今年以来，随着固态电池产业化的持续推进，固态电池产业链相关公司受到市场资金的较多关注。统计 结果显示，截至8月19日收盘，A股固态电池概念板块中，有186家公司在年内实现股价上涨，其中67家 公司的年内股价累计涨幅超过50%，17家公司的年内股价实现翻倍上涨。 从行业来看，固态电池因为具备高安全性，高能量密度的核心优势，有望大幅提升锂电池性能，被认为 是锂电产业升级的主要方向。根据民生证券发布的研报，全固态电池正极材料沿用高镍三元，因此负极 是提升固态电池能量密度的关键，其能适配高比例硅基负极或锂金属负极，能量密度有望突破 500Wh/kg，同时，全固态电池因采用固态电解质，在抑制锂枝晶生长与穿透、具备不可燃性以及拥有 更高耐热极限方面显著优于液态电池。 截至目前，已有多家企业披露在固态电池方面的布局情况和最新进展。 公开信息显示，国轩高科（002074）股份有限公司此前发布了第一代"金石"全固态电池，"金石"全固态 电池目前处于中试量产阶段，并已启动2GWh量产线的设计工作；宁德时代（300750）新能源科技股份 有限公司在全固态电池上持续投入，技术处于行业领先水平，2027年有望实现小批量生产；宁波容百新 ...

8月19日，国轩高科大宗交易成交78.83万股，成交额2317.66万元，占当日总成交额的0.58%，成交均价 29.4元，较市场收盘价32.43元折价9.34%，其中最高成交价30.65元，最低成交价29.25元。 ...

汽车行业等待固态电池，就像一场漫长的"等待戈多"。有关固态电池的量产时间，已经从2025年跳票到2026年，现在又变成了2027年。 而在真正的固态电池量产之前，先行试水的是半固态电池。 今年8月5日上汽名爵MG4召开预售发布会，透露该车型搭载半固态电池的"安芯版"将于9月公布售价，年内批量交付。 早在去年5月智己L6上市时，智己就表示搭载半固态电池的智己L6 Max光年版将于10月开启交付。不过，这个交付日期已经推迟，而新的交付时间还 没有任何消息。 两款车型搭载的半固态电池都是上汽集团和清陶能源合作开发的。如果名爵MG4的安芯版真能在年内交付，或许会比智己L6的光年版率先落地。 未来一两年，半固态电池的量产应该会更密集地出现。 2025年7月10日，在南京举办的蜂巢能源2025全球合作伙伴峰会上，《汽车商业评论》了解到，蜂巢能源将为宝马MINI下一代车型供应半固态电池， 到2026年年底将大规模量产，每年供货量超2GWh。 这也将是全球第一次半固态电池GWh规模的供货。目前，蜂巢能源2.3GWh的半固态产线已经准备完毕，今年将进行C样的生产。 从液态电池走到半固态电池，再来到准固态电池，最后的终点是全固态 ...

本文来源： 江西日报 -江西省工业经济联合会 当地媒体报道，位于宜春经开区的 宜春国轩电池有限公司二期项目正在加速建设 。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 二期项目10GWh电芯生产车间已投入生产，10GWh电池包车间正在建设中。 二期项目整体达产后，国轩 电池的年产值将达到110亿元。其中 今年3月首台设备开始进场，6月开始首次投料试产，7月基本完成调 试，现在已经在全面试产了。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 据项目负责人介绍， 一期项目正式投产的第二年，国轩电池就启动了二期建设计划。2024年1月，总投资 达51.5亿元的国轩电池二期项目开工，规划一次性建成20GWh动力电池，在宜春加速推进全产业链布 局。 ...

