总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 利元亨 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025 年，全球新能源产业迎来关键转折点 ： 动力电池渗透率突破 50% ，储能 市场电池出货 同比激增 超 60 % ，低 空经济、人形机器人、工程机械、医疗锂电、电动工具等新兴场景对电池性能提出 " 超快充、 高倍率、 长循环、极端环 境适应 " 的多元需求。 与此同时，动力电池新国标（ 2026 年实施）重构安全红线，叠加全球化竞争中贸易壁垒与技术标准的博弈，锂电池行业 正处于 " 技术攻坚 " 与 " 场景破局 " 的双重挑战期。材料体系迭代（如磷酸锰铁锂、固态电池）、结构设计创新（大 圆柱、无极耳工艺）、全场景解决方案（ 商用车、 eVTOL 、储能等），成为企业破局的核心方向。 5 月 15 日，高工锂电 " ...

Group 1 - The wireless charging concept sector rose by 0.11%, ranking 6th among concept sectors, with 17 stocks increasing in value, including Wangzi New Materials, which hit the daily limit, and others like Luguang Technology, Xidi Micro, and Xinrui Technology, which rose by 14.15%, 10.76%, and 6.63% respectively [1][2] - The leading decliners in the wireless charging sector included Wan'an Technology, Junsheng Electronics, and Xinwanda, which fell by 9.45%, 3.53%, and 3.17% respectively [1][2] Group 2 - In terms of capital flow, the wireless charging concept sector experienced a net outflow of 141 million yuan, with 24 stocks seeing net inflows, and 6 stocks receiving over 30 million yuan in net inflows [2] - Wangzi New Materials led the net inflow with 298 million yuan, followed by Xinyi Communication, Haier Smart Home, and Antai Technology, which saw net inflows of 70.79 million yuan, 63.82 million yuan, and 60.23 million yuan respectively [2][3] Group 3 - The top stocks by net inflow ratio included Antai Technology, Haier Smart Home, and Wangzi New Materials, with net inflow ratios of 12.09%, 10.23%, and 9.41% respectively [3] - The detailed capital flow data for the wireless charging concept stocks showed significant trading activity, with Wangzi New Materials having a turnover rate of 67.11% and a daily increase of 10.02% [3]

Group 1: Consumer Electronics Sector - The CSI Consumer Electronics Theme Index (931494) decreased by 0.13% as of May 22, 2025, with mixed performance among constituent stocks [1] - Leading gainers included Xunwei Communication (300136) up 3.30%, Wenta Technology (600745) up 2.63%, and Silan Microelectronics (600460) up 2.33% [1] - The Consumer Electronics ETF (561600) also fell by 0.13%, with a latest price of 0.78 yuan, but showed a 1.42% increase over the past month [1] - The ETF's trading volume was 287.16 million yuan with a turnover rate of 1.49% [1] - Over the past two weeks, the ETF's scale increased by 16.72 million yuan, ranking it in the top 1/5 among comparable funds [1] - The ETF's share count rose by 26 million shares in the same period, also placing it in the top 1/5 among comparable funds [1] - Recent capital inflow was balanced, with a total of 22.05 million yuan attracted over the last 10 trading days [1] Group 2: Artificial Intelligence Sector - The CSI Artificial Intelligence Theme Index (930713) declined by 0.06% as of May 22, 2025, with varied performance among its constituent stocks [2] - Top performers included Kunlun Wanwei (300418) up 7.89%, New Yisheng (300502) up 1.87%, and Shitou Technology (688169) up 1.82% [2] - The AI ETF (512930) decreased by 0.15%, with a latest price of 1.31 yuan, but recorded a 2.26% increase over the past month [2] - The ETF's trading volume was 28.19 million yuan with a turnover rate of 1.44% [3] - The latest scale of the AI ETF reached 1.95 billion yuan [3] - Recent net capital inflow was 1.31 million yuan, with a total of 32.98 million yuan attracted over the last five trading days [3] - Leveraged funds are actively participating, with the latest margin buying amounting to 4.44 million yuan and a margin balance of 90.18 million yuan [3] Group 3: Online Consumption Sector - The CSI Hong Kong-Shanghai Online Consumption Theme Index (931481) fell by 0.79% as of May 22, 2025, with mixed results among its constituent stocks [4] - Leading gainers included High Xin Retail (06808) up 10.24%, Kunlun Wanwei (300418) up 6.48%, and Youzu Network (002174) up 4.86% [4] - The Online Consumption ETF (159793) decreased by 0.78%, with a latest price of 0.89 yuan, but showed a 3.46% increase over the past month [4] - The index comprises 50 companies involved in online shopping, digital entertainment, online education, and telemedicine [13] - The top ten weighted stocks in the index account for 56.94% of the total weight, with Alibaba-W (09988) having the highest weight at 14.37% [13]

