Group 1 - The company, Funeng Technology (688567.SH), announced a share reduction plan by its Vice President Wang Zhigang due to personal financial needs [1] - Wang Zhigang plans to reduce no more than 100,000 shares, which represents up to 0.0082% of the company's total share capital [1] - The reduction will occur within three months starting from 15 trading days after the announcement and will not exceed 25% of his total holdings prior to the reduction [1]

证券代码：688567 证券简称：孚能科技 公告编号：2025-054 孚能科技（赣州）股份有限公司 高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 高级管理人员持股的基本情况 截至本公告日，孚能科技（赣州）股份有限公司（以下简称"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%，股 份来源为股权激励取得，均为无限售条件流通股。 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%。 一、减持主体的基本情况 | 股东名称 | 王志刚 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以 ...

孚能科技公告，公司副总经理王志刚持有40万股，占0.0327%；因个人资金需要，拟自2025年10月23日 至2026年1月22日，通过集中竞价方式减持不超过10万股，占0.0082%，不超过其持股总数的25%，股份 来源为股权激励取得。 ...

Core Viewpoint - The company has developed a second-generation semi-solid-state battery that significantly enhances lithium-ion migration capability and reduces interfacial impedance, achieving an energy density of 330-350 Wh/kg, suitable for passenger vehicles with a range exceeding 1000 km on a single charge [1] Group 1 - The new battery technology utilizes innovative oxide/polymer solid-state electrolyte coating and densification techniques [1] - The semi-solid-state battery exhibits excellent low-temperature performance [1] - The SPS large soft-pack semi-solid-state battery solution can achieve over 1000 degrees of charge capacity, primarily targeting the commercial vehicle sector and is positioned at an industry-leading level [1]

Core Insights - SK On plans to mass-produce all-solid-state batteries by 2029, marking a significant advancement in battery technology [3][39] - The solid-state battery sector has seen strong performance, with a year-to-date increase of 48.53% in the solid-state battery index [3][7] - The lithium battery sector continues to grow, with a year-to-date increase of 46.79% in the lithium battery index [3][7] Market Review - The Shanghai Composite Index fell by 1.3% this week, while the solid-state battery index decreased by 2.09% [3][7] - Year-to-date, the Shanghai Composite Index has risen by 13.97%, and the lithium equipment sector has surged by 122.31% [3][7] - Trading volume for the entire A-share market was 12,589.23 billion yuan, up 8.23% week-on-week [3][7] Price Tracking - Lithium carbonate (battery-grade Li2CO3 ≥99.5%) is priced at 73,000 yuan per ton, up by 1500 yuan from the previous week [3][13] - The price of lithium iron phosphate (domestic) remains stable at 34,300 yuan per ton [3][13] - The price of ternary materials (523) increased by 6.5 yuan per kilogram to 115.3 yuan [3][13] Industry News - Several companies are advancing in solid-state battery technology, including: - Ganfeng Lithium has achieved trial production of solid-state batteries for certain vehicle models [3][31] - Panasonic Energy is focusing on solid-state battery production, aiming for sample shipments by 2026 [3][32] - Tianqi Lithium has commenced a pilot project for producing 50 tons of lithium sulfide [3][35] - Zhonggu Shidai has completed Pre-A financing to accelerate the industrialization of solid-state batteries [3][30] Demand Tracking - In the first eight months of 2025, the production of power and other batteries reached 970.7 GWh, a year-on-year increase of 54.3% [3][41] - The power battery installation volume for the same period was 417.9 GWh, up 43.1% year-on-year [3][41] - Exports of power batteries totaled 111.5 GWh, reflecting a year-on-year increase of 30.3% [3][41]

9月17日，孚能科技披露，依托自主研发的 大叠片工艺平台与创新型金属软包结构技术 ， 成功研制出超大容量的储能电芯 ，兼具成本优势 与模块化灵活度的储能解决方案，解决了方壳电芯鼓包下循环次数低的痛点，同时提升了软包电芯的日历寿命，将 SPS 技术的长循环寿命和 卓越经济性延伸至源网侧储能、工商业储能及家庭储能等全场景应用领域，形成覆盖传统软包与金属软包双技术路线的立体化产品矩阵。 据悉，孚能科技SPS电池为其核心产品，SPS电池及半固态电池已陆续斩获小鹏汇天、广汽集团以及国内某头部新能源商用车客户等优质项目 定点。 （来源：同花顺财经、证券时报等） 往 期 回 顾 | 01 | ｜ | 大动作！宁德时代三连签！ | | --- | --- | --- | | 02 | ｜ | 全球之最！比亚迪首发2710Ah刀片电池！ | | 03 | ｜ | CINE2025固态电池展暨固态电池行业年会定档11月6-8日，广州举办！ | | 04 | ｜ | 2025第十一届起点锂电行业年会、起点用户侧储能电池技术论坛12月17-19日深圳 | | | 举办！ | | 点击阅读原文，即可报名参展！ 扫描右方二维码 加入中国 ...

