固态锂电材料

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调研速递|当升科技接受东吴证券等超70家机构调研,透露多项业务重要数据
Xin Lang Cai Jing· 2025-08-27 11:32
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 ...
当升科技(300073) - 2025年8月26日投资者关系活动记录表
2025-08-27 11:04
北京当升材料科技股份有限公司 投资者关系活动记录表 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 编号:【2025-004】 | | ■特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | | | --- | --- | --- | --- | --- | | 投资者关系 活动类别 | □新闻发布会 | □路演活动 | | | | | □现场参观 □其他 () 东吴证券 | 瑞银证券 | 花旗环球金融 | 富瑞金融集团 | | | 摩根基金 | IGWT Investment | 大和日华 | 中金公司 | | | 华泰证券 | 国泰海通证券 | 中信建投证券 | 中信证券 | | | 中银国际证券 | 财通证券 | 国联证券 | 华福证券 | | 参与单位名称 | 浙商证券 | 银河证券 | 光大证券 | 中泰证券 | | | 天风证券 | 申万宏源证券 | 国盛证券 | 民生证券 | | | 兴业证券 | 长江证券 | 华创证券 | 华西证券 | | | 太平洋证券 | 博时基金 | 广发基金 | 兴证全球基金 | 1 北京当升材料科技股份有限 ...
稳中求胜、危中思变,逆境突围,锂电正极龙头王者归来
鑫椤锂电· 2025-04-30 08:32
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 ...
当升科技(300073) - 2025年4月24日投资者关系活动记录表
2025-04-25 10:36
Group 1: Financial Performance - In Q1 2025, the company achieved revenue of 1.908 billion CNY, a year-on-year increase of 25.80% [3] - The net profit attributable to shareholders was 1.11 billion CNY, reflecting a slight year-on-year growth of 0.22% [3] - The company reported a stable recovery in performance, with continuous growth in both revenue and net profit [3] Group 2: Product Development and Market Position - The company has made significant breakthroughs in high-nickel and ultra-high-nickel products, which are now being supplied to global high-end battery customers [3] - The company has established long-term supply agreements with major global battery manufacturers like LG and SK, which are expected to positively impact future performance [3] - The company’s lithium iron phosphate (LFP) products have been upgraded to cover various applications, achieving profitability in Q1 2025 after a turnaround from losses [4] Group 3: International Market Engagement - The company has a broad and stable customer base, supplying high-quality lithium battery materials to regions including China, Japan, Korea, and Europe [5] - The company’s high-nickel materials are recognized by major international battery manufacturers, enhancing its reputation in the global market [6] Group 4: R&D and Future Directions - The company is actively developing sodium battery materials, achieving industry-leading performance levels [9] - The company has successfully developed high-capacity and long-cycle lithium manganese oxide materials, which have received positive evaluations from customers [10] - The company is exploring solid-state battery materials, with successful applications in UAVs and eVTOL markets [8]
当升科技(300073):业绩阶段性承压,新型材料加速市场化
Bank of China Securities· 2025-04-10 08:57
Investment Rating - The report maintains a rating of "Buy" for the company [1][5] Core Views - The company's performance is under pressure due to market competition and the bankruptcy of Northvolt, but the acceleration of new lithium battery materials' marketization is expected to improve future performance [3][8] - The company reported a net profit of 472 million RMB for 2024, a decrease of 75.48% year-on-year, with total revenue of 7.593 billion RMB, down 49.80% year-on-year [8][9] Financial Summary - The company’s revenue is projected to recover from 7.593 billion RMB in 2024 to 10.159 billion RMB in 2025, reflecting a growth rate of 33.8% [7] - The adjusted earnings per share (EPS) forecasts for 2025, 2026, and 2027 are 1.35 RMB, 1.68 RMB, and 2.06 RMB respectively, with corresponding price-to-earnings ratios of 27.0, 21.6, and 17.6 [5][10] - The company’s EBITDA is expected to increase from 571 million RMB in 2024 to 993 million RMB in 2025 [7][10] Market Performance - The company's stock has underperformed, with a year-to-date absolute return of -6.4% and a 12-month return of -30.5% [2] - The total market capitalization of the company is approximately 18.45 billion RMB [2]
当升科技2024年营收75.93亿元,加速布局固态电池与资源整合
Ju Chao Zi Xun· 2025-04-01 07:43
Core Viewpoint - The company is experiencing significant challenges in the lithium battery cathode materials industry due to slower-than-expected growth in the overseas electric vehicle market and intensified competition in both domestic and international markets [1][3]. Financial Performance - In 2024, the company reported operating revenue of 7.593 billion yuan, a decrease of 49.8% compared to 2023 [3]. - The net profit attributable to shareholders was 471.83 million yuan, down 75.48% year-on-year [3]. - The net profit excluding non-recurring gains and losses was 272.69 million yuan, reflecting an 86.23% decline from the previous year [1][3]. - Cash flow from operating activities increased by 30.74% to 1.598 billion yuan [1]. Strategic Focus - The company is committed to a strategic approach of "increasing volume domestically while expanding externally, optimizing resource capacity, and achieving breakthroughs in cobalt, manganese, and sodium solid materials" [1]. - The focus is on enhancing quality and efficiency in core business areas, including technological innovation, customer development, and sustainable practices [1]. Product Development - The company maintains an innovation-driven development philosophy, continuously creating new materials, technologies, and battery routes [2]. - A comprehensive product layout has been established in high nickel, medium nickel high voltage, lithium cobalt oxide, lithium iron phosphate (manganese), and next-generation battery materials [3]. Market Expansion - The company is accelerating the marketization of next-generation battery materials, leading the industry in the commercialization of solid-state lithium battery materials [4]. - During the reporting period, nearly 1,000 tons of solid-state lithium battery materials were shipped, representing several-fold growth year-on-year [4]. - Collaborations with key customers in various applications, including drones and eVTOL low-altitude aircraft, have resulted in significant orders [4].