Group 1 - The report indicates that China's direct investment in the EU and the UK is expected to grow by 47% in 2024, reaching €10 billion, marking the first increase in seven years [1] - The recovery is driven by significant greenfield investments and stronger M&A activity, with greenfield investments increasing by 21% to a record €5.9 billion, accounting for 59% of China's total investment in Europe [1] - M&A investments have also improved, with a year-on-year increase of 114%, reaching €4.1 billion [1] Group 2 - Hungary has become a favored destination for Chinese investments, receiving 31% of China's direct investment in Europe in 2024, with four out of the top ten ongoing projects located there [2] - The rebound in investment signals an end to the declining trend of Chinese direct investment in Europe, with factors such as intensified domestic competition and increasing global market tensions contributing to this recovery [2] - However, the value of newly announced projects has dropped by 79% year-on-year to €3.1 billion, with three large projects being canceled, indicating potential challenges ahead [2] Group 3 - The report highlights that 24 EU member states have established foreign investment review mechanisms, and the EU is implementing a new regulation for mandatory reviews across more sectors [3] - Despite regulatory tightening, there is potential for short-term easing of tensions as some EU countries seek to avoid simultaneous trade conflicts with both China and the US [3] - Recent high-level meetings between Chinese officials and European business groups suggest a willingness to collaborate, as noted by the president of the China-EU Chamber of Commerce [3]

电池ETF(159755)：紧密跟踪国证新能源车电池指数，国证新能源车电池指数反映沪深北交易所中新能 源车电池产业上市公司的市场表现。场外联接(A：013179；C：013180)。 政策面上，此前工信部发布《2025年汽车标准化工作要点》，在前瞻布局前沿领域标准研究中提到，推 动制定及发布车用人工智能、固态电池、电动汽车换电等标准子体系，加快全固态电池、动力电池在役 检测、动力电池标识标签等标准研制。 消息面上，国轩高科已推出G垣准固态电池，并在eVTOL、新能源汽车及人形机器人等领域取得实质性 进展。目前该电池已完成多家客户测试并实现样车超1万公里运行，产能达12 GWh。 招商证券最新研报观点认为，随着2025年中国工业机器人产量同比大幅增长，以及智能终端、智能制造 装备等新一代技术的发展，固态电池的市场需求显著提升，为其技术研发和产业化提供了广阔空间。 截至2025年5月21日 13:12，国证新能源车电池指数(980032)强势上涨2.55%，成分股国轩高科 (002074)10cm涨停，宁德时代(300750)上涨5.87%，当升科技(300073)上涨5.72%，贝特瑞(835185)，先 导智 ...

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 与此同时， eVTOL 的实际应用探索也多点开花：载物 eVTOL 率先开启商业化征程，载人 eVTOL 在文旅等特定场景的示范飞行稳步推进，陆空两栖飞行汽车亦在特殊场景中探索其独特价 值。 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 国内低空经济正迎来技术升级 与 商业化落地 "同步加速"的关键时期。 一方面，以 eVTOL 为核心的低空飞行器 研发 ， 已大步迈向适航审定的核心阶段。一个清晰的 信号是，从峰飞、小鹏汇天到沃飞长空，众多企业的型号合格证（ TC ）申请已获受理，行业预 计自 2026 年起将进入 TC 密集颁发期。 这些 定位于 50 至 400 公里的中短途出行市场 的低空飞行器， 发展路径 逐渐 清晰：从载物到 载人，从满足特种需求到融入日常， ...

