固态电池，如今在新能源汽车行业是一个能够迅速吸引眼球，却无法让人抱有过多"幻想"的话题。原因 很简单，最近一两年，固态电池的最新发布每年都会引发几轮产业与资本的"狂欢"，但"懂得人都懂"，全固 态电池的市场化仍面临重重阻碍。 最近，多家动力电池头部企业又相继发布在固态电池领域的进展和动态。例如，《中国汽车报》记者在国轩 高科2025全球科技大会上，见证了其全固态电池新品和准固态电池新品的同台亮相，并了解到技术研发与量 产推进的相关情况。 细心之人不难发现，动力电池头部企业几乎不约而同地选择了固态电池与半固态电池"两条腿走路"的发展策 略。宁德时代的凝聚态半固态电池已实现量产，同时不断攻坚固态电池工程技术难题；比亚迪在半固态电池 装车验证的同时，持续投入固态电池研发；国轩高科在贯通全固态中试线的同时，其G垣准固态电池也已量 产应用。 业内人士普遍认为，固态电池凭借更高的能量密度和安全性，堪称动力电池技术演进的"终极答案"。然 而，"终极答案"的市场化并非触手可及，甚至还存在一定的变数。这也成为众多头部企业仍将半固态电池纳 入核心研发体系，形成固态与半固态"双线"并进战略布局的原因。 "双线"布局成为行业共识 在 ...

根据市场公开信息及6月3日披露的机构调研信息，知名私募守朴资产近期对1家上市公司进行了调研， 相关名单如下： 1）翔丰华 （守朴资产参与公司特定对象调研&线下交流） 调研纪要：翔丰华在固态/半固态电池方面储备了硅碳负极、硅氧负极材料技术，计划2025年小批量试 产。公司应对原材料价格波动采取多种措施，包括适时采购、提升管理水平和技术、加强与供应商战略 合作。现有石墨负极材料产能9万吨，四川遂宁项目预计2025年底投产，福建永安项目按计划推进。客 户包括LG新能源、国轩高科、比亚迪等。硅碳负极已移交多家电池厂商测试，硬碳负极处于中试阶 段，均计划2025年产业化试验。中国锂电产业链对美国敞口较低，关税实质影响有限。公司对未来前景 和可转债偿付能力有信心，本年度可转债评级现场考察工作已完成。2024年已通过德国大众各项审核并 供货，SKon、松下处于产品认证及小批量试产阶段。已披露的股东减持计划已实施完毕或已届满，未 来若有相关计划将及时披露。目前暂无引入战略投资者计划，若有相关计划将及时披露。公司与行业权 威专家及战略客户建立长期合作，持续开展负极材料核心技术攻关与工艺优化。 机构简介： 上海守朴资产管理有限公 ...

证券代码：300890 证券简称：翔丰华 上海市翔丰华科技股份有限公司投资者关系活动记录表 编号：2025-02 | | ☑特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | 类别 | □新闻发布会□路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | | 守朴资产：杜申春 东北证券：薛进 | | | 信达证券：张弛 | | 参与单位名称及 | 中泰证券：王欣悦 | | 人员姓名 | 中邮证券：杨小先 | | | 富安达基金：路旭 | | | 甬兴证券：赵勇臻 | | | 西南证券：王兴网 韩晨 | | 时间 2025 | 年 5 月 30 日 | | 地点 | 上海市翔丰华科技股份有限公司会议室 | | 形式 | 线下交流 | | 上市公司接待人 | 董事会秘书：叶文国 | | 员姓名 | 证券事务专员：尚德龙 | | | 1.固态/半固态产品进展？量产和营收兑现节奏？ | | 投资者关系活动 | 答：公司储备有硅碳负极、硅氧负极材料生产技术，可适用于固态、半固 | | 主要内容介绍 | 态电池，产品已移交电池 ...

突破 半固态电池已成电池厂商布局重点 电池技术是推动低空经济发展的重要动力，当下正加速突破能量密度、安全性以及极端环境适应性等关 键技术瓶颈。在近日举办的第十七届深圳国际电池技术交流会/展览会（CIBF 2025）上，低空经济成为 产业关注的焦点之一，各家企业凭借技术迭代和场景化解决方案，竞相角逐这一新兴领域。目前，半固 态电池已在低空飞行器中率先实现工程化应用，正逐步满足载人飞行器对于长续航、快速补能、本质安 全等各方面的需求。 近期，各动力电池企业竞相发力，接连推出性能更优的电池产品，力求满足载人航空器的应用需求。 CIBF 2025期间，欣旺达推出了低空经济动力电池新品"欣·云霄2.0"。据介绍，该款动力电池产品能量密 度达到360Wh/kg，比常规的车用级动力电池能量密度更高，公司计划2027年实现低空经济全固态电池 能量密度突破500Wh/kg的目标。孚能科技则宣布第二代eVTOL半固态电芯即将进入小批量量产阶段， 该款电池能量密度已达到320Wh/kg，支持15分钟快充，60秒长脉冲功率高达10C，共可载5人飞行，目 前，孚能科技半固态电池产品已获得某头部低空经济客户关注。 孚能科技eVTOL动力 ...

