近日，工业和信息化部装备工业发展中心党委书记、副主任柳新岩在2025新能源电池产业发展大会上提 出四点建议，其中第一点是强化技术创新引领，系统布局新型材料体系、全固态电池、金属空气电池等 新一代电池研发工作，加速新技术的落地转化、产业化进程。 上述表态中，全固态电池与金属空气电池并列提出，释放了政策层面对金属空气电池的重视。 金属空气电池政策红利不断 金属空气电池，是利用锌、镁、铝等常见金属与氧气、海水制成的新型电池，是一种半储能半燃料的电 池。 关于金属空气电池，并非首次提及，早在2015年，工信部装备工业一司对《中国制造2025》开展解读时 表示，围绕纯电动汽车和插电式混合动力汽车，建立和健全富锂层氧化物正极材料/硅基合金体系锂离 子电池、全固态锂离子电池、金属空气电池、锂硫电池等下一代锂离子动力电池和新体系动力电池的产 业链，并推动高功率密度、高效化、轻量化、小型化的驱动电机的研发。 2017年印发的《促进汽车动力电池产业发展行动方案》提出，积极推动锂硫电池、金属空气电池、固态 电池等新体系电池的研究和工程化开发。 2022年，工信部发布的《"十四五"新型储能发展实施方案》提出，研发储备液态金属电池、固 ...

人民财讯10月24日电，企查查APP显示，近日，安石固锂(北京)新材料科技有限公司成立，注册资本2亿 元，经营范围包含：新材料技术研发；电子专用材料研发；电子专用材料销售；高纯元素及化合物销售 等。企查查股权穿透显示，该公司由上海洗霸（603200）、有研新材（600206）持股企业有研稀土新材 料股份有限公司共同持股。 ...

证券日报网讯 10月22日晚间，上海洗霸发布公告称，2025年8月4日，公司召开第五届董事会第二十一 次会议，审议通过了《关于对外投资设立控股子公司的议案》，同意公司与有研稀土新材料股份有限公 司合资设立控股子公司。目前，公司已完成上述控股子公司工商注册登记手续，并取得北京市西城区市 场监督管理局核发的营业执照。 （文章来源：证券日报） ...

证券代码：603200 证券简称：上海洗霸 公告编号：2025-063 上海洗霸科技股份有限公司 关于控股子公司完成工商注册登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 2025 年 8 月 4 日，上海洗霸科技股份有限公司（以下简称"公 司"）召开第五届董事会第二十一次会议，审议通过了《关于对外投 资设立控股子公司的议案》，同意公司与有研稀土新材料股份有限公 司合资设立控股子公司。具体情况详见公司于 2025 年 8 月 5 日刊登 在上海证券交易所官网（www.sse.com.cn）的《上海洗霸科技股份有 限公司关于对外投资设立控股子公司的公告》（公告编号：2025-055）。 目前，公司已完成上述控股子公司工商注册登记手续，并取得北 京市西城区市场监督管理局核发的营业执照，相关登记信息如下： 8．经营范围：一般项目：技术服务、技术开发、技术咨询、技 术交流、技术转让、技术推广；新材料技术研发；电子专用材料研发； 1 3．法定代表人：王羽旸 4．注册资本：20,000 万元人民币 5．类型：其他有限责任公司 ...

Core Viewpoint - Shanghai Xiba announced the establishment of a new holding subsidiary named Anshi Guli (Beijing) New Materials Technology Co., Ltd, which has completed its business registration and obtained a business license [1] Group 1 - The meeting to approve the external investment for the establishment of the holding subsidiary was held on August 4, 2025 [1] - The new subsidiary was officially registered on October 21, 2025, with a registered capital of 200 million yuan [1] - The legal representative of the new subsidiary is Wang Yuyang, and its business scope includes technology services and new materials technology research and development [1]

