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长阳科技:公司独家开发的电解质复合膜基膜已取得该行业国内外头部及腰部客户的企业订单
Mei Ri Jing Ji Xin Wen· 2025-09-17 03:53
长阳科技(688299.SH)9月17日在投资者互动平台表示,公司独家开发的具有超高孔隙率、超大孔 径、可压缩性高的电解质复合膜基膜已取得该行业国内外头部及腰部客户的企业订单。该产品市场需求 尚未放量,收入金额较小,短期内不会对公司经营业绩产生重大影响,敬请投资者注意投资风险。其他 公司研发情况您可以咨询相关公司。 (记者 王晓波) 每经AI快讯,有投资者在投资者互动平台提问:贵司独家开发的具有超高孔隙率、超大孔径、可压缩 性高的电解质复合膜基膜产品可广泛用于硫化物,氧化物和聚合物电解质等技术路线上。请问是否有竞 争对手开发的基膜同样具备超高孔隙率、超大孔径、可压缩性高这些特点? ...
长阳科技,暂停5亿平隔膜项目建设,固态电池复合基膜已获头部企业订单
DT新材料· 2025-08-26 16:03
Core Viewpoint - The company Longyang Technology has revised its production capacity for lithium battery separators due to market pressures and declining prices, leading to significant financial losses in 2024 [2][3]. Group 1: Project Adjustments - Longyang Technology has changed its annual production capacity for the lithium battery separator project from 650 million square meters to 350 million square meters [2]. - The annual production capacity for the energy storage and power vehicle lithium-ion battery separator project has been reduced from 400 million square meters to 200 million square meters [2]. - The adjustments are primarily due to cost-cutting pressures from downstream markets and intensified competition, resulting in a continuous decline in separator prices [2][3]. Group 2: Financial Performance - In the first half of 2025, the company reported operating revenue of 525.30 million yuan, a year-on-year decrease of 18.81% [3]. - The net profit attributable to shareholders was -8.55 million yuan, reflecting a year-on-year decline of 150.11%, mainly due to impairment losses on fixed assets and construction projects at subsidiaries [3]. Group 3: Project Developments - The Hefei New Energy project with an annual capacity of 560 million square meters for lithium-ion battery separators was completed in August 2024, but the actual capacity is only 460 million square meters [2]. - The Zhejiang Longyang facility has completed procurement for an annual capacity of 200 million square meters of separators, with production expected to commence in December 2025 [2]. Group 4: Product Development - The company has independently developed a high-porosity, large-pore, and highly compressible electrolyte composite membrane, which has received orders from leading domestic and international clients [4]. - The company is accelerating the development and validation of CPI films (transparent polyimide films) for flexible OLED cover applications, sourcing raw materials directly from suppliers [4].