截至收盘，国证新能源电池指数上涨4.3%，中证光伏产业指数上涨2.7%，中证新能源指数上涨2%，中证上海环交所碳中和指数上涨0.5%，储能电池ETF （159566）全天获3600万份净申购。 昨日，固态电池领域龙头企业国轩高科与亿纬锂能相继披露重大进展：国轩高科首条全固态电池中试线正式贯通，良品率达90%；亿纬锂能成都固态电池研 究院量产基地揭牌，首款"龙泉二号"全固态电池成功下线，意味着我国固态电池技术从实验室向规模化生产迈出关键一步。 | 令日 | 该指数 该指数自20 | | --- | --- | | 该指数涨跌 | 滚动市销率 发布以来估值 | | 2.7% | 2.1倍 41.29 | 每日经济新闻 ...

Group 1 - The core viewpoint of the article emphasizes the rapid development and commercialization of sulfide all-solid-state batteries, with significant advancements expected by 2025 and beyond [1][2][4] - The energy density of sulfide all-solid-state batteries is projected to increase from 350 Wh/kg in 2025 to 500 Wh/kg by 2030, with a compound annual growth rate of 7.4%, surpassing the progress of liquid lithium batteries [1] - The commercialization timeline has accelerated, with large-scale production expected in 2026, one year earlier than initially planned, indicating unexpected technological breakthroughs [2] Group 2 - The article discusses the convergence of technology routes between China and Japan, noting that while China is expected to file three times more patents than Japan in 2024, Japan still holds 40% of global foundational patents, highlighting intense competition in the industry [3] - Policy support is clearly defined, with China setting a target for 2027 for vehicle installations, and many companies advancing their timelines by six months [4] - The article outlines the core value of technological commercialization, including the reconstruction of supply chain security through localized production of lithium sulfide, which can alleviate the high costs of imported materials [5][6] Group 3 - The article predicts a market window from 2025 to 2030 as a critical phase for sulfide batteries transitioning from laboratory to mass production, with an expected global market size of $20 billion by 2030 and a compound annual growth rate exceeding 45% [8] - Key technical issues discussed include advancements in sulfide electrolyte materials, with breakthroughs in ionic conductivity and stability, as well as cost-effective synthesis methods [9][10] - Challenges in interface stability and large-scale manufacturing are addressed, including techniques to enhance the lifespan and performance of the batteries [11][12] Group 4 - The event will feature the release of a global roadmap for sulfide solid-state battery technology, providing strategic guidance for the industry [16] - The establishment of an all-solid-state battery industry alliance is highlighted, aiming to foster collaboration across the supply chain [16] - The agenda includes specialized sessions focusing on various technical aspects and challenges related to sulfide solid-state batteries, indicating a comprehensive approach to industry development [17]

A股市场在连续冲高后休整，多只热门高位股回落，拖累三大股指集体回撤。 截至收盘，沪指跌1.16%；深证成指跌0.65%；创业板指涨0.95%。沪深两市成交额23641亿，较昨日大幅缩量5109亿。 市场缩量调整，前期低位板块切换上涨，行业仅光伏、储能、固态电池板块表现强势，阳光电源涨超15%，宁德时代、亿纬锂能、国轩高科纷纷上涨。固 态含量超四成的电池ETF(561910)今日大涨4.01%，居同标的第一。 新的主线，在哪？ 01 利好频频袭来 9月3日，A股固态电池概念股集体拉升，海博思创、泰科科技20cm，亿纬锂能一度大涨超14%；鹿山新材、道氏技术涨近10%，国轩高科也涨近5%。 | 序号 | 代码 | 名称 | | 涨跌幅 √ | 总市值 | | --- | --- | --- | --- | --- | --- | | 1 | 688411 | 海博罗创 | | 20.00% | 266.68亿 | | 2 | 300801 | 泰和科技 | | 19.99% | 65.94亿 | | 3 | 300014 | 亿纬锂能 | | 12.08% | 1309.47亿 | | র্ণ | 603051 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 亿纬锂能固态电池成都量产基地揭牌, 全固态电池商业化迈出关键一步 亿纬锂能 2025年09月03日 09:54 广东 Q 9人 ☆星标 截至9月3日收盘，北交所上市公司宏裕包材（837174）拿下连续第三个30cm涨停板。当天，亿纬锂能 （维权）（300014）以12.08%的涨幅收于64.01元/股。再看国轩高科（002074），最近4个交易日累计 涨幅达到了26.82%。记者梳理发现，固态电池或是这些公司的共同关键词。 亿纬锂能(300014) < w 闭市 09-03 15:30:21 融 通 64.01 额 88.07亿 股本 20.46亿 市盈 37.0 万得 盘口 6.90 12.08% 换 7.44% 市值1 1309亿 市净 3.40 亿纬转债 143.4000 +8.1420 +6.02% 转股溢价 +14.01% 分时 五日 日K 周K 月K 月K 更多 ◎ 叠加 设均线 MA5:57.54↑ 10:53.78↑ 20:50.00↑ 前复权 67.33 65.56 -- 54.48 43.40 41.63 CHECK ...

