Core Insights - The solid-state battery index decreased by 0.8% from June 30 to July 4, with a cumulative increase of 18.2% expected by 2025, outperforming the CSI 300 index which is projected to increase by 17.0% [1][4] - Among the solid-state battery-related stocks, the average decline was 1.3%, with only the current collectors segment showing an increase of 7.0% [1][4] Stock Performance - Top five gainers: Zhongyi Technology (+21.1%), Defu Technology (+21.0%), Honggong Technology (+21.0%), Yuanhang Precision (+12.2%), and Jiayuan Technology (+6.7%) [1][4] - Top five losers: Yinglian Co. (-17.7%), Nuode Co. (-12.9%), Tianji Co. (-11.3%), Jinlongyu (-9.2%), and Zhonglun New Materials (-8.5%) [1][4] Industry Developments - Shanghai Xiba plans to participate in the auction for Yuyuan Rare Earth's lithium sulfide business assets [2] - Several companies have secured orders for solid-state battery copper foil products, including Defu Technology with a significant order from a leading power battery customer [2] - Anwa Technology has successfully launched the first GWh-level solid-state battery production line, marking a significant advancement in solid-state battery development [2] - The industry is transitioning from laboratory stages to mass production validation, with expectations for small batch vehicle testing by the end of 2025 and widespread testing in 2026-2027 [2]

Core Viewpoint - The ACMI2025 forum highlighted the advancements in solid-state battery technology, emphasizing its high energy density and safety, which cater to specific needs in various sectors such as automotive, low-altitude, and humanoid robots [1] Group 1: Solid-State Battery Development - Solid-state batteries are expected to gradually find applications across multiple fields as their overall performance improves and industrialization accelerates [1] - Half-solid-state batteries have already been implemented in vehicles, indicating a faster industrialization process compared to full solid-state batteries [1] - Full solid-state batteries are projected to begin small-scale deployment in 2027, with mass application in energy storage expected post-2030 [1] Group 2: Market and Policy Dynamics - Domestic policies are actively promoting the industrialization of solid-state batteries, with many companies aiming for small-scale production or vehicle deployment by 2027-2028 [1] - Overseas automakers and battery manufacturers are accelerating their efforts in solid-state battery development to gain a competitive edge [1] Group 3: Application Areas - The application of solid-state batteries is anticipated to expand in cost-sensitive areas such as humanoid robots and low-altitude sectors before automotive applications [1] - The unique advantages of full solid-state batteries, such as high energy density and safety, differentiate them from liquid batteries [1]

Group 1 - The total grain output of 13 major production areas accounts for over 75% of the national grain output, serving as a cornerstone for national food security [1] - The central government's document emphasizes the need to promote the transformation and upgrading of the agricultural product processing industry, implement agricultural brand cultivation plans, and enhance the level of agricultural industrialization [1] - During the peak production season, many stakeholders in the grain production chain are actively seeking changes to transform "good grain" into "good products" [1] Group 2 - In Henan's Yanjin County, a hundred billion industry cluster has emerged around wheat, integrating nearly a hundred processing enterprises into a cohesive supply chain [2][3] - The local agricultural bureau prioritizes land use for grain processing enterprises, which contributed to a total output value of 15.2 billion yuan for the national modern agricultural industrial park last year [3] - The quality of raw grain is crucial for processing efficiency, with local companies focusing on high-quality wheat varieties to enhance product quality [3] Group 3 - In Heilongjiang's Qian County, corn is being processed into high-end products, with over 6 billion yuan invested in various processing projects [6][7] - The deep processing of corn has led to a total output value of 10.6 billion yuan, with local companies investing in over 30 series of industrial projects [7] - The trend of grain production areas evolving into industrial hubs is supported by national policies promoting the construction of agricultural processing parks and enhancing processing capabilities [7] Group 4 - In Jiangsu's Sheyang County, the rice industry is focusing on deep processing to enhance brand value and market competitiveness [8][9] - The company is developing a health-oriented product, brown rice juice, to meet consumer demands for healthier options [8] - The agricultural brand cultivation plan has successfully elevated the value of regional brands, with several brands exceeding 10 billion yuan in value [9]

