固态电池量产

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新突破!固态电池实车演示
鑫椤锂电· 2025-09-11 08:19
另外 ,梅赛德斯-奔驰还配备了气动执行器,来应对固态电池充放电时体积容易发生变化的特性。 值得一提的是,本次测试车上的固态电池包,其体积、重量都与量产纯电EQS上相当。 除了梅赛德斯-奔驰外,今年5月,搭载全固态电池的试验车型宝马i7在慕尼黑地区启动实际路测。该电池电芯由 Solid Power 开发,同样采用硫化物电解质技术,搭载了优美科专有的正极活性材料,并在电池模组结构上进行 了重新设计,以适配宝马第五代电驱平台的性能需求。 梅赛德斯-奔驰、宝马等试验车型的实际道路测试都正如火如荼,固态电池量产倒计时已悄然开启。梅赛德斯-奔 驰的目标是在5年内将此创新技术投入量产,宝马也预计在2028年推出量产全固态电池车型,我们拭目以待。 会议详情 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 早在2024年,梅赛德斯-奔驰固态电池原型就已经集成到纯电EQS测试车中,开启了实验室测试,并在2025年2 月开启实际道路测试。 就在近日,梅赛德斯-奔驰搭载固态电池的纯电EQS测试车再度上路测试。 在本次测试中,搭载固态电池的纯电EQS测试车 , 一次充电行驶达到了1205公里 ...
动力电池扭转叙事 市值何以五成增长
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-10 11:53
Core Viewpoint - The domestic power battery industry is experiencing a significant recovery, driven by the increasing demand for electric vehicles and energy storage, despite previous concerns about overcapacity [2][3]. Group 1: Market Performance - The top ten domestic power battery companies in terms of installed capacity in the first half of the year are led by CATL with 128.6 GWh, accounting for 43.05% of the market share, followed by BYD with 70.37 GWh (23.55%) [1]. - The total power battery sales in China reached 485.5 GWh in the first half of the year, representing a year-on-year growth of 51.6% [3]. - CATL and BYD together hold 66% of the market share, maintaining a strong duopoly in the industry [3]. Group 2: Company Developments - CATL achieved a net profit of 30.485 billion yuan in the first half of the year, a 33.33% increase year-on-year, with a gross margin of 22.41% [3]. - BYD's market share for power batteries is 23.55%, with a focus on its own vehicles and the introduction of the second-generation blade battery technology [3][4]. - Guoxuan High-Tech plans to invest in new production bases in Nanjing and Wuhu, totaling no more than 4 billion yuan, aiming to increase its market share [4]. Group 3: Industry Trends - The competition among battery manufacturers is intensifying, with a notable shift towards technology upgrades rather than mere capacity expansion [4][5]. - The rise of lithium iron phosphate (LFP) batteries is significant, with their market share reaching 81.4% and a year-on-year growth of 73% [6]. - Solid-state batteries are seen as a key future technology, with many companies announcing timelines for mass production, although significant challenges remain [6][7]. Group 4: International Expansion - Domestic battery manufacturers are increasingly focusing on overseas markets, with exports reaching 81.6 GWh in the first half of the year, a 26.5% increase year-on-year [8]. - CATL is expanding its international presence with factories in Hungary and Spain, enhancing its local supply capabilities [8][9]. - The competition in the international market is intensifying, with companies needing strong capital support to adapt to local production requirements and regulations [9].
