格隆汇8月6日丨孚能科技(688567.SH)在投资者互动平台表示，公司已于近日完成向某头部人形机器人 客户送样硫化物全固态电池。此外，公司亦与其他几家头部人形机器人公司持续对接固态电池需求，目 前进展顺利。 ...

融券方面，当日融券卖出0.25万股，净卖出0.05万股。 8月5日，沪深两融数据显示，孚能科技获融资买入额0.53亿元，居两市第331位，当日融资偿还额0.55亿 元，净卖出157.56万元。 最近三个交易日，1日-5日，孚能科技分别获融资买入0.50亿元、0.39亿元、0.53亿元。 ...

Group 1 - The overall market is showing a positive trend, leading to increased research efforts by major brokerages on listed companies [1] - From July 4 to August 4, 101 brokerages conducted research on 608 stocks, with a focus on industries such as industrial machinery and electronic components [1][2] Group 2 - The stock with the highest number of research visits is Shijia Photon, with 54 visits, followed by Haopeng Technology with 50 visits, and Defu Technology, Hongfa Technology, and Hikvision with 49, 47, and 46 visits respectively [2] - Brokerages showed strong interest in merger and acquisition opportunities during the research, with specific inquiries about Shijia Photon's acquisition of Fuke Qima and Defu Technology's acquisition of Luxembourg copper foil [2][3] Group 3 - Emerging business areas are also a key focus for brokerages, with Haopeng Technology being questioned about its technological reserves and customer expansion in the low-altitude economy sector, and Hikvision about the progress and revenue contribution of its scene digitalization business [3] - The industry distribution of the researched stocks shows that 56 belong to the industrial machinery sector, 39 to electronic components, 36 to automotive parts and equipment, 29 to electrical components and equipment, and 25 to electronic devices and instruments [3]

Summary of Solid-State Battery Investment Opportunities Industry Overview - The focus is on the solid-state battery industry, highlighting the diverse material systems such as high nickel, fluorophosphate manganese, and lithium metal, with solid electrolytes being the core component that differentiates solid-state batteries from liquid ones [1][2][3]. Key Points and Arguments - **Solid Electrolyte Systems**: The main types of solid electrolyte systems include polymers, oxides, sulfides, and nitrides. Each has its own advantages and challenges, such as stability under high pressure for polymers and production complexity for nitrides [1][5]. - **Market Development**: The overseas market, particularly in Japan and the US, is leading in solid-state battery technology development, with companies like Toyota and collaborations between Holiday Power and BMW making strides, although large-scale commercialization is still pending [1][9]. - **Investment Opportunities**: Investors should focus on the supply chain of solid-state batteries, including suppliers of cathodes, anodes, separators, and electrolytes. Key materials to watch include lithium salts, PU materials, zirconium elements, and lithium sulfide [1][12]. - **Market Potential**: If 20% of China's new energy passenger vehicles priced above 200,000 yuan opt for solid-state batteries, it could generate a demand of 100 GWh, translating to 500 billion yuan in revenue [3][17]. - **Cost and Performance**: New materials are currently 5% to 10% more expensive than existing systems, but their safety and performance make them attractive to investors [7][11]. Additional Important Insights - **Challenges in Sulfide Route**: The sulfide route for solid-state batteries has high ionic conductivity but faces challenges due to the complex production process of lithium sulfide, which is costly and environmentally sensitive [8][24]. - **Commercialization Timeline**: Several automakers plan to demonstrate solid-state battery applications by 2027, marking a significant step towards product iteration [3][13]. - **Future Trends**: The solid-state battery market is expected to grow rapidly, with major companies like BYD and Gotion Technology planning product launches that could significantly impact the industry [15][16]. - **Investment Recommendations**: Key companies to watch include Funeng Technology for battery production, and companies like Xiawu New Energy for lithium sulfide materials, as well as Haogong Technology for equipment manufacturing [20][21][25]. Conclusion - The solid-state battery industry presents substantial investment opportunities driven by technological advancements and market demand. Stakeholders should monitor material costs, production capabilities, and the competitive landscape to capitalize on emerging trends and innovations in this sector [23][26].

Core Viewpoint - The report highlights the acceleration of solid-state battery adoption and the integration of AI in the new energy sector as key trends shaping the future landscape [2][3]. New Energy Vehicle Industry Insights - Solid-state batteries are rapidly being introduced in the downstream market, benefiting companies like CATL and Aulton. Mercedes plans to mass-produce solid-state battery electric vehicles within five years, collaborating with Factorial Energy and Huineng Technology, with vehicle testing already underway [3]. - Huineng Technology has globally launched the fourth-generation superfluid solid electrolyte, achieving an ionic conductivity of 57 mS/cm, which is 5-6 times higher than traditional electrolytes [3]. - The EVTEKER QianTu 01GT electric motorcycle features an 11 kWh all-solid-state battery, offering a maximum range of 300 km and fast charging from 20% to 80% in just 40 minutes [3]. - The introduction phase of solid-state batteries emphasizes new technologies and products, with companies like Tiantian Technology, Shanghai Xiba, and Naconor benefiting from recent developments [3]. - Notable second-tier leaders with strong product capabilities, such as Aulton, are expected to gain market share, as seen with Dongfeng Nissan's N7 model, which achieved the highest sales in its category due to its partnership with Aulton [3]. Photovoltaic Industry Insights - The "anti-involution" trend in the photovoltaic sector remains a primary theme, benefiting companies like GCL-Poly and Flat Glass. Recent political meetings have emphasized the need for regulated competition and capacity management in key industries [4]. - Due to increased inventory and cost support, the price of photovoltaic glass is expected to rise in August [4]. Energy Storage and Green Electricity Insights - Policies supporting green electricity and rapid development in energy storage are expected to improve market conditions for companies like Sungrow and Haibo Innovation. The Shaanxi Provincial Development and Reform Commission has announced pilot projects for direct green electricity connections [5]. - By the first half of 2025, there will be 7,737 new energy storage projects registered in China, with a total capacity of 664.86 GWh, representing a year-on-year growth of over 120% [5]. AI and New Energy Industry Insights - The integration of AI with new energy and humanoid robots is gaining traction, benefiting companies like Zhejiang Rongtai and Keda Li. Recent product launches include a humanoid robot priced at 158,000 yuan and the global debut of Midea's home humanoid robot [6]. - The controlled nuclear fusion sector is entering a critical adoption phase, with companies like Helion Energy and Jingda Co. benefiting from the construction of the first commercial fusion power plant [6]. - The AI and new energy sectors, including smart glasses and PCBs, are experiencing continuous growth, with companies like Haopeng Technology and Defu Technology seeing significant developments, such as a twofold increase in sales of Ray-Ban Meta smart glasses [6].

