此次，新一代智己LS6推出四款车型，预售价格区间为21.99万元~28.99万元，预售权益价格区间为20.99 万元~27.99万元： ●纯电Pro：20.99万元 8月15日，超级大五座智能SUV——新一代智己LS6正式开启预售，重磅推出超级增程和纯电双动力版 本。作为智己品牌全新换代力作，新一代智己LS6融合全新一代的百万级灵蜥数字底盘、全新一代的颠 覆性智能体验、全新一代的豪华舒享空间，更首搭划时代的"恒星"超级增程，以"新一代+新品类"之姿 震撼大五座SUV市场格局。 ●超级增程52 Pro：21.49万元 ●超级增程66 Max：23.99万元 ●纯电Ultra：27.99万元 新一代灵蜥数字底盘，一台自己开得爽，自己更爱开的性能SUV 新一代灵蜥数字底盘，深度融合第三代中央集成电子电气架构，并整合德国大陆MKC2线控制动系统、 智慧四轮转向等顶级硬件，全面升级灵蜥矢量运动控制系统，突破驱动能力的边界，"能当四驱开的超 级后驱"，满足用户对驾控的一切想象。同级唯一的灵蜥爆胎稳定控制功能，即便在高速、弯道或极端 爆胎情况下，依然能稳定行驶；全新主动防侧翻2.0更可降低45%侧倾风险，为全家出行带来"顶 ...

Core Viewpoint - The entry of major automotive battery manufacturers into the small power battery market, particularly for electric two-wheelers, is driven by the need to escape the saturated automotive business and leverage excess production capacity [1][3][4]. Group 1: Market Dynamics - Gotion High-Tech's subsidiary signed a cooperation agreement to enter the small power battery market, aiming to establish a vertical industrial chain hub [1]. - The electric two-wheeler market is expected to experience explosive growth in 2025, with a projected domestic sales volume of 32.3 million units in the first half of the year, a year-on-year increase of 29.5% [4]. - The penetration rate of lithium batteries in the electric two-wheeler sector was 22.4% in 2020 but dropped to 4.9% in 2023 due to market policy changes and rising lithium prices [5]. Group 2: Competitive Landscape - Major players like CATL and BYD have already established their presence in the electric two-wheeler battery market, with CATL's battery installation volume reaching 151.72 GWh in the first seven months of 2025, a year-on-year increase of 34.5% [2]. - The battery industry is facing declining gross margins due to intensified competition, with CATL's gross margin dropping to 22.41% in the first half of 2025, down 4.49 percentage points from the previous year [2]. - The market for electric two-wheeler batteries is currently dominated by lead-acid battery manufacturers, with a duopoly formed by Tianneng and Chaowei, holding over 70% of the market share [7]. Group 3: Technological and Policy Influences - New national standards and tightening environmental regulations are creating a significant market for lithium battery replacements for lead-acid batteries, with a projected increase in demand [5]. - The cost of lithium iron phosphate batteries has decreased to below 0.5 yuan/Wh, making them economically viable compared to lead-acid batteries, which presents an opportunity for automotive battery companies [5]. - Sodium batteries are emerging as a potential solution for the electric two-wheeler market due to their cost advantages, with expectations that they could capture 20% to 30% of the market share [6]. Group 4: Future Outlook - By 2027, the expected shipment volume of lithium-powered two-wheelers in China is projected to reach 28 million units, with a penetration rate approaching 40% [5]. - The low-altitude economy is becoming a new market for automotive battery companies, with applications in electric aircraft and other emerging sectors [8][9].

智通财经记者 | 高菁 锂电产业链本周大事： 国轩高科进军小动力市场 钠创新能源与融和元储达成战略合作 据钠创新能源官微，8月14日，浙江钠创新能源有限公司与储能系统集成商上海融和元储能源有限公司在第四届EESA国 际储能展览会上签署战略合作协议。双方将通过优势互补，在电芯研发、系统方案、市场推广及示范项目等多维度展开 紧密合作，共同推动钠离子电池储能系统商业化应用。钠创新能源深耕钠离子电池领域，专注于钠离子电池核心材料的 研发、生产与销售，并为钠电系统终端用户提供钠离子电芯及系统解决方案。 8月12日，国轩高科(002074.SZ)宣布，8月11日上午，其控股子公司合肥国轩吉泰美电池科技有限公司(下称合肥国轩吉 泰美)与庐江高新区签署小动力电池项目合作协议，双方携手进军小动力市场，打造国轩高科第三增长极。国轩高科董 事长李缜表示，中国当下新能源汽车的日均用电量只有3.3亿KWh，仅为中国全社会平均每天用电量的1.2%，储能锂电 池也因而具有广阔的市场空间。如果将中国每天的用电平移二小时，则中国储能电池的需求量将超过万吉瓦时规模，而 小动力电池将是继动力电池与储能之后的"第三增长极"。 丰江电池拟在孟加拉国拓 ...

