证券之星消息，9月1日电池板块较上一交易日上涨0.77%，杭可科技领涨。当日上证指数报收于 3875.53，上涨0.46%。深证成指报收于12828.95，上涨1.05%。电池板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688006 | 杭可科技 | 30.15 | 17.13% | 55.70万 | 16.49亿 | | 300450 | 先导智能 | 40.70 | 14.62% | 226.98万 | 91.41亿 | | 688392 | 骄成超声 | 91.35 | 10.07% | 6.70万 | 6.03亿 | | 603032 | 德新科技 | 22.62 | 10.02% | 13.66万 | 3.09亿 | | 002074 | 国轩高科 | 40.12 | 10.01% | 161.30万 | 63.39亿 | | 832522 | 纳科诺尔 | 64.49 | 8.06% | 7.56万 | 4.76亿 | | 6688889 | 利元亨 | 6 ...

【掘金新质生产力，投资中国版"纳斯达克"】 作为硬科技宽基，双创龙头ETF（588330）标的指数50只成份股，不仅覆盖"易中天"，还包含"宁王"、"寒王"。盘面上，先导智能领涨超15%，"宁王"宁德时代跌近1%；"易中天"方面，中际 消息面上，固态电池板块的异动，主要源于近期利好消息的刺激，具体包括： ①8月29日，全球首款半固态电池电车全新MG4正式上市，起售价6.58万元，标志着半固态电池技术商业化迈出关键一步； ②近日宝马集团在慕尼黑启动了搭载大尺寸固态电池的BMW i7实车道路测试，预示该技术正向现实应用过渡； ③8月30日华中科技大学与东风汽车联合研究院首次会议签约六个科研项目，涵盖固态电池领域，规划从半固态过渡至全固态电池，能量密度目标达350Wh/kg至500Wh/kg。 分析人士指出，商业化落地和实车测试加速了技术产业化进程，提升了市场对未来应用的预期，利好板块整体估值。同时，联合研发项目强化了技术储备，推动产业链协同，有利于长线布局。 当前，科技行情拥挤了吗？据兴业证券统计，8月28日，TMT成交额占全部成交额的比例为40.8%。2025年年初Deepseek行情驱动时，占比最高达到46. ...

Core Insights - The report highlights the challenges and advancements in the design and manufacturing of isostatic pressing equipment, particularly for solid-state batteries, emphasizing the need for high structural, material, and precision standards [1][4]. Investment Highlights - Isostatic pressing technology has a wide range of applications across various industries, initially used in metals and ceramics, and now extending to aerospace, medical, automotive, and electronics sectors. The technology is categorized into cold, warm, and hot isostatic pressing, with warm isostatic pressing offering a balance between densification performance, production efficiency, and cost [2]. - Isostatic pressing can effectively address the solid-solid interface contact issues in solid-state batteries, enhancing densification and improving component contact. Warm isostatic pressing is identified as the optimal process due to its compatibility with the densification requirements of solid-state batteries, while minimizing adverse reactions at high temperatures [3]. - The market for isostatic pressing equipment in solid-state battery production is projected to reach approximately 2.9 billion yuan by 2029, with an estimated value contribution of around 13% to the production line [3]. Challenges - Current isostatic pressing equipment faces bottlenecks in safety and production capacity, with significant challenges in chamber design, temperature/pressure control systems, and overall safety assurance. These factors hinder the scalability of isostatic pressing for solid-state battery production [4]. - Enhancements in production efficiency can be achieved through process optimizations, increasing the pressure vessel volume, and adopting horizontal chamber structures to facilitate automation in solid-state battery production lines [5]. Investment Recommendations - The report recommends focusing on solid-state battery equipment suppliers such as XianDiao Intelligent, while also suggesting attention to suppliers like LiYuanHeng, NaKonoEr, and others involved in isostatic pressing equipment [5].

