媒体记者从全国汽车标准化技术委员会获悉，12月30日，固态电池首个国家标准——《电动汽车用固态 电池 第1部分：术语和分类》公开征求意见。 征求意见稿明确了固态电池的相关术语、分类、编码等基础内容，标志着固态电池技术开始由实验室走 向产业化。 智通财经APP获悉，据高工产业研究院(GGII)不完全统计，2025年我国锂电产业链全环节公开投资项目 (含锂电池及主要材料、固态电池、钠电池)超282个，总投资额超8200亿元，同比增长超74%。 随着固态电池技术的快速发展，概念股备受机构关注。统计显示，四季度以来共有22只概念A股获得机 构调研，其中16股调研机构家数在10家及以上。 近日，媒体记者从全国社会保障基金理事会相关人士处获悉，全国社会保障基金理事会曾对多家固态电 池企业开展过调研与考察。 招商证券研报表示，传统锂电方面，储能需求爆发，带动电池扩产加速。 2025年，产业链上下游围绕固固界面问题，在材料端、制造端等提出多种解决方案，包括在电解质中引 入碘离子、等静压设备的持续迭代、ALD技术实现界面改性等。随着工艺成熟和降本持续推进，固态 电池量产进程有望加速。 固态电池目前正处于由实验室、小试走向中试交 ...

Core Insights - The article discusses the evolution of "Made in China" from a low-cost, low-quality label to a competitive force in high-tech industries, particularly in Europe [1][2] - China's manufacturing sector is increasingly expanding its international market share, with significant investments in high-tech industries supported by government policies [1] - The article highlights the competitive pressure that Chinese manufacturers, particularly in clean energy and electric vehicles, are placing on European companies [2] Group 1: Industry Evolution - "Made in China" has transitioned from being a student of "Made in Germany" to becoming a strong competitor, particularly in sectors like automotive and clean energy [2] - The Chinese machinery manufacturing industry has seen exports to the EU grow from €20 billion in 2018 to approximately €50 billion in 2023 [2] - Chinese companies dominate global markets in solar energy, wind power, and electric vehicles, with over 70% of global electric vehicle sales coming from Chinese manufacturers [2] Group 2: Case Study - CATL - Chinese battery giant CATL has established a factory in Arnstadt, Germany, with an annual production capacity of 30 million battery cells, sufficient to power around 200,000 electric vehicles [3] - The factory employs mostly local workers and collaborates with nearby universities to train young talent, enhancing local employment opportunities [3] - CATL's partnership with the Fraunhofer Institute to establish a "Battery Innovation Technology Center" emphasizes the importance of continuous research funding for maintaining competitive advantages in battery technology [3]

国内新闻 ◐ 全国排查废弃矿洞近1 0万个，已封堵超九成。 据央视新闻报道，1 2月3 0日，国家矿山安全监察局举行新闻发布会。发布会上 介绍，今年9月国务院安委会办公室部署开展废弃矿洞排查封堵整治、打击盗采盗挖工作以来，全国已累计排查废弃矿洞近1 0万 个，已完成封堵超九成。 ◐ 我国力争到203 0年累计制修订制造业中试标准100项以上。 据新华社12月30日报道，工业和信息化部日前印发《制造业中试 标准体系建设指南（202 5版）》，提出到2 027年累计制修订标准5 0项以上，到2 03 0年累计制修订标准10 0项以上，建成涵盖基 础通用、关键技术和行业应用的先进制造业中试标准体系，引领制造业中试创新发展。 新闻聚焦 ◐《20 25年度国家绿色算力设施名单》发布。 12月29日，工信部、国家发改委、商务部、金融监管总局、国管局、国家能源局 六部门发布《2025年度国家绿色算力设施名单》。其中，能源领域共有两家，为国家电投集团贵安数据中心和南方电网绿色智慧 数据中心。 【更多详情】 国际新闻 ◐ 每人4 000美元，尼泊尔拟征收珠峰垃圾清理费。 据央视新闻12月30日报道，为缓解珠穆朗玛峰攀登活动带来 ...

Core Insights - The article highlights the performance of brokerage firms' recommended stocks, known as "golden stocks," which have achieved over 50% returns in 2025, with some firms excelling by identifying and recommending stocks early in their upward trends [1][3]. Group 1: Performance of Golden Stocks - As of December 29, 2025, 10 brokerage firms' golden stock portfolios recorded returns exceeding 50%, with the highest being 83.73% from Guoyuan Securities [3]. - Other notable performers include Northeast Securities and Kaiyuan Securities, with returns of 67.47% and 67%, respectively [3]. - The golden stock strategy has become a mature business for many brokerage firms, showcasing their research capabilities and market insights [3]. Group 2: Strategies for Success - Early identification of stocks at low prices and consistent recommendations have been key strategies for achieving high returns [4]. - For instance, Kaiyuan Securities recommended Xinyisheng for four consecutive months, resulting in a total increase of 440% from May to August [5]. - Guoyuan Securities focused on sectors like media, pharmaceuticals, and machinery, with significant monthly gains from stocks like Giant Network and JiBit [4]. Group 3: Popularity of Tencent - Tencent Holdings emerged as the most recommended stock, being favored by around seven brokerage firms monthly, making it the top "golden stock" of the year [2][6]. - The popularity of stocks varies by quarter, with technology stocks dominating in the first quarter, consumer stocks in the second, financial stocks in the third, and a return to technology stocks in the fourth quarter [6]. Group 4: Market Trends and Recommendations - The article notes that not all popular stocks achieve high success rates, with less than 40% of the most recommended A-share stocks showing gains in the same month they were recommended [7].

