作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 时隔 3 年，创业板重返 3000 点！ 今天， A 股在短暂调整之后重新开启节奏，截至收盘，沪指收涨 1.65% ，创业板大涨 5.15% ，收报 3053.75 点。全市 4220 个股上涨，涨停股数多达近百只。 CPO 、 PCB 、服务器、半导体等 AI 算力产业链依旧是资金众星捧月的热门板块 ， 这些板块 近期 累计涨幅非 常巨大，导致有报道 质疑 过度 抱团而一度大幅回落 ， 没想到 才调整没几天，又重新恢复 强势 大涨。 这 很显然 说明了， 对于未来增量空间巨大且确定性极高的行业，资金从来不会吝啬 给予 更高的认可 。 其实新能源 板块也是如此 ， 截至今日收盘，创新能源（399266) 强势上涨 3.12% ，上证科创板新能源指数 (000692) 上涨 1.90% ，相比一些 Al 算力产业链也不遑多让。 已成趋势 01 最近，电池和光伏产业链的新能源板块 表现 堪称亮眼，不少细分赛道甚至不亚于 AI 算力产业链。 如果从 4 月 7 日的 A 股底部来看，以电池为代表的新能源产业链的表现更让人惊讶。同花顺数 ...

Group 1: Company Progress and Technology - The company has made significant progress in solid-state/dry process equipment, with orders shipped to customers, including dry multi-roller film systems and ceramic twin-screw fiberization equipment [2] - The company has accumulated substantial technical reserves and validation data in its dual-line strategy for dry and wet processes, achieving order validation across multiple equipment processes [2] - Innovations include new ceramic materials, efficient dispersion with twin-screw technology, ultra-thin wet coating, and dual-layer co-coating of active materials with solid electrolytes [2] Group 2: Share Buyback Progress - As of October 23, 2024, the first phase of the share buyback plan was completed, with a total of 787,700 shares repurchased for a total amount of 44.4455 million yuan (excluding transaction fees) [3] - The second phase of the share buyback is ongoing, with 528,900 shares repurchased by August 31, 2025, totaling 28.8378 million yuan (excluding transaction fees) [3] - The repurchased shares are intended for employee stock ownership plans or equity incentives [3] Group 3: Investor Relations Compliance - During the investor relations activity, the company adhered strictly to regulations, ensuring no leakage of undisclosed significant information occurred [3] - Participating investors signed a commitment letter as required by the Shenzhen Stock Exchange [3]

证券日报网讯江特电机（002176）9月11日在互动平台回答投资者提问时表示，以目前的技术路线，未 来固态电池正负极材料、电解质均需要锂元素的参与，公司坐拥丰富、优质的锂矿资源，将积极关注固 态电池技术发展趋势，加快推进固态电池相关原材料的研发，把握更多的业务机会。 ...

Group 1 - The company has not yet made any investments or developments in the solid-state battery sector [1] - The company is focused on closely monitoring the innovative needs of end customers to ensure it stays at the forefront of innovation and continuously improves its technology and products [3] - Solid-state batteries are emerging as a leading innovation direction in the electric vehicle sector [3]

Core Viewpoint - The solid-state battery market is experiencing significant growth, with companies like Weilan New Energy poised to become major players by 2025, potentially surpassing existing leaders in the industry [1] Group 1: Weilan New Energy - Weilan New Energy is co-founded by prominent figures from the Chinese Academy of Engineering and the Chinese Academy of Sciences, making it the only industrialization platform for solid-state battery technology in China [1] - The company has achieved a milestone by mass-producing the world's first solid-state battery with an energy density of 360Wh/kg in 2023 [1] - Weilan has secured partnerships with major companies such as Huawei and Xiaomi, indicating strong market confidence and investment backing [1] Group 2: Strategic Partnerships - Lianhong New Science has a joint venture with Weilan New Energy, holding a 51% stake, focusing on the development and production of solid-state batteries and key functional materials [3][4] - Enjie Co., Ltd. has signed a framework agreement with Weilan, expecting to supply 300 million square meters of semi-solid battery separators and 100 tons of all-solid-state electrolytes from 2025 to 2030, which will cover 80% of Weilan's material needs [5] - Huayou Cobalt has entered a strategic cooperation agreement with Weilan, prioritizing joint development of cathode materials based on Weilan's product requirements [5] Group 3: Market Position and Future Prospects - Weilan New Energy is positioned to lead in the next-generation battery technology, having achieved a breakthrough in the production of lithium sulfide (Li₂S) with a pilot project set to start in 2025 [5] - The company has a significant market share in battery-grade lithium carbonate, reaching 54% in the domestic market as of mid-2025, indicating its strong competitive position [5]

