Group 1 - The company, Guoxuan High-Tech, announced on September 3 that its business is maintaining a strong growth momentum, driven by the mass production of third-generation battery cells in the domestic market, which is further enhancing its market share and improving customer structure [2] - The energy storage business is experiencing steady growth, with the company securing multiple orders both domestically and internationally, and initial results from new scenario incubation are becoming evident [2] - The company is continuously expanding its overseas market, solidifying its customer base, which is contributing to sustained performance growth [2] Group 2 - In the first half of the year, the company's net profit attributable to shareholders increased by 35.22% year-on-year, while the net profit excluding non-recurring gains and losses rose by 48.53% year-on-year [2]

证券日报网讯国轩高科9月3日发布公告，在公司回答调研者提问时表示，公司以"材料科学+数字科 学"双轮驱动持续推动技术创新和关键突破，固态电池产业化进度稳步推进。公司首条全固态中试线已 正式贯通，金石全固态电池目前处于中试量产阶段，良品率已达90%。同时，已正式启动第一代全固态 电池2GWh量产线的设计工作。 （文章来源：证券日报） ...

证券日报网讯国轩高科9月3日发布公告，在公司回答调研者提问时表示，公司与大众携手合作，共同开 发标准电芯，以适配大众新一代新能源整车平台的生产，可覆盖未来大众旗下80%以上新能源车型，具 体量产时间将根据大众整车生产上市的进度和要求决定。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯国轩高科9月3日发布公告，在公司回答调研者提问时表示，公司坚持技术创新，持续加强 研发投入，全固态电池技术实现突破，产品不断迭代升级。2025年上半年研发投入13.82亿元，较去年 同期增加。 ...

证券日报网讯国轩高科9月3日发布公告，在公司回答调研者提问时表示，动力毛利率提升主要得益于以 下因素：1、第三代电池产能释放并实现中高端车型批量配套；2、出货量提升，推动生产降本与流程优 化，规模效益初显。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯国轩高科9月3日发布公告，在公司回答调研者提问时表示，公司产品市场需求旺盛，销售 规模持续扩大，同时结合市场供应及销售情况保留有合理的安全库存，故公司存货储备有所增加。 ...

Group 1 - The core viewpoint of the article is that Guoxuan High-Tech announced on September 3rd its new capacity construction plan aimed at enhancing overall capacity layout and product structure to support business development and meet order demand [2] - The new capacity plan is intended to lay a solid foundation for future technological innovation, product upgrades, manufacturing upgrades, and market expansion [2]

Core Viewpoint - The company, Guoxuan High-Tech, emphasizes its commitment to continuous technological innovation and product development to enhance market competitiveness in various sectors, including passenger vehicles, commercial vehicles, and energy storage [1] Group 1: Technological Innovation - The company is focusing on material system development, cell development, and forward-looking technology development to accelerate product technology iteration [1] - New products include the self-developed LMFP system L600 battery cell and battery pack, G-variant quasi-solid-state battery, and "Jinshi" all-solid-state battery for the passenger vehicle sector [1] Group 2: Commercial Vehicle and Energy Storage - In the commercial vehicle sector, the company has launched the G-line super heavy-duty truck standard box [1] - For energy storage, the company introduced the "Qianyuan Smart Storage" energy storage battery system [1]

Core Viewpoint - The company is advancing its solid-state battery technology through a dual approach of "material science + digital science," with steady progress in industrialization and a high yield rate of 90% in its current trial production phase [2] Group 1: Technology and Production - The first full solid-state battery pilot line has been officially completed, and the company has initiated the design work for a 2GWh production line for the first generation of solid-state batteries [2] - The company shipped approximately 40GWh in the first half of the year, representing a year-on-year increase of over 48% [2] - The company maintains a high capacity utilization rate and expects continued growth in shipment volume for the year [2] Group 2: Partnerships and Market Position - The company is collaborating with Volkswagen to develop standard battery cells that will be compatible with Volkswagen's new generation of electric vehicle platforms, potentially covering over 80% of Volkswagen's future electric models [2] - According to ICC Xinluo Information, the company ranked seventh globally in energy storage battery shipments in the first half of the year [2] Group 3: Financial Performance - In the first half of 2025, the company achieved operating revenue of 19.394 billion yuan, a year-on-year increase of 15.48%, with power battery revenue growing by 19.94% [2] - The net profit attributable to shareholders reached 367 million yuan, reflecting a year-on-year growth of 35.22%, while the non-recurring net profit increased by 48.53% [2]

| 序号 | 代码 | 名标 | 0 | | 涨幅% ↑ | 涨跌 | 成少量 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 300801 | 泰和科技 | 1 | 30.19 | 19.99 | 5.03 | 35.95 万 | | 2 | 688411 | 適量留到 | 1 | 147.92 | 19.87 | 24.52 | 3.84万 | | 3 | 839719 | 宁新新材 | | 18.84 | 12.95 | 2.16 | 20.35 万 | | র্ব | 300014 | 亿纬锂能 | 1 | 63.98 | 12.03 | 6.87 | 124万 | | 5 | 300409 | 道氏技术 | 1 | 23.52 | 11.15 | 2.36 | 144万 | | 6 | 603051 | 鹿山新材 | 1 | 25.61 | 10.01 | 2.33 | 9.53万 | | 7 | 688063 | 派能科技 | 1 | 58.40 | 7.25 | 3.95 | 16.64万 | | 8 | 300035 | 中科 ...