消息面上，芬兰电动出行技术公司Donut Lab，在1月5日宣布，将在美国当地时间6日举行的2026 CES电 子消费展上，首发其全球首款可商业化、具备量产条件的全固态电池，并强调"现已可投入生产"。 中金公司预计，全固态电池有望于2027年实现技术定型和小规模量产，2030年实现商业化量产，需求量 有望超150GWh。广发证券表示，固态电池目前已经进入中试线阶段，产业化突破前夕设备厂商率先受 益，部分厂商已经实现相关设备出货以及配合下游客户进行工艺路线验证。投资方向上建议关注具备整 线交付能力的设备厂商和受益于工艺边际变化的设备厂商。 脑机接口概念延续强势，三博脑科两连板。 | 一博脑科 | 84.94 | 20.01% | 14.16 | | --- | --- | --- | --- | | 301293 融 | | | | | 翔宇医疗 | 87.12 | 20.00% | 14.52 | | 688626 科创 融 | | | | | 爱朋医疗 | 39.96 | 20.00% | 6.66 | | 300753 | | | | | 美好医疗 | 34.63 | 19.99% | 5.77 | | ...

消息面上，芬兰电动出行技术公司Donut Lab在1月5日宣布，将在美国当地时间6日举行的2026 CES电子 消费展上，首发其全球首款可商业化、具备量产条件的全固态电池，并强调"现已可投入生产"。（智通 财经） 【#固态电池概念异动拉升##金龙羽直线涨停#】早盘固态电池概念异动拉升，金龙羽直线拉升封涨停， 奥特维涨超10%，振华股份、滨海能源、纳科诺尔、中伟股份、利元亨跟涨。 ...

每经AI快讯，1月6日，固态电池板块开盘活跃，金龙羽直线涨停，可川科技、奥特维、道氏技术、滨 海能源等涨超5%。 （文章来源：每日经济新闻） ...

Group 1 - The solid-state battery sector opened actively, with Jinlongyu hitting the daily limit up [1] - Companies such as Chuan Technology, Aotwei, Daoshi Technology, and Binhai Energy saw their stock prices increase by over 5% [1]

Group 1 - The core viewpoint of the news is that Jinlongyu's stock has shown a slight increase of 2.06% recently, with a current trading price of 30.78 yuan per share and a total market capitalization of 13.325 billion yuan [1] - As of September 30, 2025, Jinlongyu reported a revenue of 3.733 billion yuan, reflecting a year-on-year growth of 41.34%, while the net profit attributable to shareholders decreased by 17.00% to 105 million yuan [2] - The company has a diverse revenue structure, with special cables accounting for 62.79%, ordinary wires 20.46%, special wires 14.29%, ordinary cables 1.50%, and other sources 0.95% [1] Group 2 - Jinlongyu has distributed a total of 757 million yuan in dividends since its A-share listing, with 303 million yuan distributed over the past three years [3] - The number of shareholders as of September 30, 2025, is 60,900, which is a decrease of 34.29% from the previous period, while the average circulating shares per person increased by 52.18% to 4,048 shares [2] - The company is categorized under the power equipment industry, specifically in cable components and related sectors, and is associated with concepts such as solid-state batteries and charging piles [2]

Core Viewpoint - The solid-state battery narrative is moving closer to industrialization, with multiple companies making significant moves in technology collaboration, equity binding, and mergers to enhance the supply chain and production capacity [2][7]. Group 1: Company Developments - Xinjie Energy has launched its first batch of products from a 10GWh solid-state lithium metal battery project, emphasizing the importance of solid electrolyte film formation and interface integration for applications in eVTOL, robotics, and consumer electronics [2]. - Tiantian Technology has deepened its collaboration with Xinjie Energy by investing 300 million yuan for a 5.7692% stake, transitioning from a simple order relationship to a more integrated equity partnership [3]. - Haimeixing's investment fund has also increased its stake in Xinjie Energy, now holding 0.7634% equity, while the company claims to have streamlined the entire production process for lithium metal solid-state batteries [4]. - Jiyuan Technology has strategically invested 5 million yuan in Shenzhen Lithium Silicon New Materials, which focuses on ultra-thin lithium metal anode materials, positioning itself within the supply chain of Xinjie Energy [5]. - Shengxin Lithium Energy has established a new solid-state battery materials technology company with a registered capital of 20 million yuan, expanding its operations into new materials research and battery manufacturing [6]. - Ganfeng Lithium's solid-state battery platform is targeting high-value applications and overseas markets, collaborating with Zhejiang Fengli New Energy to develop technologies for drones and robotics [7]. Group 2: Industry Trends - The recent activities of these companies indicate a shift from conceptual discussions about solid-state batteries to tangible actions involving capacity, equipment, materials, and capital allocation [7][8]. - The supply chain is increasingly focusing on new nodes such as lithium metal anodes, solid electrolyte film formation, and ultra-thin lithium metal materials, marking a transition from laboratory research to industrial production [7].