记者留意到，8座矿山涉及多家上市公司。在枧下窝矿停产 后，其余7座矿山的正常经营会否受到相关影响，甚至步枧下 窝矿后尘而走向停产局面？带着这些疑问，记者以投资者身份 先后致电相关上市公司董秘办公室进行咨询，得到的答复基本 一致，就是文件没有给它们的经营带来什么影响。 作者：邹永勤 封图：图虫创意 蝴蝶偶尔扇动几下翅膀，便有可能引发一场龙卷风。在碳酸锂领域，近日就上演了一场现实版 的"蝴蝶效应"。 2025年8月11日早晨开盘前，宁德时代（300750.SZ）在投资者互动平台表示，该公司"在宜春项目 采矿许可证8月9日到期后已暂停了开采作业，正按相关规定尽快办理采矿证延续申请，待获得批 复后将尽早恢复生产"。 正是这则看似简单的信息，却在碳酸锂行业迅速掀起巨浪：截至8月14日收盘，碳酸锂现货 （99.50%电，国产，下同）价格连拉4天涨了10060元/吨，涨幅为13.98%；在此期间，碳酸锂期 货和锂矿股均受到市场资金热烈追捧而走出大幅上涨行情。 在碳酸锂股、期、现联袂上升的同时，市场上关于该事件的讨论逐渐深入，并衍生出了"宜春8座 锂矿会否全部关停"等新的话题，成为市场热搜。 导火索 位于我国江西省的宜春市， ...

碳酸锂价格曾在2022年初站上过40万元/吨的高点，今年却一度跌至6万元/吨的低点。就在即将跌 破成本价时，却因为"宁王"一个子矿停产，碳酸锂价格如惊弓之鸟般开始往上涨。 碳酸锂期货强势反弹 8月13日，碳酸锂主力期货价格再次大幅上涨，逼近9万元/吨，创2024年7月份以来新高。有市场参 与者预计，短期内现货价格将进一步走高，有望达到10万元/吨的出厂价。 消息面上，8月11日，宁德时代宣布，其位于江西省宜春市的枧下窝锂云母矿采矿许可证于8月9日 到期，该矿的采矿和选矿作业已暂停。受此消息影响，市场对碳酸锂未来供应缺口担忧不断，碳酸锂期 货合约"2509""2510"等涨停。二级市场上也迎来上涨"狂欢"，天齐锂业、盛新锂能、永杉锂业、江特电 机等多只锂矿股涨停，赣锋锂业涨幅超过8%。 有分析人士指出，锂矿企业一旦停产，将很难在短期内恢复，因此碳酸锂价格将维持一段时间的高 位，即使价格要回落，也要等到年底或明年初。 虽然市场上不乏乐观情绪，比如，瑞银认为锂价格下行周期最糟糕的阶段已经过去，在8月11日将 2025年—2028年锂辉石的价格预测上调了16%—27%，锂化工品（含碳酸锂和氢氧化锂）的价格预测上 调了 ...

Core Points - The China Securities New Energy Vehicle Industry Index rose by 2.22% to 2233.36 points, with a trading volume of 56.581 billion yuan [1] - The index has increased by 6.73% over the past month, 6.70% over the past three months, and 12.35% year-to-date [1] - The index includes 50 listed companies involved in various aspects of the new energy vehicle industry, reflecting the overall performance of leading companies in this sector [1] Index Composition - The top ten weighted companies in the index are: CATL (10.04%), Huichuan Technology (9.23%), BYD (8.03%), Changan Automobile (4.73%), Sanhua Intelligent Control (4.71%), Huayou Cobalt (4.44%), EVE Energy (4.23%), Tianqi Lithium (3.34%), Ganfeng Lithium (3.23%), and Gree Environmental (2.53%) [1] - The index is primarily composed of companies listed on the Shenzhen Stock Exchange (83.86%) and the Shanghai Stock Exchange (16.14%) [1] Industry Breakdown - The industry composition of the index shows that 58.17% is in the industrial sector, 22.85% in consumer discretionary, 17.81% in materials, and 1.17% in information technology [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Public funds tracking the new energy vehicle sector include several ETFs from Ping An and Huatai-PineBridge [2]

本周A股气势如虹，今日成交额连续第3个交易日突破2万亿，成为A股历史上第29个成交额突破两万亿的交易日。8月14日为历史第7个、近十年第2个成 交额及两融突破双"2万亿"的交易日。 上证指数周四一度站上3700点，今日收涨0.83%报3696.77点，无限逼近3700点。双创指数领涨宽基指数，创业板50、创业板指、科创100和科创50指数本 周分别涨9.9%、8.58%、7.32%和5.53%。中证A500、沪深300分别涨2.75%和2.37%。 | 序号 | 指数代码 | 指数名称 | 周涨跌幅% | | --- | --- | --- | --- | | 1 | 399673.SZ | 创业板50 | 9.90 | | 2 | 399006.SZ | 创业板提 | 8.58 | | 3 | 000698.SH | 科创100 | 7.32 | | 4 | 000688.SH | 科创20 | 5.53 | | 5 | 399001.SZ | 深证成指 | 4.55 | | 6 | 000852.SH | 中证1000 | 4.09 | | 7 | 000905.SH | 中证500 | 3.88 | | ...

