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 ...

Core Viewpoint - The partnership between Dangsheng Technology and LG signifies a strategic collaboration that enhances both companies' positions in the lithium battery market, with a focus on high-nickel cathode materials and solid-state battery development [1][3]. Group 1: Supply Agreement and Financial Impact - Dangsheng Technology signed a supply agreement with LG to deliver approximately 110,000 tons of various cathode materials from 2025 to 2027, with a total contract value of around 14 billion RMB [1]. - This long-term supply contract is expected to solidify Dangsheng's competitive advantage in the international lithium battery market and support sustained rapid growth in its future performance [1]. Group 2: Product Development and Market Position - Dangsheng has established a comprehensive product portfolio in high-nickel, ultra-high-nickel, and medium-nickel high-voltage materials, as well as lithium iron phosphate and next-generation battery materials [2]. - The company has overcome several performance limitations in energy density, lifespan, safety, and storage, positioning its products at the industry-leading level [2]. - In the solid-state battery materials sector, Dangsheng is among the earliest companies to develop and industrialize solid-state lithium battery cathode materials, collaborating closely with major battery manufacturers and automotive companies [2]. Group 3: Strategic Importance of LG - LG, as the world's third-largest electric vehicle battery manufacturer, plays a crucial role in the global lithium battery supply chain and aims to diversify its business, particularly in energy storage, with plans to double its revenue in the next five years [3]. - The partnership with Dangsheng is expected to elevate their strategic collaboration, leveraging Dangsheng's advanced cathode material technology to support LG's global strategy [3].