倒计时38天 CINE2025固态电池展暨固态电池行业年会 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名： 茹天科技 活动时间： 2025年11月6-8日 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 金秋到来，奋斗大半年的锂电池产业也将迎来收获的果实。 起点锂电获悉，今日 A 股和港股锂电池趋势持续向好，开盘港股锂电池概念股涨幅居前，代表公司有 中创 ...

数据显示，上杭兴源最初持有孚能科技5984.89万股，占总股本的5.59%。经过连续减持，该股东已累计 套现约10.48亿元。 股东减持名单远不止于此。2023年7月，香港孚能及其一致行动人宣布拟通过协议转让方式减持公司总 股本5%的股份。随后，江西立达、北京立达、共青城立达、深圳立达等多家股东也相继宣布减持计 划。 孚能科技 近日公告，公司副总经理王志刚，因个人资金需要，计划自2025年10月23日起的三个月内， 通过集中竞价方式减持不超过10万股公司股份，占公司总股本的0.0082%。这是孚能科技近期一系列股 东减持行动中的最新一例。 作为公司高管，王志刚目前持有40万股孚能科技股份，本次减持数量不超过其持股总数的25%。此次减 持计划看似规模不大，但发生在孚能科技连续五年半亏损、营收大幅下滑的敏感时期，引发市场关注。 今年8月7日，上杭兴源股权投资合伙企业宣布计划减持不超过2423.7万股，占公司总股本的1.9832%。 这已是该股东自2021年11月以来的多次减持行动。 值得注意的是，今年1月，孚能科技发生了控制权变更，公司控股股东变更为广州工业投资控股集团， 实际控制人变更为广州市人民政府。控制权变 ...

Group 1 - The core viewpoint of the news is that Fulin Technology's stock has shown significant performance, with a year-to-date increase of 79.40% and a market capitalization of 25.432 billion yuan [1] - As of September 26, Fulin Technology's stock price was 20.81 yuan per share, with a trading volume of 84.0351 million yuan and a turnover rate of 0.33% [1] - The company has seen a net inflow of main funds amounting to 2.6097 million yuan, with large orders contributing significantly to the buying activity [1] Group 2 - For the first half of 2025, Fulin Technology reported operating revenue of 4.353 billion yuan, a year-on-year decrease of 37.58%, while the net profit attributable to shareholders was -162 million yuan, an increase of 14.92% year-on-year [2] - The number of shareholders as of June 30 was 25,900, a decrease of 1.24% from the previous period, with an average of 47,119 circulating shares per person, an increase of 1.25% [2] Group 3 - Fulin Technology specializes in the research, production, and sales of lithium-ion power batteries for new energy vehicles, with 96.47% of its revenue coming from power battery systems [1] - The company is categorized under the electric equipment industry, specifically in the battery sector, and is involved in various concepts such as solid-state batteries, ternary lithium, lithium iron phosphate, battery recycling, and sodium batteries [1]

Group 1 - The company has achieved GWh-level shipment of its second-generation semi-solid-state batteries, indicating a significant production capacity [2] - The energy density of the second-generation semi-solid-state battery is reported to be between 330-350 Wh/kg, with a cycle life exceeding 4000 cycles, placing it at an industry-leading level [2] - The semi-solid-state batteries have received recognition from major clients across various sectors, including SANY Heavy Truck, FAW Jiefang, leading eVTOL customers in the US, and others [2] Group 2 - With the mass production of the second-generation semi-solid-state batteries, the company expects a significant increase in shipment volume [2]

Core Viewpoint - The company has achieved GWh-level shipments of its semi-solid-state batteries, indicating a significant market presence and technological advancement in the industry [1] Group 1: Product Performance - The second-generation semi-solid-state battery has an energy density of 330-350 Wh/kg and a cycle life exceeding 4000 cycles, placing it at the forefront of the industry [1] - The high shipment volume of semi-solid-state batteries is expected to increase significantly with the mass production of the second-generation battery [1] Group 2: Client Recognition - The company's semi-solid-state batteries have received recognition from leading clients across various sectors, including SANY Heavy Truck, FAW Jiefang, top eVTOL customers in the US, and others [1]

