Dangsheng Technology (300073.SZ): The company's solid-state lithium battery cathode material uses a special microcrystalline precursor design, which has the characteristics of high safety, low impedance and low gas production
Gelonghui, May 17 | Dangsheng Technology (300073.SZ) said on the investor interactive platform that as a technical leader in the lithium battery cathode materials industry, the company has invested in R&D for many years in the field of solid lithium battery cathode materials and solid electrolytes. The company's solid lithium battery cathode materials use a special microcrystalline precursor design, which has the characteristics of high safety, low impedance and low gas production. The dual-phase composite solid-state lithium battery cathode materials and solid-state electrolyte products developed by the company solved the problem of the solid interface between cathode and electrolyte. The technical indicators are at the leading level in the industry, and have achieved on-board verification in many leading solid-state battery companies, and are comparable
Dangsheng Technology (300073.SZ): A variety of energy storage cathode materials developed have been successfully applied to downstream customers
Gelonghui, April 30丨An investor asked Dangsheng Technology (300073.SZ) on the investor interactive platform, “Will the official commencement of Tesla's Shanghai energy storage plant improve the company's performance significantly?” The company replied that various energy storage cathode materials developed by the company have been successfully applied to a wide range of downstream customers. Specific customer cooperation information involves trade secrets and is not easy to disclose.
Dangsheng Technology (300073.SZ) announced first-quarter results, net profit of 110 million yuan, a decrease of 74.36%
According to the Zhitong Finance App, Dangsheng Technology (300073.SZ) released its report for the first quarter of 2024. During the reporting period, it achieved revenue of 1,517 billion yuan, a year-on-year decrease of 67.67%. Net profit attributable to shareholders of listed companies was 110 million yuan, a year-on-year decrease of 74.36%. Net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 104 million yuan, a year-on-year decrease of 75.49%.
Dow Technology (300409.SZ): No special three-phase precursors for solid-state batteries supplied to Dangsheng Technology
Gelonghui, April 19 | Dow Technology (300409.SZ) said on the investor interactive platform that the company has yet to supply special three-phase precursors for solid-state batteries to Dangsheng Technology.
Dangsheng Technology (300073.SZ): Currently, lithium iron phosphate products are mainly supplied to domestic primary power and energy storage battery customers
Gelonghui, April 17, 丨 Dangsheng Technology (300073.SZ) held a performance briefing on April 16, 2024 to discuss “How much of the company's lithium iron phosphate cathode material shipments are directly exported abroad?” The company replied that at present, the company's lithium iron phosphate products are mainly supplied to domestic first-class power and energy storage battery customers. In the future, the company will continue to position itself in the high-end market, deeply and fully integrate into the high-end industrial chain at home and abroad, and continue to develop high-quality international and domestic customers
Dangsheng Technology (300073.SZ): There is a research layout for both hydroxide and carbonate systems
Gelonghui, April 17, 丨 Dangsheng Technology (300073.SZ) held a performance briefing on April 16, 2024, to discuss “Is your company currently mass-producing lithium-manganese cathode materials? Is it a hydroxide system or a carbonate system? Is it used alone in semi-solid state batteries or mixed with other cathode materials?” The company replied that the company's lithium-rich manganese cathode material technology is becoming more and more mature, and the company has a research layout for both hydroxide and carbonate systems.
Dangsheng Technology (300073.SZ): The new generation of sodium electrocathode material products launched has completed process finalization and has achieved hundreds of tons of supply
Gelonghui, April 17, 丨 Dangsheng Technology (300073.SZ) held a performance briefing on April 16, 2024, to discuss “How far away is sodium electricity from widespread application in China? Is the technology mature or experimental? What are the application scenarios of sodium electricity?” The company replied that in addition to solving related technical problems, large-scale market applications of sodium-ion batteries also depend on market demand. The company has set up a special R&D team to carry out research and development of key materials for new battery systems such as sodium-ion batteries. The next-generation sodium-electric cathode material products launched have completed process finalization and are being developed smoothly in cooperation with major customers.
Dangsheng Technology (300073.SZ): It has established close strategic partnerships with solid state battery customers such as Ganfeng Lithium, Weilan New Energy, Qingtao, and Huineng
Gelonghui, April 17, 丨 Dangsheng Technology (300073.SZ) held a performance briefing on April 16, 2024 to discuss “The company signed an agreement with Qingtao Energy and Weilan New Energy to supply solid state battery cathode materials. Has it already been supplied to these two companies?” The company replied that the company has established close strategic partnerships with solid state battery customers such as Ganfeng Lithium, Weilan New Energy, Qingtao, and Huineng, and has achieved mass shipments.
Dangsheng Technology (300073.SZ): The first phase of the Dangsheng Shu Road (Panzhihua) project has completed the construction of the main plant
Gelonghui April 17 丨 Dangsheng Technology (300073.SZ) held a performance briefing on April 16, 2024 to discuss “Has the company's project in Panzhihua been put into operation?” The company replied that the first phase of the company's Dangshengshu Road (Panzhihua) project has completed the construction of the main plant, and that some production lines have been installed and are undergoing commissioning.