固态电池量产在即 超声波设备或迎来20倍增长
Zheng Quan Shi Bao Wang· 2025-09-07 14:37
Group 1 - The commercialization of solid-state batteries in the electric vehicle market is transitioning from "unreachable" to "within reach," with leading battery manufacturers unveiling ambitious mass production plans [1] - Ultrasonic technology has emerged as a key solution to overcome manufacturing challenges in solid-state battery production, playing an essential role in various critical processes from material preparation to quality inspection [1][3] - Ultrasonic welding has become the mainstream solution for ear connections in solid-state batteries, enhancing safety and consistency by avoiding high-temperature issues associated with traditional welding methods [1][3] Group 2 - Ultrasonic detection technology offers significant advantages over X-Ray detection for identifying internal defects in solid-state batteries, such as cracks and delamination, ensuring high consistency and reliability in battery performance [2] - The core structure of solid-state batteries, composed of multiple layers, necessitates precise detection of interface issues, which ultrasonic technology can effectively address, allowing for 100% online inspection [2] - Ultrasonic dispersion technology can significantly improve the uniformity of solid electrolyte materials, addressing key bottlenecks in mass production [2] Group 3 - As the mass production of solid-state batteries approaches in 2026-2027, the market for ultrasonic equipment is expected to experience explosive growth, with demand for ultrasonic welding equipment projected to be 5-10 times higher per GWh compared to traditional lithium batteries [3] - The demand for high-precision ultrasonic scanning detection equipment will increase significantly due to the stringent consistency requirements of solid-state batteries, with the equipment's value expected to exceed that of the welding process [3] - Overall, the demand for various ultrasonic devices in solid-state battery production may see a 20-fold increase compared to traditional lithium battery production lines [3] Group 4 - The ultrasonic equipment segment represents one of the largest value increases in solid-state battery mass production, driven by a surge in application scenarios and the creation of new processes [4] - Companies like Jiao Cheng Ultrasonic are positioned as leaders in this space, leveraging their technological expertise and innovative breakthroughs to establish deep collaborative relationships with top battery manufacturers [4] - This collaboration is accelerating the mass production process and the industrialization of solid-state batteries [4]
港股收评:三大指数集体走高!芯片、黄金股强势上扬,少数板块飘绿
Ge Long Hui A P P· 2025-09-05 08:48
Market Overview - The Hong Kong stock market saw all three major indices rise, with the Hang Seng Index up 1.43% to 25,417.98 points, the Hang Seng China Enterprises Index up 1.34%, and the Hang Seng Tech Index up 1.95% [1][2]. Technology Sector - Major technology stocks collectively rose, with Kuaishou up over 4%, Tencent Holdings up over 2%, and JD Group, Meituan, Alibaba, NetEase, and Baidu all rising over 1% [2][3]. Wind Power Sector - Wind power stocks led the gains, with Goldwind Technology surging over 18%. Other companies like Longyuan Power, Datang Renewable, and New天绿色能源 also saw increases [5][6]. Semiconductor Sector - Semiconductor and chip stocks strengthened, with Horizon Robotics rising over 9%. Other notable gainers included China National Semiconductor and Huahong Semiconductor [6][7]. Gold Sector - Gold stocks experienced an uptick, with Tongguan Gold rising nearly 6%. Other companies like Shandong Gold and Zijin Mining also saw gains [8][9]. Lithium Battery Sector - The lithium battery sector was active, with Zhongchuang Innovation rising over 18%. Other companies like Tianqi Lithium and Ningde Times also reported increases [10][11]. Pharmaceutical Outsourcing Sector - The pharmaceutical outsourcing sector rebounded, with Zhaoyan New Drug rising nearly 9%. Other companies like Kanglong Huacheng and Tigermed also saw gains [12][13]. Solar Energy Sector - Solar energy stocks surged, with GCL-Poly Energy rising over 26%. Other companies like Sunshine Power and New Special Energy also reported significant increases [14][15]. Agricultural Products Sector - The agricultural products sector declined, with Hualian International dropping nearly 30%. Other companies in the sector also experienced declines [16][17]. Company Performance - Ark Health recently reported a revenue of 1.494 billion, a year-on-year increase of 12.9%, and a net profit turnaround to 12.5 million [21].
电池板块突然爆发,涨停潮来袭,背后受益板块浮出水面-股票-金融界
Jin Rong Jie· 2025-09-05 05:56
Group 1 - The battery sector has become a market focus with significant stock price increases, as over 10 companies, including Tianhua New Energy and Shangtai Technology, have seen strong gains and some hitting the daily limit [1] - Recent positive developments in the battery sector include a call from the China Nonferrous Metals Industry Association's lithium division for the industry to resist vicious competition and maintain a healthy development environment [1] - A collaboration between China National Nuclear Corporation and Tsinghua University aims to eliminate key obstacles for the mass production of solid-state batteries using neutron depth profiling technology [1] Group 2 - The upstream raw materials sector, including lithium, cobalt, and nickel, is expected to benefit from the growing demand in the battery industry, prompting companies to enhance exploration and supply capabilities [2] - The equipment manufacturing sector will also see significant benefits due to the increasing demand for production equipment, with opportunities for companies to innovate and improve efficiency [2] - The electric vehicle and energy storage sectors are closely linked to the battery industry, with a forecasted increase in battery procurement as manufacturers prepare for the traditional sales peak from September to November [2] - The lithium battery industry is expected to maintain an upward trend, with short-term focus on raw material price movements, monthly sales, trade policies, and advancements in solid-state battery technology [2] - The long-term outlook for the domestic and international electric vehicle industry is positive, making the battery sector a key area for investment attention [2]
制约固态电池量产的关键瓶颈:等静压设备如何成为固态电池的“必过关卡”?
