Workflow
Zhejiang Taitan (003036)
icon
Search documents
固态电池上车倒计时 上游设备企业先迎来“好日子”
经济观察报· 2025-09-10 09:17
Core Viewpoint - The Chinese solid-state battery industry is transitioning from laboratory validation to industrialization, with several companies achieving mass production or vehicle application in semi-solid-state batteries, while research and pilot testing for all-solid-state batteries are accelerating [1][5]. Industry Overview - The solid-state battery concept has gained traction, with the Wind Solid-State Battery Index rising over 11% since September. Notable stock performances include a 60% increase for Xian Dao Intelligent and over 30% for companies like Shanghai Xiba and Tian Ci Materials [2]. - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued a plan to support foundational research in solid-state batteries through key national R&D programs [2]. - Market data indicates that leading equipment companies have reported new signed and backlog orders exceeding 30 billion yuan, with year-on-year growth rates of 70% to 80% [2][3]. Technological Developments - The lithium battery industry is entering a structural recovery phase, with a surge in demand for new technologies such as solid-state batteries and high-voltage lithium iron phosphate [3]. - Major battery manufacturers are investing heavily in solid-state battery production, with CATL planning 10-15 GWh capacity by 2025 and BYD focusing on sulfide routes for new platforms by 2026 [3][4]. Vehicle Manufacturers' Progress - Dongfeng Motor has implemented semi-solid-state battery installations and is set to mass-produce solid-state batteries with energy densities of 350 Wh/kg [4]. - SAIC Motor's MG4 model has integrated semi-solid-state batteries, while GAC Group is developing solid-state batteries with energy densities exceeding 350 Wh/kg, expected to be installed in vehicles by 2026 [4]. Market Challenges - Concerns have been raised regarding the lack of ideal solid electrolyte materials, leading to significant uncertainties in technology routes. Many companies are opting for semi-solid-state batteries as a transitional solution, which may hinder the development of all-solid-state battery technologies [5]. - The industry faces challenges in collaboration and policy direction, with a need for enhanced foundational research and coordinated breakthroughs in key materials and processes to achieve high-quality development in the solid-state battery sector [5].
泰坦股份:新开展的固态电池研发工作方面,目前在项目报批、选购设备等筹备建设中
Mei Ri Jing Ji Xin Wen· 2025-09-10 08:37
Core Viewpoint - The company is currently in the preparatory phase for solid-state battery electrolyte research and development, focusing on project approval and equipment procurement [2] Group 1 - Investors inquired about the development status of the company's solid-state battery electrolyte and its competitive advantages compared to existing market products [2] - The company confirmed that the solid-state battery R&D is underway, with specific details to be announced in future company announcements [2]
泰坦股份:新设子公司从事固态电池研发和生产
Guo Ji Jin Rong Bao· 2025-09-10 08:20
Group 1 - The core viewpoint of the article highlights that Titan Co., Ltd. (003036.SZ) has noted increased market attention towards solid-state battery concepts [2] - The company has established a new subsidiary focused on the research and production of solid-state battery lithium-sulfur phosphorus-chlorine electrolytes [2] - Currently, the subsidiary is in the preparatory stages, including project approval and equipment procurement, and has not yet achieved industrialization or sales revenue [2]
浙江泰坦股份有限公司股票交易异常波动公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:003036 证券简称:泰坦股份 公告编号:2025-051 债券代码:127096 债券简称:泰坦转债 浙江泰坦股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 一、股票交易异常波动的情况介绍 浙江泰坦股份有限公司(以下简称"公司"或"本公司")股票于2025年9月8日、2025年9月9日连续2个交 易日收盘价格涨幅偏离值累计超过20%,根据《深圳证券交易所交易规则》的相关规定,属于股票交易 异常波动情形。 二、公司关注并核实情况的说明 针对公司股票交易异常波动,公司董事会对公司、控股股东和实际控制人就相关事项进行了核实,有关 情况说明如下: 1、公司前期披露的信息不存在需要更正、补充之处; 2、公司关注到近期固态电池概念受到市场关注度较高。截至目前,公司新设立的子公司主要从事固态 电池锂硫磷氯电解质的研发和生产,目前在项目报批、选购设备等筹备建设中,尚未形成产业化和销售 收入,请广大投资者谨慎决策,注意投资风险; 3、公司近期经营情况正常及内外部经营环境未发生重大 ...
