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当升科技(300073.SZ):公司固态锂电材料性能指标处于行业领先水平,相关产品已批量供应客户
Ge Long Hui· 2025-10-13 01:17
凭借当升科技在锂电材料领域的雄厚技术积累、丰富客户资源、充裕资金保障,公司在固态锂电材料领 域建立起了"固态正极材料+固态电解质+专用界面层"完整的产品体系,性能指标处于行业领先水平,相 关产品已批量供应客户,商业应用化也走在了行业前列,谢谢。 全固态电解质方面,公司聚焦硫卤化物电解质,率先研究开发了氯碘复合的新型硫化物电解质,在保持 高离子电导率的基础上,使得全固态电池使用的压力降到 5MPa 以下,对于全固态电池产业化具有积极 促进作用。除了硫化物电解质,为适配更高电压富锂锰基材料,公司开发了低成本、高电压窗口的卤化 物电解质,现在正在稳定制备过程中。此外,公司并不是单纯生产电解质或者正极材料,而是为固态电 池客户提供一揽子、全方位的解决方案,在正极和固态电解质之间,公司开发了专用的全固态电池界面 层,使得正极材料和固态电解质性能得到更好发挥。 格隆汇10月13日丨当升科技(300073.SZ)接受特定对象调研时表示,作为锂电材料行业全球龙头企业, 当升科技早在多年前就开始着手布局固态锂电材料技术研发,硫化物、氧化物、卤化物等不同技术路线 全方位涵盖,半固态与全固态材料均有涉及。全固态正极材料方面,产品涵 ...
固态电池真龙头上市!国家大基金、华为、中科院集体押注,行情或将超越寒武纪!
Sou Hu Cai Jing· 2025-09-11 05:22
Core Viewpoint - The solid-state battery market is experiencing significant growth, with companies like Weilan New Energy poised to become major players by 2025, potentially surpassing existing leaders in the industry [1] Group 1: Weilan New Energy - Weilan New Energy is co-founded by prominent figures from the Chinese Academy of Engineering and the Chinese Academy of Sciences, making it the only industrialization platform for solid-state battery technology in China [1] - The company has achieved a milestone by mass-producing the world's first solid-state battery with an energy density of 360Wh/kg in 2023 [1] - Weilan has secured partnerships with major companies such as Huawei and Xiaomi, indicating strong market confidence and investment backing [1] Group 2: Strategic Partnerships - Lianhong New Science has a joint venture with Weilan New Energy, holding a 51% stake, focusing on the development and production of solid-state batteries and key functional materials [3][4] - Enjie Co., Ltd. has signed a framework agreement with Weilan, expecting to supply 300 million square meters of semi-solid battery separators and 100 tons of all-solid-state electrolytes from 2025 to 2030, which will cover 80% of Weilan's material needs [5] - Huayou Cobalt has entered a strategic cooperation agreement with Weilan, prioritizing joint development of cathode materials based on Weilan's product requirements [5] Group 3: Market Position and Future Prospects - Weilan New Energy is positioned to lead in the next-generation battery technology, having achieved a breakthrough in the production of lithium sulfide (Li₂S) with a pilot project set to start in 2025 [5] - The company has a significant market share in battery-grade lithium carbonate, reaching 54% in the domestic market as of mid-2025, indicating its strong competitive position [5]
持续进化 主动变革 恩捷股份“三高一长”筑牢竞争壁垒
Core Viewpoint - The article emphasizes the strategic approach of Enjie Co., Ltd. in the lithium battery separator industry, focusing on high technology, quality, efficiency, and long-termism to build competitive advantages in a challenging market environment [2][3]. Industry Characteristics - The separator industry is characterized by "high investment, high risk, high technical barriers, and long verification cycles" [2][3]. - Enjie Co., Ltd. has established its own version of "high technology, high quality, high efficiency, and adherence to long-termism" as a response to these industry characteristics [2][3]. Company Strategy - Enjie Co., Ltd. is optimizing liquid battery separators while proactively laying out solid-state materials to maintain technological leadership [2][9]. - The company aims to avoid price competition by building global production capacity and systematic technological iterations [5][6]. - Enjie Co., Ltd. has over 11 billion square meters of separator production capacity, which could stretch from Earth to the Moon and back 14 times if made into a 1-meter wide strip [4]. Technological Innovation - The company has pioneered online coating technology, significantly improving production efficiency by reducing the number of production steps [4]. - Enjie Co., Ltd. offers over 130 types of separator products to meet diverse customer needs and enhance customer loyalty through customized product development [4][6]. - The company is focused on three main drivers for separator evolution: increasing energy density, upgrading safety standards, and enhancing fast-charging capabilities [6]. Market Dynamics - The lithium battery separator market is experiencing intense competition, with prices declining due to increased supply and cost control measures from downstream battery manufacturers [5][6]. - A recent consensus among separator manufacturers aims to optimize supply-demand relationships and prevent "bad money driving out good" by agreeing on price discipline and capacity management [5][6]. Future Outlook - Solid-state batteries are seen as the next significant advancement in battery technology, with Enjie Co., Ltd. actively investing in this area despite the potential risk of diminishing the need for separators [7][9]. - The company is developing cost-reduction strategies for solid-state electrolytes while acknowledging that liquid batteries will continue to dominate the market for the foreseeable future [8][9].