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星源材质:公司自成立以来始终专注于锂离子电池隔膜的研发和制造
Zheng Quan Ri Bao Zhi Sheng· 2025-10-09 08:41
证券日报网讯 星源材质10月9日在互动平台回答投资者提问时表示,公司自成立以来始终专注于锂离子 电池隔膜的研发和制造,并高度关注该领域前沿材料的研发与应用,具备隔膜干法、湿法、涂覆隔膜的 自主研发能力以及雄厚的隔膜技术储备。 (编辑 王雪儿) ...
星源材质:公司开发的高强度耐热型复合骨架膜等刚性骨架膜产品都已陆续向头部电池企业送样
Mei Ri Jing Ji Xin Wen· 2025-10-09 03:42
(记者 王瀚黎) 每经AI快讯,有投资者在投资者互动平台提问:1、目前骨架膜生产情况如何?2、骨架膜的稀缺性是 否注册相关专利保护研发成果?3、高附加值骨架膜未来预估带来多少营收? 星源材质(300568.SZ)10月9日在投资者互动平台表示,公司开发的高强度耐热型复合骨架膜、高孔隙 率型骨架膜和高耐热型大孔骨架膜等刚性骨架膜产品都已陆续向头部电池企业送样。公司一直高度重视 知识产权保护,公司所生产的隔膜产品均具备完全自主知识产权或已取得相关知识产权许可 。公司具 体经营数据敬请关注公司在指定信息披露媒体披露的定期报告。 ...
星源材质:参股的新源邦已经拥有氧化物电解质百吨级产能和十吨级出货
Mei Ri Jing Ji Xin Wen· 2025-10-09 01:15
星源材质(300568.SZ)10月9日在投资者互动平台表示,针对固态电池,公司做了较为全面的布局。固 态电解质材料方面,公司参股的新源邦已经拥有氧化物电解质百吨级产能和十吨级出货,硫化物电解质 预计2025年有吨级出货。在固态电解质膜方面,公司分别开发了氧化物复合型和聚合物复合型固态电解 质膜,可以提升半固态电池的循环并降低阻抗,显著提升安全性;用于高镍三元体系的半固态电池,可 助力通过160℃热箱测试和针刺试验,极大提高电池的安全性。在刚性骨架膜方面,公司分别开发了高 强度耐热型复合骨架膜、高孔隙率型骨架膜和高耐热型大孔骨架膜等类型,可用于生产刚柔并济型聚合 物全固态电池、有机-无机复合型全固态电池、硫化物全固态电池等,可获得全固态电池的高能量密度 和本征安全性,还可提升全固态电池的装配效率,进一步优化其机械安全性和热安全性。公司高度关注 电池领域前沿材料的研发与应用,将加大固态电池领域的研发投入和市场开发。相关产品都已陆续向头 部电池企业送样。 每经AI快讯,有投资者在投资者互动平台提问:请问公司在固态电池方面有哪些相关技术储备,在全 固态电池领域有无建树? (记者 王瀚黎) ...
Northvolt倒下后,中国锂电企业“逐鹿北欧”!
起点锂电· 2025-10-01 09:41
Core Insights - The article highlights the increasing importance of the Nordic region as a significant market for Chinese power battery companies, with a focus on the collaboration in the battery industry between China and Nordic countries [2][3][8] Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1] - The event will also include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1] Group 2: Trade and Investment in Nordic Region - From January to August 2023, trade between China and the Nordic region reached $37.96 billion, with the battery industry becoming a new focal point for cooperation [2] - Companies like Sijian and Dangsheng Technology are investing heavily in Finland, with Sijian planning a 100,000-ton anode material project with a total investment of €1.28 billion [2][3] Group 3: Finland's Strategic Advantages - Finland's appeal to Chinese lithium battery material companies is attributed to its geographical location, resource availability, and supportive policies [4][5][6] - The country has a national battery strategy aiming for carbon neutrality by 2035 and focuses on the development and recycling of key raw materials like cobalt, nickel, lithium, and graphite [5] Group 4: Recent Developments - Chinese companies are increasingly establishing projects in Finland, with Dangsheng Technology's project having a planned capacity of 200,000 tons per year for ternary materials and 300,000 tons for lithium iron phosphate and lithium manganese phosphate [7] - The collapse of Northvolt, a local competitor, has created more opportunities for Chinese battery companies in the Nordic market, emphasizing the need for a robust supply chain to support battery production [8]
商务部:北欧成中国电动汽车加快产供链合作的重要市场
Zheng Quan Shi Bao Wang· 2025-09-29 14:34
Group 1 - The China-Nordic Economic and Trade Cooperation Forum is set to take place from October 14 to 16 in Wuhan, Hubei, with the theme "Hubei as a Pivot, Smart Chain for the World" [1] - In 2024, trade between China and the Nordic countries reached $53.17 billion, an increase of 8.5% [1] - From January to August this year, trade between China and the Nordic countries amounted to $37.96 billion, showing a year-on-year growth of 7.1%, which is more than double the growth rate of trade between China and Europe during the same period [1] Group 2 - Nordic companies are optimistic about China's economic prospects and view it as a major market for production, sales, and R&D [2] - The electric vehicle and battery industries have emerged as new hotspots for cooperation, with Chinese companies like BYD and NIO successfully entering Nordic markets [2] - Nordic countries have become important markets for Chinese electric vehicle and battery companies, facilitating supply chain cooperation in Europe [2] Group 3 - The China-Nordic Economic and Trade Cooperation Forum is the first and only long-term mechanism specifically for cooperation with Nordic countries, having successfully held six sessions since 2018 [3] - The forum aims to enhance high-level dialogue, promote high-quality cooperation, and ensure that the benefits of cooperation reach enterprises and the public [3]