今日（9月1日）创业板指和科创综指携手大涨，覆盖科创板+创业板高成长龙头的双创龙头ETF （588330）场内价格盘中涨超2．7%，现涨2．64%，上探2021年12月以来的高点。 作为硬科技宽基，双创龙头ETF（588330）标的指数50只成份股，不仅覆盖"易中天"，还包含"宁 王"、"寒王"。盘面上，先导智能领涨超15%，"宁王"宁德时代跌近1%；"易中天"方面，中际旭创涨超 14%、新易盛涨逾9%、天孚通信涨超8%；"纪连海"方面，"寒王"寒武纪跌超2%、海光信息涨超9%， 成份股未包含涨超5%的工业富联。 消息面上，固态电池板块的异动，主要源于近期利好消息的刺激，具体包括： ①8月29日，全球首款半固态电池电车全新MG4正式上市，起售价6.58万元，标志着半固态电池技术商 业化迈出关键一步； ②近日宝马集团在慕尼黑启动了搭载大尺寸固态电池的BMW i7实车道路测试，预示该技术正向现实应 用过渡； ③8月30日华中科技大学与东风汽车联合研究院首次会议签约六个科研项目，涵盖固态电池领域，规划 从半固态过渡至全固态电池，能量密度目标达350Wh/kg至500Wh/kg。 市场分析人士指出，从中长期看，中国正 ...

Core Viewpoint - The report from Dongwu Securities highlights the industrial potential of warm isostatic pressing (WIP) technology for solid-state battery densification, indicating a significant market opportunity by 2029 with an expected value of 2.9 billion yuan [1][4]. Group 1: Isostatic Pressing Technology - Isostatic pressing technology has a wide range of applications across various industries, including aerospace, medical, automotive, and electronics, due to its advantages in densification and uniformity [2]. - The technology is categorized into cold, warm, and hot isostatic pressing, with warm isostatic pressing achieving a balance between densification performance, production efficiency, and cost [2]. Group 2: Application in Solid-State Batteries - Isostatic pressing can effectively address solid-solid interface contact issues in solid-state batteries, enhancing densification and improving component contact quality [3]. - Warm isostatic pressing is identified as the optimal process for solid-state battery densification, as it meets the temperature and pressure requirements while minimizing adverse reactions and energy costs [3]. Group 3: Industry Players and Market Dynamics - Traditional isostatic equipment manufacturers, such as Quintus and domestic firms like Chuanxi Machinery and Steel Research, are leveraging high-pressure technology to accelerate the transition to solid-state battery applications [4]. - Cross-industry players, including battery manufacturers and equipment suppliers like Xian Dao Intelligent and Liyuanheng, are redefining equipment based on downstream production line experiences, facilitating the industrialization of solid-state battery isostatic pressing [4]. Group 4: Challenges in Production - Current challenges in isostatic pressing equipment for solid-state batteries include design complexities, safety concerns, and limited production capacity, which hinder large-scale manufacturing [5]. - Enhancements in pre-treatment processes, pressure vessel volume, and automation can improve production efficiency and integration into solid-state battery production lines [5]. Group 5: Recommended Companies - Key recommendations include solid-state battery equipment suppliers like Xian Dao Intelligent (300450.SZ) and Liyuanheng (688499.SH), as well as companies involved in isostatic pressing equipment such as Nakano (832522.BJ) and Chuanxi Machinery [6].

消息面上，全球首个量产上车的半固态电池车型发布。8月29日，上汽名爵宣布新MG4正式上市，售价 6.88万元起，其中半固态安芯版车型售价10.28万元，成为全球首个量产上车的半固态电池车型。新车上 市39分37秒，大定突破10000台。 中银国际指出，新技术方面，固态电池产业化趋势明确，上汽公布搭载半固态电池的MG4车型价格， 先惠技术与清陶能源进一步签署《全面合作协议》，加快固态电池从"实验室技术"到"市场化应用"进 度，后续关注固态电池相关材料和设备企业验证进展。 9月1日早盘，A股三大指数集体上涨。盘面上，固态电池概念延续强势，物流板块震荡走强，黄金、创 新药、旅游、零售等方向涨幅居前。近期热度较高的科创创业50ETF（159783）跟随指数小幅上涨，持 仓股先导智能、中际旭创、联影医疗、北京君正、三一重能等领涨，其中先导智能涨超14%。 如何参与"双创20CM"潜在行情？公开信息显示，科创创业50ETF（159783）跟踪中证科创创业50指 数。该指数是在"创业板"+"科创板"中"优中选优"了50只市值最大、科技属性纯正的龙头公司。该指数 集合了科创板和创业板的优势，选取了具备高科技属性的科创板标的和 ...

