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当升科技(300073) - 2017年11月7日投资者关系活动记录表
EASPRINGEASPRING(SZ:300073)2022-12-04 07:18

Group 1: Company Overview and Investor Relations - Beijing Dangsheng Materials Technology Co., Ltd. is actively engaging with various investment entities to discuss its business strategies and market positioning [1][2][3][4][5][6][7][8][9][10][11] Group 2: Production and Capacity Expansion - The company plans to initiate the construction of its Jiangsu Dangsheng Phase III project to meet the growing market demand, utilizing a phased construction approach [5] - The company is focused on improving production efficiency and reducing costs through process enhancements and increased automation [6][7] Group 3: Market Demand and Product Development - The demand for lithium battery materials, particularly high-nickel multi-materials, is expected to grow significantly due to the rise of electric vehicles [6][9] - The company has developed a series of core technologies in lithium battery materials over nearly two decades, positioning itself as a leader in the industry [6][9] Group 4: Raw Material Costs and Supply Chain Management - Rising prices of raw materials such as cobalt, lithium, and nickel are impacting product costs, prompting the company to implement various measures to stabilize supply and mitigate cost pressures [7][10] - The company is exploring partnerships, such as with Clean TeQ, to secure long-term supply agreements for critical raw materials [8] Group 5: Competitive Landscape and Industry Trends - The competitive landscape in the lithium battery materials sector is intensifying, with many new entrants; however, only companies with strong technological capabilities and customer resources are likely to succeed [9][11] - The industry is expected to see increased concentration, with a focus on high-quality, high-performance products as the market evolves [9][11]