倒计时3天 2025第五届起点两轮车换电大会 暨轻型动力电池技术高峰论坛 值得注意的是，星恒电源首批符合 GB 43854 的电池即为雅迪 G30 车型量身打造，在星恒电源滁州基地进行生产，二者不仅在材料和电芯 设计环节紧密合作，还在 PACK 工艺和 BMS 系统等方面互相磨合，满足国强对于锂电池的要求。 京东旗下家政服务和即时配送平台 正处于飞速扩张期 ，服务队伍 高度依赖所使用的两轮电动车质量，尤其是电池的安全性， 对 产品性能的 追求 也让 京东 与 星恒 & 雅迪 走到了一起。 01 星恒电源：让两轮车锂电池更安全 对于 电动两轮车 来说，铅酸电池和 锂电池 的争论至今仍在持续，但星恒电源要向市场证明，锂电池和铅酸电池一样安全，甚至要比铅酸电 池更安全。 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 小哈换电/ 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/汇创新能源/中兴派能/孚能科技/保力新/创明新 能源/多氟多/博力威/睿恩 ...

7月8日，上证指数、深证成指、创业板指、科创50指数早盘震荡上扬，午后持续走强。截至收盘，上证指数报3497.48点， 涨0.7%，成交额5675.07亿元；深证成指报10588.39点，涨1.47%，成交额8864.43亿元；创业板指报2181.08点，涨2.39%，成 交额4365.44亿元；科创50指数报991.95点，涨1.4%，成交额230.88亿元。沪深两市合计成交14539.5亿元，成交额较上一交易 日增加2453亿元。 电子、电力设备等行业走强华银电力、华光环能等股均4连板 盘面上来看，行业板块、概念涨多跌少。其中，电子、电力设备、通信、建筑材料、传媒、计算机、钢铁、机械设备等行业 涨幅靠前；PCB、钙钛矿电池、铜缆高速连接、国资云、光通信模块、AI手机、被动元件、稀土永磁、有机硅等概念走势活 跃。保险、电力、银行等行业跌幅居前；肝素、氦气、绿色电力等概念走势较弱。涨停个股主要集中在电子、电力设备、建 筑材料、化工、医药生物等行业。 个股涨跌情况，截至收盘，沪深两市合计4060只个股上涨，939只个股下跌，平盘个股140只，停牌的个股12只。不含当日上 市新股，共有76只个股涨停，7只个股跌停 ...

报告导读： 海外固态电池研发进程稳步推进，产品性能持续突破。电池厂与车企的合作覆 盖技术授权、产线共建与路测验证，量产时间表锁定 2026-2030 年。 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称：海外固态电池进展积极，产品性能持续突破 报告日期：2025.07.08 报告作者： 徐强 （分析师），登记编号： S 0880517040002 李依雯 ( 研究助理 ) ，登记编号：S 0880125042249 扫码关注 星标不迷路 国泰海通证券研究所官方公众号 海量研报 | 热门活动 | 视听 内容 车企绑定深化合作，示范项目驱动商业化进程。 目前，电池厂与车企的合作覆盖技术授权、产线共建与路 测验证。 Solid Power 电池已搭载宝马 i7 启动实车路试，同时向 SK On 授权技术并共建产能； QuantumScape 与大众旗下 PowerCo 签订量产协议，预计 2026 年启动 QSE-5B1 电池装车测试； Factorial Energy 联合奔驰推进 Solstice 电池路测， 2026 年与 Stellantis 合作开展示范车队验证；三 星 SDI 已向 5 家车 ...

钙钛矿电池概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600438 | 通威股 份 | 10.00 | 3.22 | 63572.01 | 22.69 | | 601012 | 隆基绿 能 | 6.46 | 2.94 | 51686.33 | 14.34 | | 002865 | 钧达股 份 | 10.00 | 10.25 | 20014.30 | 21.00 | | 002218 | 拓日新 能 | 10.06 | 4.94 | 13702.45 | 54.80 | | 002623 | 亚玛顿 | 10.01 | 23.35 | 12146.31 | 11.84 | | 002008 | 大族激 光 | 3.14 | 2.99 | 8434.15 | 12.00 | | 300118 | 东方日 | 6.21 | 11.99 | 7922.72 | 6.83 | | | 升 | | | | | | ...

