Thermis / BE / DKK's Chinese partner → DKK
A tie on Bloom's upstream supply chain · Zirconium and scandium producer → Zirconia powder maker
DKK's Chinese partner → DKK
- Material
- Scandium oxide
- Evidence
- Documented · historical · as of 2023-12-31
- Latest record
- 2023 · 0.70 t of scandium oxide sold to DKK in 2023, the one scandium row in the partner's own filing (record 2).
- Supplier
- DKK's Chinese partner 长裕控股集团 · China · Zirconium and scandium producer
- Customer
- Daiichi Kigenso Kagaku Kogyo · Japan · Zirconia powder maker
What this supports
DKK bought 0.70 t of scandium oxide from its Chinese partner in 2023, sold from inventory after the partner's scandium line stood idle from the second half of 2022, and none in 2022, 2024 or the first half of 2025 (records 1, 2, 3). The partner's own filing, matched to the exchange's official host.
What remains unknown
Whether any of it went into powder sold to Bloom; where DKK's scandium came from in the other years.
The records (3)
- 2025-06-30 · the party's own document
Products DKK bought from its Chinese partner, 2022 to mid-2025
公司向第一稀元素销售的产品有氧氯化锆、纳米复合氧化锆、氧化锆、碳酸锆及氧化钪
In English: The products the company sold to DKK were zirconium oxychloride, nano composite zirconia, zirconia, zirconium carbonate and scandium oxide
长裕控股集团, DKK's Chinese partner · Reply to the Shenzhen exchange's inquiry letter on its share listing · 2025-09-30 · matched to the publisher's official host, checked 2026-09-25 · fingerprint b563fc637232514a
- 2023-12-31 · the party's own document
Scandium oxide DKK bought from its Chinese partner, 2023
长裕控股集团, DKK's Chinese partner · Reply to the Shenzhen exchange's inquiry letter on its share listing · 2025-09-30 · matched to the publisher's official host, checked 2026-09-25 · fingerprint b563fc637232514a
- 2023-12-31 · the party's own document
The Chinese partner's scandium oxide line, status
氧化钪产线 2022 年下半年已基本处于停产状态并于 2023 年度销售了相关氧化钪存货
In English: The scandium oxide line had essentially stopped production in the second half of 2022, and the related scandium oxide inventory was sold in 2023
长裕控股集团, DKK's Chinese partner · Reply to the Shenzhen exchange's inquiry letter on its share listing · 2025-09-30 · matched to the publisher's official host, checked 2026-09-25 · fingerprint b563fc637232514a
What would settle it
- Next step: Read DKK's annual securities report for its scandium suppliers.
- Next step: Ask DKK's investor relations where the scandium in its fuel-cell powder comes from.
One step upstream: who supplies DKK's Chinese partner?
- No supplier to DKK's Chinese partner is on record in this investigation.