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丰山集团(603810.SH):截至2025年上半年 钠离子电解液销售额占公司合并报表营收的比例为0.01%
智通财经网· 2025-09-30 10:36
智通财经APP讯,丰山集团(603810.SH)发布股票交易异常波动暨风险提示公告称,公司关注到近期部 分媒体报道称公司涉及"固态电池"热点概念。公司目前主营业务仍以原药及制剂的生产、研发、销售为 主,公司主营业务未发生变化,且公司控股子公司丰山全诺目前主要销售锂离子电解液,钠离子电解液 占比相对较小,且销售不涉及固态电池电解质材料。截至2025年上半年,钠离子电解液销售额占公司合 并报表营业收入的比例为0.01%。此外,关于清华大学张强教授团队近期发表的重要研究成果,与我公 司委托其开展的研究开发项目并非同一项研发项目。目前,公司与清华大学合作处于初步研究开发启动 阶段,合同金额较小,技术开发项目周期至2028年12月31日,后续研发成果及成果的商业化存在较大的 不确定性。 ...
2连板丰山集团:控股子公司丰山全诺目前主要销售锂离子电解液 钠离子电解液占比相对较小且销售不涉及固态电池电解质材料
Ge Long Hui A P P· 2025-09-30 10:27
Core Viewpoint - The company, Fengshan Group (603810.SH), clarifies that its main business remains focused on the production, research, and sales of raw medicines and formulations, despite recent media reports linking it to the "solid-state battery" concept [1] Business Operations - The company’s main business has not changed, and its subsidiary, Fengshan Quannuo, primarily sells lithium-ion electrolytes, with sodium-ion electrolytes making up a relatively small portion of sales [1] - As of the first half of 2025, sodium-ion electrolyte sales are expected to account for only 0.01% of the company's consolidated revenue [1] Research and Development - The important research results published by Professor Zhang Qiang's team from Tsinghua University are not related to the research and development project commissioned by the company [1] - The collaboration with Tsinghua University is still in the preliminary research and development phase, with a small contract amount, and the technical development project is scheduled to last until December 31, 2028 [1] - There is significant uncertainty regarding the subsequent research outcomes and their commercialization [1]
丰山集团:钠离子电解液销售额占公司合并报表营业收入比例较小
Xin Lang Cai Jing· 2025-09-30 10:23
丰山集团9月30日公告,公司关注到近期部分媒体报道称公司涉及"固态电池"热点概念。公司目前主营 业务仍以原药及制剂的生产、研发、销售为主,公司主营业务未发生变化,且公司控股子公司丰山全诺 目前主要销售锂离子电解液,钠离子电解液占比相对较小,且销售不涉及固态电池电解质材料。截至 2025年上半年,钠离子电解液销售额占公司合并报表营业收入的比例为0.01%。此外,关于清华大学张 强教授团队近期发表的重要研究成果,与我公司委托其开展的研究开发项目并非同一项研发项目。目 前,公司与清华大学合作处于初步研究开发启动阶段,合同金额较小,技术开发项目周期至2028年12月 31日,后续研发成果及成果的商业化存在较大的不确定性。敬请广大投资者关注相关风险,理性决策, 审慎投资。 ...
2连板丰山集团:截至2025年上半年 钠离子电解液销售额占公司合并报表营业收入的比例为0.01%
Mei Ri Jing Ji Xin Wen· 2025-09-30 10:23
每经AI快讯,9月30日,丰山集团(603810.SH)发布股票交易异常波动暨风险提示公告称,公司关注到近 期部分媒体报道称公司涉及"固态电池"热点概念。公司目前主营业务仍以原药及制剂的生产、研发、销 售为主,公司主营业务未发生变化,且公司控股子公司丰山全诺目前主要销售锂离子电解液,钠离子电 解液占比相对较小,且销售不涉及固态电池电解质材料。截至2025年上半年,钠离子电解液销售额占公 司合并报表营业收入的比例为0.01%。此外,关于清华大学张强教授团队近期发表的重要研究成果,与 我公司委托其开展的研究开发项目并非同一项研发项目。目前,公司与清华大学合作处于初步研究开发 启动阶段,合同金额较小,技术开发项目周期至2028年12月31日,后续研发成果及成果的商业化存在较 大的不确定性。敬请广大投资者关注相关风险,理性决策,审慎投资。 ...