Group 1: Company Overview and Strategic Initiatives - The company established a subsidiary in 2021 for solid-state battery materials, focusing on sulfide routes with three products developed: high-purity lithium sulfide, sulfide solid electrolyte, and sulfide electrolyte membrane [2] - The pilot production line for sulfide solid electrolyte materials in Yuxi, Yunnan, is designed for an annual capacity of approximately 1,000 tons, with phased construction [2] - The market for solid-state batteries is currently limited due to high costs, with liquid lithium batteries and semi-solid batteries dominating, although niche applications in military, aerospace, and deep-sea sectors are anticipated [2] Group 2: Production and Supply Agreements - In November 2021, the company formed a joint venture for semi-solid battery separator production, with two production lines currently operational [3] - A procurement framework agreement was signed in January 2025 with Beijing Weilan, committing to supply 80% of its material needs for semi-solid and solid-state battery electrolytes from the company [3] - From 2025 to 2030, the expected total orders for semi-solid and solid-state battery electrolyte separators are projected to exceed 300 million square meters and 100 tons, respectively [3] Group 3: Product Development and Performance - The company has achieved a purity of 99.9% for its lithium sulfide products, with production capacity reaching the hundred-ton level [4] - Recent advancements in solid electrolyte technology have reduced particle size to 300 nm while maintaining an ionic conductivity of over 6 mS/cm, which is considered high in the industry [5] - Smaller particle sizes enhance battery performance by reducing interfacial resistance and increasing energy density, while also minimizing lithium dendrite formation [6] Group 4: Manufacturing Techniques and Quality Control - The solid electrolyte membrane is produced by mixing sulfide solid electrolyte, solvent, and binder, then applying it to a PET film using a roller pressing method, achieving a thickness of 30 µm and ionic conductivity above 3 mS/cm [7] - The optimal porosity for solid electrolyte membranes is below 5% to effectively prevent lithium dendrite formation [8] - The company employs solid-phase synthesis for electrolyte preparation, which is safer and environmentally friendly, resulting in higher conductivity compared to liquid and gas-phase methods [9]

据该公司5月20日晚间公告，上述项目预计总投资为6.2亿元(最终投资金额以项目建设实际投入为准)。 项目拟在江西省龙南市龙南经济技术开发区电子信息产业科技城租用厂房及综合办公楼，主要用于建造 锂电池材料生产车间、高频电子信息复合材料生产车间、原辅料仓库、成品仓库及研发检测楼等。项目 全面投产后，将形成年产配套5GWh高安全干电极电池制造的关键材料及470万平方米高频电子信息复 合材料生产能力。 项目建设的资金来源为三孚新科自有资金及/或自筹资金(包括但不限于银行贷款、其他金融机构融资、 发行证券等)。若项目实施主体后续存在增资或融资需求，各股东将按股权比例履行现金出资义务或按 持股比例提供股东借款、担保支持(如有)。 为推动固态/半固态锂电池高安全材料、高频电子信息复合材料的产业化、商用化，三孚新科(688359)拟 以合并范围内子公司江西邦越新材料科技有限责任公司、邦翔(江西)新材料科技有限公司作为项目实施 主体在江西省龙南市龙南经济技术开发区电子信息产业科技城建设高安全干电极电池关键材料及高频电 子信息复合材料产业化项目。 三孚新科表示，目前复合铜箔处于产业化阶段，其生产工序中所需设备成本较高，在总成本中 ...