2025年2月份，周治平出任兵装集团董事、总经理、党组副书记。 6月4日，长安汽车等多家上市公司发布公告披露，经国务院批准，对兵装集团实施分立。其汽车业务分立为一家独立中央 企业，由国务院国资委履行出资人职责；国务院国资委按程序将分立后的兵装集团股权作为出资注入兵工集团。 此次周治平正式执掌兵工集团，是他职业生涯的又一重要转折点。对于兵工集团而言，周治平的掌舵或将带来新的理念和 发展思路。 北京博星证券投资顾问有限公司研究所所长兼首席投资顾问邢星在接受《证券日报》记者采访时表示，兵工集团作为我国 陆军武器装备研制发展主体和三军毁伤与信息化装备研制骨干，在国防建设中肩负着重要使命。而周治平在汽车行业积累的丰 富市场化经验，有望为军工体系注入新的活力，推动军工技术的产业化转化，进一步提升兵工集团在市场中的竞争力。 本报记者 刘钊 7月8日，中国兵器工业集团有限公司（以下简称"兵工集团"）发布公告称，7月4日，根据党中央决定，周治平同志任公司 董事长。已调任中国航空工业集团有限公司董事长、党组书记的程福波不再担任公司董事长。 兵工集团在公告中表示，本次变动对公司日常管理、生产经营及偿债能力无实质性影响，不会对公司董 ...

国泰海通证券指出，受市场需求驱动，固态电池产业化进程持续提速，头部企业纷纷布局中试线并推进 样品验证，部分企业已实现半固态量产，预计2025—2027年将进入全固态小批量投产阶段。固态电池在 材料体系与工艺路径上存在显著差异，对设备提出全新要求。当前设备环节有望作为产业化前置环节率 先受益，头部设备厂商已加快产品验证与客户导入节奏，产业化预期强化下，固态电池设备市场空间有 望率先打开。 科创新能源ETF紧密跟踪上证科创板新能源指数，上证科创板新能源指数从科创板市场中选取50只市值 较大的光伏、风电以及新能源车等领域的上市公司证券作为指数样本，以反映科创板市场代表性新能源 产业上市公司证券的整体表现。指数电池占比达38.5%。 数据显示，截至2025年6月30日，上证科创板新能源指数(000692)前十大权重股分别为晶科能源 (688223)、天合光能(688599)、大全能源(688303)、阿特斯(688472)、天奈科技(688116)、容百科技 (688005)、孚能科技(688567)、厦钨新能(688778)、派能科技(688063)、固德威(688390)，前十大权重股 合计占比47.96%。 科 ...

自今年大盘指数4月8日见底以来，固态电池指数累计涨幅超30%，二级市场情绪高涨背后，是固态电池 产业化进程从0到1的加速。 以下文章来源于财经图解 ，作者十字路口 财经图解 . 财经大事早知道，关注东方财富股票！ 亿纬锂能在回答投资者提问时称，公司已在固态电池领域进行技术布局，计划于2026年实现全固态电池 生产工艺的突破，推出一款高功率、高环境耐受性、高安全的全固态电池，主要用于混合动力领域；于 2028年推出400Wh/kg的高比能全固态电池。 整车企业方面，上汽集团透露，未来三年内将在全球发布超过10款车型，并计划在2027年实现固态电池 装车。 长安汽车则计划在2025年至2026年完成合资公司时代长安动力电池有限公司50GWh电芯产能投资建 设，预计2026年实现固态电池装车验证，2027年推进全固态电池逐步量产，能量密度目标达 400Wh/kg。 免责声明 综合机构观点看，随着近期固态电池量产计划密集发布，固态电池量产目前已经处于临界点。 比如近期宁德时代在投资者互动平台上透露，公司在全固态电池领域持续坚定投入，技术处于行业领先 水平，2027年有望实现小批量生产。 国轩高科也透露，首条全固态中试 ...

Core Viewpoint - The 2025 High-Performance New Energy Materials Industry Conference will focus on the theme "New Materials, New Dynamics, New Ecology," bringing together leaders from the lithium battery materials industry to discuss the industrialization paths of solid-state batteries and sodium batteries [1]. Group 1: Conference Details - The conference will take place on July 8-9, 2025, at the Yang'an New City Conference Center in Qionglai, Sichuan Province [3][4]. - The event is organized by GGII and is sponsored by Yinglian Composite Fluid [1]. Group 2: Agenda Overview - The conference will feature three main sessions: 1. Opening Ceremony: Changes in Battery Materials under Diverse Demand [6] 2. Special Session One: Blue Ocean of New Material Applications [8] 3. Special Session Two: Innovative Paths for New Materials and Zero-Carbon Manufacturing [9] 4. Special Session Three: Industrialization and Cost Reduction Paths for Solid-State Battery Materials [10] Group 3: Key Topics and Speakers - Key topics include the industrialization of lithium battery materials, advancements in silicon-based anode materials, and the development of solid-state batteries [7][9][10]. - Notable speakers include industry leaders from companies such as Yinglian Composite Fluid, Puli Technology, and various research institutions [6][7][9][10]. Group 4: Logistics and Participation - Participants are advised to prepare business cards and registration information for the check-in process, which starts at 9:00 AM on July 8 [4]. - Transportation options include flights to Chengdu Shuangliu International Airport or Tianfu International Airport, with shuttle services provided to the conference venue [14][15].

