SLDP 最新10-Q变化
将 SLDP 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-05-06 与上一份 10-Q · 2025-11-05
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +25 | −29 | ~13 | 15 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
未列出(无法可靠提取或缺失):其他信息
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-05-06
●Strengthen relationships with our partners through continued execution – We approached completion of site acceptance testing under our line installation agreement with SK On Co., Ltd. (“SK On”), which was formally completed in April 2026.
●Continue executing on our electrolyte development roadmap – We began construction and completed factory acceptance of all key equipment for a continuous manufacturing pilot line for sulfide electrolyte production; commissioning of the line remains on track for the end of 2026. In addition, we conti…
●Promote electrolyte product competitiveness – We provided Samsung SDI Co., Ltd. with electrolyte under our Joint Evaluation Agreement with Samsung SDI Co., Ltd. and BMW AG and continued sampling electrolyte to other customers.
Comparison of the Three Months Ended March 31, 2026 to the Three Months Ended March 31, 2025
We recognized $2.1 million of collaborative revenue for the three months ended March 31, 2026. The collaborative revenue mostly consisted of performance on our research and development technology license agreement (the “SK On R&D license”), line installation agreement, and electrolyte supply agreeme…
相对上期删除的文字 · 来源:10-Q · 2025-11-05
●Drive electrolyte innovation and performance through feedback from cell development and customers; ramp electrolyte sampling and identify long-term customers - We announced a Joint Evaluation Agreement with Samsung SDI Co., Ltd. and BMW AG to progress the development of all-solid-state batteries, m…
●Continue executing on our electrolyte development roadmap – We conducted detailed design for the planned installation of a pilot line designed to manufacture electrolyte on a continuous process. We expect detailed design to be substantially completed by the end of 2025 and remain on track for commi…
●Execute on the SK On Agreements – We conducted site acceptance testing under our line installation agreement with SK On Co., Ltd. (“SK On”). We remain on track for completion of site acceptance testing at SK On’s facility by the end of 2025.
Comparison of the Three and Nine Months Ended September 30, 2025 to the Three and Nine Months Ended September 30, 2024
Revenue and grant income remained consistent with a $0.1 million decrease for three months ended September 30, 2025 compared to the three months ended September 30, 2024. Revenue and grant income increased $2.4 million for the nine months ended September 30, 2025 compared to the nine months ended Se…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议