格隆汇·十大核心ETF前三季度跑赢沪深300超20%!A500ETF基金(512050)期内涨超24%
Sou Hu Cai Jing· 2025-09-30 10:16
Market Performance - In September, the A-share market closed positively with the Shanghai Composite Index rising by 0.52%, the Shenzhen Component Index increasing by 0.35%, and the ChiNext Index remaining flat. The indices recorded gains of 0.64%, 6.54%, and 12.04% respectively for the month, marking five consecutive months of increases, with the ChiNext Index achieving a quarterly gain of over 50%, the second-best in history [1][2] Sector Performance - In September, the power equipment, non-ferrous metals, and electronics sectors led the gains, while the defense, banking, and non-bank financial sectors lagged behind [3] - For the first three quarters, the communication, electronics, power equipment, and non-ferrous metals sectors were the top performers, with the banking sector being the only one to show a decline among 31 primary industries [5] ETF Performance - The "Global Vision, Bet on China" top ten core ETFs saw a cumulative increase of 5.64% in September, with a total gain of 38.96% for the first three quarters, outperforming the CSI 300 Index by 21 percentage points [7] - The Sci-Tech Chip ETF led the gains in September with a rise of 16%, and a cumulative increase of 75.2% for the first three quarters. The ChiNext 50 ETF followed closely with a September gain of 14.53% and a cumulative increase of 59% for the year [7][8] A500 Index and ETF - The A500 ETF (512050) rose by 4.52% in September, with a cumulative gain of 24.11% for the first three quarters. The A500 Index outperformed the CSI 300 Index by over 1 percentage point in September, with a cumulative gain nearly 4 percentage points higher for the year [9][11] - The A500 Index benefits from a balanced industry distribution and a focus on growth sectors, with a significant representation of leading companies across various industries [11] ChiNext 50 ETF - The ChiNext 50 ETF closely tracks the ChiNext 50 Index, which selects the 50 largest and most liquid stocks from the ChiNext market, focusing on new energy, technology, and pharmaceuticals. The top ten weighted stocks include industry leaders such as CATL and Mindray, capturing the benefits of technological revolutions [13] Securities Sector - The securities sector experienced a sudden surge after a month of decline, likely due to the upcoming third-quarter earnings reports and increased trading activity. The average daily trading volume in A-shares reached 2.1 trillion yuan, a 67% increase from the previous month and double the year-on-year figure [16] - The securities sector saw a net inflow of over 230 billion yuan into securities-themed ETFs, with the broker ETF experiencing a net inflow of 60.3 billion yuan [16]
丰山集团:控股子公司丰山全诺目前主要销售锂离子电解液,钠离子电解液占比相对较小,且销售不涉及固态电池电解质材料
Core Viewpoint - Fengshan Group (603810) clarifies that its main business remains focused on the production, research, and sales of raw medicines and formulations, despite media reports linking the company to the "solid-state battery" concept [1] Business Operations - The company’s main business has not changed, and its subsidiary Fengshan Quannuo primarily sells lithium-ion electrolytes, with sodium-ion electrolytes accounting for a relatively small proportion of sales [1] - As of the first half of 2025, sodium-ion electrolyte sales are expected to represent only 0.01% of the company’s consolidated revenue [1] Research and Development - The recent important research results published by Professor Zhang Qiang's team from Tsinghua University are not related to the research and development project commissioned by the company [1] - The collaboration with Tsinghua University is still in the preliminary research and development phase, with a small contract amount, and the technical development project is scheduled to last until December 31, 2028, indicating significant uncertainty regarding future research outcomes and commercialization [1]
固态电池概念爆发,创业板新能源ETF(159387)领涨超4%,固态电池+储能占比超65%
Mei Ri Jing Ji Xin Wen· 2025-09-30 09:59
近期,八部门印发《有色金属行业稳增长工作方案(2025—2026年)》,提出加快全固态电池材料等高端产品应用验证,清华团队也实现了固态电池新 突破。今日固态电池概念爆发,创业板新能源ETF(159387)大涨超4%,新能源车ETF(159806)大涨超3%,领跑市场。 | 代码 | 名称 | 涨跌幅 ▼ | | --- | --- | --- | | 159387 | 创业板新能源ETF国泰 | 4.04% | | 159806 | 新能源车ETF | 3.64% | | 159861 | 碳中和50ETF | 3.37% | | 159864 | 光伏50ETF | 2.85% | 消息面,9月28日,工业和信息化部等、八部门印发《有色金属行业稳增长工作方案(2025—2026年)》,提出加快全固态电池材料等高端产品应用验 证。 政策支持+技术突破,固态电池利好不断 四部委近日联合发布《关于推进能源装备高质量发展的指导意见》,明确将固态电池关键装备列为重点研制方向,电池板块再度成为市场焦点。政策推 动下,固态电池技术商业化进程显著提速,资本关注度持续升温。 新能源产业链有望凭借技术拐点,打开新的增长空间。创 ...