Core Insights - Solid-state batteries are a highly focused sector in technology growth this year, with expectations for practical implementation advancing to around 2026 [1] - The solid-state battery industry is characterized by a shift from liquid electrolytes to solid electrolytes, with various types such as sulfide, oxide, and polymer being explored [1] - Major companies like CATL, Guoxuan High-Tech, and BYD are focusing on sulfide routes, while startups prefer oxide routes due to mature processes [1] Industry Trends - Upstream material companies are increasingly adopting a full-route layout for solid-state batteries, as seen with Shanghai Washba, which entered the solid-state battery sector in 2022 [2] - In 2025, among 53 A-share listed companies related to solid-state batteries, only 33 reported positive net profits, but 44 companies showed positive growth in fixed investment, and 30 increased R&D expenses year-on-year [2] Demand Drivers - Strong capital expenditure in solid-state batteries is driven by downstream demand, with major automakers and battery leaders announcing timelines for industrialization [3] - Toyota plans to achieve small-scale trial production of solid-state batteries by 2026 and large-scale production post-2030, while BYD aims for demonstration vehicle applications by 2027 [3] Equipment and Market Response - Leading solid-state battery equipment manufacturer, Xian Dao Intelligent, reported significant growth in revenue and net profit, with a 61.19% increase in net profit year-on-year [4] - Xian Dao's solid-state battery equipment has entered supply chains of major battery companies and automakers globally, leading to a surge in stock prices following their positive earnings report [4] Company Developments - Shanghai Washba's solid-state battery materials business is becoming a more significant factor in its valuation despite a 15.85% decline in overall revenue in the first half of the year [5] - The company has made strategic moves, including acquiring patents from the Dalian Institute of Chemical Physics and establishing joint ventures to enhance its competitive edge in silicon-carbon anode materials [7][8] New Energy Initiatives - Shanghai Washba has launched subsidiaries focused on advanced materials for solid-state batteries, targeting applications in consumer electronics, drones, and smart grid energy storage [8] - The company has developed a novel water-resistant oxide solid-state electrolyte material and achieved a production capacity of 50 tons per year [8]

Group 1 - The core viewpoint of the articles highlights the resurgence of the low-altitude economy with Didi's entry, indicating that the industry is maturing as policies become more detailed, and companies involved in the related supply chain will benefit first, showcasing significant investment value [1] - The eVTOL (electric Vertical Take-Off and Landing) sector is gaining traction as a new carrier for the low-altitude economy, with numerous listed companies increasing their investments in this area. As of October 10, 2025, 33 listed companies have seen their stock prices double this year, with notable increases from companies like Beifang Changlong (301357.SZ) and Shanghai Xiba (603200.SH) [2][3] - The A-share low-altitude economy concept includes 434 listed companies, categorized into four core segments: complete machine manufacturing, core components, operational services, and air traffic management and support [3] Group 2 - In the complete machine manufacturing sector, leading companies like Wanfeng Aowei have over 260 aircraft orders, including a significant order of 100 units from Puyin Jinzu. The company plans to achieve mass production of flying cars by 2025 [4] - The core components of eVTOL are crucial for performance and safety, including power systems, avionics, and fuselage components. Companies like Zongshen Power are making strides with their CA500 aviation piston engine, which is set to be the first domestic aviation power product to gain airworthiness approval [5] - The battery sector is highly active, with companies like EVE Energy and CATL making significant advancements in battery technology for eVTOL applications. EVE Energy has showcased high-performance battery systems for electric airships and is developing solid-state batteries with a target energy density of 400Wh/kg by 2028 [7][12] Group 3 - The air traffic management system is dominated by companies like Lais Information, which holds a 90% market share and has secured over 2 billion in orders for air traffic information systems by 2025 [6] - The solid-state battery market is projected to grow significantly, with eVTOL expected to drive a demand increase of 30GWh for lithium batteries by 2030, creating a billion-dollar market for solid-state batteries [12][13] - The industry is supported by government policies aimed at promoting the production of high-performance aviation lithium batteries, with plans to achieve mass production of 400Wh/kg batteries by 2026 [12][13]

