证券日报网讯紫建电子（301121）11月19日在互动平台回答投资者提问时表示，公司一直致力于固态电 池技术方面的研发工作，并取得了"一种满足高倍率充放电的固态电池"实用新型专利等系列技术成果； 目前，公司的半固态电池已向客户送样，正积极推进与相关方的交流和合作；另外，公司也在继续跟进 固态电池的研究、应用开发及产品测试等各项工作。 ...

格隆汇11月19日丨紫建电子(301121.SZ)在互动平台表示，公司一直致力于固态电池技术方面的研发工 作，并取得了"一种满足高倍率充放电的固态电池"实用新型专利等系列技术成果；目前，公司的半固态 电池已向客户送样，积极推进与相关方的交流和合作；另外，公司也在继续跟进固态电池的研究、应用 开发及产品测试等各项工作。 ...

智通财经APP获悉，中金发布研报称，据储能与电力市场统计，2025年第三季度，28个省备储项目4204 个，规模同比+343%。储能项目景气或拉动上游设备资本开支增长，且大储与动力电池产能间不通用， 新产能投资必不可少。预计全球2026年储能资本开支增速或达50%以上。三季度以来，储能下游需求明 显超预期，或带动锂电设备资本开支预期上修，近期中创新航(03931)、宁德时代(03750)陆续给出明年 产能指引超预期，四季度设备招标在即，看好2026年锂电设备企业订单加速。 固态电池新技术加持板块估值弹性 固态电池长期看解决能量密度天花板，或带来新一轮设备开支弹性；短期看制备路线、新材料等在技术 演变中创造板块估值弹性，此外固态电池一期项目验收结果公布在即，或为板块带来短期催化。 标的方面 看好锂电设备资本开支超预期及固态电池技术发展带来的业绩估值共振机会。建议关注，头部电池厂主 要设备供应商先导智能(300450.SZ)，3C与锂电周期共振低估值龙头联赢激光(688518.SH)等。 风险因素 储能项目持续性不及预期，锂电设备招标不及预期等。 中金主要观点如下： 独立储能快速增长，拉动锂电设备资本开支加速 1 ...

另外，从动力电池周期来看，2025年是国内头部企业资本开支拐点之年，受全球供应链转移影响，预计 2026年开始欧美国家电池产能本土化建设进程或加速，中国锂电设备企业全球竞争优势与市场份额领 先，或受益于海外产能建设。据摸排，预计2026年海外动力电池资本开支增速或延续20%—30%，并有 可能进一步超预期。 中金表示，看好锂电设备资本开支超预期及固态电池技术发展带来的业绩估值共振机会。建议关注，头 部电池厂主要设备供应商先导智能，3C与锂电周期共振低估值龙头联赢激光等。 中金指出，三季度以来，储能下游需求明显超预期，或带动锂电设备资本开支预期上修，近期中创新 航、宁德时代给出明年产能指引超预期，四季度设备招标在即，看好2026年锂电设备企业订单加速。 11月10日，国家发展改革委、能源局发布《关于促进新能源消纳和调控的指导意见》，提出健全新型储 能等调节性资源容量电价机制。该机构认为，随着多省容量电价补偿政策持续发布，储能项目经济性凸 显，或持续带来独立储能项目景气。据储能与电力市场统计，2025年第三季度，28个省备储项目4204 个，规模同比增长343%。储能项目景气或拉动上游设备资本开支增长，且大储与动 ...

Core Viewpoint - The company is committed to the development of solid-state batteries and aims for small-scale production by 2027, indicating a strong position in the industry [1] Group 1 - The company has confirmed ongoing investment in solid-state battery technology, which is at an industry-leading level [1] - There is a question from investors regarding the timeline for mass production of solid-state batteries and whether liquid batteries will be fully replaced [1]

在2025第十五届高工锂电年会上，海目星董事长赵盛宇致辞表示，今年以来，锂电产业链价格企稳回 升，动力电池与储能市场需求旺盛，新一轮锂电扩产序幕已悄然拉开。他还表示，全球新一轮技术大周 期开启，以固态为代表的下一代技术打开产业化应用场景与投资规模，为行业带来了全新的发展机遇， 新周期与新技术的共同共振，为锂电行业注入蓬勃发展动能，带来长期增长空间。 ...

（文章来源：证券日报） 证券日报网讯赣锋锂业11月17日在互动平台回答投资者提问时表示，公司在固态电池技术上同步推进硅 基负极与锂金属负极两条路线。其中，第二代固液混合电池采用金属锂作为负极。公司生产的金属锂相 关产品可以作为固态电池的负极原材料。 ...

