1月26日，"以信而立，聚AI同行"首届深圳基金会生态共建大会暨公益年会在宝安区欣旺达（300207） 智慧园区举行。会议透露，截至2025年底，深圳基金会总量已达521家。 采写：南都N视频记者 潘莹瑜 为破解行业发展痛点，深圳市基金会发展促进会在会上宣布启动"双百计划"，赋能100家中小基金会、 打造100个品牌公益项目，并同步建设数字化服务平台与AI行业数据库。 当日，腾讯公益慈善基金会、深圳市慈善会、壹基金等机构发布了涵盖流动困境儿童精准关爱、乡村振 兴赋能、生态环保等领域的多个创新公益项目。来自字节跳动、卓越集团等企业的代表围绕"人工智能 时代下深圳基金会的作用发挥"进行了深入研讨。 深圳慈善行业联合党委书记、市慈善事业联合会常务副会长刘国玲表示，希望深基会持续发挥行业枢纽 作用，汇聚政府、企业及社会组织等多方力量，推动公益慈善事业向更规范、更专业、更高效、更温暖 的方向发展，为深圳建设中国特色社会主义先行示范区注入慈善力量。 在"十五五"规划开局之年，公益慈善事业如何融入国家高质量发展大局成为行业关注焦点。深圳市基金 会发展促进会会长、欣旺达集团创始人王明旺在会上介绍，2020年至2024年间，全 ...

【DT新材料】 获悉， 1月25日消息， 欣旺达 披露其 航空级固态电池核心量产成果，旗下Gen1、Gen2两代半固态电池产品正式实现规模化生产 ，最高能量密度 达380Wh/kg，成为国内少数在该领域实现量产落地的企业之一。 相关产品已全面适配城市载人飞行器、农林植保、海上运输等多种低空经济场景，标志着其在固态电池技术的商业化进程上迈入行业第一梯队。 在量产能力上 ，欣旺达位于深圳宝安的航空电池专用产线已实现满产，年产能达3GWh。该产线采用卷对卷干法连续生产工艺，材料利用率超过95%，产线良率 突破92%，远超行业平均水平。同时，该产线与现有动力电池产线设备复用率高，显著降低了投资与运营成本。 在产品布局上，公司形成了清晰的差异化矩阵： Gen1电池能量密度为320Wh/kg，已完成百公斤级飞行器的百公里实测验证 ，主打高稳定与高性价比，主要面向 农林植保、工业巡检等无人机场景； Gen2电池能量密度提升至380Wh/kg，搭载自主研发的软固态电池技术，可实现10分钟充电至80% ，续航达320公里，有效解 决了载人电动垂直起降航空器（eVTOL）的续航与补能痛点，已获得 亿航智能、沃飞长空 等头部企业的 ...

Core Viewpoint - The company Xiwanda (300207.SZ) announced that its wholly-owned subsidiary, Shenzhen Xinneng Industrial Development Technology Co., Ltd. (referred to as "Xinneng Technology"), plans to sign a partnership agreement with several investment partners to jointly invest in a private equity fund focused on energy storage assets [1] Group 1: Investment Details - The total committed capital for the partnership enterprise, referred to as "Yuanzhi Jianxin," is set at RMB 50 million [1] - Xinneng Technology will contribute RMB 10 million, representing a 20% stake in the partnership [1] - Other partners include New Energy Storage with a contribution of RMB 19.9 million (39.80% stake) and Tianjian Investment with RMB 20 million (40% stake) [1] - The general partner, Yuanzhi Storage, will contribute RMB 1 million, accounting for 0.20% of the total [1] Group 2: Investment Focus - The investment direction of the partnership will primarily target new energy storage power stations based on electrochemical technology, integrated solar-storage charging stations, energy management systems, and upstream sectors of the power station industry chain [1]

