倒计时33天 2026高工固态电池技术与应用峰会 场景落地 量产闯关 主办单位： 高工锂电、高工产业研究院（GGII） 协办单位： 利元亨 峰会时间 ： 2026年4月23日 峰会地点 ： 浙江杭州滨江开元名都大酒店 名录征集： "2026固态电池标杆企业"名录征集中 码上报名： 峰会背景 20 26年，固态电池行业正式迈入从技术验证到规模量产的关键元年，政策、技术、资本、场景四重驱动下，产业发展迎来质的突破，行业发展逻辑 从"技术探索"全面转向"产业化 落地"： ● 标准体系正式落地，行业告别概念混战： 工信部将全固态电池列为核心突破方向，车用固态电池国家标准体系落地实施，混合固液电池（半固 态）与全固态电池界定标准化，行业迈入有标可依、规范发展的新阶段。 ● 工程化验证全面攻坚，量产窗口期正式开启： 产业核心痛点从基础科研转向量产落地，半固态电池进入装车实测与商业化验证阶段，全固态电池 在电解质制备、吨级整线验证、车规级全生命周期测试等环节迎来稳定性与良率双重大考，2026-2027年成为行业小规模量产关键窗口期。 ● 技术路线加速收敛，主流方向明确： 硫化物电解质凭借高离子电导率、工艺兼容性成为行业主流 ...

★ 宏观动态 ★ 商务部：有序扩大单方面免签国家范围，持续优化过境免签政策 3月20日，商务部发布《关于促进旅行服务出口 扩大入境消费的政策措施》。其中提出，持续完善签证政策。 有序扩大单方面免签国家范围，持续优化过境免签政策。研究推出电子签证，试点网上申办，缩短办理时间。 推行外国人入境卡网上填报。简化外国人来华参加展会、体育赛事等活动审批流程，免除对邀请方出具承诺函 的要求。 商务部：1—2月全国吸收外资1614.5亿元人民币 据商务部消息，2026年1—2月，全国新设立外商投资企业8631家，同比增长14%；实际使用外资金额1614.5亿 元人民币，同比下降5.7%。 从行业看，制造业实际使用外资475.2亿元人民币，服务业实际使用外资1112.2亿 元人民币。高技术产业实际使用外资632.1亿元人民币，同比增长20.4%，占全国实际使用外资的39.2%，较去 年同期提升8.5个百分点。其中，研发与设计服务、计算机及办公设备制造业、电子及通信设备制造业实际使 用外资分别增长171.8%、84.1%、35.5%。 从来源地看，加拿大、瑞士、法国实际对华投资分别增长210%、 41.3%、3%（含通过自由港 ...

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 1810 | 小米集团-W | 33.200c | -3.120 | -8.59% | | 9988 | 阿里巴巴-W | 123.700c | -8.300 | -6.29% | | 9868 | 小鹏汽车-W | 71.600c | -3.850 | -5.10% | | 0981 | 中芯国际 | 56.900c | -2.850 | -4.77% | | 2382 | 舜宇光学科技 | 54.450c | -1.950 | -3.46% | | 3888 | 金山软件 | 23.580c | -0.800 | -3.28% | | 1024 | 快手-W | 53.800c | -1.550 | -2.80% | | 0241 | 阿里健康 | 4.870c | -0.130 | -2.60% | | 3690 | 美团-W | 79.150c | -1.550 | -1.92% | | 9618 | 京东集团-SW | 108.600c | -2.100 | -1.90% ...

锂矿股午后拉升，赣锋锂业（002460）(01772)一度升9%，天齐锂业（002466）(09696)曾涨近7%。截至 发稿，赣锋锂业涨5.49%，报58.6港元；天齐锂业涨3.55%，报41.44港元。 消息面上，信达期货指出，枧下窝矿迟迟不能复产，市场对于时间的预期开始出现大幅的延后。下游3 月排产或创下历史新高，周度去库的趋势得以维持，动力端需求在在年初或由于国补刺激走强，而储能 保持强劲。此外，产业持续出现增产去库和库存由上游向下游迁移的情况，反映出需求的强势，当前库 存结构较去年同期更为健康。但是远月存在上游复产预期以及对于需求淡季下滑的定价，表现为近强远 弱的格局。 ...

消息面上，信达期货指出，枧下窝矿迟迟不能复产，市场对于时间的预期开始出现大幅的延后。下游3 月排产或创下历史新高，周度去库的趋势得以维持，动力端需求在在年初或由于国补刺激走强，而储能 保持强劲。此外，产业持续出现增产去库和库存由上游向下游迁移的情况，反映出需求的强势，当前库 存结构较去年同期更为健康。但是远月存在上游复产预期以及对于需求淡季下滑的定价，表现为近强远 弱的格局。 智通财经APP获悉，锂矿股午后拉升，赣锋锂业(01772)一度升9%，天齐锂业(09696)曾涨近7%。截至发 稿，赣锋锂业涨5.49%，报58.6港元；天齐锂业涨3.55%，报41.44港元。 ...