Core Insights - The automotive industry is making significant advancements in solid-state battery technology, with multiple companies planning to implement this technology in their vehicles by 2027 or 2028 [1][2][3]. Group 1: Company Developments - Changan Automobile's Vice President, Deng Chenghao, anticipates small-scale demonstration operations of solid-state batteries by 2027 [1]. - Dongfeng Motor plans to conduct mid-term tests with solid-state batteries by December 2027, with a production target of 350Wh/kg solid-state batteries by September next year [1]. - CATL has stated that its solid-state battery technology is industry-leading, with small-scale production expected by 2027 [1]. - Chery's Rhino S solid-state battery is set to complete vehicle verification by 2027 [1]. - Toyota's Carbon Neutrality Engineering Development Center President announced that the company is on track to launch its first mass-produced vehicle with solid-state batteries by 2027 or 2028 [1]. - Nissan has achieved performance equivalent to double the current battery range with its next-generation solid-state battery prototypes, aiming for large-scale production by 2028 [1]. - BMW has launched the world's first test vehicle equipped with solid-state batteries (ASSB), the BMW i7, for road testing in Munich [1]. - Mercedes-Benz, in collaboration with Factorial, has developed the Solstice battery (450Wh/kg) that can exceed 1000 kilometers on a single charge [1]. - Samsung plans to begin large-scale production of solid-state batteries in 2027 [1]. - GAC Group announced successful manufacturing processes for solid-state batteries, with plans to officially equip them in the Haopu model by 2026 [1]. Group 2: Future Projections - BYD plans to start small-scale production of sulfide solid-state batteries for the mid-to-high-end electric vehicle market in 2027, with mainstream applications expected by 2030 [2]. - Hive Energy's Chairman Yang Hongxin believes that small-scale demonstration vehicle installations of solid-state batteries can be achieved by 2027 [2]. - Guoxuan High-Tech's Chief Scientist Zhu Xingbao suggested that if a composite technology route is adopted, vehicle installations could be possible as early as 2026 [2].

从政策催化的角度看，国家去年就开始给予研发补贴等政策支持，包括政府新的招商政策。传统锂电池 落地产能可能会有一定难度，但如果涉及到固态电池，尤其是纯固态领域的话，会有更优惠的政策，无 论是对于人才落地，还是产能落地，都带来了更多帮助。这两年大家可能逐渐看到了一个非常重要的拐 点，政策支持助力固态电池的上市公司、创业企业都更快地发挥自身优势。 基金观察：目前固态电池产业界有半固态、全固态等技术路线并行，您认为哪种路线会率先实现大规模 商业化应用？这种多元并行的局面会持续多久？ 刘小龙：首先肯定是半固态实现大规模商业化应用。实际上这也可以说是已经发生的事实，因为半固态 确实已经开始装车了。目前千公里以上续航的基本就是半固态电池。另外，半固态电池也大范围地应用 在一些储能的装机，去年已经有很大一批产品是半固态的储能电池，今年还有大范围的应用。 央广网北京11月17日消息（记者高敏）据中央广播电视总台经济之声报道，近期固态电池产业链表现活 跃，背后的驱动因素有哪些？目前行业技术突破到了什么阶段？经济之声交易实况《基金观察》采访了 西部证券电新行业分析师刘小龙。 基金观察：这一轮固态电池产业链行情背后的影响因素有哪些？ ...

Summary of Conference Call Records Industry Overview: Solid-State Battery Market - The solid-state battery market is driven by policies, corporate R&D, and technological breakthroughs, including a 6 billion RMB R&D initiative by the Ministry of Industry and Information Technology (MIIT) in 2024, and advancements by companies like SAIC and CATL [2][3] - CATL plans to begin small-scale production of solid-state batteries by 2027 and aims for mass production by 2030, claiming a global leadership position in solid-state battery research and industrialization [2][5] - Guoxuan High-Tech has completed its first experimental line for solid-state batteries with a design capacity of 0.2 GWh and plans to establish a 12 GWh quasi-solid-state production line [2][6] - Qingtao Energy is collaborating with SAIC to mass-produce solid-state vehicles by 2027 [2][7] Key Developments in Solid-State Battery Technology - The solid interface contact issue is being addressed through interface engineering modifications and breakthroughs in materials and processes [2][8] - Companies recommended for attention in this sector include Rongqi Technology and Xikuang Co., as well as Naknor and Kexin Electromechanical [2][8] Market Demand and Production Capacity - It is expected that orders for lithium battery equipment will significantly increase by the end of this year and into next year, benefiting companies like Rongqi Technology and Xikuang Co. [4][9] - By 2030, global shipments of power batteries and energy storage batteries are projected to reach 5.1 TWh, necessitating over 6 TWh of lithium equipment production capacity [4][9] - Current lithium equipment capacity utilization is at 91%, with a forecasted global lithium capacity of 2.2 TWh by the end of 2025, indicating a need for an additional 2.8 TWh of capacity before 2030 [4][10] Financial Insights and Capital Expenditure - Major companies in the lithium battery sector, including CATL, have reported significant capital expenditures, with a total exceeding 49 billion RMB in the first three quarters of 2025, marking a 35% year-on-year increase [10] - CATL's construction investment reached 37.366 billion RMB, a 48% increase year-on-year, reflecting optimistic expectations for the power and energy storage battery sectors [10] Military Industry Trends and Company Positioning - The military industry, particularly in domestic demand, is currently underappreciated but is at a critical transition point [11] - Guangqi Technology is a leader in the metamaterials sector, with a strong foundation in R&D and a significant share of the global market for related publications [11][12] - The company has diversified into drone technology and automotive testing, achieving notable progress and securing a 2 billion RMB procurement contract [12] - Revenue projections for Guangqi Technology over the next three years are 2.5 billion RMB, 5.6 billion RMB, and 7.5 billion RMB, with corresponding profits of 960 million RMB, 1.88 billion RMB, and 2.35 billion RMB [12]