Group 1: Industry Overview - The CIBF 2025 exhibition in Shenzhen attracted over 400,000 visitors, indicating strong interest in the lithium battery industry despite ongoing adjustments [1] - Companies are competing fiercely in the solid-state battery sector, which is considered a key battleground in the lithium battery industry [1][2] - The industry consensus is that semi-solid batteries are ready for mass production, while full solid-state battery production is expected to be realized by 2027 [1] Group 2: Company Developments - XINWANDA (300207.SZ) launched the "XIN YUNXIAO 2.0" aviation power battery with an energy density of ≥360Wh/kg, utilizing "soft solid-state" technology [2][4] - Guoxuan High-Tech (002074) showcased the GY准 solid-state battery with an energy density of 300Wh/kg, which is entering pre-production [4] - BETTERRY (835185.BJ) presented various battery material solutions, including the BE安方案 for solid-state battery systems, with new silicon-carbon anode materials validated by customers [7] Group 3: Material Advancements - The upstream materials for solid-state batteries are becoming increasingly mature, with some semi-solid battery materials already in mass production [6][8] - Star Source Materials (300568.SZ) achieved significant progress in solid electrolyte membranes, with oxide electrolytes entering mass production [8] - BETTERRY's new silicon-carbon anode materials are set to be validated for solid-state battery applications in 2024 [7]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：欣旺达 5月16日，欣旺达动力产品线总经理何轩博士应邀出席CIBF2025第十七届深圳国际电池展，重磅发布 欣旺达动力闪充电池4.0全新超充电池产品矩阵： 全球百万车主信赖，三年综合成本低于燃油车，新一代低成本 H EV 高功率电池。 本次产品矩阵焕新，是欣旺达动力又一次引领业界超充技术创新的证明，为新能源汽车行业深度电动 化、智能化提供强劲动力。 ▲ 图注：欣旺达动力闪充电池 4.0系列 与此次全新超充电池产品矩阵一同亮相的，还包括欣旺达动力的三大系统平台： 与之相配的电芯方案采用 了 高空间利用率的新一代天擎结构，搭配正 / 倒置底排，实现高能量密度 +热电分离，系统 层级配合 发泡胶灌封 、 集成式液冷 BDU、从控FPC直插等模块化技术 ，使欣旺达 动力全新一代超充产品矩阵具备了高集成、高安全、高效率等特点。 作为全球超充电池技术领导者， 2022年9月，公司率先推出并量产行业首款4C超充电池，经过不断技 术迭代，2025年5月，欣旺达动力闪充电池4.0已迭代至 12C 极充版本，单次补能时长已压缩至 ...

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 5月16日，欣旺达动力产品线总经理何轩博士在CIBF2025重磅发布欣旺达动力闪充电池4.0全新超充电池产品矩阵： 全球百万车主信赖，三年综合成本低于燃油车，新一代低成本 HEV高功率电池。 作为全球超充电池技术领导者， 2022年9月，公司率先推出并量产行业首款4C超充电池，经过不断技术迭代，2025年5月，欣旺达动力闪充电池4.0 已迭代至12C极充版本，单次补能时长已压缩至5分钟级，为行业开启"油电补能同权时代"。 其中，闪充电池 4.0系列核心产品——欣星驰2.0千安极充版，是全球首次将充电电流提高至1400A的超充电池产品，如配合整车端1000V高压系统平 台，最高可实现支持1.4兆瓦闪充，为用户带来全新补能体验 ...

近期新能源汽车动力电池新国标和500Ah+大储电芯成为行业重点关注和热议的话题，为了给行 业提供相关参考，起点锂电在CIBF期间特邀了 国轩高科、多氟多、尚水智能 等企业参与汽车动 力电池新国标圆桌对话， 赣锋锂电、 昆宇电源、欣旺达、 诚捷智能 等企业参与500Ah+大储电 芯圆桌对话，活动 将全程在起点锂电视频号同步直播。 起点锂电圆桌技术派对话直播议程如下： 国轩高科、 多氟多、尚水智能 次 题 活动名称： 起点锂电圆桌技术派直播 活动形式： 圆桌论坛+主持提问+在线直播 活动主题： 聚焦新技术 探索新边界 活动时间： 2025年5月16日 直播地点： CIBF展深圳宝安会展中心展馆现场 直播平台： 起点锂电视频号（直达30万+锂电全行业粉丝用户） 圆桌技术派场 圆桌技术派场次 主题 对话及探讨具体方向 5月16日下午 14：00-16： 进击 500Ah+大储能电芯专 题 1、 储能大电芯快速发展的背后逻辑是什么？ 2、 500Ah+大储能电芯对材料和工艺的挑战有哪 些？ 3、 500Ah+大储能电芯给客户带来哪些价值？ 4、 大储电芯价格战何时休？ 对话企业： 赣锋锂电、昆宇电源 、欣旺达、 诚捷智 ...