格隆汇9月18日丨山河智能(002097.SZ)公布，公司控股子公司湖南博邦山河新材料有限公司（简称"博 邦山河"、"乙方"）拟与关联方孚能科技（赣州）股份有限公司（简称"孚能科技"、"甲方"）签署《采 购框架协议》，孚能科技（赣州）股份有限公司拟向湖南博邦山河新材料有限公司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11,750万元。 ...

中国电池企业 "出海"乘风破浪正当时，海外市场也成为各大电池厂业绩增长新曲线。 为夯实业绩基本盘，孚能持续深化与其他核心客户的合作，从汽车动力板块延伸至低空经济、人形机器人等高价值新兴市场领域布局。 在新客户拓展方面 ， 公司 SPS 大软包电池产品推广效果显著，陆续斩获多个 SPS 优质定点项目并实现规模化量产装车，适配皮卡、 SUV 、轿跑、重卡等多种车型。 目前，公司 SPS 产品已取得广汽、吉利、江铃、三一重卡、一汽解放等多家头部客户定点，覆盖磷酸铁锂、三元、固态电池等领域，其中部 分定点项目已进入规模化量产交付阶段。 9 月 16 日晚，孚能科技披露投资者关系活动记录表。 孚能科技介绍，公司 2025 年上半年海外主营业务收入为 36.38 亿元。 公司已与奔 驰、 TOGG 、 Mahindra Group 等海外车企形成合作，国际化程度位于行业前列。 从出货量上来看，自 2023 年至今，公司动力电池出口销量位列国内 top3 ， 今年上半年排名继续保持前列。 根据财报， 2020~2024 年，孚能科技海外市场收入从 2.49 亿元增至 86.6 亿元， 2024 年海外营收占比已超 70% ...

格隆汇9月18日丨孚能科技(688567.SH)在投资者互动平台表示，公司送样的全固态电池采用硫化物固态 电解质+高镍三元+高硅负极的技术组合，能量密度可达到400Wh/kg，并可通过针刺、250℃热箱及剪切 等严格安全测试。目前客户反馈显示产品性能与安全表现均达到预期。公司第二代硫化物全固态电池已 完成技术开发，采用富锂锰基/高镍三元正极与锂金属负极，具有热失控自关断功能，能量密度提升至 500Wh/kg。此外，公司正稳步推进0.2GWh硫化物全固态电池中试线建设，以保障战略客户的小批量交 付。 ...

Group 1: Fiscal Revenue and Budget - In the first eight months of 2025, the national general public budget revenue reached 148198 billion yuan, showing a year-on-year growth of 0.3% [1] - Tax revenue amounted to 121085 billion yuan, with a slight increase of 0.02% year-on-year, while non-tax revenue was 27113 billion yuan, growing by 1.5% [1] - Central government budget revenue was 64268 billion yuan, reflecting a year-on-year decline of 1.7%, whereas local government budget revenue was 83930 billion yuan, increasing by 1.8% [1] Group 2: Smart Connected Vehicles - The Ministry of Industry and Information Technology is soliciting public opinions on mandatory national standards for smart connected vehicle combination driving assistance systems [2] - The proposed standards aim to establish a safety baseline for smart connected vehicle products, requiring systems to activate only under designed operating conditions [2] - The standards include comprehensive safety technical requirements covering human-machine interaction, functional safety, information security, and data recording, creating a "triple safety guarantee" [2] Group 3: Service Consumption Policies - The Ministry of Commerce plans to introduce a series of specialized documents to promote high-quality development in the accommodation industry and the integration of railways and tourism [3] - Over 30 policies have already been implemented to establish a "1+N" policy system for service consumption [3] Group 4: Financial Support for Consumption - The People's Bank of China is actively supporting qualified financial institutions to issue financial bonds and credit asset-backed securities to enhance consumer credit supply capacity [4] - From January to July this year, automotive financial companies issued financial bonds totaling 215 billion yuan and credit asset-backed securities amounting to 484 billion yuan [4] Group 5: Corporate News - Shanghai Construction Group reported that its gold business revenue constitutes a low proportion of total operating income [6] - NIO received an investment of 1.16 billion USD [6] - New materials company plans to reduce its stake by no more than 2% [6] - Huazhu Group intends to invest up to 10 billion yuan in financial products [6] - Several companies, including Maimai Bio and Xinyuan Technology, are involved in significant partnerships and developments [6]

