科技:动力、储能两大领域均具备广阔的发展潜力
(编辑 任世碧) 证券日报网讯 2月6日,当升科技在互动平台回答投资者提问时表示,在动力领域,公司以高镍、超高 镍、中镍高电压多元材料为核心,深度绑定全球高端动力电池和车企,依托技术优势稳步扩大市场份 额;储能领域,公司以高压实磷酸(锰)铁锂材料为主力,凭借规模化产能与产品性能,快速提升全球 储能市场渗透率。长期看,两大领域均具备广阔的发展潜力,公司将努力提升在这两个领域的市场占有 率与行业竞争力。 ...
当升科技(300073):固态深度布局 三元正极加速出海
Xin Lang Cai Jing· 2025-11-21 08:37
Core Insights - The company reported strong financial performance for the first three quarters of 2025, with revenue of 7.399 billion yuan, a year-on-year increase of 33.92%, and a net profit attributable to shareholders of 503 million yuan, up 8.30% year-on-year [1] - The company has a comprehensive product layout in various battery materials, including high nickel, medium nickel high voltage, lithium iron phosphate, and next-generation solid-state battery materials [2] - The company is expanding its domestic and international customer base, establishing deep partnerships with major global players and increasing market penetration in the domestic market [3] Financial Performance - For Q3 2025, the company achieved revenue of 2.967 billion yuan, a year-on-year increase of 49.54%, and a net profit attributable to shareholders of 192 million yuan, up 8.02% year-on-year [1] - The company's non-recurring net profit for Q3 2025 was 136 million yuan, reflecting a year-on-year growth of 29.36% [1] Product Development - The company leads in multi-material technology, with high nickel and ultra-high nickel NCM/NCA products being supplied to global high-end battery customers [2] - Significant breakthroughs have been made in solid-state battery materials, with the introduction of a novel electrolyte that reduces operational pressure to below 5 MPa, addressing key industry challenges [2] Market Expansion - The company has established deep cooperation with international giants such as LGES, SK on, and Samsung SDI, securing orders worth hundreds of millions of yuan for the next three years [3] - In the domestic market, the company has successfully integrated its products with major new energy vehicle manufacturers, enhancing its market penetration [3]