Core Insights - CATL has established its 1000th "Chocolate" battery swap station in Nanchang and the 300th "Qiji" battery swap station in Hangzhou, marking significant milestones in its expansion efforts [1] - In just one year, CATL has built a total of 1020 "Chocolate" and 305 "Qiji" battery swap stations, demonstrating rapid growth in both passenger vehicle and commercial vehicle logistics sectors [1] - This expansion signifies CATL's advancement in creating a scalable network for battery swapping services, enhancing its service capabilities in the energy supply landscape [1]

Core Viewpoint - Ningde Times has successfully completed its annual construction goals for both passenger and commercial vehicle battery swap stations, with plans to significantly expand its network by 2026 [1] Group 1: Battery Swap Stations - The company has established 1,020 "Chocolate Battery Swap" stations for passenger vehicles and 305 "Qiqijie Battery Swap" stations for commercial vehicles, exceeding its annual targets [1] - By 2026, the "Chocolate Battery Swap" initiative aims to build over 3,000 stations across more than 140 cities, alongside a highway network construction franchise plan [1] - The "Qiqijie Battery Swap" project plans to have 900 stations by 2026, expanding its network to cover 80% of national trunk transport capacity by 2030 with a total length of 180,000 kilometers [1]

Core Viewpoint - Ningde Times announced the completion of 1020 and 305 battery swap stations by 2025 for its Chocolate and Qiji battery swap services, respectively, exceeding annual targets and marking a new phase in service capability [1] Group 1: Company Expansion Plans - In 2026, Chocolate plans to build over 3000 battery swap stations across more than 140 cities and initiate highway network construction, with a long-term goal of 30,000 stations and an open franchise plan [1] - Qiji aims to establish 900 stations by 2026, expanding its network to "five horizontal and five vertical" routes, with a vision to cover 80% of national trunk transport capacity by 2030 through an "eight horizontal and ten vertical" green network [1]

Core Viewpoint - CATL has successfully completed its annual station construction targets for both passenger and commercial vehicle battery swapping segments, significantly exceeding industry averages [1] Group 1: Passenger Vehicle Battery Swapping - The "Chocolate Battery Swapping" network has established 1,020 stations, surpassing the annual target [1] - By 2026, the plan is to build over 3,000 battery swapping stations across more than 140 cities, alongside the initiation of a highway network and an open franchise plan, with a long-term goal of 30,000 stations [1] Group 2: Commercial Vehicle Battery Swapping - The "Qiqiji Battery Swapping" network has completed 305 stations, also exceeding its annual target [1] - By 2026, the goal is to establish 900 stations, expanding the main routes to a "five horizontal and five vertical" network, with a vision to create an "eight horizontal and ten vertical" national battery swapping green network covering 80% of the mainline transport capacity by 2030 [1]

Core Viewpoint - CATL has successfully completed its annual goals for both passenger and commercial vehicle battery swap stations, exceeding expectations in both segments [1] Group 1: Battery Swap Stations - The "Chocolate Battery Swap" network for passenger vehicles has established 1,020 stations, surpassing the annual target [1] - The "Qiqijie Battery Swap" network for commercial vehicles has built 305 stations, also exceeding its annual goal [1] - The battery swap network now covers key economic areas and logistics routes across the country [1] Group 2: Future Plans - By 2026, the "Chocolate Battery Swap" plan aims to establish over 3,000 stations across more than 140 cities, with a simultaneous launch of a highway network and an open franchise plan, targeting a long-term goal of 30,000 stations [1] - The "Qiqijie Battery Swap" plan aims to have 900 stations by 2026, expanding its routes to a "five horizontal and five vertical" network, with a long-term goal of an 180,000 km "eight horizontal and ten vertical" national battery swap green network by 2030, covering 80% of the national trunk transport capacity [1]

Investment Rating - The report maintains a "Buy" rating for the company, indicating expected outperformance relative to the market [7]. Core Insights - The establishment of a joint venture, 紫光同芯科技, with partners including 宁德时代, aims to enhance the company's competitiveness in the automotive domain control chip market [3][7]. - The collaboration with 宁德时代 is seen as a strategic move to integrate key industry resources and accelerate market expansion [7]. - The company is positioned to enter a new growth phase, driven by its specialized operations in automotive chips and the implementation of employee equity incentives [7]. Financial Data and Profit Forecast - Total revenue projections for 2025 are estimated at 7,194 million yuan, with a year-on-year growth rate of 30.5% [5]. - The net profit attributable to the parent company is forecasted to reach 1,723 million yuan in 2025, reflecting a significant increase of 46.1% year-on-year [5]. - Earnings per share are expected to grow to 2.03 yuan in 2025, with a projected gross margin of 56.8% [5][8]. - The return on equity (ROE) is anticipated to improve to 12.7% in 2025, further indicating the company's strong financial health [5].