Market Overview - The A-share market showed a mixed performance today, with the Shanghai Composite Index falling over 1% and briefly dropping below the 3800-point mark, while the ChiNext Index remained relatively strong, rising by 0.95% to close at 2899.37 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 239.61 billion yuan, a decrease of 51.67 billion yuan from the previous day [1] Sector Performance - The financial, liquor, and military sectors dragged down the Shanghai Composite Index, with over 4500 stocks declining [1] - The brokerage, insurance, and banking sectors collectively fell, with China Life and New China Life both dropping over 2% [1] - Conversely, the innovative drug concept stocks were active, with several stocks hitting the daily limit, including Baihua Medicine and Chenxin Pharmaceutical [1] - The solid-state battery concept saw significant activity, with stocks like Yiwei Lithium Energy rising approximately 12% and Haibo Technology hitting the daily limit [1][3] - The photolithography machine concept also experienced a surge, with Taihe Technology reaching a 20% limit up [1] Solid-State Battery Industry - Yiwei Lithium Energy announced the official opening of its solid-state battery research institute in Chengdu, with an annual production capacity of nearly 500,000 cells expected after full production [5] - The first product, "Longquan No. 2," is a 10Ah all-solid-state battery with an energy density of 300Wh/kg, targeting high-end applications such as humanoid robots and low-altitude aircraft [5] - The China Automotive Engineering Society will hold a review meeting for solid-state battery standards in September 2025, which is expected to accelerate the solid-state battery industry [5][6] - Analysts believe that the demand for solid-state batteries will continue to rise due to their high energy density and safety advantages, marking them as the next generation of battery technology [6] Company Highlights - Tianpu Co., Ltd. has seen its stock price hit the daily limit for nine consecutive trading days, closing at 62.81 yuan per share, with a total market value of 8.4 billion yuan [8] - The company reported a revenue of 151 million yuan in the first half of 2025, a year-on-year decrease of 3.44%, and a net profit of 11.3 million yuan, down 16.08% year-on-year [11] - Jian Design experienced a significant price surge, with its stock rising over 20% in the last minute of trading, closing at 20.6 yuan per share, with a total market value of 2.5 billion yuan [14]

Core Viewpoint - The A-share market is experiencing a correction after a series of highs, with many popular stocks retreating, leading to a collective pullback in the three major stock indices [2][3]. Market Performance - As of the market close, the Shanghai Composite Index fell by 1.16%, the Shenzhen Component Index decreased by 0.65%, while the ChiNext Index rose by 0.95%. The trading volume in the Shanghai and Shenzhen markets was 23,641 billion, a significant decrease of 5,109 billion compared to the previous day [3]. - The market is adjusting with a shift towards previously low-performing sectors, particularly in solar energy, energy storage, and solid-state battery sectors, which showed strong performance [3]. Solid-State Battery Sector - On September 3, solid-state battery concept stocks surged, with companies like Haibo Technology and Tahe Technology seeing increases of 20% and nearly 10%, respectively [4]. - The solid-state battery ETF (561910) saw a significant increase of 4.01% today, with a year-to-date rise of 32.99%, outperforming the CSI 300 Index [8]. Industry Developments - The China Automotive Engineering Society will hold a review meeting for solid-state battery standards in September 2025, indicating ongoing industry standardization efforts [10]. - Companies like EVE Lithium Energy and Guoxuan High-Tech are making significant advancements in solid-state battery technology, with production lines and high yield rates being reported [11][12]. Market Trends - The lithium battery industry is entering a peak installation season, driven by new product releases in consumer electronics and automotive sectors, leading to improved industry sentiment [13]. - The top lithium battery companies are increasing their market share, with a notable rise in orders for equipment manufacturers [14][22]. Competitive Landscape - Domestic battery companies are enhancing their global competitiveness, with the six major domestic power battery companies capturing 68.9% of the global market share, an increase of 4.2 percentage points year-on-year [20]. - CATL and BYD are leading the market, with significant growth rates in their production volumes and market shares [21]. Future Outlook - The solid-state battery market is expected to see substantial growth, with projections indicating that global shipments will exceed 10 GWh by 2025 and 600 GWh by 2030, with a market size surpassing 250 billion [30]. - Upcoming industry events in September to November 2025 are anticipated to catalyze market activity and investor interest in the solid-state battery sector [32]. Investment Trends - The battery ETF (561910) has seen significant inflows, with a notable increase in shares and trading volume, indicating strong investor interest in the sector [33][34].