Core Viewpoint - The article emphasizes the importance of the 2025 lithium battery research and interview activities, focusing on identifying quality battery brands and products in the energy storage sector [2][4]. Group 1: Research Activities - The 2025 lithium battery research and interview activities will take place from August 4 to August 22, 2025, covering regions such as Shenzhen, Dongguan, and Huizhou, with visits to major companies like BYD, Gotion High-tech, and EVE Energy [7]. - The research process includes factory visits, executive introductions, and discussions on industry trends and collaboration opportunities [6][5]. Group 2: Sponsorship Opportunities - Various sponsorship options are available for the research activities, including full participation for over 20 sponsors and advertising placements in the WeChat account for 10,000 per month [8]. - Sponsors will receive benefits such as a simplified version of the 2025 Global Lithium Battery White Paper and online promotional opportunities during the research activities [8]. Group 3: Previous Research Reviews - The article mentions past research visits to key players in the lithium battery industry, including BYD, CATL, and EVE Energy, highlighting the ongoing engagement with leading companies [10][11].

Group 1 - The company, Funeng Technology (孚能科技), has confirmed that it is experiencing large-scale shipments this year, marking it as a significant year for output expansion [2] - The company has achieved mass production of its SPS products at both its Ganzhou and Guangzhou bases, with product yield rates having improved to a high level [2] - Customer feedback regarding the SPS products has been positive, indicating satisfaction with the product quality [2]

Group 1 - The stock price of Funeng Technology closed at 17.02 yuan on July 29, 2025, down by 0.51 yuan, a decrease of 2.91% from the previous trading day [1] - The company specializes in the research, production, and sales of lithium-ion power batteries and systems, primarily for the electric vehicle sector [1] - Funeng Technology is involved in the battery manufacturing industry and is also exploring emerging fields such as humanoid robots and low-altitude economy [1] Group 2 - On July 29, it was announced that shareholder Shenzhen Anyan reduced its holdings by 3.49 million shares, bringing its ownership stake down to 10.95% [1] - The company completed a share reduction of 20.58 million yuan on the same day [1] - Funeng Technology revealed on its investor interaction platform that its second-generation semi-solid-state battery has an energy density of 330 Wh/kg, with plans for mass production in the second half of 2025 [1] Group 3 - The company has begun supplying batteries to a leading eVTOL company in the United States, which has entered the FAA's fourth stage of certification [1] - On July 29, the net outflow of main funds was 78.27 million yuan, accounting for 0.38% of the circulating market value [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688567 证券简称：孚能科技 公告编号：2025-042 孚能科技（赣州）股份有限公司 关于持股5%以上股东权益变动触及1%刻度的 提示性公告 投资者深圳安晏保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ 一、信息披露义务人及其一致行动人的基本信息 3.一致行动人信息 上述减持主体无一致行动人。 二、权益变动触及1%刻度的基本情况 孚能科技（赣州）股份有限公司（以下简称"公司"）于2025年7月29日收到公司持股5%以上股东深圳安 晏投资合伙企业（有限合伙）（以下简称"深圳安晏"）出具的《关于减持股份触及1%告知函》。截至 2025年7月28日，深圳安晏通过集中竞价方式减持公司股份3,490,953股，持有公司股份数量由 137,327,573股减少至133,836,620股，占公司总股本比例由11.24%减少至10.95%，权益变动触及1%刻 度，具体情况如下： ■ 三、其他说明 1、本次权益变动系公司持股5%以上股东通过集中竞 ...

特此公告。 孚能科技（赣州）股份有限公司董事会 第 3 页 第 2 页 督促其严格遵守相关减持规定，及时履行信息披露义务。敬请广大投资者注意投 资风险。 证券代码：688567 证券简称：孚能科技 公告编号：2025-042 孚能科技（赣州）股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 投资者深圳安晏保证向本公司提供的信息真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 权益变动方向 比例增加□ 比例减少? 权益变动前合计比例 11.24% 权益变动后合计比例 10.95% 本次变动是否违反已作出的承诺、意向、计划 是□ 否? 是否触发强制要约收购义务 是□ 否? 一、 信息披露义务人及其一致行动人的基本信息 □控股股东/实际控制人及其一致行动人 ?其他 5%以上大股东及其一致行动人 投资者及其一致行动 □合并口径第一大股东及其一致行动人（仅适用于无控股 人的身份 股东、实际控制人） □其他______________（请注明） 信息披露义务人名称 投资者身份 统一社会信用代码 □ 控股股东 ...