Core Viewpoint - The article highlights the advancements and strategic developments of Funeng Technology in the solid-state and semi-solid-state battery sectors, emphasizing their product roadmap and partnerships with key players in the electric vehicle and low-altitude economy markets [3][4][5]. Group 1: Product Development - Funeng Technology plans to deliver its first batch of 60Ah sulfide all-solid-state batteries by the end of this year, achieving an energy density of 400Wh/kg [3]. - The company is accelerating the construction of a 0.2GWh pilot line for sulfide all-solid-state batteries, with plans to scale up to GWh level by 2026 [3]. - The product iteration roadmap includes: - First generation (end of 2025): High nickel ternary cathode + high silicon anode, 400Wh/kg [3]. - Second generation (2026): Lithium-rich manganese-based/high nickel cathode + lithium metal anode, energy density increased to 500Wh/kg [4]. - Third generation (2027): Achieving energy density above 500Wh/kg [4]. Group 2: Market Engagement - Funeng's all-solid-state batteries have attracted interest from several well-known new energy vehicle manufacturers and have been sampled to humanoid robot companies and low-altitude economy clients [4]. - The first generation of sulfide all-solid-state batteries has been sampled to leading humanoid robot companies, with performance and safety feedback meeting expectations [4]. - The product has passed rigorous safety tests, supporting humanoid robots for 8-12 hours of continuous operation, significantly improving upon the current industry standard of less than 2 hours [4]. Group 3: Financial Performance - Funeng Technology's semi-solid-state batteries have achieved GWh-level shipments, with the second generation (energy density > 330Wh/kg) set for mass production and already attracting interest from low-altitude economy clients [5]. - The company reported revenue of 4.353 billion yuan in the first half of 2025, with a significant reduction in net losses and a 122.79% increase in operating cash flow [5]. - R&D investment has increased to 6.81% of revenue, indicating a commitment to technology development despite market challenges [5]. Group 4: Strategic Partnerships - Guangzhou Industrial Control Group has become the controlling shareholder of Funeng Technology, enhancing its strategic positioning [5][6]. - A strategic cooperation agreement was signed between Guangzhou Industrial Control Group and Guangdong Energy Group to collaborate on comprehensive energy services, energy conservation, and new energy storage [6]. - Funeng aims to deepen its integration into the Guangzhou new energy vehicle and low-altitude economy industry chains, leveraging state-owned platforms to enhance financing capabilities and overseas expansion efficiency [7].

孚能科技（688567.SH）9月17日在投资者互动平台表示，公司目前暂未在海南部署新的项目。在人形 机器人领域，公司已完成向某头部人形机器客户送样硫化物全固态电池，并同步推进与多家行业头部客 户的需求对接，相关进展顺利。具体客户情况属于商业保密范畴，请关注公司信息披露！ （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请孚能有没有在海南部署新的项目？孚能有没有向特 斯拉机器人送固态或半固态电池样品？ ...

Domestic News - The Ministry of Industry and Information Technology issued guidelines for the digital transformation of key industries, including 14 industry scenario maps for 2025, focusing on sectors like new energy vehicles and lithium batteries [7] - Suzhou released an "Artificial Intelligence+" city action plan aiming to gather over 3,000 AI companies by the end of 2026, with an annual growth rate of over 20% in the core scale of the smart economy industry [8] - Changan Automobile signed a strategic cooperation agreement with China Guoxin, aiming to deepen collaboration in investment and technology innovation to promote high-quality development in the automotive industry [9] - GAC Group and Huawei are jointly launching a new high-end smart electric vehicle brand named "Qijing," which will integrate Huawei's intelligent technology [10] - Jietu announced the launch of three fuel-powered SUV models in the European market, starting with Poland in November [11] - Avita Technology signed a business cooperation framework agreement with Agricultural Bank of China, focusing on technology research and market expansion [12] - Yangjie Technology and Xingyu Co., Ltd. signed a strategic cooperation agreement to enhance collaboration in automotive vision systems and semiconductor technology [13] - Funeng Technology plans to mass-produce its third-generation semi-solid-state battery by 2026, aiming for an energy density of over 500Wh/kg [14] Foreign News - Suzuki announced that its first pure electric vehicle, the e-VITARA, will be launched in Japan on January 16, 2026, with a starting price of 3.993 million yen (approximately 193,000 RMB) and a range of over 430 kilometers on a single charge [15][16] - SK On established a pilot factory for solid-state batteries in Daejeon, South Korea, with plans for commercial production by 2029, one year earlier than previously announced [17] - Toyota launched the e-Palette, a pure electric vehicle designed for mobile stores, aiming to incorporate L4-level autonomous driving technology by 2027 [18] - Nissan and Mitsubishi will introduce a new electric vehicle model in Europe, with Mitsubishi's Eclipse Cross being the first pure electric SUV for the European market [19] Commercial Vehicles - Proton Automobile and Western Intelligent Network held a dual delivery ceremony for new energy vehicles and ultra-fast charging systems, marking a significant milestone in their collaborative strategy [20] - Weichai's new high-end light truck, the Blue Power X7, was officially launched in Fujian, targeting the growing demand for high-end new energy logistics vehicles [21] - The Faist Group launched a new agricultural machinery brand, "Faist·Zhikun," marking its entry into the agricultural transmission field [22] - King Long showcased its products at the BRICS New Industrial Revolution Forum, highlighting its autonomous driving buses and new energy vehicles [23]

Core Viewpoint - Company has successfully developed ultra-large capacity energy storage cells based on its self-developed large-format stacking process platform and innovative metal soft-pack structure technology [1] Group 1 - Company is leveraging its proprietary technology to enhance energy storage solutions [1] - The new energy storage cells are expected to contribute to advancements in the energy sector [1]

人民财讯9月17日电，孚能科技(688567)9月17日在互动平台表示，公司目前暂未在海南部署新的项目。 在人形机器人领域，公司已完成向某头部人形机器客户送样硫化物全固态电池，并同步推进与多家行业 头部客户的需求对接，相关进展顺利。 ...

Core Viewpoint - The company has not deployed new projects in Hainan as of September 17, and is making progress in the humanoid robot sector by delivering samples of all-solid-state batteries to a leading humanoid robot client while engaging with multiple industry leaders for demand alignment [1] Group 1 - The company confirmed that there are currently no new projects in Hainan [1] - In the humanoid robot field, the company has successfully delivered samples of sulfurized all-solid-state batteries to a major client [1] - The company is actively advancing demand alignment with several leading clients in the industry [1]