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index falling over 1% and briefly dropping below the 3800-point mark, while the ChiNext Index remained relatively strong [2] - The Shanghai Composite Index closed down 1.16% at 3813.56 points, the Shenzhen Component Index fell 0.65% to 12472 points, and the ChiNext Index rose 0.95% to 2899.37 points [2] - The total trading volume in the Shanghai and Shenzhen markets was 239.61 billion yuan, a decrease of 51.67 billion yuan from the previous day [2] Sector Performance - Over 4500 stocks declined, with significant losses in the brokerage, insurance, and banking sectors, where major companies like China Life and New China Life fell over 2% [2] - The military industry sector saw substantial declines, with several stocks hitting the daily limit down [2] - Conversely, the innovative drug concept stocks were active, with companies like Baihua Medicine and Chenxin Pharmaceutical hitting the daily limit up [2] Solid-State Battery Sector - The solid-state battery concept was notably active, with stocks like Haibo Technology and Taihe Technology hitting the daily limit up of 20%, and EVE Energy rising over 12% [4][6] - EVE Energy announced the official opening of its solid-state battery production base in Chengdu, with an annual production capacity of nearly 500,000 cells, and the first product, a 10Ah solid-state battery, has been successfully produced [6] - The solid-state battery industry is expected to accelerate due to rising demand and the establishment of industry standards, with significant participation from major institutions [7] Individual Stock Highlights - Tianpu Co., Ltd. achieved a ninth consecutive trading day of hitting the daily limit up, closing at 62.81 yuan per share, with a total market capitalization of 8.4 billion yuan [9] - Jian Design experienced a significant late-session surge, with its stock price increasing over 20% in the last minute of trading, closing up 17.71% at 20.6 yuan per share [14]

（原标题：先导智能(300450.SZ)：亿纬锂能是公司客户） 格隆汇9月3日丨先导智能(300450.SZ)在互动平台表示，亿纬锂能是公司客户。 ...

Battery - EVE Energy's "Longquan No. 2" all-solid-state battery has successfully rolled off the production line, with a high energy density of 300Wh/kg and a volume energy density of 700Wh/L, targeting high-end applications such as humanoid robots and low-altitude aircraft [2] - Guoxuan High-Tech reported that it shipped approximately 40GWh of lithium batteries in the first half of the year, with a year-on-year growth of over 48%, and is expected to maintain a growth trend in shipments this year [3][4] - Guoxuan High-Tech's first all-solid-state battery pilot line is in trial production with a yield rate of 90%, and the design work for a 2GWh mass production line has officially started [4] Materials - Foshan Plastics Technology plans to acquire 100% of Hebei Jinli New Energy Technology Co., Ltd., entering the lithium battery separator field, which will enhance procurement capabilities and reduce costs [6] - Deyang Nano has successfully developed the fifth generation of high-performance lithium iron phosphate materials, currently in trial production, with the fourth generation gaining customer recognition [8] Project Developments - Tianjin Binhai Energy Development's subsidiary has signed a contract for a 50,000 tons/year lithium battery anode material project, which is about to enter the construction phase [9] Overseas Developments - General Motors announced that its electric vehicle sales in the U.S. exceeded 21,000 units in August, setting a monthly sales record [12] - LG Energy Solution signed battery supply agreements with Mercedes-Benz for a total supply of 107GWh, with contracts extending from 2028 to 2035 [14] - Oman has established the National Green Mobility Company to promote electric transportation, with an investment of approximately $7.5 million [16]

Market Overview - The A-share market showed a mixed performance today, with the Shanghai Composite Index falling over 1% and briefly dropping below the 3800-point mark, while the ChiNext Index remained relatively strong, rising by 0.95% to close at 2899.37 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 239.61 billion yuan, a decrease of 51.67 billion yuan compared to the previous day [1] Sector Performance - Over 4500 stocks in the market were in the red, with significant declines in the brokerage, insurance, and banking sectors. Notably, Guosheng Financial Holdings (002670) approached a trading halt, and major insurers like China Life (601628) and Xinhua Insurance (601336) fell over 2% [2] - The military industry sector saw substantial declines, with several stocks hitting the daily limit down [2] - Conversely, the innovative drug concept stocks were active, with Baohua Pharmaceutical (600721) and others hitting the daily limit up, while the solid-state battery concept stocks also surged, with EVE Energy (300014) rising approximately 12% [2][3] Solid-State Battery Sector - The solid-state battery concept was notably active, with stocks like Haibo Technology (300801) and EVE Energy (300014) achieving significant gains, including a 20% limit up for Haibo Technology [3] - EVE Energy announced the official unveiling of its solid-state battery production base in Chengdu, with an annual production capacity of nearly 500,000 cells expected after full operation. The first phase is set to be completed by December 2025, with a capacity of 60Ah batteries [5] - The solid-state battery technology is anticipated to accelerate due to rising demand and the establishment of industry standards, with a conference scheduled for September 2025 to discuss various standards related to solid-state batteries [5][6] Company Highlights - Tianpu Co., Ltd. (605255) achieved a ninth consecutive trading day of limit up, closing at 62.81 yuan per share, with a total market capitalization of 8.4 billion yuan [7] - Tianpu Co., Ltd. reported a revenue of 151 million yuan for the first half of 2025, a year-on-year decrease of 3.44%, and a net profit of 11.3 million yuan, down 16.08% year-on-year [10] - Jian Design (300668) experienced a significant last-minute surge, closing up 17.71% at 20.6 yuan per share, with a total market capitalization of 2.5 billion yuan [12]