Group 1: Core Insights - Solid-state batteries are expected to become the ultimate technology route for power batteries, with intrinsic safety and high energy density [1] - The current focus is on sulfide solid electrolytes, with a breakthrough in electrolyte technology anticipated in 2027 and commercialization by 2030 [1] - Domestic policies are strongly supporting the development of solid-state batteries, with leading companies in batteries and new energy vehicles making comprehensive layouts [1] Group 2: Electrolyte Materials - Sulfide electrolytes are currently a hot topic, while composite electrolytes are viewed positively for the long term [2] - Inorganic electrolytes (sulfides, oxides, halides) offer high ionic conductivity and wide electrochemical windows, while polymer electrolytes provide good flexibility [2] - The current challenge for sulfide electrolytes is the cost reduction of lithium sulfide and optimization of binder in dry processing [2] Group 3: Anode and Cathode Materials - High-nickel ternary and silicon-carbon anodes are the mainstream choices in the short term, with lithium-rich manganese-based and lithium metal anodes to be explored in the long term [3] - High-nickel ternary technology is mature, and CVD silicon-carbon anodes offer performance and cost advantages [3] - Material modifications such as single crystalization, element doping, and surface coating will differentiate cathode manufacturers [3] Group 4: Current Collectors - Nickel-plated or nickel-based current collectors are resistant to corrosion, while porous structures alleviate expansion issues [4] - Traditional copper current collectors are prone to corrosion when in contact with sulfide electrolytes, leading to the adoption of nickel plating [4] - Porous copper foils are lightweight and flexible, making them suitable for silicon-carbon anodes [4] Group 5: Other Materials - Single-walled carbon nanotubes enhance the cycling, rate capability, and initial efficiency of silicon-carbon anodes, improving solid-state battery interface contact [5] - UV printing is gaining traction due to efficiency and performance, benefiting UV adhesives [5] - The skeleton membrane is undergoing iterative processes and may replace glue frame printing, significantly improving electrolyte membrane production efficiency [5]

再读固态电池投资机会-正负极&集流体发展方向 20250910 摘要 全固态电池能量密度潜力巨大，理论上可超过 500 瓦时每千克，但固态 电解质的低离子电导率和固固界面问题制约其发展，目前半固态电池已 量产，全固态电池仍在技术攻关阶段。 正极材料未来发展趋势是高比容量和高压平台，短期内高镍三元材料仍 为主流，2030 年后富锂锰基和镍锰酸锂等新型材料将逐步兴起，其中 富锂锰基材料的瓦时成本有望接近磷酸铁锂。 负极材料方面，2030 年前硅碳负极将成为主流，其理论比容量是石墨 的 10 倍，但存在体积膨胀问题，可通过碳包覆和金属氧化物包覆技术 优化。未来，锂金属负极将成为高能量密度电池的选择。 锂金属负极面临体积膨胀、死锂和枝晶生长等挑战。理想厚度为 5~6 微 米，蒸镀工艺能有效控制沉积厚度、防止枝晶、提高纯净度，并增强结 合力，从而减少循环过程中的损伤。 集流体方面，多孔铜箔因其快充性能、高能量密度和抑制枝晶能力，适 用于锂金属负极固态电池。但硫化物电解质易腐蚀铜箔，未来可能转向 镍基或不锈钢集流体。 Q&A 固态正极材料的发展方向是什么？ 未来正极材料的发展方向是向高比容量、高压平台演进。短期内，高镍三 ...

鹏辉能源 20250910 摘要 鹏辉能源受益于小储能市场快速增长，主要驱动力包括库存补给需求、 澳洲政府补贴以及亚非拉地区对电力刚需。小储能电芯价格上涨约 10%，上半年毛利率达八九个百分点，下半年预计进一步提升。 公司积极拓展海外大储市场，已在美国和印度市场取得突破，并积累大 量国内订单，预计下半年集中交货。海外事业部今年有望完成 1.5 吉瓦 时以上目标，明年预期接单翻倍。 国内大储产品近期涨价 8%-10%，盈利能力有所提升，但仍处于保本微 利状态。上半年大储出货量较少，略亏，下半年出货量和价格提升有望 增加盈利能力。 固态电池技术持续迭代，能量密度提升至 320Wh/kg，采用氧化物路线， 中试线预计 9 月底建成，第四季度进行验证测试，客户包括新能源汽车 厂、低空经济企业和机器人制造商。 储能业务预计今年第三季度成为扭亏为盈的拐点，全年计划出货量为 16 吉瓦时，目前预计可达 24 吉瓦时。公司正扩建青岛小储能产能，并考 虑更大容量电芯生产线。 Q&A 小储能电芯涨价从何时开始？目前产能及订单情况如何？ 今年上半年储能市场的表现如何？有哪些主要驱动因素？ 今年上半年储能市场表现非常旺盛，鹏辉能源的 ...

Group 1 - The core viewpoint of the article is that Huazhong Xinchuan (300928) is actively engaged in the research and development of solid-state battery management systems and integration technologies through its subsidiary, Huazhong Xinchuan (Jiangsu) New Energy Technology Co., Ltd [1] - The subsidiary's business scope includes the overall design and production of new energy power batteries, focusing on solid-state battery products and their applications in various scenarios [1] - The company is currently maintaining orderly operations and is continuously engaging in technical exchanges and connections with customers [1] Group 2 - The business related to solid-state batteries is still in its early stages, indicating potential for growth and development in the future [1]

格隆汇9月10日丨海目星(688559.SH)在投资者互动平台表示，公司在固态电池设备领域属于自主可控， 不仅拥有知识产权，还有庞大的研发技术团队，支持固态相关技术的研发、测试、量产上市及售后服 务。责任编辑：钟离 ...