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杉杉股份研发破10亿创新高 双主业巩固全球龙头地位
Jing Ji Guan Cha Wang· 2025-06-17 02:58
Core Viewpoint - In 2024, the company Shanshan Co., Ltd. (600884) significantly increased its R&D expenditure to 1.037 billion yuan, marking a year-on-year growth of 19.43%, with the R&D expense ratio reaching a historical high of 5.55% [1] Group 1: Anode Materials - Shanshan Co., Ltd. is a leading domestic player in the anode materials sector, demonstrating remarkable R&D investment results and maintaining a leading product iteration speed, particularly in the ultra-fast charging, silicon-based, and hard carbon segments [2] - The company has successfully supplied high-energy density 6C ultra-fast charging anodes and low-expansion long-life graphite products to major clients, showcasing innovations such as functional coating layers that enhance ion transfer rates and increase ion channels [2] - The fourth-generation high-density hard carbon anode material has been developed, significantly improving sodium-ion battery energy density and cycle performance, thus accelerating the industrialization of sodium batteries [3] Group 2: Polarizers - In the polarizer sector, Shanshan Co., Ltd. maintains a dominant position in large-size LCD polarizers while achieving significant breakthroughs in OLED polarizers and high-end automotive polarizers [4] - The company has enhanced its market share in high-end small and medium-sized LCD products through technological advancements that meet the demand for lightweight, high-definition, and high-reliability products [4] - The acquisition of LG Chem's SP business has led to stable shipments of OLED and automotive LCD polarizers, driving a rapid increase in demand for automotive display polarizers [5] Group 3: Intellectual Property and Future Outlook - As of the end of 2024, Shanshan Co., Ltd. holds 334 authorized patents in anode materials and 1,243 in polarizers, indicating a strong focus on innovation in strategic emerging industries [5] - The company plans to continue strengthening R&D investments and enhancing intelligent manufacturing levels to seize development opportunities as demand in both sectors gradually increases [5]