Core Insights - Guoxuan High-Tech (002074.SZ) and other Chinese battery manufacturers are strategically positioning themselves in the solid-state and semi-solid-state battery markets [1][5] - The company has entered the pre-production phase for its all-solid-state battery, with a designed capacity of 0.2 GWh [1][2] - New battery products announced include the G Yuan quasi-solid-state battery with a range of 1000 kilometers and a 20 MWh energy storage system [1][2] Group 1: Product Development - Guoxuan High-Tech has launched six new products covering passenger vehicle batteries, heavy-duty truck batteries, energy storage systems, and smart solutions [2] - The Jinshi battery has achieved a 60% increase in ionic conductivity and significant improvements in air stability and capacity [2] - The first all-solid-state experimental line has been completed, achieving a 90% yield rate and a 150% increase in single-cell capacity [2][4] Group 2: Market Positioning - The company plans to build a 12 GWh quasi-solid-state battery production line, with the G Yuan quasi-solid-state battery already exceeding 10,000 kilometers in testing [2][4] - The G Xing battery offers a capacity of 116 kWh with a density of 175 Wh/kg, promising zero capacity degradation for the first 3000 cycles [4] - The Qian Yuan Zhi storage system has a capacity of 20 MWh and a lifespan of 25 years, with over 6 GWh of projects in the pipeline [4] Group 3: Industry Outlook - Industry experts suggest that true mass production of solid-state batteries will take 8-10 years, indicating a focus on semi-solid-state technology in the near term [5][6] - The Chinese government is increasing its focus on solid-state battery standards and performance optimization [6] - The global demand for lithium batteries is projected to reach 3800 GWh by 2030, driven by electric smart vehicles and other emerging technologies [6]

Core Viewpoint - Company has exceeded the requirements of the new battery national standard ahead of schedule, ensuring that its entire product system can withstand thermal runaway without catching fire or exploding for 24 hours [1] Industry Summary - The implementation of the new national standard is significant for supply-side reform in the industry, with only a few leading battery manufacturers currently able to meet these standards [1] - This situation is expected to accelerate the exit of less competitive capacity in the industry, presenting important market opportunities for the company [1] Product Trends - There is an increasing acceptance of semi-solid state batteries among downstream customers, driven by heightened safety requirements under the new national standard [1] - The new standard is anticipated to catalyze further commercialization of semi-solid state batteries [1]

Core Viewpoint - Company is advancing its battery technology with plans for mass production of second-generation semi-solid batteries with an energy density of 330Wh/kg and third-generation batteries reaching 400Wh/kg, while also exploring solid-state battery technologies with energy densities of 400-500Wh/kg [2] Group 1: Battery Technology Development - Company is developing multiple battery technologies including semi-solid, solid-state, lithium iron phosphate, high-voltage fast charging, and sodium-ion batteries [2] - The company’s products can support high-voltage fast charging, with SPS products achieving a full-system 6C fast charge [2] Group 2: Production Capacity and Profitability - Company has designed production capacities of 15GWh each for its Ganzhou and Guangzhou bases, with some production lines already operational and the rest expected to ramp up in the second half of the year [2] - The company anticipates a significant reduction in unit manufacturing costs as production capacity utilization increases in the second half of the year, leading to improved profitability [2] - Starting next year, as the utilization rate of new production bases increases, the company expects to see enhanced cost reduction effects and a significant improvement in gross margin [2] Group 3: Pricing and Cost Structure - The price of lithium carbonate has stabilized, and the company expects limited room for price reductions in downstream batteries [3] - The company anticipates a slight decrease in the overall average selling price of its products due to a shift in product mix towards lithium iron phosphate [3] - The company is implementing various cost reduction measures across manufacturing, management, and supply chain, which are expected to maintain a high gross margin [3] Group 4: Impact of Tariffs - Company indicated that the impact of U.S. tariffs on its exports and overseas market demand is minimal, with U.S. export revenue accounting for only about 5%-7% in the first quarter of 2024 and 2025 [3]

诺德股份3月21日在投资者关系平台上答复投资者关心的问题。 投资者提问：锂电铜箔市场现在是高端产品供不应求、中低端产品产能过剩的局面，所以贵司 高端铜箔上有什么发展？ 诺德股份回复：公司已具备3微米锂电铜箔批量生产的能力，这是锂电铜箔轻薄化发展的关键 一步。至此，公司已经形成了覆盖6微米至3微米的完整铜箔产品体系，能够为客户提供差异化 的高端产品。 福建贤辰智享科技股份有限公司 FUJIAN XIANCHEN ZHIXIANG TECHNOLOGY CO., LTD 福建贤辰智享股份有限公司,是一家专注于锂电池可循环包装方案和共享租赁服务的高 新技术企业。经过多年的发展,已成为国内可循环包装方案和租赁共享服务的龙头企业,技术 创新,优化企业成本是我们的使命,在产品定制化开发的同时,我们已成功推出了适合工业企业 的通用化循环包装产品。未来我们在锂电池深耕的同时,将会在光伏、零售、运输、化工、 冷链和农业等领域提供一站式供应链解决方案和智能化循环包装服务。我们的愿景是成为循 环包装先行者、标准引领者,循环包装细分市场领军人,继续引领绿色低碳供应链潮流。 公司总部设立于福州,集研发、制造、销售、运营于一体,在宁德、 ...