【新能源周报】新能源汽车行业信息周报(2025年9月22日-9月28日)
乘联分会· 2025-09-30 09:36
Industry Information - In Guangdong, the production of new energy vehicles increased by 21.9% from January to August 2025, with the manufacturing sector growing by 2.6% overall [9] - Chongqing is accelerating the high-quality development of the automotive industry, achieving a 7.6% increase in total vehicle production and over 31% in new energy vehicle production from January to August 2025 [9] - CATL signed a strategic cooperation agreement with the People's Government of Milin City, focusing on clean energy projects and zero-carbon infrastructure [9][10] - The penetration rate of combined driving assistance systems in new passenger cars in China exceeded 60%, with sales reaching 7.76 million units from January to July 2025 [11][12] - China is making significant strides in the global new energy vehicle market, contributing 63% of global sales in Q2 2025 [15] Policy Information - The Ministry of Industry and Information Technology (MIIT) is optimizing tax incentives for new energy vehicles, including vehicle purchase tax and vessel tax [22] - Beijing is promoting the "vehicle-road-cloud integration" infrastructure to support advanced autonomous driving and enhance the automotive industry's development [13] - Local governments, such as Lanzhou and Zhengzhou, are offering substantial subsidies for new energy vehicle purchases to stimulate market demand [28][29] Company Information - Great Wall Motors officially named its first pure electric SUV "Ora 5," featuring a 150kW motor and a battery from Honeycomb Energy [35] - Li Auto restructured its autonomous driving department, expanding from three to eleven sub-departments to enhance technology development and product delivery [36] - Xiaomi's investment fund has acquired a stake in Qichip Microelectronics, a developer of automotive controller chips [11] - NIO's cumulative vehicle deliveries have surpassed 800,000 units, indicating strong market performance [38] - Xpeng Motors has launched its first batch of charging stations in Singapore, Malaysia, and Thailand, expanding its international presence [37]
高工锂电15周年策划|飞哥对话赵盛宇:固态电池、AI与出海,海目星激光再启远征
高工锂电· 2025-09-30 09:18
中国锂电产业 20 年,从无到有、从追赶到引领。高工锂电成立 15 周年之际,特别策划系 列对话,遍访锂电创变者,回望产业来时路,探寻未来新动能。 在锂电池制造迈向高效化、精密化的进程中,有一家以激光技术为核心的装备企业,用十年 时间将激光制片速度 从 量产 28 米 / 分钟提升至实验室的 200 米 / 分钟 ,实现了近十倍 的效率飞跃 ——海目星激光。 "激光设备是实现国产超越中最典型的代表。"对话中,海目星激光董事长兼总经理赵盛宇如 此认为。 面对下一代固态电池的竞争,赵盛宇指出, "微纳化、半导体化是解决固 - 固界面和稳定 性的有效路径" ,而跨界技术应用正是推动行业进步的有效手段。 与此同时,海目星已在 AI 与智能制造上全面布局——"今年开工第一天,我们开的第一个会 就是关于 AI 在公司大规模落地。 "赵盛宇透露。 从工艺突破、效率革命到智造升级,海目星的出海逻辑始终建立在系统化能力之上。 "再难 再苦,也不能害客户。"赵盛宇强调,能力未建设好前,绝不轻易承接大规模订单。 正是这种对客户负责的战略定力,推动海目星在全球市场中从"打底色"走向"复色结构",逐 步构建起涵盖八家子公司的海外服务体 ...
瑞泰新材:双三氟甲基磺酰亚胺锂(LiTFSI)是公司重要的新型锂盐产品之一,用途较广泛
Zheng Quan Ri Bao Wang· 2025-09-30 08:43
证券日报网讯瑞泰新材(301238)9月30日在互动平台回答投资者提问时表示,双三氟甲基磺酰亚胺锂 (LiTFSI)是公司重要的新型锂盐产品之一,用途较广泛。当用作固态电池电解质材料时,该产品主要应 用于聚合物固态电池,也可以应用到硫化物固态电池和氧化物固态电池上;其在固态锂离子电池等新型 电池中已形成批量销售,目前这方面的销售收入占比较小。固态电池在技术路线、产品路线和商业路线 上均有待发展。 ...