证券代码：300207 证券简称：欣旺达 公告编号：<欣>2026-002 欣旺达电子股份有限公司 关于全资子公司与专业投资机构共同投资的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、与专业投资机构共同投资情况概述 欣旺达电子股份有限公司（以下简称"公司"或"欣旺达"）全资子公司深圳 欣能产业发展科技有限公司（以下简称"欣能科技"）拟与普通合伙人深圳市远致 储能私募股权基金管理有限公司（以下简称"远致储能"）、有限合伙人深圳市新 型储能产业股权基金合伙企业（有限合伙）（以下简称"新型储能"）、有限合伙 人深圳市天健投资发展有限公司（以下简称"天健投资"）签署《深圳市远致健欣 新质生产力储能资产私募股权基金合伙企业（有限合伙）合伙协议》（以下简称"《合 伙协议》"或"本协议"），拟共同投资深圳市远致健欣新质生产力储能资产私募 股权基金合伙企业（有限合伙）（以设立时核准的名称为准，下同）（以下简称"远 致健欣"或"合伙企业"），该合伙企业认缴出资总额为人民币 50,000 万元，其中 有限合伙人欣能科技认缴出资额为人民币 10,000 万元，认缴比例为 ...

Core Insights - The article provides a comprehensive overview of the lithium battery market and related sectors, highlighting various segments such as lithium carbonate, electrolytes, copper foil, and more, with a focus on their projected performance by 2025 [1]. Market Analysis - The lithium carbonate market is expected to see significant growth, driven by increasing demand in electric vehicle (EV) production and energy storage solutions [1]. - The electrolyte market is projected to expand as advancements in battery technology enhance performance and safety [1]. - The copper foil market is anticipated to grow alongside the rising production of lithium batteries, as it is a critical component in battery manufacturing [1]. - The cobalt lithium market is expected to face challenges due to fluctuating prices and supply chain issues, impacting overall market stability [1]. - The ternary materials market is projected to benefit from the shift towards higher energy density batteries, which are essential for EVs [1]. - The lithium iron phosphate (LFP) market is expected to maintain steady growth due to its cost-effectiveness and safety features [1]. Company Developments - Shenzhen Sunwoda Energy Services Co., Ltd. was recently established with a registered capital of 50 million yuan, focusing on investment activities and renewable energy services [2][3]. - The company is wholly owned by Sunwoda, indicating a strategic move to diversify into energy services and investment [2]. Upcoming Reports and Events - A report titled "2025-2029 Global Lithium Battery Application Market Operation Trend and Competitive Strategy Research" is available for pre-sale, indicating ongoing research and analysis in the lithium battery sector [4]. - Upcoming conferences hosted by Xinluo Information will take place in Changzhou and Kuala Lumpur, providing platforms for industry discussions and networking [9][13].

Core Viewpoint - In 2025, the power battery industry in China experienced rapid growth, with sales surpassing 1 TWh for the first time, reflecting significant structural changes in exports, material composition, vehicle demand, and market competition [1] Group 1: Sales and Growth - In 2025, the total sales of power batteries reached 1200.9 GWh, a year-on-year increase of 51.8%, significantly higher than the 28.4% growth in 2024 [1] - Cumulative installed capacity was 769.7 GWh, up 40.4% year-on-year, with an increase of 221.3 GWh compared to 2024 [1] Group 2: Export Dynamics - Cumulative exports of power batteries in 2025 reached 189.7 GWh, a year-on-year growth of 41.9%, a substantial increase from the 5.0% growth in 2024 [3] - In December 2025, exports of lithium iron phosphate batteries accounted for 51.3% of total monthly exports, marking a 71.1% year-on-year increase and surpassing the previously dominant ternary batteries [3] Group 3: Battery Type Performance - In 2025, the installed capacity of lithium iron phosphate batteries was 625.3 GWh, representing 81.2% of total installed capacity, with a year-on-year growth of 52.9% [5] - The installed capacity of ternary batteries dropped to 18.7%, with a year-on-year growth of only 3.7%, continuing a downward trend from 10.2% in 2024 [5] Group 4: Commercial Vehicle Growth - The growth of commercial vehicles was explosive, with the installed capacity of pure electric trucks increasing to 17.7%, a year-on-year growth of 168.9% [7] - The average battery capacity of new energy vehicles rose to 55.2 kWh, a year-on-year increase of 18.8% [7] Group 5: Market Structure and Competition - The market competition is evolving from a "dual dominance" to a "stable head and diverse rise," with CATL and BYD maintaining their leading positions but seeing their combined market share decrease from 69.8% to 64.9% [10] - Mid-tier companies like Zhongchuang Innovation and Guoxuan High-Tech are gaining market share, with Guoxuan's installed capacity reaching 43.44 GWh, a year-on-year increase of 1.07 percentage points [12] Group 6: Material Demand and Pricing - The demand for core materials such as lithium iron phosphate and ternary materials surged by over 50% in 2025 [14] - By the end of 2025, the price of battery-grade lithium carbonate reached 150,000 yuan per ton, reflecting a more than 60% increase compared to the end of 2024 [14] Group 7: December Performance Highlights - In December 2025, power battery sales reached 143.8 GWh, a year-on-year increase of 49.2%, while installed capacity was 98.1 GWh, up 35.1% year-on-year [16] - The growth was driven by policy incentives and strong end-user demand, with major automakers launching promotional campaigns to stimulate purchases [15]