Core Viewpoint - The article highlights the rapid development and commercialization of solid-state batteries, with significant advancements from various companies in the industry, indicating a promising future for electric vehicles and other applications [2][3][4]. Group 1: Company Developments - Panasonic Energy announced its commitment to producing solid-state batteries, aiming for sample shipments by the fiscal year 2026, with a potential 25% increase in battery capacity by 2027 [2]. - Ganfeng Lithium reported ongoing development in solid-state batteries, with applications in electric vehicles and drones, and is accelerating its industrialization process [3]. - Contemporary Amperex Technology Co., Ltd. (CATL) is collaborating with multiple domestic and international battery manufacturers and vehicle companies to advance solid-state battery technology [3]. - A new solid-state battery from Guoxuan High-Tech, featuring a sulfide solid electrolyte and high nickel content, has achieved an energy density of 400 Wh/kg, with positive customer feedback on performance and safety [3]. Group 2: Market Insights - According to CICC, the solid-state battery sector is entering a critical phase of industrialization, with a projected market space of 2.5 billion yuan for solid-state battery equipment by 2027, growing at a CAGR of 122% to reach 27.3 billion yuan by 2030 [4]. - The value of mid-stage equipment in the solid-state battery supply chain is expected to rise to 75%-80%, with new processes like dry electrode and isostatic pressing being key growth drivers [4]. - The commercialization of solid-state batteries is anticipated to follow a "high-end breakthrough, gradual penetration" approach, initially targeting high-value sectors such as consumer electronics and aviation [4].

9 月 18 日，山河智能公告称，公司控股子公司湖南博邦山河新材料有限公司拟与孚能科技（赣州）股份有限公司签署《采购框架协议》， 孚能科技拟向博邦山河采购磷酸铁锂电池负极材料、三元锂电池负极材料，协议总含税金额预计不超过 11750 万元。 同时，其半固态电池产品已获得美国头部 eVTOL 客户、国内头部飞行汽车客户、时的科技、吉利沃飞、一汽解放、三一等多个海内外头部客 户的认可。按照计划，其将在年底实现全固态电池中试线的投产和 60Ah 硫化物全固态电池的小批量交付， 2026 年 ~2027 年推进小批量 量产装车， 2030 年实现大规模量产。 斩获孚能订单的博邦山河成立于 2018 年，是广州工业投资控股集团旗下山河智能装备股份有限公司的控股子公司，与孚能科技为关联企 业。 其产品涵盖多种应用场景，如储能、两轮车、数码产品、动力汽车等。产品具有高容量、高压实、高首效、低膨胀、快充快放等特性，部分产 品克容量可达 355mAh/g 以上，首效超过 93% ，循环寿命长。 仅以目前 锂电负极材料价格 参考 ，取平均值为 2.8 万吨 ，采购量在 4200 吨左右。 生产 1GWh 锂电池通常需要约 120 ...

证券代码：688567 证券简称：孚能科技 公告编号：2025-053 孚能科技（赣州）股份有限公司 2025年第三次临时股东大会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 9 月 19 日 （二） 股东大会召开的地点：江西省赣州经济技术开发区金岭西路北侧彩蝶路 西侧孚能科技行政楼三楼会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 250 | | --- | --- | | 普通股股东人数 | 250 | | 2、出席会议的股东所持有的表决权数量 | 184,583,342 | | 普通股股东所持有表决权数量 | 184,583,342 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 15.9558 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） ...

北京大成(广州)律师事务所 关于孚能科技(赣州) 股份有限公司 2025 年 第 三 次 临 时 股 东 大 会 的 手 大成DENTONS 大成 is Dentons' Preferred Law Firm in China. 北京大成(广州)律师事务所 www.dentons.cn 广州市天河区珠江新城珠江东路６号广州周大福金融中心 14 层、15 层（510623) 14/F, 15/F CTF Finance Centre, No.6 Zhujiang East Road, Tianhe District, 510623, Guangzhou, China Tel: +86 20-85277006 Fax: +86 20-85277002 dentons.cn 北京大成（广州）律师事务所 关于孚能科技（赣州）股份有限公司 2025 年第三次临时股东大会的 法律意见书 致：孚能科技（赣州）股份有限公司 北京大成（广州）律师事务所（以下简称"本所"）接受孚能科技（赣州）股份有 限公司（以下简称"公司"）的委托，就公司召开 2025 年第三次临时股东大会（以下简 称"本次股东大会"）的有关事宜，根据《中华人 ...