材料汇· 2025-09-03 15:52
Core Viewpoint - Solid-state batteries are considered the ultimate form of next-generation power batteries, with significant performance and safety potential attracting global automotive and battery giants to compete in this field. However, a key manufacturing bottleneck exists in achieving a solid-solid interface contact between the electrodes and electrolytes, which is crucial for mass production [2][18]. Group 1: Overview of Isostatic Pressing Technology - Isostatic pressing technology has been successfully applied for over 70 years in various industries, including ceramics and alloy materials [5][8]. - The technology utilizes the incompressibility of fluid media to uniformly apply pressure, facilitating the densification of materials [9][10]. - There are three types of isostatic pressing based on the temperature and forming process: cold, warm, and hot isostatic pressing, each with different applications and performance characteristics [12][13]. Group 2: Application in Solid-State Batteries - The introduction of isostatic pressing in solid-state batteries primarily addresses the densification stage after electrode formation, enhancing the contact quality between the electrolyte and electrodes [18][22]. - Isostatic pressing significantly improves the interface density, reduces internal resistance, and enhances ionic conductivity and cycle performance, making it a core process for achieving high energy density and stability in batteries [25][26]. Group 3: Industry Challenges and Opportunities - Current challenges for isostatic pressing equipment include safety concerns, low production capacity, and high costs, which hinder its integration into high-speed production lines [4][17]. - The global market for isostatic pressing equipment in solid-state battery production is projected to reach 2.9 billion by 2029, driven by the anticipated growth in solid-state battery capacity [47][48]. Group 4: Key Players and Developments - Major players in the isostatic pressing equipment market include Quintus, Xinxin Technology, and domestic manufacturers like Chuanxi Machinery and Baotou Kefa, all of which are advancing their technology for solid-state battery applications [38][39][40]. - Battery manufacturers such as CATL and BYD are actively validating and integrating isostatic pressing technology into their production processes, accelerating the industrialization of solid-state batteries [40][41]. Group 5: Future Prospects - The solid-state battery industry is expected to complete pilot testing by 2025, with small-scale production commencing in 2026-2027, leading to large-scale manufacturing by 2028-2029 [47][48]. - The anticipated increase in global solid-state battery capacity from 17 GWh in 2024 to 190 GWh by 2029 will significantly drive demand for isostatic pressing equipment [47][48].
涨超6%!固态电池量产,渗透率提升,新能源车的时代来了?
Xin Lang Cai Jing· 2025-08-29 06:03
新能源车板块迎来强势上涨!2025年8月29日,中证新能源车指数(399976)一度涨超6.17%,截至 11:20涨幅达5.17%。个股中,先导智能、杭可科技涨超20%,贝特瑞、中科电气、赢合科技、宁德时代 等多股涨幅也超过10%。 此次新能源车板块的上涨主要受四方面因素推动: 需求方面,新能源车已逐渐成为车市主力,国内渗透率持续保持在50%以上。政策补贴和即将到来 的"金九银十"销售旺季继续提供支撑。海外市场也在回暖,预计2026年全球储能电池需求在悲观和正常 情景下增速分别为9%和21.6%。欧洲户储库存预计在2025年出清,需求将逐步恢复;美国市场或因补贴 退坡出现抢装。 技术层面,固态电池持续催化,逐步进入量产阶段。固态电池的量产进程已逐步明确,按照规划,2026 年将进入小批量试产阶段,2027年实现量产。目前,固态电池产业已有8家电池企业搭建了中试线,普 遍规模在0.3GWh左右,涉及宁德时代、比亚迪、国轩高科、中航锂电等头部企业。 产业链上游亦迎来积极信号。碳酸锂价格反弹带动锂矿采购需求回升,海外矿山供应偏紧、贸易商挺价 意愿强烈,共同推升锂矿价格。在反内卷政策预期和期货市场情绪带动下,碳酸锂 ...
半年进账304亿,宁德时代赚疯了
3 6 Ke· 2025-07-31 10:34
半年进账300亿,宁德时代太能赚钱了。 宁德时代发布了上半年成绩单,总营收1788.86亿元,归母净利润达到了304.85亿元,同比增长了33.33%,同时以38.1%市占率继续霸榜动力电 池市场全球第一。 | ☑適用 □不適用 | | | --- | --- | | | 單位:千元 | | | 公司擁有人應佔溢利 公司擁有人應佔權益 | | | 本期數 上期數 期末數 期初數 | | 按中國會計準則 | 30,485,139 22,864,987 294,923,020 246,930,033 | | 按國際會計準則調整的項目及金額 | | | 聯合於後國家教學堂出公卿監 | 27,080 72,474 | | 按國際會計準則 | 30,512,219 22,937,461 294,923,020 246,930,033 | 换算下来,每天净赚1.7个亿。 都说"高处不胜寒",随着自身体量越来越巨大,还想维持较高速度的增长,难免会遇到瓶颈期,"宁王"似乎打破了这个规则。 不过奇怪的是,这份出色的成绩单并没有在资本层面引起轰动,截至今天收盘,宁德时代港股股价下跌4.78%,报406.2港元。 01 增速哪来的 ...