两连板泰坦股份:固态电池项目尚未产生销售收入
Zheng Quan Shi Bao· 2025-09-09 17:59
被视为固态电池概念股的泰坦股份(003036)股价自9月4日开始上涨,9月8日、9日出现连续涨停。截 至9月9日收盘,该公司股价报收20.24元/股,累计四个交易日涨幅约30%。 9日晚间,泰坦股份披露股票交易异常波动公告称,公司关注到近期固态电池概念受到市场关注度较 高。截至目前,公司新设立的子公司主要从事固态电池锂硫磷氯电解质的研发和生产,目前在项目报 批、选购设备等筹备建设中,尚未形成产业化和销售收入,请广大投资者谨慎决策,注意投资风险。 (文章来源:证券时报) 泰坦股份致力于高端纺织机械装备的研发和制造,不断研发高速化、自动化、智能化的高端纺机。 2025年上半年,泰坦股份实现营业总收入6.82亿元,实现归母净利润0.36亿元。 在近期披露的投资者关系互动公告中,泰坦股份在回复公司固态电池相关研发生产进展时已提及,公司 为拓展新领域,设立了控股子公司,主要从事固态电池锂硫磷氯电解质的研发和生产,目前正在选购设 备、筹备建设中。 近期固态电池概念板块成为资本市场热点,相关个股股价整体上扬,Wind固态电池指数已大涨超过 10%。 ...
泰坦股份:公司可转债交易异常波动公告
Zheng Quan Ri Bao· 2025-09-09 14:39
证券日报网讯 9月9日晚间,泰坦股份发布公告称,公司可转债"泰坦转债"于2025年9月5日、9月8日、9 月9日连续三个交易日收盘价格涨幅偏离值累计超过30%,属于可转债交易异常波动情况。截至本公告 披露日,公司近期经营情况正常,内外部经营环境未发生重大变化,不存在应披露而未披露的重大事 项。 (文章来源:证券日报) ...
泰坦股份:股票交易异常波动公告
Zheng Quan Ri Bao· 2025-09-09 14:39
Group 1 - The company Titan Co., Ltd. announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices on September 8 and September 9, 2025 [2] - As of the date of the announcement, the company's operational conditions remain normal, and there have been no significant changes in the internal and external operating environment [2] - The company confirmed that there are no undisclosed significant matters that should have been disclosed [2]
两连板泰坦股份:固态电池项目尚未形成产业化和销售收入
该公司此前曾公开表示,纺织业正面临严峻挑战,长期存在的用工难题正逐渐演变为"无工可用" 的困 境,严重制约着行业的持续发展,而能够替代人工的纺织机器人面临巨大缺口。在此背景下,我们当前 聚焦于面向上纱作业的柔性机器人的研发,为缓解纺织生产中用工难的痛点、提高纺织生产的智能化水 平探索一条新的技术途径。上纱是纺织加工生产中的一种常见作业,需要熟练的操作技能并且劳动强度 大,涉及反复弯腰取放线桶、搜寻线头、对多桶纱线合并后绕线上桶等操作。纺织柔性机器人是一种能 够自主移动并进行柔性操作的智能机器人,能够替代人工完成上纱作业中的各种操作,从而解除上纱作 业对人工的依赖,并提升纺织加工生产的智能化水平。 2025年上半年,泰坦股份实现营业总收入6.82亿元,实现归属净利润0.36亿元。境外营收与上年同比增 加27.86%。 在近期披露的投资者关系互动公告中,泰坦股份在回复公司固态电池相关研发生产进展时已提及,公司 为拓展新领域,设立了控股子公司,主要从事固态电池锂硫磷氯电解质的研发和生产。目前正在选购设 备等筹备建设中。 此外,公司前期披露的信息不存在需要更正、补充之处;公司近期经营情况正常及内外部经营环境未发 生重 ...
2连板泰坦股份:公司新设子公司从事固态电池锂硫磷氯电解质研发和生产 尚未形成产业化和销售收入
Ge Long Hui A P P· 2025-09-09 09:13
格隆汇9月9日丨泰坦股份(003036.SZ)发布股票交易异常波动公告称,公司关注到近期固态电池概念受 到市场关注度较高。截至目前,公司新设立的子公司主要从事固态电池锂硫磷氯电解质的研发和生产, 目前在项目报批、选购设备等筹备建设中,尚未形成产业化和销售收入,请广大投资者谨慎决策,注意 投资风险。 ...
泰坦股份:新设子公司主要从事固态电池锂硫磷氯电解质的研发和生产 尚未形成产业化和销售收入
人民财讯9月9日电,泰坦股份(003036)9月9日晚间发布股票交易异常波动公告,公司关注到近期固态 电池概念受到市场关注度较高。截至目前,公司新设立的子公司主要从事固态电池锂硫磷氯电解质的研 发和生产,目前在项目报批、选购设备等筹备建设中,尚未形成产业化和销售收入,请广大投资者谨慎 决策,注意投资风险。 ...