Group 1 - The solid-state battery concept continues to gain strength, with companies such as Shanghai Xiba, Hanke Technology, Guoxuan High-Tech, Dexin Technology, Beijing Lier, and Dinglong Technology reaching their daily limit increase [1] - Other companies like Xiandai Intelligent, Haichen Pharmaceutical, Jiao Cheng Ultrasound, Naconoer, Jinlongyu, and Liyuanheng also experienced significant gains [1]

每经AI快讯，9月1日，固态电池概念股持续走强，上海洗霸盘中创新高，德新科技2连板，国轩高科、 北京利尔、杭可科技涨停，先导智能涨超15%，骄成超声、利元亨、长阳科技跟涨。 ...

Group 1: Gold Sector Performance - The gold sector has shown strong performance, with West Mining reaching a limit-up increase of 9.99% to a price of 21.91 [2][3] - Other companies in the gold sector, such as Hunan Silver (+7.08% to 5.91), Zhongjin Gold (+4.20% to 16.66), and Shandong Gold (+43.42% to 34.50), also experienced significant gains [3][2] Group 2: Solid-State Battery Concept - The solid-state battery concept continues to perform well, with companies like Xian Dao Intelligent increasing by 15.04% to 40.78 and Hangke Technology rising by 14.80% to 29.55 [4][5] - De Xin Technology has achieved a consecutive limit-up increase of 10.02% to 22.62 [5] Group 3: Hong Kong Stock Market - The Hang Seng Index has risen over 2%, with the Hang Seng Technology Index increasing by more than 2.4% [6] - Notable performers include Alibaba, which surged by 16.42% to 134.70, and BYD Electronics, which increased by 7.04% to 44.08 [6] Group 4: Semiconductor Sector in Hong Kong - The semiconductor sector in Hong Kong has also seen gains, with companies like SMIC rising by 6.67% and Hua Hong Semiconductor increasing by over 5% [7] Group 5: A-share Market Opening - The A-share market opened positively, with the Shanghai Composite Index rising by 0.31% to 3869.75, and the Shenzhen Component Index increasing by 0.61% to 12773.22 [8][9] - The gold and storage chip concepts were particularly active, while dairy and liquor sectors showed weakness [8]

坚定看好固态电池产业趋势 20250829.docx AceCamp AI 2025-08-30 摘要 锂电企业工艺路线明确，投资应关注具增量环节或材料的新技术公司， 如干法电极、新型正负极材料等，并关注已进入头部企业供应链的公司， 规避未来可能淘汰的材料。 评估锂电池企业市值时，应统一时间尺度，避免对主题性投资机会采用 2030 年需求评估，而对传统龙头仅评估当前情况，以实现公平研判。 锂电行业反内卷至关重要，需关注产能利用率和新产能扩建节奏，供需 关系改善将提升盈利空间，尤其利好过去受供需影响大的材料环节。 固态电池近期上涨受益于排产良好、设备招标指引及国家 60 亿元补贴。 9-11 月将对六家企业全固态电池进行抽查测试，以考核是否达标。 固态电池补贴或增至 70-80 亿元，取决于工信部中期审核结果。头部企 业计划在第四季度建设吉瓦时级全固态中试线，下半年预计进入订单交 付阶段。 固态电池材料方面，硫化物电解质是关键，硫化锂成本占比高，关注大 客户背书和送样进展。负极材料或从硅碳转向锂金属或无负极，以满足 循环寿命要求。 正极材料需降低体积膨胀率、提高离子导电率。设备方面，固态电池整 线价值量远高于液 ...