Core Viewpoint - The announcement of the share reduction by the controlling shareholder of Daoshi Technology coincides with the company's technological breakthroughs in solid-state battery materials, raising questions about the company's short-term outlook and investment in R&D [1][2][3]. Group 1: Shareholder Actions - The controlling shareholder, Rong Jihua, plans to reduce holdings by up to 15.42 million shares, representing 1.97% of the total share capital, citing "personal funding needs" [1]. - After the reduction, Rong Jihua's shareholding will decrease from 16.19% to approximately 14.2% [1]. Group 2: Technological Developments - Daoshi Technology has made significant progress in solid-state battery core materials, achieving a breakthrough in sulfide electrolyte conductivity of over 1 mS/cm and stable production at the 100-gram level [1]. - The company has established a comprehensive material solution covering the entire solid-state battery industry chain, including single-wall carbon nanotube conductive agents and silicon-based anodes [1]. Group 3: Financial Performance - In 2024, Daoshi Technology's revenue is projected to be 7.752 billion, a year-on-year increase of 6.25%, with a net profit of 157 million, marking a turnaround [2]. - However, R&D expenditure for 2024 is expected to be 239 million, down 16.7% year-on-year, with R&D spending as a percentage of revenue at only 3.1%, significantly below the industry average of 5%-8% [2]. Group 4: Market Context and Challenges - The global solid-state battery market is expected to reach a scale of 100 billion by 2030, with Daoshi Technology at a critical technological breakthrough point [3]. - The company aims to achieve stable supply of kilogram-level sulfide electrolytes by 2025, but current production levels are insufficient compared to industry needs [2][3]. - The company faces headwinds in its main businesses of lithium battery materials and ceramic materials, with a decline in output of ternary precursors and a drop in ceramic material sales due to a sluggish recovery in the real estate sector [2].

6月会议预告 2025高工钠电 产业峰会 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 汇集于芬兰的中国锂电正负极材料龙头，在 2025 年传来最新进展。他们的项目既有顺利推进 的，也有历经行业周期波动无奈搁置的。 4 月 29 日，当升科技（芬兰）新材料有限公司首期项目奠基。 该项目主要生产锂电正极材料，以满足欧美新能源汽车和储能市场的需求。项目建设主体当升科技 （ 芬兰 ） 新材料有限公司，由北京当升材料科技股份有限公司（持股 70% ）和芬兰矿业集团 （持股 30% ）共同成立。 项目工厂位于芬兰科特卡市，靠近芬兰湾。总投资约 8 亿欧元（折合约 65.37 亿元人民币 ）， 将生产 NCM 和 LFP/LMFP ，首期项目为 6 万吨 / 年的 NCM 产能， NCM 规划产能为 20 万 吨 / 年 ...