Group 1 - The company has implemented the oxygen-enriched side-blowing process in its Indonesia Zhongqing project, marking the first industrial application of this technology for laterite nickel ore smelting, creating a new technical route for this process [2] - The Zhongqing project is expected to complete its main construction in Q2 of this year, with all six production lines operational, leading to rapid production debugging and capacity ramp-up, which will enhance industrial synergy and reduce overall production costs [2] - The company anticipates a 50% year-on-year increase in total lithium iron phosphate production, reaching 2.38 million tons in 2024, while maintaining its leading position in nickel and cobalt materials [2] Group 2 - The company emphasizes the environmental and cost advantages of the pyrometallurgical process, with the oxygen-enriched side-blowing process having lower carbon emissions compared to traditional RKEF technology, and the ability to utilize waste heat for energy generation [3] - The company has established and is constructing smelting capacity of 195,000 metal tons in Indonesia, with an expected actual capacity of 155,000 tons by the end of 2024, and an annual nickel production of nearly 100,000 tons [3] - The company plans to further expand its lithium resources in South America to enhance its global raw material supply chain [3]

【DT新材料】 获悉，为 打造国际化资本运作平台，给国际化业务的深入发展提供助力，继宁 德时代之后，近日，又有3家涉及固态电池产品的企业密集宣布赴港上市。 （1）星源材质 4月28日，星源材质发布公告，公司拟发行境外上市外资股（H股）股票并申请在香港联合交易 所有限公司主板挂牌上市。 星源材质成立于2003年，是全球锂电池隔膜行业的头部企业。2024年，公司全年实现营收35.41 亿元，同比增长17.52%；实现归母净利润3.64亿元，同比减少36.87%；扣非后归母净利润2.83 亿元，同比减少48.17%。25年一季度实现营收8.89亿元，同比增长24.44%；实现归母净利润 0.47亿元，同比减少56.39%；扣非后归母净利润0.34亿元，同比减少64.66%。 2024年，公司隔膜销售量为398,594.58万㎡，同比增幅57.64%，生产量为404,594.26万㎡，同 比增幅56.25%，库存量为18,063.11万㎡，同比增幅49.73%，主要因销售订单增长所致。 公司持续加大对新技术、新产品的研发投入， 针对功能膜产品加快更新和布局，其中新型交联 复合膜、高安全性聚酰亚胺涂覆隔膜、固态电解质复 ...