（文章来源：每日经济新闻） 每经AI快讯，2月25日，PCB概念股再度拉升，宏昌电子、江南新材、铜冠铜箔盘中创新高，诺德股份 涨停，德福科技、中一科技、山东玻纤、胜宏科技、光华科技跟涨。 ...

PCB概念股再度拉升，宏昌电子、江南新材、铜冠铜箔盘中创新高，诺德股份涨停，德福科技、中一科 技、山东玻纤、胜宏科技、光华科技跟涨。 ...

（文章来源：证券日报） 证券日报网讯 2月24日，中一科技在互动平台回答投资者提问时表示，关于固态电池产业发展方向已战 略布局锂-铜金属一体化复合负极材料等相关技术，部分技术、工艺已经申请了发明专利，目前正在进 行中试线设计建设等相关工作；同时公司成立了院士（专家）工作站，和客户协同重点推进一体化铜锂 复合（自生成）负极材料的开发及产业化、智能复合集流体的开发及产业化，并根据市场需求情况开展 相关产品的生产和销售。 ...

（文章来源：证券日报） 证券日报网讯 2月24日，中一科技在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 总户数23120户。 ...

Investment Rating - The report suggests a positive investment outlook for the solid-state battery industry, highlighting key players and sectors to focus on [2][11]. Core Insights - The solid-state battery industry is entering a critical phase in 2026, with significant advancements expected in the production of battery packs and vehicle testing [2][14]. - Solid-state batteries are particularly suited for space applications due to their wide temperature range, high energy density, and safety features [27][32]. - The report emphasizes the importance of policy support and technological advancements in driving the commercialization of solid-state batteries [11][24]. Summary by Sections Part 1: Transition from Cell to Pack - The focus is shifting from cell production to pack development, with significant attention on vehicle testing progress [5][14]. - The timeline indicates that 2025 will see the rollout of vehicle-grade cells, while 2026 will focus on pack production and testing [11][12]. Part 2: Adaptation to Space Environment - Solid-state batteries are designed to operate in extreme conditions, making them ideal for space applications [27][32]. - The demand for solid-state batteries in the space sector could reach tens to hundreds of GWh annually as technology matures [32][29]. Part 3: Equipment and Material Dynamics - The equipment sector is expected to benefit first from the expansion of solid-state battery production, with a focus on key players in the equipment supply chain [37][41]. - The materials sector is becoming increasingly competitive, with various players working on cost reduction and efficiency improvements [60][62]. Part 4: Investment Recommendations - The report recommends focusing on leading battery manufacturers, equipment suppliers, and material producers, highlighting specific companies for investment [2][11]. - Key players include CATL, Gotion High-Tech, and others in the battery production and equipment sectors [2][11].

Core Viewpoint - The lithium battery copper foil industry is crucial for lithium-ion battery performance, accounting for approximately 5%-10% of total battery costs, with a tightly linked supply chain in China that influences costs, supply, and demand [1][5][6]. Group 1: Industry Overview - Lithium battery copper foil is a core material for the negative electrode current collector in lithium-ion batteries, impacting energy density, cycle life, and safety [2][7]. - The global lithium-ion battery shipment volume is projected to reach 2,280.5 GWh by 2025, with expectations to exceed 3,016 GWh in 2026, driven by the growth of the electric vehicle market [1][6]. - China's lithium battery industry is leading globally, with a projected 2025 shipment volume of 1,888.6 GWh, accounting for 82.8% of global shipments [8]. Group 2: Market Dynamics - The copper foil industry is experiencing rapid growth, with domestic shipments expected to reach 940,000 tons in 2025, a year-on-year increase of over 36% [8][9]. - The market is shifting towards ultra-thin copper foil products, with 5μm and below gaining significant traction due to their advantages in energy density and cost savings [9][10]. Group 3: Competitive Landscape - The competitive landscape is becoming increasingly concentrated, with the top 10 companies expected to account for nearly 80% of shipments by 2025, reflecting a trend of resource consolidation towards leading firms [10][11]. - Key players in the industry include DeFu Technology, Longdian Huaxin, and Jiayuan Technology, which dominate the market due to their technological and production capabilities [10][11]. Group 4: Future Trends - The industry is expected to focus on three core directions: continued emphasis on ultra-thin products, deepening supply chain integration, and diversification strategies to enhance resilience against market fluctuations [10][12][13]. - Companies will increasingly pursue global expansion and product diversification to mitigate risks and tap into new profit growth areas [13].

中一科技于1月26日发布2025年业绩预告，预计全年净利润6000万元至8000万元，同比扭亏为盈，增幅 171.26%至195.02%。业绩改善主要因行业景气度回升、铜箔加工费上涨及客户结构优化。尽管公告日 期稍早，但利好效应在近7天股价波动中仍有体现。 以上内容基于公开资料整理，不构成投资建议。 经济观察网近7天，中一科技（301150）股价表现强劲，区间涨跌幅达16.59%，振幅为19.41%。其中， 2月9日单日大涨7.94%，收盘价44.88元，成交量显著放大至14.84万手；截至2月13日最新收盘价45.53 元，当日涨跌幅0.42%。技术面显示多头行情，MACD指标转正，KDJ指标进入超买区间，股价突破20 日均线压力位。 2月9日，固态电池产业迎来重磅进展，国内头部电池厂在中期审查第二轮送样中循环寿命超预期，产业 化时间表明确指向2026年设备招标元年。该事件催化电池板块热度上升，可能间接带动中一科技等上游 材料公司关注度提升。 近期事件 财报分析 ...

证券日报网讯 2月12日，中一科技在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 总户数23659户。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月11日，中一科技在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 总户数23659户。 ...

固态电池：全面看好无负极路线！20260210 然而，无负极技术也面临一些挑战，如需要解决李志金和死锂的问题。这些问 题主要通过改进集流体结构、电解液优化以及构建人工 SEI 膜等方法来解决。 若改性集流体单价为 8 元/平方米，全国 100GWh 产能渗透率达 10%， 中一科技占据 50%市场份额，则该业务至少贡献 5 亿元以上业绩，对应 市值约 150 亿至 200 亿元。 当前锂电行业投资机会集中在电池和隔膜领域，推荐宁德时代和欣旺达， 隔膜行业长期性更好，预计 2026 年下半年将涨价，推荐恩捷、佛塑和 鑫源。 业正逐步将无负极技术整合到其固态电池产品中。 无负极电池与传统锂离子电池相比有哪些优势？ 无负极电池相较于传统锂离子电池具有以下几个显著优势： 摘要 无负极电池通过在集流体表面直接沉积和剥离锂离子，实现更高的能量 密度（650Wh/kg，1,300Wh/L）和更低的成本，优于传统锂离子电池。 宁德时代和比亚迪正积极推进无负极技术，宁德时代的自生成负极技术 显著提升了电池性能，比亚迪采用多孔海绵状结构增强集流体性能，并 逐步整合到固态电池产品中。 无负极技术面临锂枝晶和死锂问题，主要通过集流体 ...