Group 1 - The BC battery concept sector rose by 4.13%, leading the market with 40 stocks increasing, including Dongcai Technology, Junda Co., and Tongwei Co., which hit the daily limit [1] - Notable gainers in the BC battery sector included Laplace, Trina Solar, and Chipone, with increases of 9.12%, 8.10%, and 7.91% respectively [1] - The sector saw a net inflow of 2.09 billion yuan, with 32 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow, led by Tongwei Co. with 636 million yuan [1] Group 2 - The top three stocks by net inflow ratio were Tongwei Co. at 22.69%, Junda Co. at 21.00%, and Longi Green Energy at 14.34% [2] - The trading volume for Tongwei Co. was 635.72 million yuan, with a daily increase of 10.00% and a turnover rate of 3.22% [2] - Other significant stocks included Longi Green Energy with a 6.46% increase and a turnover rate of 2.94%, and Junda Co. with a 10.00% increase and a turnover rate of 10.25% [2][3] Group 3 - The BC battery concept sector's performance was contrasted with other sectors, such as the shipbuilding sector which fell by 0.45% and the biomass power generation sector which saw minimal change [1] - Stocks like Guangxin Materials and Haitan Co. experienced declines of 2.39% and 0.58% respectively, indicating some volatility within the market [1][4] - The overall market sentiment was positive for the BC battery sector, reflecting strong investor interest and capital inflows [1]

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | BC电池 | 4.13 | 中船系 | -0.45 | | 硅能源 | 4.02 | 生物质能发电 | 0.03 | | PCB概念 | 3.86 | 足球概念 | 0.09 | | 铜缆高速连接 | 3.60 | 幽门螺杆菌概念 | 0.15 | | 低辐射玻璃(Low-E) | 3.55 | 冰雪产业 | 0.18 | | TOPCON电池 | 3.52 | 乳业 | 0.18 | | 钙钛矿电池 | 3.40 | 重组蛋白 | 0.19 | | AI PC | 3.32 | 转基因 | 0.20 | | HJT电池 | 3.22 | 可控核聚变 | 0.23 | | AI手机 | 3.22 | 芬太尼 | 0.24 | 资金面上看，今日HJT电池概念板块获主力资金净流入18.09亿元，其中，30股获主力资金净流入，7股 主力资金净流入超5000万元，净流入资金居首的是通威股份，今日主力资金净流入6.36亿元，净流入资 金居前的还有隆基绿能、拓日新能、TCL中环等，主力资金分别净流入 ...

截至7月8日收盘，TOPCON电池概念上涨3.52%，位居概念板块涨幅第6，板块内，69股上涨，亿晶光 电、弘元绿能、钧达股份等涨停，仕净科技、拉普拉斯、天合光能等涨幅居前，分别上涨11.10%、 9.12%、8.10%。跌幅居前的有林洋能源、*ST沐邦、海天股份等，分别下跌1.61%、0.91%、0.58%。 | 600732 | 爱旭股 | 5.33 | 4.98 | 8789.96 | 7.70 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 002008 | 大族激 | 3.14 | 2.99 | 8434.15 | 12.00 | | | 光 | | | | | | 002459 | 晶澳科 | 5.71 | 3.88 | 8344.30 | 6.07 | | | 技 | | | | | | 300118 | 东方日 升 | 6.21 | 11.99 | 7922.72 | 6.83 | | 300433 | 蓝思科 技 | 1.79 | 1.47 | 5015.41 | 2.94 | | 300316 | 晶盛机 电 | 4.90 ...