人民网记者 邱烨 江西省铜鼓县凭借88.04%的森林覆盖率这一生态优势，创新打造了以林菌、林药、林游为核心的林下 经济体系，并延伸发展休闲农业、精深加工等多元业态。在这片生态沃土上，金融活水正悄然浇灌着乡 村振兴的产业之花。 农旅融合绽放新活力 特色产业升级进行时 在铜鼓县的乡村振兴版图中，赤松茸产业正书写着"点菌成金"的故事。省级农业龙头企业——江西省与 山同寿实业发展有限公司近期就获得了关键金融支持。"200万元贷款专项用于购置现代化加工设备，提 升了赤松茸加工能力提。"企业负责人介绍，这笔资金不仅解决了厂房扩建的燃眉之急，更推动了产业 链向精深加工延伸。 金融赋能生态价值转化 数据显示，农行铜鼓县支行在2024年至2025年5月末期间，已投放农户贷款超1.5亿元，惠及农户600余 户；为23家涉农企业提供授信超7000万元。这些精准的金融支持，既破解了经营主体的资金瓶颈，更激 活了山林生态价值的转化通道，见证着"绿水青山"向"金山银山"的生动蜕变。 如今，在金融活水的滋养下，铜鼓县正走出一条"生态产业化、产业生态化"的特色发展道路，让广袤田 园真正成为孕育财富的沃土。 "农行的贷款就像及时雨，让我们顺利 ...

电力设备 | 证券研究报告 — 行业周报 2025 年 7 月 6 日 强于大市 电力设备与新能源行业 7月 第 1 周周报 光伏供给侧改革持续推进 新能源汽车方面，乘联分会预估 6月全国新能源乘用车厂商批发销量 126 万 辆，同比增长 29%，下半年随着新能源新车型不断推出，新能源汽车产品 力不断增强，2025 年国内新能源汽车销量有望保持高增，带动电池和材料需 求增长。动力电池方面，固态电池产业化趋势明确，后续关注固态电池相关 材料和设备企业验证进展。光伏方面，中央经济工作会议明确提出综合整治 "内卷式"竞争，中央财经委员会明确将依法依规治理企业低价无序竞争， 引导企业提升产品品质，推动落后产能有序退出，光伏供给侧提质、增效主 线明确；需求侧，我国 5 月光伏装机高达 92.92GW，装机同比增长 388%， 可能一定程度上压制 25H2 光伏装机需求，密切关注供给变化情况，光伏板 块重点关注供给侧强催化的硅料环节和 BC、贱金属新技术方向。氢能方面， 政策持续推动氢能产业化发展，能源局开展能源领域氢能试点，地方政策催 化不断，建议关注具备成本优势、技术优势的电解槽生产企业、受益于氢能 基础设施建设的燃 ...

来源|贝多财经 近日，中电科蓝天科技股份有限公司（下称"电科蓝天"）递交招股书，报考在上海证券交易所科创板上市。本次报考上市，电科蓝天计划募资15亿元，将全 部用于宇航电源系统产业化（一期）建设项目。 据贝多财经了解，电科蓝天是中国电子科技集团（简称"中国电科"）下辖公司。据招股书介绍，该公司的前身为1992年设立的全民所有制企业蓝天电源。 2014年，蓝天电源改制为有限责任公司蓝天有限，注册资本为2亿元，十八所持有蓝天有限100%股权。 据招股书介绍，电科蓝天是一家电能源系统解决方案和核心产品的供应商，主要从事电能源产品及系统的研发、生产、销售及服务，拥有发电、储能、控制 和系统集成全套解决方案，产品应用领域实现深海（水下1公里）至深空（距地球2.25亿公里）覆盖。 2022年、2023年和2024年，电科蓝天的营收分别约为人民币25.21亿元、35.24亿元和31.27亿元，净利润分别约为2.15亿元、1.90亿元和3.39亿元，扣非后净利 润分别约为2.01亿元、1.47亿元和2.93亿元。 2022年5月，蓝天有限进行混合所有制改革，注册资本增加至约15.63亿元。同期，中国电科将持有的该公司15%股 ...