Group 1: Industry Overview - The electric vehicle (EV) battery industry is experiencing a competitive race focused on increasing battery energy density [1][2] - Solid-state batteries are highlighted for their advantages in safety and energy density compared to traditional liquid batteries, potentially alleviating consumer range anxiety [2][3] Group 2: Company Developments - Guoxuan High-Tech (002074) has launched multiple new battery products, including the "Gyan Solid-State Battery" with an energy density of 300Wh/kg, enabling electric sedans to achieve a range of 1000 kilometers [1] - Guoxuan High-Tech plans to establish a production line with an annual capacity of approximately 12GWh for solid-state batteries [1] - The "Jinshi Battery," developed by Guoxuan High-Tech, has seen a 150% increase in single-cell capacity after a year of extreme testing [1] Group 3: Competitor Innovations - Delong Automotive Parts Co., Ltd. (300473) has developed a solid-state battery sample with an energy density of 260Wh/kg and aims for a next-generation product with a target of 400Wh/kg [2] - Jiangxi Ganfeng Lithium Co., Ltd. has developed a second-generation hybrid solid-state lithium battery with an energy density of 420Wh/kg and a cycle life exceeding 700 times, along with a sample reaching 500Wh/kg [2] Group 4: Market Insights - The widespread adoption of solid-state battery technology could significantly enhance the range of electric vehicles, addressing consumer concerns about mileage [2] - Solid-state batteries are designed with safety features, such as Guoxuan High-Tech's "nano-level bulletproof" design, which can withstand punctures without catching fire or exploding [2] - Despite advancements, the high production costs of solid-state batteries remain a significant barrier to large-scale commercialization [3] - Future improvements in production technology and scaling may lead to reduced costs for solid-state batteries, potentially making them competitive with traditional liquid lithium batteries [3]

Core Viewpoint - The 17th Shenzhen International Battery Technology Exchange Conference/Exhibition (CIBF2025) is being held, showcasing advancements in battery technology and attracting significant participation from industry leaders and experts [1]. Group 1: Event Overview - The exhibition covers an area of 280,000 square meters with over 3,000 exhibitors and is expected to attract more than 400,000 guests and attendees [1]. - Key figures in attendance include Zheng Hongyu, Chairman of the China Chemical and Physical Power Industry Association, and Sun Fengchun, an academician of the Chinese Academy of Engineering [1]. Group 2: Company Highlights - Zun Guang Company showcased its self-developed high energy density water-based nickel-based safety battery, which is the world's first mass-produced high energy density water-based battery with independent intellectual property rights [2]. - The nickel-based safety battery features a non-flammable water-based quantum dot electrolyte and three-dimensional carbon nanotube anode materials, addressing safety concerns related to battery combustion and explosion [2]. - Third-party testing indicates that the energy density of the nickel-based safety battery reaches 95 Wh/Kg, which is double that of lead-acid batteries [2]. - The battery has passed rigorous safety tests, including puncture, overcharge, short circuit, combustion, impact, and extreme temperature conditions, demonstrating significant safety improvements [2]. - The battery supports a charging rate of 5C and a discharging rate of 10C, allowing for faster charging and saving time for users [2]. - It operates effectively in a wide temperature range from -40°C to 80°C, making it suitable for various environments [2].

韩系电池巨头SK On拿下首个日本车企客户！ 行业认为，SK On与日产汽车的合作，再一次验证了市场对高能量密度高镍等多元电池的高需 求。即使磷酸铁锂电池向欧美电动汽车市场蔓延，但高端市场对长续航电池的需求会一直存 在。 众所周知，北美市场一直是韩系电池厂布局的主要战场，截至目前，LG新能源、三星SDI、SK On均落地了电池产能。 3月19日消息，SK On宣布与日产汽车签署了一份电池供应合同。协议为期6年，即2028-2033 年期间， SK On将向日产供应总量达99.4GWh的电池。 若以每辆车电池容量为50KWh计算，这一数量大致可满足约200万辆电动汽车的电池需求。 据悉， SK On将为日产汽车供应的电池为高性能高镍软包电池 ，计划在北美地区生产，将用 于日产四款下一代电动汽车，这些车型也将在日产汽车位于美国密西西比州坎顿的工厂生产， 主要面向北美市场。 其中，仅SK On在美国就布局了2家自建工厂和4家合资工厂。2家自建工厂位于美国佐治亚 州，产能超22GWh；3家与福特汽车合资，其中两家在肯塔基州，另一家在田纳西州，合计产 能达到129GWh；1家与现代合资，同样位于佐治亚州，规划产能35G ...

韩国人，正在买入中国股票！ 韩国证券存托结算院披露的最新数据显示，2月份，韩国投资者投资A股和港股的月度交易额达7.82亿美元，环 比增长近200%。另外，根据韩国最大证券公司的数据，2月17日至28日，韩国投资者净买入规模排前10的海外 股票中，中国股票占据6席，多为电动汽车、人工智能、芯片等科技行业的龙头企业。 有券商指出，近期外资正阶段性回流中国市场，主要以短线灵活型外资为主，长线稳定型外资或也存在阶段性 流入。此次外资对港股科技板块的参与度较高。 Wedbush分析师Dan Ives表示，投资者正在试图押注中国科技市场，这是一个明智之举。正是由于在人工智能 领域取得成功，全球投资者都看好中国市场。 韩国人"扫货"中国股票 3月9日，据央视新闻消息，近期，韩国股市整体表现平平。2月以来，韩国综合股价指数的涨幅不到2%，越来 越多的韩国投资者将目光转向海外市场，其中，中国市场备受关注。 韩国证券存托结算院本周最新数据显示，2月份，韩国投资者投资A股和港股的月度交易额达7.82亿美元，环比 增长近两倍，不仅创2022年8月以来新高，且远超同期韩国投资者对欧洲和日本股市的投资规模。 另外，韩国最大证券公司最新 ...

3月3日，当升科技公告显示，其 与SK On于2月28日在江苏常州签订了相关协议，SK On预计 在2025年至2027年向当升科技采购1.7万吨高镍及中镍等多型号锂电正极材料， 具体订单情况 以后续实际执行情况为准。 SK On是全球动力电池头部企业，起点研究院（SPIR）数据显示，2024年其动力电池出货量排 名全球第五，目前主要配套现代、赛德斯-奔驰、福特和大众等车企。 市场分析，SK On本次签下三元材料供货协议，或暗示了终端市场需求回暖以及固态电池等新 技术产业化的提速。 01 长期订单总量或达13万吨 协议显示，当升科技本次与SK On的合作，涉及两个部分。 磷酸铁锂强攻之下，高镍三元正极材料有望率先"突围"。 近日，高镍材料代表企业当升科技（300073）宣布拿下全球电池巨头订单，双方已签订框架性 供货协议。 一是在2025年-2027年SK On向当升科技采购17000吨锂电正极材料，具 体数量以双方每月签订的采购订单为准。 二是，双方就2026年-2028年非约束性额外供销11万吨左右锂电正极材料产品合作事宜将进行 后续协商与确定。 合计来看， 2025-2028年，当升科技或将为SK On ...

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