Core Viewpoint - The year 2025 is recognized as the "year of solid-state battery industrialization," marking a significant transition from experimental technology to mass production, reshaping the energy storage industry at an astonishing pace [1]. Group 1: Technological Breakthroughs and Capacity Implementation - In 2025, solid-state batteries achieved substantial breakthroughs in energy density and industrialization processes, with CATL's sulfide solid-state battery reaching an energy density of 500Wh/kg, and EVE Energy's first solid-state battery successfully rolling off the production line [3][4]. - Major companies like GAC Group and EVE Energy are establishing production lines for solid-state batteries, with GAC's line capable of producing batteries over 60Ah and EVE's Chengdu base being unveiled [3]. Group 2: Beneficiary Segments: Equipment and Materials - The demand for solid-state battery-specific equipment is surging due to the need for new manufacturing processes, leading equipment manufacturers like Xian Dai Intelligent and Winbond Technology to launch dedicated production lines [5]. - The solid-state battery industry is witnessing a critical period for pilot lines from 2025 to 2026, with equipment orders expected to be fulfilled ahead of schedule [5]. Group 3: Industry Development Anchors: Policies, Standards, and Leading Enterprises - Solid-state batteries are included in China's "New Energy Storage Manufacturing Industry High-Quality Development Action Plan," with support for R&D and pilot verification, while global competitors like the EU and the US are also accelerating their efforts [12]. - The first national standard for solid-state batteries is set to be published in September 2026, establishing China's leadership in the next generation of battery technology [13]. - Leading companies like CATL and BYD are planning to demonstrate small-scale production by 2027, indicating a strategic approach to validate technology feasibility [14]. Group 4: Future Application Rhythm: Gradual Penetration from Specialized to Mass Markets - From 2025 to 2027, solid-state batteries are expected to first penetrate specialized and high-end markets, including drones and high-end electric vehicles, which are sensitive to weight, safety, and energy density [16]. - Between 2027 and 2030, solid-state batteries will gradually enter high-end consumer and luxury electric vehicles, paving the way for broader market adoption [17]. - Post-2030, solid-state batteries are anticipated to flourish in mainstream passenger vehicles and general energy storage, leveraging cost control and supply chain scale effects [18]. Conclusion - The year 2025 marks a pivotal transition for solid-state batteries from "technically feasible" to "commercially visible," indicating a significant shift in the industry landscape [19][20].

人民财讯1月26日电，企查查APP显示，近日，深圳市欣旺达（300207）能源服务有限公司成立，法定 代表人为王威，注册资本为5000万元，经营范围包含以自有资金从事投资活动；发电技术服务；光伏发 电设备租赁；风力发电技术服务等。企查查股权穿透显示，该公司由欣旺达全资持股。 ...

证券日报网讯1月23日，欣旺达（300207）在互动平台回答投资者提问时表示，公司股价受宏观经济形 势、行业发展趋势、投资者偏好和预期等多重因素影响，公司将努力做好经营管理等各项工作，保障公 司健康稳定发展。 ...

Core Viewpoint - The company, XINWANDA (300207.SZ), is currently not involved in the space photovoltaic sector but is actively monitoring cutting-edge technologies and exploring new application directions based on its core technological advantages [1] Group 1 - The company has stated that its products do not currently cover the space photovoltaic field [1] - The company aims to continuously pay attention to industry frontier technologies [1] - The company is optimistic about the potential for its products to be applied in the space photovoltaic sector in the future [1]