Core Viewpoint - The article highlights the rapid development of the lithium battery industry in Yichun, driven by Guoxuan High-Tech's investments and the establishment of a complete industrial chain from lithium resource extraction to battery production [5][8]. Group 1: Event Overview - The 8th Sodium Battery Summit and the 3rd Sodium Battery Anode and Cathode Materials Summit will be held on August 28, 2025, in Shenzhen, with over 500 participants expected [4]. - Jin Na Technology is the main sponsor of the event, which aims to discuss advancements in the sodium battery industry [4]. Group 2: Guoxuan High-Tech Developments - Guoxuan High-Tech's Yichun battery project has entered the production phase, with the second phase of the Yichun Guoxuan Battery Co., Ltd. accelerating construction [4][5]. - The second phase project, which began construction in January 2024, will add an annual production capacity of 20GWh, bringing the total capacity to 30GWh per year upon completion [5][6]. Group 3: Yichun's Lithium Resource Advantage - Yichun is known as "Asia's Lithium Capital," with proven lithium oxide reserves of approximately 5.1742 million tons, making it a significant lithium resource supply area in China [5][6]. - Guoxuan High-Tech has established multiple subsidiaries in Yichun to cover the entire lithium battery supply chain, including mining, lithium extraction, and battery manufacturing [6][7]. Group 4: Complete Industrial Chain - Guoxuan High-Tech's strategy in Yichun has created a complete industrial chain from resource extraction to battery production and recycling, positioning the company as a core player in the local lithium battery industry [8]. - The Yichun Economic Development Zone has surpassed 100GWh in existing lithium battery production capacity, indicating a rapidly growing industrial cluster [8].

Core Viewpoint - The entry of major automotive battery manufacturers into the small power battery market, particularly for electric two-wheelers, is driven by the need to diversify and utilize excess capacity in a competitive landscape [2][5][10]. Group 1: Market Dynamics - Guoxuan High-Tech's subsidiary Hefei Guoxuan Jitai Mei signed a cooperation agreement to enter the small power battery market, aiming to establish a vertical industrial chain hub [2]. - The electric two-wheeler market is experiencing a significant growth surge, with sales expected to reach 32.3 million units in the first half of 2025, a year-on-year increase of 29.5% [6]. - The new national standard for electric two-wheelers, effective September 2025, will accelerate the replacement of traditional lead-acid batteries with high-quality lithium batteries [7]. Group 2: Competitive Landscape - Major players like CATL and BYD have already established their presence in the electric two-wheeler battery market, with CATL's battery installation volume reaching 151.72 GWh in the first seven months of 2025, a 34.5% year-on-year increase [3]. - The battery industry is facing declining gross margins due to intensified competition, with CATL's gross margin dropping to 22.41% in the first half of 2025, down 4.49 percentage points from the previous year [3]. - The market for electric two-wheeler batteries is currently dominated by lead-acid battery manufacturers, with a duopoly formed by Tianneng and Chaowei, holding over 70% of the market share [9]. Group 3: Technological and Policy Influences - The lithium battery penetration rate in the electric two-wheeler sector was 22.4% in 2020 but fell to 4.9% in 2023 due to market policy changes and rising lithium prices [6]. - The cost of lithium iron phosphate batteries has decreased to below 0.5 yuan/Wh, making them economically viable compared to lead-acid batteries, presenting an opportunity for automotive battery companies [6]. - Sodium batteries are emerging as a potential alternative in the electric two-wheeler market, with expectations that they could capture 20% to 30% of the market share [8]. Group 4: Future Outlook - By 2027, the shipment volume of lithium batteries for electric two-wheelers in China is projected to reach 28 million units, with a penetration rate approaching 40% [8]. - The low-altitude economy is becoming a new market for automotive battery companies, with various applications in flying vehicles and electric ships [10][11].