Dangsheng Technology (300073.SZ): Does not produce nano zirconia, but has developed a solid electrolyte containing a zirconia base
Gelonghui April 17 丨 Dangsheng Technology (300073.SZ) held a performance briefing on April 16, 2024 to discuss “Does the company produce nano zirconia? Zirconia-based?” The company replied that solid-state lithium batteries are an important future development direction for the new energy industry. The company does not produce nano zirconia, but it has developed solid electrolytes containing zirconia-based solids.
Dangsheng Technology (300073.SZ): Solid-state lithium battery cathode materials have been verified by many leading solid-state battery companies
Gelonghui April 17 丨 Dangsheng Technology (300073.SZ) held a performance briefing on April 16, 2024, to discuss “What are the technical advantages in the field of solid state battery anode materials? How much has the solid state battery anode material contributed to the company when it enters the practical stage?” The company replied that lithium-ion battery cathode materials are also called cathode materials, and anode materials are called anode materials. The company's solid-state lithium battery cathode materials have been verified by many leading solid-state battery companies. In the future, as the application scenarios of solid-state batteries become more mature, it will have a positive impact on the company's performance.
Dangsheng Technology (300073.SZ): Technology routes for mainstream solid state batteries such as oxides, sulfides, and polymers have been systematically laid out
Gelonghui, April 17, 丨 Dangsheng Technology (300073.SZ) held a performance briefing on April 16, 2024 to discuss “The company's solid-state battery materials were the first to be mass-produced and launched. Can you give a detailed introduction to the progress of solid-state battery-related partners and cooperation? Is the company's solid-state battery material technology suitable for all-solid-state batteries to be launched next?” The company replied that as a technical leader in the lithium battery cathode materials industry, the company has invested in research and development for many years in the field of solid state lithium battery cathode materials and solid electrolytes, and has systematically laid out key material technology routes for mainstream solid state batteries such as oxides, sulfides, and polymers
Cathay Pacific Junan: Solid-state batteries welcome development opportunities and are expected to complement the current liquid lithium-ion battery system
Looking at the commercialization process, considering the high R&D and processing threshold for all-solid-state batteries, solid-liquid hybrid batteries are easier to break through the process threshold as an intermediate type of battery solution, and are expected to become the main route for leading large-scale domestic production in the short term.
China Aviation Securities: The bottom of the lithium battery industry is in a solid upward trend, and demand is expected to recover as early as the second half of 2024
At this stage, demand is picking up at the bottom of the lithium battery industry, and the overall demand for additional flexible storage going overseas is progressing steadily. Demand is expected to recover and resonate at home and abroad as early as the second half of 2024, and the secondary market is expected to be ahead of the industry's response.
Orient Securities: Solid-state battery progress continues to focus on new technology window opportunities
Solid-state batteries have been catalyzed recently, and we continue to be optimistic about the phased opportunities that continue to emerge in the industrialization process.
Dangsheng Technology (300073.SZ): Net profit for 2023 will drop 14.80% to 1,924 billion yuan, and plans to pay 10 to 7.52 yuan
Gelonghui March 29 | Dangsheng Technology (300073.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 15.127 billion yuan, a year-on-year decrease of 28.86%; net profit attributable to shareholders of listed companies was 1,924 billion yuan, a year-on-year decrease of 14.80%; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 1,9798 billion yuan, a year-on-year decrease of 14.86%; basic income per share was 3.7991 yuan; it plans to distribute cash dividends of RMB 7.52 yuan (tax included) to all shareholders for every 10 shares.
China Post Securities: Ultra-fast charging solid-state batteries are expected to be loaded with new technology to unlock new opportunities
The Zhiji L6 will be equipped with a quasi-900V ultra-fast charging semi-solid state battery.
Everbright Securities: Zhiji L6 is equipped with Qingtao semi-solid state batteries to accelerate industrialization by 0 to 1
The Zhitong Finance App learned that Everbright Securities released a research report saying that on March 12, SAIC Motor Group's official Weibo announced that the Zhiji L6 will soon be mass-produced. At the same time, production of the first-generation solid-state battery jointly developed by SAIC Motor and Qingtao Energy has also begun. The semi-solid state route changes the existing liquid lithium-ion battery system and is regarded as an all-solid transition route. The semi-solid battery supply chain has a high degree of overlap with the existing supply chain, and the impact on the industrial chain is limited. Priority will be given to commercialization starting with high-end scenarios such as aircraft, medical use, and consumer electronics. Semi-solid state batteries added new materials such as solid electrolytes and in-situ solidified lithium salts, which promoted silicon carbon negative
Dangsheng Technology (300073.SZ): Related solid state lithium battery products have been successfully introduced to solid state battery customers such as Huineng, Qingtao, Weilan New Energy, and Ganfeng Lithium
Gelonghui March 22丨An investor asked Dangsheng Technology (300073.SZ) on the investor interactive platform, “How is the company's semi-solid battery or all-solid-state battery project progressing now?” The company replied that the company has systematically laid out mainstream solid state lithium battery cathode materials and electrolyte technology routes such as oxides, sulfides, and polymers, and that related solid state lithium battery products have been successfully introduced to solid state battery customers such as Huineng, Qingtao, Weilan New Energy, and Ganfeng Lithium Battery, and achieved mass sales.
CICC: With the launch of new cars, orders are expected to pick up rapidly, optimistic about the rebound driven by stock replenishment in the lithium battery industry chain
After the holiday season, orders are expected to pick up rapidly with the launch of new cars, and the probability of stock replenishment in the industrial chain is gradually increasing.
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