中国-北欧经贸合作论坛10月将在武汉举行,丹麦成为首任主宾国
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 14:11
Core Points - The China-Nordic Economic and Trade Cooperation Forum will be held from October 14 to 16 in Wuhan, Hubei Province, marking the first dedicated platform for economic cooperation between China and Nordic countries [1] - Denmark has been invited as the guest country for this year's forum, highlighting the importance of bilateral relations [1] - The forum aims to enhance economic exchanges between Hubei Province and Nordic countries, promoting trade and investment opportunities [1] Trade and Investment - Bilateral trade between China and the five Nordic countries is projected to reach $53.17 billion in 2024, reflecting an 8.5% increase [2] - From January to August this year, trade volume reached $37.96 billion, a year-on-year growth of 7.1%, more than double the growth rate of trade between China and Europe [2] - Nordic countries have invested over $15 billion in China, with Sweden and Denmark each contributing more than $5 billion, positioning them among the top European investors [3] Emerging Sectors - The electric vehicle and battery industries are emerging as new hotspots for cooperation, with Chinese companies like BYD and NIO successfully entering Nordic markets [3] - Nordic countries are recognized as leaders in green transformation, and there is a growing interest from Chinese battery manufacturers in establishing a presence in the region [3] Key Themes in Cooperation - **Green**: The cooperation emphasizes green development, with both sides committed to sustainable practices and climate change initiatives [4] - **Innovation**: The forum will facilitate collaboration in high-tech sectors such as digital economy, AI, and biomedicine, leveraging Nordic countries' strengths in innovation [4] - **Quality**: There is a shift in Chinese consumer demand towards high-quality and diverse products, which aligns with the offerings from Nordic countries [4] Future Engagement - The forum aims to enhance understanding of Nordic products in China, promoting items like Swedish blueberries and Norwegian salmon [5] - Continued participation of Nordic enterprises in major trade exhibitions in China is encouraged to meet the growing demand for quality goods [5]
到2035年新能源汽车将成主流
Dong Zheng Qi Huo· 2025-09-29 11:14
1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - By 2035, new energy vehicles will become the mainstream of newly sold vehicles in China, with the net greenhouse gas emissions in the entire economic scope decreasing by 7%-10% from the peak, non-fossil energy consumption accounting for over 30% of the total energy consumption, and other goals to be achieved [1][109][118]. - The penetration rate of the Chinese new energy vehicle market exceeded 30% in 2023 and 50% in 2024. In 2025, high - competitiveness new car products are continuously launched, and price wars are gradually stopped. Overseas markets face trade protectionism in Europe and the United States, so attention should be paid to new growth points such as countries along the Belt and Road and the Middle East. The market share of independent brands continues to expand [3][120]. 3. Summary According to Relevant Catalogs 3.1 Financial Market Tracking - The one - week price changes of related sectors and listed companies are presented in charts. For example, BYD's one - week price decline was 1.65%, while Seres' was 9.48% [12][15]. 3.2产业链数据跟踪 3.2.1 China New Energy Vehicle Market Tracking - **Sales and Exports**: Data on China's new energy vehicle sales, penetration rate, domestic sales, exports, and sales of EV and PHV are presented in charts [16][21][23]. - **Inventory Changes**: Charts show the monthly new additions to new energy passenger vehicle channel inventory and manufacturer inventory [24][25]. - **Delivery Volumes of Chinese New Energy Vehicle Enterprises**: Monthly delivery volumes of enterprises such as Leapmotor, Li Auto, XPeng, NIO, etc., are presented in charts [27][28][32]. 