研究表明，基于此构建的全固态电池，在室温条件下实现了3C高倍率充放电超过4000圈的稳定循环。更为突出的是，在零下50摄氏度 的极端低温环境下，电池在0.1C电流密度下仍可稳定循环超过2 000圈，展现出色的低温循环稳定性和可靠性。 据了解，该研究为制备超稳定全固态电池提供了新的技术路径，有望加速全固态电池从实验室走向实际应用。 来源：科技日报 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 编辑丨赵方婷 新型卤化物材料实现全固态电池超低温稳定运行 。 10月1 0日获悉，宁波东方理工大学讲席教授孙学良联合加拿大西安大略大学、美国马里兰大学等团队，创制了新型超高离子电导率的 卤化物电解质，并首次解析了锂离子三维连续四面体传输路径，实现了超低温环境下全固态电池的常循环稳定运行。相关研究成果发表 在国际期刊《科学》上。 作为全固态电池的核心材料之一，固态电解质材料是目前研究的一大热点。相较于硫化物存在界面问题、制造额外正极材料包覆层用于 全固态电池的工艺复杂性等，卤化物成为近年来新的关注方向。然而，无定形的含氧卤化物由于结构不明晰、难以通过实验手段解析锂 离子传导机制，成为进一步开发 ...

新能车ETF紧密跟踪中证新能源汽车产业指数，成分股中电池含量高，受相关催化，开盘涨超1.0%。 中证新能源汽车产业指数选取50只业务涉及新能源整车、电机电控、锂电设备、电芯电池、电池材料等 新能源汽车产业的上市公司证券作为指数样本，反映新能源汽车产业龙头上市公司证券的整体表现。 数据显示，截至2025年9月30日，中证新能源汽车产业指数(930997)前十大权重股分别为宁德时代 (300750)、汇川技术(300124)、比亚迪(002594)、亿纬锂能(300014)、三花智控(002050)、华友钴业 (603799)、赣锋锂业(002460)、先导智能(300450)、长安汽车(000625)、天赐材料(002709)，前十大权重 股合计占比54.61%。 新能车ETF(515700)，场外联接(平安中证新能源汽车ETF发起联接A：012698；平安中证新能源汽车 ETF发起联接C：012699；平安中证新能源汽车ETF发起联接E：024504)。 MACD金叉信号形成，这些股涨势不错！ 我国科研人员解决全固态金属锂电池界面接触难题。中国科学院物理研究所研究员黄学杰团队联合华中 科技大学、中国科学院宁波 ...

Core Viewpoint - The news highlights the significant advancements in solid-state battery technology, with various automotive companies beginning road tests for vehicles equipped with these batteries, indicating a potential shift in the electric vehicle market towards more efficient battery solutions [1][2]. Group 1: Market Performance - As of September 23, 2025, the ChiNext New Energy Index (399266) rose by 1.54%, with notable increases in component stocks such as Terui De (300001) up 15.93%, Xian Dao Intelligent (300450) up 7.49%, and Xin Wang Da (300207) up 6.48% [1]. - The ChiNext New Energy ETF (159261) also saw an increase of 1.91%, with the latest price reported at 1.5 yuan [1]. Group 2: Solid-State Battery Developments - The transition from small-scale testing to medium-scale testing of solid-state batteries is underway, with companies like BMW and Guoxuan High-Tech showcasing road test vehicles equipped with these batteries [1]. - Changan Automobile plans to initiate solid-state battery installation verification in 2026, indicating a growing interest in this technology among major automotive manufacturers [1]. Group 3: Industry Insights - CITIC Securities notes that the period from 2025 to 2026 is expected to see a surge in road tests for solid-state batteries, emphasizing the need to address issues such as battery volume expansion and cycle life degradation [2]. - The consensus among automotive companies like BMW, Mercedes-Benz, and BYD is that battery cells require pressure constraints for optimal performance, suggesting a focus on the materials and manufacturing processes involved in battery production [2]. Group 4: Index Composition - As of August 29, 2025, the top ten weighted stocks in the ChiNext New Energy Index (399266) include CATL (300750), Sunshine Power (300274), and others, collectively accounting for 64.15% of the index [2].