固态电池专题
2025-07-16 06:13
Summary of Conference Call Records Industry or Company Involved - The discussion primarily revolves around the **solid-state battery industry** and its advancements in China, along with insights into the broader **stock market dynamics**. Core Points and Arguments 1. **Solid-State Battery Advancements**: The solid-state battery sector is highlighted as having significant potential, with an emphasis on the value and expected growth in this area. The industry is seen as having a competitive edge in the entire supply chain within China [4][6][7]. 2. **Market Dynamics**: There is a noted divergence between the Shanghai Composite Index and the actual market demand, indicating that while the index is performing well, the underlying demand is not as strong. This is attributed to active quantitative trading, particularly in small and mid-cap stocks [2]. 3. **Investment Opportunities**: The call suggests that the current period is crucial for investments in solid-state batteries, with expectations of increased production and technological advancements in the coming years. The years 2023 and 2024 are identified as pivotal for equipment and material production [6][8]. 4. **Technological Leadership**: The discussion mentions that the sulfide-based solid-state battery technology is currently leading due to its high conductivity, with Japan and South Korea being the frontrunners in this technology [5]. 5. **Regulatory Impact**: New national standards for battery safety are expected to accelerate the development and adoption of solid-state batteries, particularly in response to safety concerns regarding thermal runaway [7]. 6. **Demand Drivers**: The demand for solid-state batteries is driven by the growth in the electric vehicle (EV) market and low-altitude economy applications, necessitating high energy density solutions [7]. 7. **Production Milestones**: Major manufacturers are approaching mass production of solid-state batteries, with projections indicating that 2027 will see significant output levels, marking a transition to a more mature production phase [6][8]. 8. **Market Sentiment**: There is a focus on the sentiment surrounding the stock market, with references to the importance of timing and market conditions for investment strategies [1][10]. Other Important but Possibly Overlooked Content 1. **Quantitative Trading Influence**: The role of quantitative trading in the market is emphasized, with it accounting for a significant portion of trading volume, particularly in smaller stocks [2]. 2. **Potential Risks**: The call warns of potential risks associated with market corrections, particularly if large-cap stocks continue to rally at the expense of mid and small-cap stocks [3]. 3. **Future Outlook**: The discussion hints at a cautious optimism regarding the upcoming earnings reports and their potential to influence market trends, particularly in sectors like military and aerospace [14][15]. 4. **Technological Competition**: The competitive landscape for battery technology is noted, with various pathways being explored, including oxide and sulfide technologies, and the challenges in determining which will dominate the market [9]. This summary encapsulates the key insights and discussions from the conference call, providing a comprehensive overview of the solid-state battery industry and its implications for investors.
固态电池量产节奏持续推进,看好产品领先的材料企业-新能源
2025-07-16 06:13
Summary of Conference Call Records Industry or Company Involved - The conference call primarily discusses the lithium battery industry and related sectors, including solid-state batteries and the broader energy technology landscape. Core Points and Arguments 1. **Market Trends and Focus Areas** The focus for the year is on high-growth sectors such as IPC and solid-state batteries, which are expected to attract significant market attention [1][2][3] 2. **CIBF Conference Impact** The China International Battery Technology Exchange Conference (CIBF) is highlighted as a key event for the lithium battery industry, showcasing new technologies and products from various companies [2][3] 3. **Emerging Technologies** Companies like Guoxuan and others are launching new products, indicating a clear trend towards innovation within the domestic lithium battery supply chain [3][4] 4. **Investment Recommendations** The report recommends focusing on companies like Xiawu New Energy, which is noted for its leading position in lithium battery materials and solid-state electrolyte technologies [7][8] 5. **Market Recovery and Performance** There is a noticeable recovery in high-risk sectors post the May Day holiday, with significant rebounds in previously underperforming areas such as humanoid robots and IC electronics [4][5] 6. **Technological Advancements** The report emphasizes the importance of technological iterations in the lithium battery sector, particularly in solid-state electrolytes and conductive additives [5][6] 7. **AI and Data Center Trends** The call discusses the implications of AI advancements on data centers, with a focus on HVDC and ACDC systems as key areas for future investment [9][10] 8. **Humanoid Robotics Sector** The humanoid robotics sector is identified as a growing area, with companies like Keda Li and Fulin Jin Gong showing strong performance and potential for future growth [11][12][13] 9. **Renewable Energy Outlook** The renewable energy sector, particularly solar and wind, is expected to see significant advancements due to new technologies and government policies [15][16] 10. **Market Catalysts** Upcoming events and product launches are expected to serve as catalysts for market movements, particularly in the lithium battery and renewable energy sectors [8][17] Other Important but Possibly Overlooked Content - The call highlights the importance of monitoring the competitive landscape and technological advancements in the lithium battery supply chain, as these factors will significantly influence market dynamics [4][5][6] - The discussion on the impact of global economic cycles and government policies on the energy sector indicates a broader context for investment strategies [17]