Core Viewpoint - Shanghai Xiba announced that its subsidiary, Zhejiang Lingui Technology Co., Ltd., has recently obtained the IATF16949 automotive quality management system certification [2] Group 1 - The certification is significant for the company as it enhances its credibility and competitiveness in the automotive industry [2] - IATF16949 is a globally recognized standard for quality management systems in the automotive sector, indicating the company's commitment to quality [2] - This achievement may open up new business opportunities and partnerships within the automotive supply chain [2]

Resumption of Trading - Zhiguang Electric plans to issue new shares to purchase all or part of the minority equity of Guangzhou Zhiguang Energy Technology, leading to the resumption of its stock trading [1] Mergers and Acquisitions - Guotou Fengle's acquirer, Guotou Seed Industry, intends to subscribe for no more than 184 million shares at a price of 5.91 yuan per share [2] Share Buybacks and Equity Transfers - Zhijiang Biology plans to repurchase shares worth between 60 million to 120 million yuan [3] - YTO Express, for strategic and financial planning reasons, intends to transfer no more than 2% of its shares through block trading by Hangzhou Haoyue [4] Daily Operations and External Investments - Zhaofeng Co. signed a strategic cooperation framework agreement with NiuNai Robotics, focusing on cognitive and humanoid robot development [5] - Huayu Automotive completed the acquisition of a 49% stake in Shanghai SAIC Qingtao Energy Technology Co., Ltd. [6] - Dingjide's high-end new material project for petrochemical technology, POE industrialization device, has been put into production [7] - Chiplink Integration plans to increase capital by 1.8 billion yuan to ensure the ongoing implementation of its 12-inch integrated circuit analog mixed-signal chip manufacturing project [7] - Shanghai Xiba has obtained the IATF16949 automotive quality management system certification for the design and production of silicon-carbon anode materials for new energy batteries [7] - Zhongtian Technology won multiple marine series projects in deep-sea technology, totaling approximately 1.788 billion yuan [8] - TBEA's subsidiary plans to acquire 74.19% of Shuguang Cable for 946 million yuan, specializing in 1E-level K1 and K3 cables for nuclear power plants [8] - Junshi Biosciences received FDA approval for the clinical trial application of JS207 for neoadjuvant therapy in non-small cell lung cancer patients [9] - Longbai Group's subsidiary intends to acquire assets related to Venator UK's titanium dioxide business [10] - Yunnan Energy Investment is investing 1.872 billion yuan to construct a 350MW compressed air energy storage demonstration project in Kunming Anning [11] Performance Changes - Shijia Photon reported a net profit of 299 million yuan for the first three quarters, a year-on-year increase of 728%, with orders for optical chips and devices increasing [12] - Guangku Technology expects a net profit of 110 million yuan for the first three quarters, a year-on-year increase of 97.00%-117.00%, driven by technological innovation and new product launches [12] - Rongzhi Rixin anticipates a net profit of 26.4 million to 27.4 million yuan for the first three quarters, a year-on-year increase of 871.30%-908.09% [13] - Guangsheng Nonferrous expects a net profit of 100 million to 130 million yuan for the first three quarters, a year-on-year increase of 136.29% to 147.18%, due to rising rare earth market prices [14] - Aobi Zhongguang expects to achieve a net profit of approximately 108 million yuan for the first three quarters, returning to profitability with rapid growth in various business areas [15] - Cangge Mining reported a net profit of 951 million yuan in the third quarter, a year-on-year increase of 66.49% [15]

Core Points - Shanghai Xiba (603200.SH) announced that its subsidiary Zhejiang Lingui Technology Co., Ltd. has recently obtained the IATF16949 automotive quality management system certification [1] - The certification scope includes the design and production of silicon-carbon anode materials for new energy batteries [1]