eVTOL
2025.09.18
2025.09.16
20:16
Dangsheng Technology announced that it had an early and comprehensive approach to solid-state lithium battery materials, systematically developing a solid-state battery material system encompassing oxides, sulfides, and halides. In the first half of 2025, the company's solid-state lithium battery materials continued to expand in volume. Sulfide cathode materials specifically for all-solid-state batteries were the first to achieve ton-level shipments, and its dual-phase composite cathode materials were recognized as one of the "100 New Technologies and New Products" at the Zhongguancun Forum. These products have been introduced to numerous solid-state battery customers, including Qingtao, Weilan, Prologon, Ganfeng Lithium Battery, and China Automotive New Energy, and have been successfully applied in low-altitude aircraft such as drones and eVTOLs, as well as humanoid robots. Its lithium cobalt oxide and lithium-rich manganese-based cathode materials specifically for all-solid-state batteries have secured market share with top domestic automakers and battery customers, including BYD, FAW, and Zhongke Guneng. Regarding solid-state electrolytes, the company has completed the construction of a pilot line with an annual production capacity of 100 tons for oxide electrolytes and a small-scale pilot line for sulfide solid-state electrolytes, achieving stable production of solid-state electrolytes at the ton level and securing certification and adoption from several key downstream customers.
2025.09.15
2025.08.26
2025.08.22
2025.08.04
2025.08.03
2025.07.24
2025.07.21
08:32
The 2025 First International Low-altitude Economy Expo will be held at the National Exhibition and Convention Center (Shanghai) from July 23 to 26. Guangdong Securities believes that the low-altitude economy industry chain involves multiple links such as manufacturing, services, and consumption, and China's low-altitude economic development has a good industrial chain foundation. Driven by policies and rapid iteration of industry technology, the low-altitude economy index will outperform the market in 2024, and will remain relatively high in the first half of 2025. In the low-altitude manufacturing link, my country's drones have a leading advantage and eVTOL development is quite bright. The infrastructure construction link has a "low base and large space", and is accelerated under the dual promotion of the central and local governments. The application operation link is at a critical stage of benchmark scene creation and demonstration pilot construction, and cultural tourism, logistics, etc. are expected to be implemented first. The scale of the low-altitude economy industry is growing strongly. Guangdong Securities estimates that the overall scale of the domestic low-altitude economy is expected to reach 1.6 trillion yuan in 2027. Galaxy Securities believes that 2025 is expected to be the first year for the commercial application of low-altitude economy, and the construction of infrastructure such as air traffic control systems and take-off and landing fields will be accelerated. The Rail Transit Control System Company has a technical extension foundation in low-altitude airspace management and can quickly enter the low-altitude economic field. Since 2024, it has launched low-altitude products such as flight control computers, air traffic control systems, and smart take-off and landing fields, and achieved a breakthrough from 0 to 1 in low-altitude business, and is expected to build a second growth curve.
2025.07.16
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