Group 1 - 德方纳米 plans annual equipment maintenance to ensure efficient and stable operation, starting January 1, 2026, for one month, with no significant impact on 2026 performance [1] - 达意隆's subsidiary Tianjin Baolong faces a significant decline in OEM orders due to strategic adjustments from core customers, leading to plans to shut down production lines [2] - 天威视讯's subsidiary plans to transfer project assets for 604.3 million yuan to a related party, constituting a related transaction [3] Group 2 - 金龙羽 intends to sign a strategic cooperation framework agreement with an investment institution to establish an industrial merger fund with a planned scale of 1.5 billion yuan [4] - 紫光国微's subsidiary plans to establish a new company with multiple partners, including a subsidiary of CATL, with a registered capital of 300 million yuan [5] - 信隆健康's major shareholder plans to reduce its stake by up to 1% through trading [6] Group 3 - 龙建股份 wins a 612 million yuan EPC contract for a project, which represents approximately 3.27% of the company's audited revenue for 2024 [7] - 复旦张江 receives acceptance for a clinical trial application for a drug aimed at visualizing malignant lesions in lung cancer patients [9] - 博实股份's major shareholder plans to reduce its stake by up to 2.93% [10] Group 4 - 百纳千成 plans to acquire 100% of Zhonglian Century's shares to expand its marketing business and digital advertising solutions [11] - 天铁科技's major shareholder is under criminal detention, but the investigation is unrelated to the company's operations [12] - 海看股份's shareholder plans to reduce its stake by up to 3.6% [13] Group 5 - 智光电气's subsidiary signs a procurement contract worth 148 million yuan for a high-voltage energy storage system [14] - 西藏矿业's attempt to transfer 100% of a subsidiary's equity has not attracted qualified buyers, leading to automatic withdrawal from the trading platform [15] - 英诺激光's major shareholder plans to reduce its stake by up to 3% [16] Group 6 - 福鞍股份's major shareholder plans to reduce its stake by up to 3% [17] - 白云山 receives a drug registration certificate for a rabies vaccine [18] - 华电科工 signs a contract worth approximately 265 million yuan for a power plant project [19] Group 7 - 康弘药业 receives a drug registration certificate for a medication used to treat schizophrenia [20] - 西菱动力's actual controller plans to reduce their stake by 2% [21] - 海希通讯's actual controller plans to reduce their stake by 0.48% [22] Group 8 - 海南机场 plans to transfer 90% of a subsidiary's equity for approximately 500 million yuan, expecting a profit of about 200 million yuan from the transaction [23] - 森远股份 signs a contract for a computing cluster integration project worth 26.78 million yuan [24] - 丽珠集团's subsidiary receives acceptance for a drug registration application for a new treatment for psoriasis [25] Group 9 - 郑州银行 plans to acquire a village bank and convert it into a branch [26] - 方正证券 announces a cash dividend distribution plan for the third quarter of 2025 [27] - 金陵体育 announces a cash dividend distribution plan for the first three quarters of 2025 [29] Group 10 - 紫金银行 announces a mid-term profit distribution plan for 2025 [30] - *ST建艺's major shareholder waives 1.4 billion yuan in debt and donates 400 million yuan to support the company [31] - 万朗磁塑's major shareholder plans to reduce their stake by up to 3% [32] Group 11 - 艾力斯's core product is included in a list of potential breakthrough therapies for lung cancer [33] - 富创精密's shareholder plans to transfer 918.63 million shares [34] - 东阳光's subsidiary plans to increase capital and introduce investors [35] Group 12 - 侨银股份 plans to acquire a 16.67% partnership in a venture capital fund [36] - 尤夫股份 receives a government subsidy of 4.04 million yuan for a technical improvement project [37] - 倍轻松 and its actual controller are under investigation for information disclosure violations [38] Group 13 - 万润新能 plans to reduce production on some lines for maintenance, expecting a reduction of 5,000 to 20,000 tons in lithium iron phosphate output [39]

拟设立的产业并购基金计划认缴规模15亿元人民币，其中，投控东海作为基金管理人和普通合伙人认缴 500万元，公司作为有限合伙人认缴金额不超过5.25亿元，其他份额由投控东海负责募集。 金龙羽(002882.SZ)发布公告，根据公司战略发展规划，为抓住新能源与固态电池产业领域的发展机 遇，加快公司产业转型升级，公司拟与投控东海签署《战略合作框架协议》，在产业并购投资和区域业 务合作领域展开合作。公司与投控东海拟共同出资设立产业并购基金，该投资合作事项将遵循基金投资 运作的惯例，主要聚焦于公司主营业务相关项目与参股子公司项目投资，兼顾新能源固态电池产业链行 业上下游投资与并购。 ...

拟设立的产业并购基金计划认缴规模15亿元人民币，其中，投控东海作为基金管理人和普通合伙人认缴 500万元，公司作为有限合伙人认缴金额不超过5.25亿元，其他份额由投控东海负责募集。 智通财经APP讯，金龙羽(002882.SZ)发布公告，根据公司战略发展规划，为抓住新能源与固态电池产业 领域的发展机遇，加快公司产业转型升级，公司拟与投控东海签署《战略合作框架协议》，在产业并购 投资和区域业务合作领域展开合作。公司与投控东海拟共同出资设立产业并购基金，该投资合作事项将 遵循基金投资运作的惯例，主要聚焦于公司主营业务相关项目与参股子公司项目投资，兼顾新能源固态 电池产业链行业上下游投资与并购。 ...

拟设立的产业并购基金计划认缴规模15亿元，其中，投控东海作为基金管理人和普通合伙人认缴500万 元，公司作为有限合伙人认缴金额不超过5.25亿元，其他份额由投控东海负责募集。 人民财讯12月25日电，金龙羽（002882）12月25日公告，公司拟与深圳市投控东海投资有限公司(简 称"投控东海")签署《战略合作框架协议》，在产业并购投资和区域业务合作领域展开合作。 公司与投控东海拟共同出资设立产业并购基金，该投资合作事项将遵循基金投资运作的惯例，主要聚焦 于公司主营业务相关项目与参股子公司项目投资，兼顾新能源固态电池产业链行业上下游投资与并购。 ...