滴滴入局低空经济 产业资本加速抢占"空中的士"赛道 "打飞的像打车一样简单"的梦想，或许正逐渐照进现实。 企查查App显示，近日，北京滴滴低空科技有限公司成立。股权穿透后发现，该公司由北京小桔科技集 团有限公司全资持股。北京小桔科技集团为滴滴出行母公司，其法人、实际控制人为滴滴出行创始人程 维。 目前已有企业明确瞄准了"空中的士"业务，并确定了价格范围。沃飞长空首席市场官费岚日前向上海证 券报记者表示，公司首批eVTOL商业化运营将定位于"高端专车2倍至3倍定价"市场。 她介绍称，这是预测大规模运营后的一个成本，不过随着未来运营规模扩大，加上电池、电机等核心部 件技术进步带来的成本下降，以及供应链体系的持续优化，有信心通过规模效应进一步摊薄成本，让低 空出行更加普惠，但这需要一个过程。 上市公司抢抓低空产业链机遇 低空版"滴滴"受青睐 从产业链分工而言，在未来的低空经济产业生态中，低空经济运营服务平台是不可或缺的一环。低空 版"滴滴"借鉴了网约车的便捷模式，主体从汽车变为无人机、eVTOL等低空飞行器。 目前，滴滴的竞争对手曹操出行，已经率先布局低空领域的共享出行业务。今年9月，曹操出行与吉利 系eVTOL厂 ...

Market Performance - On September 29, the A-share market showed a strong upward trend with all three major indices rising. The Shanghai Composite Index increased by 0.90% to 3862.53 points, the Shenzhen Component Index rose by 2.05% to 13479.43 points, and the ChiNext Index climbed by 2.74% to 3238.01 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 146 billion yuan compared to the previous trading day [2][3] - Over 3500 stocks in the market experienced gains, with significant performance observed in the large financial sector and the renewable energy sector. Notably, green methanol concept stocks were active, and energy storage concept stocks rebounded. The non-ferrous metals sector also saw gains throughout the day, while the semiconductor industry chain showed recovery in the afternoon. Conversely, education stocks weakened throughout the day [2] International Market Overview - On the same day, major U.S. stock indices also rose, with the Dow Jones Industrial Average increasing by 68.78 points (0.15%) to close at 46316.07 points, the S&P 500 rising by 17.51 points (0.26%) to 6661.21 points, and the Nasdaq Composite gaining 107.09 points (0.48%) to 22591.15 points [3] - European stock indices also experienced gains, with the FTSE 100 rising by 15.01 points (0.16%) to 9299.84 points, the CAC 40 increasing by 10.19 points (0.13%) to 7880.87 points, and the DAX rising by 5.59 points (0.02%) to 23745.06 points [3] Commodity Prices - International oil prices fell on September 29, with light crude oil futures for November delivery dropping by $2.27 to $63.45 per barrel (a decrease of 3.45%), and Brent crude oil futures for November delivery falling by $2.16 to $67.97 per barrel (a decrease of 3.08%) [4] Policy Developments - The National Development and Reform Commission announced a new policy financial tool with a total scale of 500 billion yuan, aimed at supporting project capital and promoting effective investment. The funds will be allocated to specific projects to accelerate construction and enhance economic stability [6] - The National Development and Reform Commission also plans to develop policy guidelines for new-generation smart terminals and intelligent systems, focusing on technology support, application promotion, and safety governance [6] Company Announcements - Fulin Precision announced plans to jointly increase capital in its subsidiary with CATL, which is expected to constitute a major asset restructuring [10] - DeepSeek released a new version of its model, DeepSeek-V3.2-Exp, which optimizes inference efficiency and reduces API costs by over 50% [7] - The mechanical industry in China aims for an average revenue growth rate of approximately 3.5% from 2025 to 2026, with a target of exceeding 10 trillion yuan in revenue by 2026 [8]

《战略合作框架协议》的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1.本协议属于双方合作意愿和基本原则的框架性、意向性、初步的约定，尚存在不确定性。本协议所涉 及的具体合作事项需另行签订相关正式合作协议，敬请广大投资者注意投资风险。 2.本协议的签署对公司本年度及未来各会计年度财务状况的具体影响存在不确定性。 3.公司最近三年签署的框架协议不存在无进展的情况。 4.本次签署的协议不构成关联交易，不属于《上市公司重大资产重组管理办法》规定的重大资产重组。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300919 证券简称：中伟股份 公告编号:2025-111 中伟新材料股份有限公司关于与厦门厦钨新能源材料股份有限公司签署 一、概述 中伟新材料股份有限公司（以下简称"公司"或"中伟股份"）与厦门厦钨新能源材料股份有限公司（以下 简称"厦钨新能源"）于2025年9月29日签署《战略合作框架协议》（以下简称"本协议"）。双方合作围 绕消费电子、动力电池、低空经济、AI及机器人等新兴领域的关键电池材料供应链展开，重点覆盖三 元材料、 ...