Group 1 - The core viewpoint is that solid-state battery technology is maturing, transitioning from small-scale trials to pilot production, with increasing on-vehicle testing expected between 2025 and 2026 [1] - BMW plans to launch vehicles equipped with Solid Power solid-state batteries for road testing starting in 2025, while Guoxuan High-Tech has also showcased solid-state battery test vehicles [1] - Changan Automobile is set to begin solid-state battery installation verification in 2026, indicating a broader industry shift towards solid-state battery integration [1] Group 2 - CITIC Securities indicates that the on-vehicle testing of solid-state batteries is gradually commencing, with a dense schedule of road tests anticipated in 2025-2026 [1] - Key challenges include the expansion of battery volume and the degradation of cycle life, which battery companies are addressing through improvements in solid-solid interfaces to enhance performance [1] - Major automakers like BMW, Mercedes-Benz, and BYD have reached a consensus on the need for pressure constraints on battery cells, highlighting the importance of materials such as conductive agents, functional additives, solid electrolytes, and surface coatings in the battery cell manufacturing process [1]

Core Insights - Panasonic Energy, a subsidiary of Panasonic Holdings, is focusing on the production of solid-state batteries, which are considered a promising candidate for next-generation battery technology [1] - The solid-state battery technology could increase the range of Tesla's Model Y by nearly 145 kilometers, enhancing its current range of 435 kilometers [1] - Electric vehicle owners express high expectations for the solid-state battery, which could potentially extend the range to 580 kilometers [1] Company Developments - Panasonic Energy aims to achieve sample shipments of solid-state batteries by the fiscal year 2026 [1] - By the end of 2027, the technology is expected to offer "world-leading" capacity [1] Technical Aspects - The design of the solid-state battery eliminates the anode during the manufacturing phase, allowing the battery to form a lithium metal anode upon first charging [1] - This design change creates more space for active cathode materials (nickel, cobalt, and aluminum), thereby increasing battery power capacity without altering its size [1]

证券日报网讯南都电源9月17日在互动平台回答投资者提问时表示，公司全固态电池采用氧化物技术路 线，通过氧化物电解质原位成膜组装技术和致密干法电极工艺，破解了限制固态电池产业化的"固固界 面"难题，大幅改善固态电解质与电极的界面接触性能，有效降低电芯内阻。全固态电池业务对2025年 度业绩不产生较大影响。 （文章来源：证券日报） ...

Summary of Key Points from the ASSB Expert Call Industry Overview - The focus of the call was on the development of all-solid-state batteries (ASSBs) in China, particularly in the context of the electric vehicle (EV) battery market [1] Core Insights and Arguments 1. **Material Development**: - The mainstream roadmap for ASSB electrolyte material is shifting from oxide/polymer to sulfide-based materials due to better performance and higher ionic conductivity [2] - The supply of lithium sulfide (Li2S) is identified as a key bottleneck for sulfide-based electrolyte material [2] - Production methods for lithium sulfide include solid-phase synthesis and chemical vapor deposition (CVD) for better purity but at higher costs, while carbothermic and liquid-phase methods are cheaper but yield lower purity [2] - The estimated unit cell cost for ASSB is over CNY4 per Wh, with cost breakdowns: 18% for cathode (high-nickel NCM), 22-25% for anode (lithium metal), and 40% for electrolyte (sulfide-based) [2] 2. **Manufacturing Challenges**: - The electrode preparation process is transitioning from wet to dry processes to minimize hydrolysis of sulfide-based electrolytes [3] - The stacking procedure will replace the winding procedure due to the low flexibility of electrolyte materials [3] - Isostatic pressing is being introduced to improve solid-to-solid contact, which is currently challenging to achieve uniformly under ~300MPa pressure [3] - The pouch cell form factor is preferred for ASSBs due to higher energy density and reduced volume expansion [3] - Estimated unit equipment spending for ASSB production is at least CNY350-400 million per GWh [3] 3. **Competition Landscape**: - The material supply and manufacturing processes for ASSBs are still immature, with most players in pilot production stages [4] - Current sample products show low cell capacity (20-30Ah) and competitive energy density (~350Wh/kg) compared to traditional lithium-ion batteries [4] - ASSBs face challenges such as slower charging rates and lower cycle life, impacting their application in certain downstream markets [4] - Domestic equipment vendors have production capabilities for core equipment, but the performance of domestic isostatic laminators remains less favorable [4] Additional Important Insights - The expert emphasized that it will take time for ASSB technology to reach mass production, with most players at similar stages of development [4] - The transition to ASSBs is seen as a long-term evolution in the EV battery market, with significant challenges still to be addressed before widespread adoption can occur [4]

固态电池燃爆资本市场。 从4月至今，固态电池指数（8841671.WI）持续上涨，从4月9日的577.64点上涨至9月12日1026.19点， 累计上涨了77.7%。 固态电池也成了除了AI和机器人外，A股市场游资热捧的主线之一。然而，与资本市场喧嚣形成鲜明对 比的是，固态电池产业化不确定性一直让人心存疑虑。 固态电池，从科学定义上讲，是指完全不含有电解液的电池。其核心在于用固态电解质完全替代液态电 解质，实现锂离子的传导。 近期，一篇《固态电池的2019时刻》的文章一度获得了超过数万的阅读，在投资者之间相互传阅，文章 的大致意思是固态电池量产的速度要比年初快得多。 固态电池量产提速不假，而全固态电池的量产之路仍布满荆棘，还有相当长的距离。 实验室里能做出300-400Wh/kg的能量密度与9分钟快充的亮眼数据，但在量产中却尚未能破解界面阻 抗、材料稳定性与成本控制的产业化难题。 资本市场的狂热与产业界的理性形成强烈反差，先导智能等设备商股价短期内翻倍，却难掩全球固态电 池仍处于技术迭代与产业化准备阶段的现状，这场技术革命正演绎着资本热炒与量产马拉松的复杂博 弈。 最为耐人寻味的是，大规模产业化的风口远未到来 ...