Core Viewpoint - The mobile power bank industry is facing a significant crisis due to safety issues, particularly related to the Romoss brand, which has led to product recalls and heightened consumer anxiety regarding battery safety and performance [2][3][15]. Industry Overview - The mobile power bank market is experiencing turmoil following safety incidents, with over 1.2 million units recalled due to safety concerns [2][15]. - The global mobile power market is estimated to be around $3.005 billion in 2023, with a projected compound annual growth rate (CAGR) of only 1.3% until 2030, indicating a market nearing saturation [18]. Consumer Behavior - Over 70% of smartphone users prefer to charge their devices when battery levels drop to 10%-30%, reflecting a growing trend of "battery anxiety" among consumers [5][6]. - The average daily internet usage among residents has increased significantly, contributing to heightened battery anxiety as users rely more on their devices [6]. Technological Challenges - Despite advancements in smartphone technology, battery capacity has not kept pace, with the iPhone 15 only marginally improving from the iPhone 5S in terms of battery capacity [10]. - The current battery technology, particularly lithium-ion batteries, is approaching physical limits in energy density, leading to stagnation in real capacity improvements [13][22]. Price War and Its Implications - The ongoing price war in the mobile power bank sector has led to a significant drop in prices, with some products seeing reductions from around 129-149 RMB in 2021 to as low as 69 RMB by 2024 [15][16]. - This price competition has pressured manufacturers to cut costs, which has resulted in safety compromises, as seen in the recent safety incidents linked to substandard battery components [17][21]. Future Outlook - The industry must shift focus from price competition to technological innovation to address the growing demand for battery capacity and safety [22]. - The historical context of battery development suggests that significant breakthroughs may take decades, raising concerns about the industry's ability to meet future demands [22].

文 | 中关村储能产业技术联盟 在 全 球 电 池 储 能 行 业 经 历 动 荡 与 整 合 的 背 景 下 ， 一 则 收 购 消 息 引 发 广 泛 关 注 —— Fl e xGe n 电力系统公司已出价收购正处于第 11 章破产保护程序中的竞争对手、美国系统 集成商 Powi n。这起收购案不仅关乎两家企业的命运，更折射出美国储能市场的竞争格 局与发展趋势。 Powin 的困境与破产进程 总部位于俄勒冈州的 Powi n，作为电池储能系统（BESS）制造商兼系统集成商，近期深 陷严重的财务困境。2 0 2 4 年 5 月，该公司向俄勒冈州当局通报，若无法找到有效的解决 方案，可能在 7 月底前裁员并停止运营。随后在 6 月，Powi n 正式申请第 11 章破产保 护 ， 其 破 产 重 组 案 由 新 泽 西 州 破 产 法 院 受 理 ， 同 时 成 立 了 新 的 服 务 业 务 实 体 Powi n Pr o j e c t LLC。 Fl e xGen 最初是微电网控制专业企业，其核心优势在于 15 年的现场部署经验及自主开发 的能量管理系统（EMS）软件平台 Hybri d OS。公司 业 ...

Group 1 - Longi Green Energy has made significant progress in the research of new organic self-assembled molecular materials (SAM) and silicon-perovskite tandem devices, achieving an open-circuit voltage close to 2.0V and a certified efficiency of 34.6% for silicon-perovskite tandem solar cells [1] - The research results were published in the international academic journal "Nature" on July 7, 2025, highlighting the importance of the new SAM material development and further efficiency enhancement of silicon-perovskite tandem cells [1] - The company previously collaborated with the Changchun Institute of Applied Chemistry to develop a novel organic self-assembled molecule with excellent charge carrier transport capabilities and structural stability, leading to significant advancements in efficiency and stability for perovskite solar cells [1] Group 2 - Longi's tandem team has published three top academic articles, showcasing the creation of world record efficiencies of 33.9%, 34.2%, and 34.6% through innovative strategies and materials [2] - The collaboration between Longi Green Energy and academic institutions like Suzhou University and the Changchun Institute of Applied Chemistry demonstrates a successful model of industry-academia cooperation aimed at addressing critical issues in tandem solar cell development [2] - The core materials and processes developed include the upper interface double-layer staggered passivation strategy, D-A type high-stability SAM materials, and asymmetric SAM hole transport materials [2]