Core Viewpoint - The article highlights the advancements made by the company in the development and commercialization of high-capacity lithium manganese oxide materials, which are crucial for the next generation of solid-state batteries, emphasizing their high energy density and low cost [1][2]. Group 1: Technological Advancements - The company has successfully developed high-capacity lithium manganese oxide materials that can achieve discharge specific capacities of 280-305mAh/g in solid-state battery tests, showcasing industry-leading performance metrics [2]. - The lithium manganese oxide materials are the only ones capable of exceeding 500Wh/kg, making them a significant candidate for high energy density lithium battery cathodes [1][2]. - The company has addressed key technical challenges in ultra-high capacity lithium manganese oxide materials, enabling their application in solid-state batteries [1][4]. Group 2: Commercialization and Market Position - The company has achieved ten-ton level shipments of its lithium manganese oxide materials, marking a successful transition from laboratory development to commercial application [2][3]. - The customer base for the company's lithium manganese oxide materials includes leading lithium battery manufacturers and automotive companies across China, South Korea, Europe, and the United States, receiving high praise for product performance [2][4]. - The company is positioned as a technology leader and pioneer in the solid-state lithium battery materials sector, which may enhance its competitive edge in the global lithium battery materials market [2]. Group 3: Future Developments - To complement the high-voltage lithium manganese oxide materials, the company is developing low-cost, high-voltage halide electrolytes, which are currently in the stabilization preparation phase for large-scale application in solid-state batteries [2]. - As traditional lithium battery cathode materials approach performance limits, the focus on low-cost and abundant manganese-based cathode materials is expected to drive technological advancements in the lithium battery industry [2].

【DT新材料】 获悉，10月9日， 商务部、海关总署 连发多条公告， 为维护国家安全和利益、履行防扩散 等国际义务，经国务院批准，决定对 超硬材料、 锂电 池和人造石墨负极材料、 部分稀土设备和原辅料 相 关物项 实施出口管制的决定。 一、锂电池相关物项 （一）3A001 重量能量密度大于等于300 Wh/kg的可充放电锂离子电池（包含电芯和电池组）（参考税则 号列：85076000）。 （三）3E901.a．用于生产3A001项所管制物项的技术。 二、正极材料相关物项 （一）3C901.a.1．压实密度大于等于2.5 g/cm3且克容量大于等于156 mAh/g的 磷酸铁锂正极材料 （参 考税则号列：28429040）。 （二）3B901.a．用于制造可充放电锂离子电池的设备： 1. 卷绕机（参考税则号列：84798999）； 2. 叠片机（参考税则号列：84798999）； 3. 注液机（参考税则号列：84798999）； 4. 热压机； 5. 化成分容系统； 6. 分容柜。 （二）3C901.a.2．三元正极材料的前驱体相关物项： a. 镍钴锰氢氧化物（参考税则号列：28539030）； b. 镍钴铝氢 ...

【发布单位】安全与管制局 【发布文号】商务部 海关总署公告2025年第58号 【发文日期】2025年10月09日 根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》 《中华人民共和国两用物项出口管制条例》有关规定，为维护国家安全和利益、履行防扩散等国际义 务，经国务院批准，决定对下列物项实施出口管制： （二）3C901.a.2．三元正极材料的前驱体相关物项： a. 镍钴锰氢氧化物（参考税则号列：28539030）； （一）3A001 重量能量密度大于等于300 Wh/kg的可充放电锂离子电池（包含电芯和电池组）（参 考税则号列：85076000）。 （二）3B901.a．用于制造可充放电锂离子电池的设备： 1. 卷绕机（参考税则号列：84798999）； 2. 叠片机（参考税则号列：84798999）； 3. 注液机（参考税则号列：84798999）； （三）3E901.a．用于生产3A001项所管制物项的技术。 二、正极材料相关物项 （一）3C901.a.1．压实密度大于等于2.5 g/cm3且克容量大于等于156 mAh/g的磷酸铁锂正极材料 （参考税则号列：284290 ...

10月9日，商务部、海关总署发布公告，公布对锂电池和人造石墨负极材料相关物项实施出口 管制的决定。内容如下： 根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关 法》《中华人民共和国两用物项出口管制条例》有关规定，为维护国家安全和利益、履行防扩 散等国际义务，经国务院批准，决定对下列物项实施出口管制： 一、锂电池相关物项 c. 内串炉; 出口经营者出口上述物项应当依照《中华人民共和国出口管制法》《中华人民共和国两用物项 出口管制条例》的相关规定向国务院商务主管部门申请许可。 出口经营者应当对报关商品的真实性负责，加强出口物项识别，属于管制物项的，必须在报关 单备注栏中注明"属于两用物项"并列明两用物项出口管制编码；不属于管制物项但参数、指 标、性能等接近的，必须在报关单备注栏中注明"不属于管制物项"并填写具体参数、指标。对 上述填报信息完整、准确、真实性存疑的，海关将依法质疑，质疑期间出口货物不予放行。 本公告自2025年11月8日起正式实施。《中华人民共和国两用物项出口管制清单》同步予以更 新。 来源丨央视新闻 编辑丨金珊 SFC d. 连续石墨化炉。 （五）3B901.c.3 ...