Core Viewpoint - The entry of major automotive battery manufacturers into the small power battery market, particularly for electric two-wheelers, is driven by the need to escape the saturated automotive business and leverage excess production capacity [1][3][4]. Group 1: Market Dynamics - Gotion High-Tech's subsidiary signed a cooperation agreement to enter the small power battery market, aiming to establish a vertical industrial chain hub [1]. - The electric two-wheeler market is expected to experience explosive growth in 2025, with a projected domestic sales volume of 32.3 million units in the first half of the year, a year-on-year increase of 29.5% [4]. - The penetration rate of lithium batteries in the electric two-wheeler sector was 22.4% in 2020 but dropped to 4.9% in 2023 due to market policy changes and rising lithium prices [5]. Group 2: Competitive Landscape - Major players like CATL and BYD have already established their presence in the electric two-wheeler battery market, with CATL's battery installation volume reaching 151.72 GWh in the first seven months of 2025, a year-on-year increase of 34.5% [2]. - The battery industry is facing declining gross margins due to intensified competition, with CATL's gross margin dropping to 22.41% in the first half of 2025, down 4.49 percentage points from the previous year [2]. - The market for electric two-wheeler batteries is currently dominated by lead-acid battery manufacturers, with a duopoly formed by Tianneng and Chaowei, holding over 70% of the market share [7]. Group 3: Technological and Policy Influences - New national standards and tightening environmental regulations are creating a significant market for lithium battery replacements for lead-acid batteries, with a projected increase in demand [5]. - The cost of lithium iron phosphate batteries has decreased to below 0.5 yuan/Wh, making them economically viable compared to lead-acid batteries, which presents an opportunity for automotive battery companies [5]. - Sodium batteries are emerging as a potential solution for the electric two-wheeler market due to their cost advantages, with expectations that they could capture 20% to 30% of the market share [6]. Group 4: Future Outlook - By 2027, the expected shipment volume of lithium-powered two-wheelers in China is projected to reach 28 million units, with a penetration rate approaching 40% [5]. - The low-altitude economy is becoming a new market for automotive battery companies, with applications in electric aircraft and other emerging sectors [8][9].

智通财经记者 | 高菁 锂电产业链本周大事： 国轩高科进军小动力市场 钠创新能源与融和元储达成战略合作 据钠创新能源官微，8月14日，浙江钠创新能源有限公司与储能系统集成商上海融和元储能源有限公司在第四届EESA国 际储能展览会上签署战略合作协议。双方将通过优势互补，在电芯研发、系统方案、市场推广及示范项目等多维度展开 紧密合作，共同推动钠离子电池储能系统商业化应用。钠创新能源深耕钠离子电池领域，专注于钠离子电池核心材料的 研发、生产与销售，并为钠电系统终端用户提供钠离子电芯及系统解决方案。 8月12日，国轩高科(002074.SZ)宣布，8月11日上午，其控股子公司合肥国轩吉泰美电池科技有限公司(下称合肥国轩吉 泰美)与庐江高新区签署小动力电池项目合作协议，双方携手进军小动力市场，打造国轩高科第三增长极。国轩高科董 事长李缜表示，中国当下新能源汽车的日均用电量只有3.3亿KWh，仅为中国全社会平均每天用电量的1.2%，储能锂电 池也因而具有广阔的市场空间。如果将中国每天的用电平移二小时，则中国储能电池的需求量将超过万吉瓦时规模，而 小动力电池将是继动力电池与储能之后的"第三增长极"。 丰江电池拟在孟加拉国拓 ...

Core Viewpoint - The solid-state battery industry is entering a critical phase, with many companies planning to achieve small-scale production by 2027 and large-scale production by 2030, marking a countdown to mass production within five years [2][5][11]. Summary by Sections Event Announcement - The 2025 High-Performance Lithium Battery Annual Conference will be held from November 18-20, 2025, in Shenzhen, China, celebrating the 15th anniversary of the event and the High-Performance Golden Ball Awards [2]. Company Progress and Production Plans - CATL plans to produce a solid-state battery with an energy density of 500Wh/kg by 2027 [4]. - BYD aims for a 400Wh/kg battery with demonstration production in 2027 and large-scale production by 2030 [4]. - Other companies like A123, LG New Energy, and Panasonic have set various targets for solid-state battery production between 2025 and 2030, with energy densities ranging from 400Wh/kg to 720Wh/kg [4]. Industry Dynamics - The phrase "five years again and again" reflects skepticism about the solid-state battery's progress, but recent advancements in various applications signal a shift in this perception [5][6]. - The countdown to the last five years is now seen as a clear signal of the solid-state battery's transition into practical application [6]. Capacity Planning - Companies are planning significant production capacities, with firms like Weilan New Energy and Qingtao Energy targeting capacities of 128.2GWh and 10GWh respectively across multiple locations [8]. Application Developments - SAIC Group's MG brand will use semi-solid-state batteries in its MG4 electric vehicle, enhancing range and safety, indicating a move towards broader consumer adoption [9]. - Nandu Power signed a 2.8GWh order for independent energy storage using its semi-solid-state battery, showcasing market recognition of the technology [9]. - In the eVTOL sector, Funeng Technology has delivered semi-solid-state batteries to a leading U.S. eVTOL customer, marking a significant achievement in aviation-grade battery technology [10]. - Funeng Technology is also engaging with humanoid robot manufacturers to supply solid-state batteries, indicating a growing interest in this technology across various sectors [11]. Future Outlook - The next five years will be crucial for solid-state battery technology, with material innovation, production line optimization, and policy collaboration being key factors influencing the speed of technology implementation [11].