Core Viewpoint - The article highlights the advancements and production capabilities of EVE Energy's solid-state batteries, emphasizing their potential applications and the company's commitment to increasing energy density targets by 2025 [1][2]. Group 1: Production and Capacity - EVE Energy's solid-state battery research institute in Chengdu has officially opened, with the "Longquan No. 2" 10Ah solid-state battery completing its production [1]. - The Chengdu facility covers approximately 11,000 square meters, with Phase 1 expected to be completed by December 2025, achieving a manufacturing capacity of 60Ah batteries, and Phase 2 projected to reach an annual capacity of 100MWh by December 2026 [1]. - The company has developed a prototype of the Ah-level sulfide-based solid-state battery, with a pilot line for 100MWh expected to be operational by 2025 [2]. Group 2: Technical Specifications - The "Longquan No. 2" solid-state battery features an energy density of 300Wh/kg and a volumetric energy density of 700Wh/L, suitable for humanoid robots, low-altitude aircraft, and high-end AI equipment [1]. - The battery operates effectively in a temperature range of -20℃ to 60℃ and maintains stability under 20MPa pressure, with a cycle performance exceeding 2000 cycles at 45℃ [1][2]. - The company employs a combination of ternary cathodes, silicon-carbon anodes, and sulfide solid electrolytes, utilizing dual-layer coating technology to enhance ion diffusion and stability [2]. Group 3: Financial Performance - In the first half of the year, EVE Energy reported revenue of approximately 28.2 billion yuan, a year-on-year increase of 30.06%, while net profit was 1.605 billion yuan, a decrease of 24.9% [2]. - The company shipped 21.48GWh of power batteries, marking a year-on-year growth of 58.58%, and 28.71GWh of energy storage batteries, up 37.02% [2]. Group 4: Client Base and Market Presence - EVE Energy's clients include over 80% of the top ten global power tool companies and more than 60% of the top twenty suppliers for new energy passenger vehicles, with notable customers such as Samsung, Bosch, and Xiaomi [3]. - The company has a global presence with eight production bases and two under construction, covering various regions in China and overseas locations in Malaysia and Hungary [2][3].

Core Viewpoint - Guoxuan High-Tech (002074) has shown strong performance in the first half of 2025, with multiple operational indicators reaching historical or phase highs, leading to significant stock price appreciation since the beginning of the year [1] Financial Performance - The company achieved revenue of 19.394 billion yuan, a year-on-year increase of 15.48% [1] - Net profit reached 367 million yuan, up 35.22% year-on-year [1] - Non-recurring net profit was 72.87 million yuan, reflecting a growth of 48.53% year-on-year [1] - Operating cash flow was 325 million yuan, an increase of 80.35% year-on-year [1] Business Segments - Revenue from the power battery segment was 14.034 billion yuan, a year-on-year increase of 19.94%, with a gross margin of 14.24%, up 2.16 percentage points [2] - The energy storage battery system segment generated revenue of 4.562 billion yuan, with a growth rate of 5.14% [2] - Overseas business revenue reached 6.4 billion yuan, a year-on-year increase of 15.79%, accounting for 33% of total revenue [2] - The company shipped approximately 40 GWh of lithium batteries, a year-on-year increase of over 48% [2] Market Position - Guoxuan High-Tech's market share in domestic power battery installations increased to 5.18%, ranking fourth in the industry [2] - The company ranked seventh globally in energy storage battery shipments [2] Research and Development - The company invested 1.382 billion yuan in R&D, a year-on-year increase of 13.34% [2] - New products launched include the LMFP system L600 battery, G series solid-state batteries, and the "Qianyuan Zhichu" energy storage system [3] Capacity Expansion - Guoxuan High-Tech announced plans to build a new 20 GWh lithium-ion battery manufacturing base in Nanjing and another 20 GWh base in Wuhu, with investments not exceeding 4 billion yuan each [3] - The company aims to enhance overall capacity layout and product structure to meet growing order demands [3] - Future capital expenditures are expected to increase both domestically and internationally to support production and market expansion [3]