①固态电池+宁德时代概念+钠离子电池+氟化工！这家公司已获得固态电池原材料硫化锂相关专利且正 在推动产业化；②人形机器人+无人驾驶+特斯拉！这家公司已与众多头部机器人企业开展业务合作且 业务已初具规模；③固态电池+机器人+低空经济+华为！公司签署协议拟就固态锂电材料等产品展开合 作，现阶段固态电池材料出货近50吨。（2家主板、1家创业板公司） 前言 ...

Core Insights - The company, Beijing Dongsheng Materials Technology Co., Ltd., engaged in a detailed discussion with 10 institutional investors regarding its business development and market strategies [1][2]. Group 1: Business Development and Market Outlook - The company has diversified its product offerings in both ternary materials and lithium iron phosphate, targeting high energy density applications and mid-to-low range electric vehicles and energy storage [3]. - In the first half of 2025, the company reported significant financial growth, achieving revenue of 443.25 million yuan, a year-on-year increase of 25.17%, and a net profit of 31.12 million yuan, up 8.47% [3]. Group 2: Solid-State Lithium Battery Materials - The company has established a comprehensive early layout in solid-state lithium battery materials, including oxides, sulfides, and halides, addressing key technical challenges [4]. - The solid-state lithium battery materials have seen continuous growth, with products being supplied to multiple clients in applications such as drones [4]. Group 3: Other Business Layouts and Advantages - The company has made breakthroughs in the development of lithium-rich manganese-based materials, achieving commercial viability with leading performance metrics [5]. - The production capacity for lithium iron phosphate materials is progressing, with the first phase of 40,000 tons in Panzhihua already operational, and a second phase of 80,000 tons expected to be completed in the second half of 2025 [5]. - The company is enhancing its international business presence, with an increase in the proportion of international clients and the commencement of construction for a production base in Finland [5].

证券代码：300073 证券简称：当升科技 北京当升材料科技股份有限公司 投资者关系活动记录表 北京当升材料科技股份有限公司 投资者关系活动记录表 机、eVTOL 低空飞行器等市场中也具有广阔的应用前景，磷酸（锰） 铁锂则主要应用在中低续航电动车和储能领域。随着新能源锂电行 业的发展，三元材料和磷酸（锰）铁锂未来都有着广阔的市场前景。 公司作为高端锂电池正极材料供应商，已完成三元材料和磷酸（锰） 铁锂的多元化产品布局。三元材料持续放量，多项产品作为行业标 杆深度融入全球高端新能源车企及一线品牌动力电池供应链，磷酸 （锰）铁锂产品销量同比实现跨越式大幅提升，连续月度出货量近 万吨，深度绑定中创新航、中汽新能、瑞浦兰钧、宜春清陶、Power Co 等国内外客户，在动力、储能及 EV 领域实现应用。公司今后将 努力提升在这两个细分领域的市占率，谢谢。 二、公司如何展望 2025 年及未来的市场前景？ 答：您好，2025 年上半年，公司锚定年度经营业绩目标，在技 术创新突破、客户开发、产能建设提速等方面取得了显著成果，实 现营业收入 443,249.77 万元，同比增长 25.17%；实现归属于上市 公司股东的净利润 ...

Group 1: Company Performance and Financials - In the first half of 2025, the company achieved revenue of 443,249.77 million CNY, a year-on-year increase of 25.17% [10] - The net profit attributable to shareholders was 31,115.43 million CNY, reflecting a year-on-year growth of 8.47% [10] - The gross profit margin for Q1 2025 was 11%, which increased to 15% in Q2 2025, indicating a recovery trend [4] Group 2: Product Development and Innovations - The company has developed solid-state battery materials, including high ionic conductivity sulfide electrolytes and chlorine-iodine composite sulfide electrolytes, achieving stable production and scalable supply capabilities [3][7] - The company has successfully initiated 10-ton level batch shipments of solid-state lithium battery products, which are being applied in UAVs and humanoid robots [3][9] - The company is advancing high-pressure lithium iron phosphate products, with the third-generation product achieving a density of 2.58 g/cm³ and the fourth-generation product reaching 2.68 g/cm³ [6] Group 3: Market Expansion and Client Relationships - The company has signed strategic cooperation agreements with international clients such as LG and SK, enhancing its presence in global markets [5] - The international client base is continuously expanding, with a stable structure that includes major players in the electric vehicle industry [5] - The company has established deep partnerships with domestic clients, achieving significant sales growth in lithium iron phosphate products, with monthly shipments nearing 10,000 tons [12] Group 4: Strategic Planning and Future Outlook - The company plans to focus on mergers and acquisitions in upstream key raw materials and new lithium battery technologies to maintain its competitive edge [3] - The European new materials industry base project is under construction, aimed at meeting local supply demands for international clients [13] - The company is committed to enhancing its market position through continuous technological innovation and international market expansion [10][13]