Core Viewpoint - The rapid development of the new energy industry is driving the demand for high energy density and low-cost lithium batteries, with cathode materials being crucial for battery performance and cost [1] Company Developments - On September 24, 2025, the leading global lithium battery cathode material company, Dangsheng Technology, announced the successful resolution of key technical issues related to ultra-high capacity lithium-rich manganese-based materials through continuous technological iteration [1] - Dangsheng Technology has also made significant progress in solid-state lithium battery materials, leveraging over 20 years of experience in the lithium battery cathode material industry [1] - The company has developed a solid-state electrolyte with high ionic conductivity and good interfacial wettability, achieving stable production and scalable supply capabilities [1] Industry Outlook - Industry forecasts indicate that the solid-state battery industry is entering a "sprint stage," with global solid-state battery shipments expected to reach 614.1 GWh by 2030, representing a significant increase from current shipment volumes [1] - The solid-state battery market is identified as a highly promising "blue ocean market" with substantial growth potential [1]

Group 1 - The core viewpoint of the articles highlights the significant rise of the new energy sector, particularly the record high market capitalization of CATL, surpassing Kweichow Moutai, indicating a potential shift in the capital market dynamics [1] - The solid-state battery technology is expected to experience a breakthrough by 2025, with companies like EVE Energy planning to achieve a production capacity of 60Ah for their all-solid-state batteries by the end of the year [1] - CATL's new battery technology, utilizing lithium-rich manganese-based cathodes, has achieved an energy density exceeding 500Wh/kg and has initiated a collaboration project for electric passenger aircraft [1] Group 2 - Policy initiatives from four ministries have identified solid-state battery key equipment as a focus for development, accelerating the commercialization of solid-state battery technology and increasing capital market interest [2] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have included all-solid-state batteries as a key supported technology in their 2025-2026 growth action plan [2] - The new energy industry chain is expected to unlock new growth opportunities due to technological advancements, with the ChiNext New Energy ETF tracking companies involved in clean energy production, storage, and application [2]

当升科技(300073.SZ)公告称，公司在固态锂电材料方面布局较早且全面，系统布局了氧化物、硫化 物、卤化物等固态电池材料体系。2025年上半年，公司固态锂电材料持续放量，其中硫化物全固态电池 专用正极材料率先实现吨级出货，双相复合正极材料荣获中关村论坛百项新技术新产品推介，相关产品 已导入清陶、卫蓝、辉能、赣锋锂电、中汽新能等多家固态电池客户，成功应用在无人机、eVTOL等 低空飞行器以及人形机器人领域。全固态电池专用钴酸锂、富锂锰基正极材料成功卡位比亚迪、一汽、 中科固能等国内顶级车企和电池客户。固态电解质方面，公司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，实现固态电解质吨级稳定制备并获得下游多家重点客户的认证及导 入。 ...

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]

Core Viewpoint - Solid-state batteries are expected to become the next generation of lithium battery technology due to their high safety and energy density, with significant investment opportunities arising from technological breakthroughs and industrial transformation [2][4]. Group 1: Market Demand and Projections - The commercialization of solid-state batteries is accelerating due to policy support, market demand, and technological breakthroughs, with a projected global shipment of 808 GWh by 2030 [4][10]. - By 2030, the demand for semi-solid-state batteries is expected to exceed 650 GWh, with specific demands from power, energy storage, EVTOL, and consumer electronics at 466 GWh, 90 GWh, 60 GWh, and 36 GWh respectively [10]. - Full solid-state batteries are anticipated to achieve small-scale production by 2027 and commercial production by 2030, with a demand forecast of over 150 GWh [10]. Group 2: Material Innovations - The solid-state battery technology is converging towards the sulfide electrolyte route, which currently has high costs but significant cost reduction potential with scale [5][12]. - The long-term focus for anode materials is shifting towards lithium metal due to its high capacity and low electrode potential, with ongoing advancements in production methods [25][27]. - The cathode materials are expected to transition from high-nickel ternary materials to lithium-rich manganese-based materials, which offer high capacity and lower costs [23]. Group 3: Equipment and Manufacturing Processes - The value of equipment for solid-state batteries is significantly increasing due to the introduction of new processes and equipment in both the front and mid-stages of production [6][29]. - The front-end production requires dry electrode processes that are more compatible with sulfide electrolytes, enhancing production efficiency and reducing costs [30][32]. - The mid-stage production will replace winding with stacking processes, necessitating new equipment such as glue frame printing and isostatic pressing to ensure tight contact between solid electrolyte and electrodes [31][39]. Group 4: Competitive Landscape - Various companies are advancing their production capabilities for solid-state battery components, including sulfide and halide electrolytes, with significant investments in R&D and production lines [22][20]. - Companies like Ganfeng Lithium and Tianqi Lithium are focusing on lithium metal anodes, while others are developing advanced manufacturing techniques for solid-state batteries [27][26]. - The industry is witnessing a shift towards more efficient and cost-effective production methods, with several firms already implementing dry processing technologies [36][41].

Group 1 - The company has temporarily shelved the "lithium-rich manganese-based cathode material preparation and performance research" project due to a lack of competitive advantage in this area [2] - The company is focusing its efforts on projects where it has a competitive edge [2]