Core Viewpoint - Ganfeng Lithium (SZ002460) reached its daily limit on March 20, 2026, with a price of 69.78 yuan, reflecting a 9.99% increase, driven by improved financial performance and strategic developments [1][4]. Financial Performance - The company turned a profit in 2025, reporting a net profit of 1.1 to 1.65 billion yuan, a significant recovery from a loss of 2.07 billion yuan in the previous year, indicating improved operational conditions and boosting market confidence in future growth [2][5]. - Ganfeng Lithium successfully issued bonds with interest rates between 2.19% and 2.33%, showcasing its ability to secure low-cost financing, which supports future development [2][5]. Subsidiary Development - Subsidiaries, including Ganfeng Lithium Battery, showed significant revenue and profit growth, contributing positively to the overall performance of the company [2][5]. - The company sold part of its PLS stock for 709 million yuan, optimizing its asset structure while maintaining strategic partnerships. Additionally, transferring part of its stake in Shenzhen Yichu to strategic investors raised 660 million yuan, aiding in strategic planning and capital reserves [2][5]. Industry Context - Lithium, as a crucial raw material for the new energy sector, is expected to see sustained demand growth due to the ongoing development of the new energy industry [2][5]. - The lithium battery sector has recently attracted significant market attention, with notable inflows of capital on March 20, leading to multiple stocks in the sector hitting their daily limits, creating a sector-wide momentum [2][5]. Technical Analysis - The MACD indicator for Ganfeng Lithium formed a bullish crossover in mid-March, suggesting a positive short-term trend [2][5]. - Monitoring data indicated substantial net buying from major funds on March 20, reflecting active participation from institutional investors, which contributed to the stock hitting its daily limit [2][5].

锂矿板块午后震荡走高，赣锋锂业冲击涨停，永兴材料涨超8%，天齐锂业、西藏矿业、盛新锂能跟 涨。 ...

Group 1: Precious Metals - The financial attributes of precious metals, particularly gold, are expected to continue to shine, driven by ongoing central bank purchases and a shift in global credit dynamics, with gold prices projected to rise significantly [4][13][36] - Central banks' gold purchases are anticipated to increase from 5% to 21% of global gold demand from 2020 to 2024, with a peak of 23% in 2022, indicating a strong demand for gold as a safe asset [13][19] - Gold prices are projected to exceed $6,000 per ounce by 2026, supported by central bank buying and a decline in real interest rates [33][36][46] Group 2: Industrial Metals - The demand for industrial metals, particularly aluminum and copper, is expected to remain robust, with aluminum nearing production capacity limits domestically and limited supply growth internationally [4][54] - The copper market is facing significant supply disruptions, with major mines experiencing production cuts due to various operational challenges, leading to a tight supply outlook [53][54] - The overall copper production is projected to grow modestly, with a year-on-year increase of 2.5% in 2024 and 1.2% in 2025, but supply constraints may limit growth potential [54][72] Group 3: Minor Metals - Strategic minor metals such as lithium, cobalt, and tungsten are experiencing a revaluation due to increasing demand from energy storage and electric vehicle sectors [5][48] - The lithium industry is expected to see a reversal in its cycle earlier than anticipated, driven by high demand for energy storage solutions [5] - Cobalt supply is tightening significantly, leading to a notable price increase, while nickel prices are supported by clear cost structures and increasing supply disruptions [5][48]

责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | | --- | --- | --- | --- | --- | --- | --- | | 000688 | 国城矿业 | | -5.91 | 389亿 | 18.06 | 32.82 | | 001203 | 大中矿业 | | -5.32 | 548亿 | 16.70 | 35.77 | | 601969 | 海南城 | 東 | -4.21 | 245亿 | 3.37 | 12.28 | | 002756 | 永兴材料 | 1 | -4.10 | 340亿 | 16.39 | 63.14 | | 603077 | 和邦生物 | | -4.22 | 261亿 | 30.53 | 2.95 | | 002240 | 盛新锂能 | | -3.86 | 340亿 | 7.93 | 37.16 | | 002460 | 赣锋锂业 | 1 | -3.71 | 1383 乙 | 4.87 | 65.95 | | 002312 | 川发龙蟒 | | -3.70 | 231亿 | 11.89 | 12.23 | | 600338 ...

Group 1 - The A-share market saw a widespread decline in lithium mining stocks, with Guocheng Mining and Dazhong Mining dropping over 5% [1] - Hainan Mining, Yongxing Materials, and Hebang Biology fell more than 4%, while Shengxin Lithium Energy, Ganfeng Lithium, Chuanfa Longmang, Tibet Zhufeng, Tianhua Xinneng, Huayou Cobalt, Tibet Mining, and Chuaneng Power dropped over 3% [1] - The main contract for lithium carbonate experienced a decline of over 4%, trading at 150,220 yuan per ton [1]