Core Viewpoint - The solid-state battery industry is entering a critical phase, with many companies planning to achieve small-scale production by 2027 and large-scale production by 2030, marking a countdown to mass production within five years [2][5][11]. Summary by Sections Event Announcement - The 2025 High-Performance Lithium Battery Annual Conference will be held from November 18-20, 2025, in Shenzhen, China, celebrating the 15th anniversary of the event and the High-Performance Golden Ball Awards [2]. Company Progress and Production Plans - CATL plans to produce a solid-state battery with an energy density of 500Wh/kg by 2027 [4]. - BYD aims for a 400Wh/kg battery with demonstration production in 2027 and large-scale production by 2030 [4]. - Other companies like A123, LG New Energy, and Panasonic have set various targets for solid-state battery production between 2025 and 2030, with energy densities ranging from 400Wh/kg to 720Wh/kg [4]. Industry Dynamics - The phrase "five years again and again" reflects skepticism about the solid-state battery's progress, but recent advancements in various applications signal a shift in this perception [5][6]. - The countdown to the last five years is now seen as a clear signal of the solid-state battery's transition into practical application [6]. Capacity Planning - Companies are planning significant production capacities, with firms like Weilan New Energy and Qingtao Energy targeting capacities of 128.2GWh and 10GWh respectively across multiple locations [8]. Application Developments - SAIC Group's MG brand will use semi-solid-state batteries in its MG4 electric vehicle, enhancing range and safety, indicating a move towards broader consumer adoption [9]. - Nandu Power signed a 2.8GWh order for independent energy storage using its semi-solid-state battery, showcasing market recognition of the technology [9]. - In the eVTOL sector, Funeng Technology has delivered semi-solid-state batteries to a leading U.S. eVTOL customer, marking a significant achievement in aviation-grade battery technology [10]. - Funeng Technology is also engaging with humanoid robot manufacturers to supply solid-state batteries, indicating a growing interest in this technology across various sectors [11]. Future Outlook - The next five years will be crucial for solid-state battery technology, with material innovation, production line optimization, and policy collaboration being key factors influencing the speed of technology implementation [11].

Group 1 - The core viewpoint of the article highlights the significant growth in China's lithium-ion battery exports, reaching a total of $34.102 billion in the first half of the year, marking a year-on-year increase of 25.14%, setting a historical record for the same period [2] - The top five export markets for Chinese lithium batteries in the first half of the year were Germany, the United States, Vietnam, the Netherlands, and South Korea, with notable shifts in rankings compared to the previous year [2] - Germany has replaced the United States as the largest export destination for Chinese lithium batteries, primarily due to increased barriers from U.S. tariffs and legislation affecting imports [3][4] Group 2 - The U.S. tariffs have significantly impacted exports, with a sharp decline in May where exports to the U.S. fell to $646 million, a year-on-year decrease of 22.7% and a month-on-month decrease of 43% [4] - Following the U.S.-China Geneva trade talks, there was a temporary recovery in June, with exports to the U.S. rising to $1.086 billion, a month-on-month increase of 68.1% [4] - However, new U.S. legislation is expected to further complicate market access for Chinese lithium battery companies, as domestic production in the U.S. is increasing, reducing reliance on imports [4] Group 3 - In contrast, Germany's demand for lithium batteries is on the rise due to local automotive production and government incentives for energy storage systems, which are driving the need for batteries [5] - Germany's strategic position in Europe, along with its developed infrastructure for electric vehicles, enhances its role as a key hub for Chinese battery exports to Europe [5] - Recent adjustments in EU regulations have provided some relief for Chinese battery companies, delaying compliance requirements that could have pressured their market entry [6]

记者获悉，康迪科技集团（NASDAQ:KNDI）旗下全资子公司中换电（浙江）科技有限公司（简称"中 换电"），已作为全球动力电池龙头企业宁德时代新能源科技股份有限公司（简称"宁德时代"）的换电 站供应商，成功获得首个重卡商用车换电站设备订单。首单合作的达成标志着中换电正式进入宁德时代 全球供应商体系。按照宁德时代年内建成500座换电站，长期目标将超10000座换电站计划测算，中换电 未来的设备订单量有望显著提升。（科创板日报） ...