每经AI快讯，12月8日，当升科技在互动平台表示，公司全固态电池关键材料技术和客户开发进展顺 利。全固态正极材料方面，公司全固态专用超高镍多元材料在全固态电池当中的性能发挥（循环、容量 等）已经接近液态电池的水平，可满足超过400Wh/kg电池能量密度需求，远超当前液态电池的能量密 度水平。超高容量富锂锰基材料可使全固态电池能量密度达到500Wh/kg，性能行业领先。固态电解质 方面，公司全方位布局硫化物、氧化物、卤化物等不同技术路线，已率先开发出氯碘复合的新型硫化物 电解质，在保持高离子电导率的同时显著降低界面压力，有效解决固固界面接触难题，产品已在头部客 户进入批量验证阶段。2025年前三季度，公司全固态电池用关键材料已实现20吨级以上批量供货。 ...

Core Viewpoint - The breakthrough and mass production of solid-state battery technology present a common challenge for the entire industry chain, requiring advancements in battery design, manufacturing processes, and key materials [1] Company Summary - The company has made significant progress in solid-state battery technology, focusing on multiple series of solid-state electrolytes and high-nickel multi-materials, as well as high-capacity lithium-rich manganese-based materials [1] - The company is deeply integrated with leading solid-state battery enterprises on core projects and has achieved bulk supply of over 20 tons, positioning itself at the forefront of the industry in terms of comprehensive technical performance [1]

Core Viewpoint - The company is focusing on the research and production of key materials for solid-state batteries, achieving significant progress in this area [1] Group 1: Product Development - The company has achieved batch supply of over 20 tons of ultra-high nickel multi-materials and ultra-high capacity lithium-rich manganese-based materials for all-solid-state batteries [1] - The semi-solid cathode materials have been applied in fields such as drones, eVTOL, and humanoid robots, with cumulative shipments reaching the thousand-ton level [1] Group 2: Production Capacity - The company is advancing a project for the industrialization of solid-state electrolytes with an annual production capacity of 3,000 tons, and the products have received certification and adoption from several key downstream customers [1] - Future production capacity for solid lithium battery materials will be steadily developed based on customer demand, aiming to jointly promote the mass production process of all-solid-state batteries [1]

Core Viewpoint - The company, Dangsheng Technology, is expanding its production capacity in the solid-state battery sector by signing an agreement to build a new production line for solid electrolyte materials, which is expected to enhance its market presence and operational results in the coming years [1][2]. Group 1: Project Development - Dangsheng Technology has signed an agreement with the Jiangsu Jintan Economic Development Zone to invest in a production line with an annual capacity of 3,000 tons of solid electrolyte materials [1]. - The project will be implemented by the company's wholly-owned subsidiary, Dangsheng Technology (Changzhou) New Materials Co., Ltd., covering approximately 200 acres [1]. - The production line will include a 2,000 tons/year oxide solid electrolyte line and a 1,000 tons/year sulfide solid electrolyte line, with capacity scaling based on market trends and customer demand [1]. Group 2: Technological Advancements - The company has developed a new type of sulfide electrolyte that significantly reduces the pressure on all-solid-state batteries while maintaining high ionic conductivity [1]. - This new electrolyte has been validated by several leading customers, receiving positive feedback on its performance [1]. - Dangsheng Technology is also collaborating with supply chain companies to develop specialized equipment and semi-automated testing lines to ensure the quality and scalability of raw materials [2]. Group 3: Market Performance - In the first three quarters of the year, Dangsheng Technology achieved revenue of 7.399 billion yuan, a year-on-year increase of 33.92%, and a net profit of 503 million yuan, up 8.3% [2]. - The company’s multi-material shipments exceeded 15,000 tons in the third quarter, with its lithium iron phosphate business also achieving profitability with shipments of 23,000 tons [3]. - International markets have become a significant growth driver, with long-term orders from international clients like LGES and SK On contributing to a substantial increase in sales [3].

Group 1 - Dongsheng Technology has achieved batch supply of over 20 tons of solid-state battery materials, marking a significant breakthrough in the field and indicating a shift from R&D to industrialization [1] - The high-nickel multi-materials for solid-state batteries have performance metrics (cycle life, capacity) approaching those of liquid batteries, with energy density exceeding 400 Wh/kg, far surpassing current liquid battery levels [1] Group 2 - Tiannai Technology reported a third-quarter revenue of 347 million yuan, a year-on-year decline of 11.79%, while net profit attributable to shareholders was 79.35 million yuan, an increase of 18.26% [2] - For the first three quarters, Tiannai's revenue was 1 billion yuan, down 3.79%, but net profit grew by 7.39%, indicating strong resilience against industry fluctuations [2] Group 3 - Guoxuan High-Tech disclosed a third-quarter revenue of 10.11 billion yuan, a year-on-year increase of 20.68%, with net profit reaching 2.167 billion yuan, a staggering growth of 1434.42% [3] - The significant increase in net profit is attributed to the fair value changes of early investments in Chery Automobile, alongside the expansion of the company's core business [3]

Core Viewpoint - The company has achieved significant advancements in solid-state battery materials, with high nickel multi-materials and high-capacity lithium-rich manganese-based materials now available for bulk supply exceeding 20 tons [1] Group 1: Product Development - The performance of high nickel multi-materials for solid-state batteries is approaching that of liquid batteries, with energy density exceeding 400 Wh/kg, significantly higher than current liquid battery levels [1] - The company has developed semi-solid cathode materials earlier, utilizing high nickel multi-material systems, which demonstrate high safety through various tests such as puncture and 200°C thermal box tests [1] Group 2: Market Applications - The materials are not only applicable in automotive sectors but also have extensive usage potential in drones, eVTOLs, and humanoid robots, with cumulative shipments reaching the kiloton level [1]