3.2.2 Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: From January to July, global new energy vehicle sales reached 9.233 million, a year - on - year increase of 25.9%. Except for China, Europe and other regions also had significant growth, with year - on - year increases of 29.5% and 53.4% respectively [2]. - **European Market**: Data on European new energy vehicle sales, penetration rate, and sales of EV and PHV in countries like the UK, Germany, and France are presented in charts [44][50][55]. - **North American Market**: In August, US new energy vehicle sales and penetration rate reached record highs. Due to the expiration of the federal electric vehicle tax credit on September 30, high market enthusiasm is expected to continue in September, followed by a sharp decline. Data on North American new energy vehicle sales, penetration rate, and sales of EV and PHV are presented in charts [2][119]. - **Other Regions**: Data on new energy vehicle sales, penetration rate, and sales of EV and PHV in regions such as Japan, South Korea, and Thailand are presented in charts [62][70][72]. 3.2.3 Power Battery Industry Chain - Data on power battery installation volume, export volume, weekly average price of battery cells, material costs, and the operating rates and prices of various battery materials are presented in charts [79][81][85]. 3.2.4 Other Upstream Raw Materials - Data on the daily prices of rubber, glass, steel, and aluminum are presented in charts [102][103][104]. 3.3 Hot News Summaries 3.3.1 China: Policy Dynamics - By 2035, new energy vehicles will become the mainstream of newly sold vehicles in China. From 2026, export license management will be implemented for pure - electric passenger vehicles [109]. 3.3.2 China: Industry Dynamics - From September 1 - 21, new energy vehicle retail sales increased by 10% year - on - year, and cumulative retail sales since the beginning of the year increased by 24%. In the 38th week (September 15 - 21), new energy passenger vehicle retail sales were 299,000, a year - on - year increase of 5.9%, and cumulative retail sales since the beginning of the year were 8.214 million, a year - on - year increase of 23.0% [111][112][113]. 3.3.3 China: Enterprise Dynamics - Chery Automobile was listed on the Hong Kong Stock Exchange, raising HK$9.14 billion. Li Auto and Sunwoda Power jointly established a battery company [114]. 3.3.4 Overseas: Policy Dynamics - Australia announced a 2035 emission reduction target, aiming to reduce emissions by 62 - 70% compared to 2005. The US lowered the import tariff on EU cars to 15%, and Turkey imposed new tariffs on imported passenger cars [114][116][119]. 3.3.5 Overseas: Enterprise Dynamics - BYD's Brazilian factory obtained an international green certificate. Porsche adjusted its product strategy, slowing down electrification and lowering its 2025 performance expectations [117][118]. 3.4 Investment Advice - Pay attention to new growth points such as countries along the Belt and Road and the Middle East. Focus on enterprises with strong product capabilities, smooth overseas expansion, and stable supply [3][120].
大华银行中国与星源材质签署合作备忘录
Xin Lang Cai Jing· 2025-09-29 08:25
9月29日,据大华银行消息,大华银行中国与深圳市星源材质科技股份有限公司(星源材质)签订合作 备忘录。双方将在绿色贸易融资、跨境资金管理、供应链金融等方面深化合作,共同推动中国新材料新 能源产业拓展东盟市场。未来,大华银行拟为星源马来西亚生产基地提供绿色贸易融资、外汇交易额 度、货币互换等风险对冲工具。 ...
深圳市星源材质科技股份有限公司2025年第五次临时股东会决议公告
Shang Hai Zheng Quan Bao· 2025-09-25 21:11
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:300568 证券简称:星源材质 公告编号:2025-090 深圳市星源材质科技股份有限公司 2025年第五次临时股东会决议公告 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。 特别提示: 1、本次股东会未出现否决议案的情形。 其中:通过深圳证券交易所交易系统进行网络投票的具体时间为2025年9月25日9:15-9:25,9:30-11:30和 13:00-15:00;通过深圳证券交易所互联网投票系统进行网络投票的具体时间为2025年9月25日9:15-15:00 期间的任意时间。 2、会议地点:深圳市光明区公明办事处田园路北(星源先进材料产业园2栋10楼会议室) 3、会议召开方式:采用现场投票表决与网络投票相结合的方式召开 4、会议召集人:公司董事会 5、会议主持人:董事长陈秀峰先生 6、本次股东会的召集和召开符合有关法律、行政法规、部门规章、规范性文件和《公司章程》的有关 规定。 (二)出席情况 2、现场出席情况 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 (一)会议 ...
星源材质(300568) - 北京市金杜(深圳)律师事务所关于深圳市星源材质科技股份有限公司2025年第五次临时股东会之法律意见书
2025-09-25 10:46
金杜律师事务所 KING & WODD AAL ESONS 广东省深圳市南山区科苑南路2666号 中国华润十厦28层 28th Floor, China Resources Towe 2666 Kevuan South Road Nanshan District Shenzhen, Guanadona 518052 P.R. China T +86 755 2216 3333 +86 755 2216 3380 北京市金杜(深圳)律师事务所 关于深圳市星源材质科技股份有限公司 2025年第五次临时股东会 之法律意见书 致:深圳市星源材质科技股份有限公司 北京市金杜(深圳)律师事务所(以下简称本所)接受深圳市星源材质科技 股份有限公司(以下简称公司)委托,根据《中华人民共和国证券法》(以下简称 《证券法》)《中华人民共和国公司法》(以下简称《公司法》)、中国证券监督管 理委员会(以下简称中国证监会)《上市公司股东会规则》(以下简称《股东会规 则》)等中华人民共和国境内(以下简称中国境内,为本法律意见书之目的,不包 括中国香港特别行政区、中国澳门特别行政区和中国台湾省)现行有效的法律、 行政法规、规章、规范性文件 ...