Core Viewpoint - Gotion High-Tech is strategically entering the small power battery market, aiming to create a third growth engine by focusing on technological innovation and product upgrades in collaboration with Hefei Lujiang High-tech Zone [2][3]. Group 1: Market Expansion - Gotion High-Tech's subsidiary, Hefei Gotion Jitai Battery Technology Co., is the key player in the small power battery strategy, targeting applications in electric two-wheelers, three-wheelers, low-altitude aircraft, electric ships, and construction machinery [4]. - The electric two-wheeler market in China has over 400 million units, with a lithium battery penetration rate below 10%, indicating a potential market worth hundreds of billions due to the "lead-acid to lithium" technology shift [4]. - The daily electricity consumption of new energy vehicles in China is only 3.3 billion kWh, representing 1.2% of the national average, suggesting significant market potential for energy storage lithium batteries [4]. Group 2: Battery Market Data - In 2024, the shipment volume of lithium batteries for electric two-wheelers in China is projected to be 9.3 GWh, a year-on-year increase of 4.5%, with expectations to reach 10.1 GWh in 2025, growing by 8.6% [5]. - The shipment volume for electric three-wheeler batteries is expected to reach 0.9 GWh in 2024, a 28.6% increase, with projections of 9.4 GWh by 2030 [5]. - The shipment volume for lithium batteries in electric tools is anticipated to be 22.1 GWh in 2024, growing by 18.2%, and 24.6 GWh in 2025, an 11.3% increase [5]. Group 3: Technological Advancements - Gotion High-Tech has developed a comprehensive product matrix covering various battery types, including square, cylindrical, soft-pack, and technologies such as lithium iron phosphate, ternary, manganese iron phosphate, sodium batteries, and solid-state batteries [7]. - The company has previously partnered with Didi Chuxing to enter the shared electric bicycle market, utilizing large cylindrical batteries, which currently have a penetration rate of about 45% in the two-wheeler lithium battery market [7]. Group 4: Financial Performance - In 2024, Gotion High-Tech's total shipment volume is estimated at 63 GWh, with energy storage shipments reaching 22.05 GWh, a 200% year-on-year increase [8]. - The company's revenue for 2024 is projected to reach 35.392 billion yuan, an 11.98% increase year-on-year, with net profit attributable to shareholders at 1.207 billion yuan, up 28.56% [8]. - The revenue from the power battery business is expected to be 25.648 billion yuan, accounting for 72.47% of total revenue, while energy storage battery revenue is projected at 7.832 billion yuan, making up 22.13% of total revenue [8]. Group 5: Investment and Infrastructure - Gotion High-Tech has invested significantly in Hefei, with plans for over 80 GWh of production capacity and hundreds of billions in investment to establish a comprehensive new energy industry chain [15]. - The company has established a complete new energy industry chain in Lujiang, with projects ranging from lithium iron phosphate to high-nickel ternary battery materials and battery recycling [12][14]. - Gotion High-Tech is also collaborating with Jin Jing New Energy to build a battery recycling and after-sales service system, planning to establish 100 service outlets globally [13].