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全固态电池专用钴酸锂
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当升科技(300073.SZ)半固态锂电正极材料已批量导入清陶、卫蓝、辉能、赣锋锂电、中汽新能等国内外主流固态电池客户
Ge Long Hui· 2025-09-05 09:52
Core Viewpoint - The company is at the forefront of research and commercialization of solid-state lithium battery materials, successfully integrating its semi-solid lithium battery cathode materials with major domestic and international solid-state battery clients [1] Group 1: Technology Development - The company has successfully introduced semi-solid lithium battery cathode materials into mainstream solid-state battery clients such as Qingtao, Weilan, Huineng, Ganfeng Lithium, and Zhongqi Xineng [1] - The solid-state battery materials have been applied in various fields including drones, eVTOLs, and humanoid robots [1] Group 2: Market Positioning - The company has successfully positioned its lithium cobalt oxide and lithium-rich manganese-based cathode materials with top domestic automotive manufacturers and battery clients such as BYD, FAW, and Zhongke Gonen [1] Group 3: Production Capabilities - The company has completed the preparation of large-scale production lines for oxide and sulfide solid electrolytes, achieving stable production at the ton level [1] - The company has received certifications and integration from multiple leading downstream clients for its solid electrolytes [1]