TU-TESL

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"The company's new solid-state lithium battery materials have completed the delivery of samples to a number of customers at home and abroad, and the product performance has been recognized. In recent investor research activities, the research and development progress of new solid-state lithium battery materials of the company was introduced. It is understood that dangsheng technology has organized a special team to increase the development of solid-state lithium battery materials, and established an innovation consortium with domestic scientific research institutions. Meanwhile, it has carried out supporting development for many internationally renowned companies and scientific research institutions with solid-state lithium battery technology in Europe, the United States and China. The scale of capacity increase will depend on market demand, product iteration and other factors, and the capacity planning will be implemented in a rhythmic and planned way. Some new production lines of Jiangsu dangsheng phase III project of the company have completed material commissioning and are promoting domestic and international customer certification. In the future, the company will increase the development of major customers inside and outside the country, expand the sales volume of high-end products, and improve the utilization rate of production capacity. Due to the high quality requirements of high-end anode materials for precursors, some of the precursors of high-end power anode materials are produced by the company itself. At present, the production capacity of dangsheng technology precursor is nearly 5000 tons, and others are purchased. Dangsheng technology believes that the gradual decline of subsidies for new energy vehicles until their cancellation is an established policy announced by the state, which has been expected by the market for a long time. At present, the company mainly sells high-end power, high-end energy storage positive materials and high-speed and high-voltage lithium cobaltite positive materials, which have excellent technical performance and strong market competitiveness. Moreover, the export proportion of the company's products is increasing year by year, with limited impact on the company. At the same time, at present, the top ten lithium enterprises in the world are basically customers of the company, among which some of the supporting power batteries of European and Japanese automobile enterprises have passed the certification and started to import the company's power positive material products, which will gradually achieve large volume in the future. For the change of subsidy policy, the company will strive to maintain the existing product profitability by accelerating the mass production of new products, promoting the innovation of production technology, further increasing the proportion of exports, controlling the three fees and other ways. Dangsheng technology believes that the lithium battery positive material industry is a technology intensive industry, which requires a strong technology accumulation to be based on. In the future, the competition in anode material industry will be all-round competition in technology, customer, capital and cost (raw materials, etc.). Only those enterprises that have a real grasp of core technology, enter the domestic and foreign high-quality supply chain, and have strong capital strength and raw material advantages can become the leaders and final winners of this industry.