Company Overview - Fudi Technology (stock code: 688567) is a soft-pack power battery company focused on the R&D, production, and sales of power battery systems and energy storage systems for new energy vehicles, with a core market layout centered on green travel and smart energy [1] Carbon Management Practices - Fudi Technology has established a carbon emission management system, creating a governance structure centered around "General Manager - ESG Committee - Sustainable Development Department," aligning with international standards [2] - The company has implemented a comprehensive carbon emission accounting system covering Scope 1, 2, and 3 emissions, utilizing a five-step sustainable carbon management approach: carbon accounting, carbon planning, carbon reduction, carbon offsetting, and carbon disclosure [2] - In 2024, the company reported a reduction in greenhouse gas emissions: Scope 1 emissions decreased by 15.0%, Scope 2 by 22.3%, and Scope 3 by 14.8% compared to 2023 [2] Resource Efficiency and Recognition - Fudi Technology has improved resource utilization efficiency, with total water consumption decreasing by 4.55% year-on-year, and the total recycled water amount reaching 4.841 million tons [2] - The Zhenjiang base achieved an 18% reduction in energy consumption through technologies such as thermal energy cascading and intelligent water storage [2] - The Ganzhou base has been recognized as a "National Green Factory" for its sustainable practices [2] Packaging and Supply Chain Sustainability - The company prioritizes recyclable packaging solutions, achieving a 99.69% recycling rate for packaging at the Ganzhou new energy base [3] - All domestic transportation of battery packs uses steel frames, achieving a 100% recycling rate, while non-express packaging for battery modules utilizes recyclable plastic boxes with a 100% recycling rate [3] - Fudi Technology plans to issue a "Supply Chain Energy Saving and Carbon Reduction Initiative" to suppliers by 2025, promoting green development and carbon reduction efforts throughout the value chain [3] Expert Commentary - Experts highlight Fudi Technology's significant achievements in environmental sustainability, establishing a comprehensive carbon emission accounting system and achieving carbon neutrality for specific products for four consecutive years, setting a benchmark for green development in the new energy industry [3]

Company Overview - Fudi Technology (stock code: 688567) is a soft-pack power battery company focused on the research, production, and sales of power battery systems and energy storage systems for new energy vehicles, with a core market layout centered on green travel and smart energy [1] Carbon Emission Management - Fudi Technology has established a carbon emission management system, creating a governance structure centered around the "General Manager - ESG Committee - Sustainable Development Department" to align with international standards [2] - The company has implemented a comprehensive carbon emission accounting system covering Scope 1, 2, and 3 emissions, utilizing a five-step sustainable carbon management approach: "Carbon Accounting - Carbon Planning - Carbon Reduction - Carbon Offsetting - Carbon Disclosure" [2] - In 2024, Fudi Technology's Scope 1, 2, and 3 greenhouse gas emissions are projected to decrease by 15.0%, 22.3%, and 14.8% respectively compared to 2023 [2] Resource Utilization Efficiency - The company has improved resource utilization efficiency, with total water consumption decreasing by 4.55% year-on-year, and a total of 4.841 million tons of recycled water used [2] - The Zhenjiang base has achieved an 18% reduction in energy consumption through technologies such as thermal energy cascading and intelligent water storage [2] Packaging and Supply Chain Management - Fudi Technology prioritizes recyclable packaging solutions, achieving a 99.69% recycling rate for packaging at the Ganzhou new energy base [3] - The company has implemented a sustainable development management focus on environmental issues within its supply chain, planning to issue a "Supply Chain Energy Saving and Carbon Reduction Initiative" to suppliers by 2025 [3] Recognition and Achievements - Fudi Technology has achieved carbon neutrality for specific products for four consecutive years and has received certifications from international organizations such as DEKRA [2] - The Ganzhou base has been awarded the title of "National Green Factory," setting a benchmark for green development in the new energy industry [2][3]