固态锂电材料布局早且全面，市场开发有进展 公司在固态锂电关键材料布局较早且全面，系统布局了氧化物、硫化物、卤化物等固态电池材料体系。 半固态正极材料解决了超高镍正极材料安全性差等问题；全固态正极材料解决了固态电解质与正极材料 界面阻抗大等难题；固态电解质技术保持行业领先，已实现稳定制备与规模化供应能力。2025年上半 年，固态锂电材料持续放量，硫化物全固态电池专用正极材料率先实现吨级出货，相关产品已导入多家 固态电池客户，应用在无人机等领域。固态电解质方面，已完成氧化物电解质年产百吨级中试线建设和 硫化物固态电解质小试线建设，并获得下游多家重点客户的认可。 8月26日晚间，北京当升材料科技股份有限公司发布投资者关系活动记录表，公司于2025年8月26日 20:00 - 21:00在当升科技9层会议室，接受了东吴证券、瑞银证券、花旗环球金融等超70家机构的特定对 象调研。公司副总经理张学全、固态锂电材料研发部负责人邵宗普等相关人员参与接待。以下为本次调 研的精彩要点： 2025年上半年经营情况向好，多项指标增长 2025年上半年，当升科技实现营业收入44.32亿元，同比增长25.17%；实现归属于上市公司股东的 ...

Financial Performance - In the first half of 2025, the company achieved operating revenue of 44.32 million CNY, a year-on-year increase of 25.17% [4] - The net profit attributable to shareholders was 3.11 million CNY, up 8.47% year-on-year [4] - The non-recurring net profit reached 2.51 million CNY, reflecting a growth of 16.02% [4] Product Development and Market Position - The company’s ternary materials and lithium iron phosphate shipments both saw significant year-on-year growth, enhancing market competitiveness [4] - The lithium iron phosphate business has become a strategic supplier for major domestic battery manufacturers [4] - The company has established strategic supply agreements with LG and SK, contributing significantly to revenue growth [4] Technological Advancements - The company leads in high-nickel and ultra-high-nickel multi-material technology, with improvements in endurance, safety, lifespan, efficiency, and low-temperature performance [4] - Solid-state lithium battery materials have been developed, achieving high capacity and long cycle life [6] - The company has successfully developed two generations of lithium-rich manganese-based materials, leading the industry in performance metrics [4] Capacity Expansion - The Finnish base has officially commenced construction, with steady progress reported [5] - The first phase of the Panzhihua base is expected to produce 80,000 tons annually, with completion anticipated in the second half of 2025 [5] Market Development - The company’s solid-state lithium materials have seen significant volume growth, with key products being adopted by major clients in various sectors [7] - The ternary materials business has established deep partnerships with international giants, securing over 10 billion CNY in orders for the next three years [8] - The company has expanded its international market presence, with a growing proportion of international clients [10] Raw Material Management - The company optimizes supply chain management to mitigate the impact of raw material price fluctuations [9] - Strategic agreements with resource-rich suppliers are in place to ensure stable supply and cost reduction [9] Competitive Landscape - The company has diversified its product offerings in both ternary materials and lithium iron phosphate, positioning itself to capture market share in both segments [13] - The competitive dynamics between ternary materials and lithium iron phosphate are acknowledged, with both having distinct applications in the market [13]

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、锂电正极 龙头 ， 盈利 能力 冠绝全球 提及当升科技，公众对于这家脱胎于央企科研院所的上市公司最深刻的印象，莫过于其强大的盈利能力和 历史上 傲视同行的业绩表现。伴随着全球新能源行 业的蓬勃发展， 20 19 年 ， 新能源锂电行业迎来快速增长，作为行业龙头的当升科技也进入业绩爆发期。 2020 -2023 年 ，当升科技 连续 4 年 保持高 速 增长， 正极材料出货量增加 1.6 倍，营业收入增长 3.8 倍，归母净利润激增超 4 倍，正极出货量 复合增长率达 37.74% ，营业收入复合增长率达 68.12% ，归母净利润复合增长率达到了 70. 96 % ，企业成长速度领跑行业。 值得注意的是，纵观锂电正极材料行业企业， 当升科技 的 销量并非最高，但是其净利润却 远远 领先于同行水平，其中， 2023 年，当升科技净利润超过了 全球前五（当升科技除外）的同行企业的净利润之和，显示出当升科技极为强悍的盈利能力 。 不仅于此，无论是人效、产能利用率、研发投入、单吨净利， 当升科技均表现出了明显的优势，公司连 ...