Industry Overview - The 7th High Energy Density Solid-State Battery Key Materials Technology Conference was held in Suzhou on September 23-24, focusing on solid electrolytes, anode and cathode materials, interface engineering, smart manufacturing, and industrialization progress [1] - The conference aimed to provide a platform for information exchange among companies, research institutions, and end-users in sectors such as new energy vehicles, energy storage, and consumer electronics, promoting collaboration in production, learning, and research [1] Market Trends - According to Guotai Junan, the industrialization of solid-state batteries is expected to accelerate from 2025 onwards, with a collaborative model emerging between automakers and battery manufacturers in China [1] - The development of materials, including main materials like solid electrolytes, anode and cathode materials, and auxiliary materials such as binders and additives, is rapidly advancing [1] - Multiple automakers and battery manufacturers have announced plans for mass production of solid-state batteries, with 2027 projected to be a pivotal year for the industry [1] Company Developments - Tianqi Materials is currently in the pilot testing stage for its sulfide-based solid electrolyte [1] - Funeng Technology has completed sample delivery of sulfide all-solid-state batteries to a leading humanoid robot client [1]

（文章来源：证券日报） 证券日报网讯 9月23日晚间，孚能科技发布公告称，截至本公告日，公司副总经理王志刚先生持有公司 股份400，000股，占公司总股本的比例为0.0327%。近日公司收到副总经理王志刚先生发来的《关于减 持计划的告知函》，因个人资金需要，王志刚先生计划自本公告披露之日起15个交易日后的3个月内通 过集中竞价交易方式减持不超过100，000股，占公司总股本的比例不超过0.0082%，不超过其减持前所 持有公司股份总数的25%。 ...

Summary of Key Points Core Viewpoint - On September 23, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings by some companies and reductions by others [1]. Group 1: Companies Increasing Holdings - Baba Foods: Some directors and senior management plan to further increase their shareholdings [2]. - Huakai Yibai: Luo Chun plans to increase his shareholdings by no less than 20 million yuan within six months [2]. Group 2: Companies Decreasing Holdings - Yingfang Software: Good Hope Cape and its concerted actors plan to reduce their holdings by no more than 3% [2]. - Meili Technology: Shareholder Changjiang Capital plans to reduce holdings by no more than 2,110,746 shares [2]. - Zhongtian Rocket: Shareholders plan to reduce their holdings by no more than 3% [2]. - Fangyuan Co., Ltd.: Shareholder Zhongke Ziyun plans to reduce holdings by no more than 1% [2]. - Funeng Technology: Deputy General Manager Wang Zhigang plans to reduce holdings by no more than 100,000 shares [2]. - Chaoxun Communication: The company's management has completed their reduction plan [2]. - Zhongke Jiangnan: Shareholders holding more than 5% plan to reduce holdings by no more than 1.73% [2]. - Bozhong Precision: The controlling shareholder's concerted actors have cumulatively reduced 5,495,900 shares recently [2]. - Fulongma: Former supervisor Shen Jiaqing reduced holdings by 199,600 shares [2]. - Dongtianwei: Specific shareholder Xinyu Ruitian reduced holdings by 458,900 shares from September 19 to September 22 [2]. - ST Lutong: Senior management member Zhuang Xiaozheng plans to reduce holdings by no more than 671,700 shares [2]. - Lakala: Legend Holdings has cumulatively reduced its holdings by 8,078,100 shares recently [2]. - *ST Xingnong: Shareholder Li Weihong plans to reduce holdings by no more than 3% [2]. - Tianji Co., Ltd.: Some directors and senior management plan to reduce their holdings [2]. - Yashiguangdian: Shareholders plan to reduce holdings by a total of 2.46% [2]. - Zhejiang Zhengte: Supervisor Hou Xiaohua plans to reduce holdings by no more than 275,300 shares [2]. - Binglun Environment: Some directors and senior management plan to reduce their holdings [2]. - Zhejiang Lino: The actual controller and concerted actors plan to reduce holdings by no more than 3.25% [2]. - Zhejiang Shibao: The controlling shareholder Shibao Holdings has recently reduced 1.50% of its A-share holdings [2]. - Kuaijingtong: Due to a securities repurchase contract dispute, shareholders will passively reduce holdings by no more than 1% [2]. - Nanxing Co., Ltd.: Shareholders plan to reduce holdings by no more than 3.03% [2].