固态电池

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亿纬锂能匈牙利基地机电设备正式进场
起点锂电· 2025-09-28 10:00
活动地点: 广州南沙国际会展中心(2楼船厅及广州厅) 活动规模: 展商规模200+、参会企业2000+、专业观众20000+ 同期活动: 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 第一批展商及赞助商: 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子/孚悦科技等 倒计时39天 CINE2025固态电池展暨固态电池行业年会 主办单位: 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名: 茹天科技 活动时间: 2025年11月6-8日 SERAPH 萨拉弗- 9月20日,亿纬锂能匈牙利基地迎来新节点 —— 机电设备正式进场,标志项目土建工程进入关键阶段。 项目现场,亿纬锂能高级副总裁王世峰介 ...
宁德时代市值超越茅台;亿纬匈牙利基地迎新进展;湖北80GWh电池项目开工;赣锋锂电引进战投;蜂巢能源交付30MWh储能系统
起点锂电· 2025-09-28 10:00
Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - EVE Energy's Hungary base has officially entered the key phase of construction with the arrival of electromechanical equipment, aiming to supply large cylindrical batteries to BMW's Debrecen factory by 2026, creating over 1,000 jobs [4] - Chuangneng New Energy has commenced construction on an 80GWh lithium battery project in Yichang, which is expected to generate over 6,000 jobs and an annual output value of 22 billion yuan [5] Group 2 - Chuangneng New Energy has launched a new 588Ah energy storage battery, with a planned production capacity of over 200GWh, expected to begin small-scale production in Q2 2026 [6] - CATL's market capitalization surpassed Kweichow Moutai, reaching a peak of 1.83 trillion yuan on September 25, 2023 [7][8] - Zhaoke Energy has completed an angel round of financing, focusing on the research and production of large cylindrical lithium batteries [9] Group 3 - Ganfeng Lithium plans to introduce strategic investors to raise up to 2.5 billion yuan for its subsidiary, Jiangxi Ganfeng Lithium Technology [10] - EVE Energy's 628Ah energy storage battery has been successfully commercialized in a 400MWh energy storage project [11] - Honeycomb Energy delivered a 30MWh liquid-cooled energy storage system to Slovenia, showcasing its technological innovation [12][13] Group 4 - Tibet Mining's 10,000-ton battery-grade lithium carbonate project has officially entered production, utilizing an environmentally friendly process [15] - Shengxin Lithium Energy plans to acquire a 21% stake in Sichuan Qicheng Mining for 1.456 billion yuan to enhance its lithium resource supply [16] - A 4.9 billion yuan lithium iron phosphate battery project has been launched in Shandong Province [17][18] Group 5 - Xiaomi's Yu7 electric vehicle has surpassed 40,000 deliveries, with new customization options announced [33] - Chery Automobile has officially listed on the Hong Kong Stock Exchange, raising 9.14 billion HKD [34][35] - Ideal Auto's i6 model will feature a new 5C lithium iron phosphate battery, emphasizing the maturity of this battery technology [31]
固态电池,取得新进展!
鑫椤锂电· 2025-09-28 08:48
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源:科创日报 日前, 清华大学化工系教授张强领衔的团队在锂电池聚合物电解质研究领域取得重要进展 , 为开发实用化的高安全 性、高能量密度固态锂电池提供了新思路与技术支撑。相关成果已在线发表于《自然》。 当下固态电池在实际应用过程中仍面临两大难题:一是"固-固"材料之间因刚性接触导致的界面接触差;二是电解质难 以在宽电压窗口下同时兼容高电压正极与强还原性负极的极端化学环境。 会议主办: 鑫椤资讯 会议时间: 2025年11月12-13日(12号报到) 会议地点: 中国·上海 会议咨询: 13248122922(微信同) END 对 此, 张强团队提出"富阴离子溶剂化结构"设计新策略,成功开发出一种新型含氟聚醚电解质 。 该电解质通过热引 发原位聚合技术,有效增强了固态界面的物理接触与离子传导能力,显著提升了锂电池的耐高压性能和界面稳定性。 得益于优化的界面性能,采用该电解质组装的富锂锰基聚合物电池表现出一系列优异的电化学性能。基于该电解质构 建的8.96Ah(安时)聚合物软包全电池在施加1MPa(兆帕)外压下,能量 ...
公司问答丨凯赛生物:公司正在开发生物基复合材料在新能源电池上盖的应用
Ge Long Hui A P P· 2025-09-28 08:15
Group 1 - The company is developing bio-based composite materials for applications in new energy batteries [1] - The company is simultaneously constructing production lines for these materials [1] - Currently, the materials have not been used for packaging in solid-state batteries [1]
公司问答丨有研粉材:公司的铜粉产品可用于车载IGBT散热模块的散热基板中
Ge Long Hui A P P· 2025-09-28 07:41
Core Viewpoint - The company is exploring the potential for its powder technology platform to expand into the solid-state battery and new energy sectors, although no substantial transactions with solid-state battery manufacturers have been established yet [1] Group 1 - An investor inquired about the possibility of the company's powder technology, such as ultrafine copper powder and low-oxygen powder preparation capabilities, being applied to solid-state batteries [1] - The company confirmed that its copper powder products are currently used in vehicle IGBT heat dissipation modules [1] - The company indicated that there are no current substantial transactions with solid-state battery manufacturers, but it encourages stakeholders to pay attention to future announcements [1]
每周股票复盘:日播时尚(603196)并购茵地乐进展披露及财务影响分析
Sou Hu Cai Jing· 2025-09-28 07:10
Core Viewpoint - The company is undergoing a significant acquisition and restructuring process, which is expected to enhance its revenue and profitability, despite facing regulatory uncertainties regarding the acquisition approval. Group 1: Company Performance - As of September 26, 2025, the company's stock price is 22.67 yuan, down 2.28% from the previous week, with a market capitalization of 5.373 billion yuan, ranking 19th in the apparel and home textile sector [1] - In the first half of 2025, the company achieved a net profit attributable to shareholders of 38.29 million yuan, primarily due to a gain from the sale of Shanghai Ribos to Sheng, amounting to 35.04 million yuan [5][6] - The company reported a significant increase in operating cash flow, with a net cash flow from operating activities of 17.07 million yuan, up 2,137.67% year-on-year, attributed to improved inventory management and reduced expenses [5][6] Group 2: Acquisition Details - The company plans to acquire a 71% stake in Sichuan Yindile, with a cash consideration of 5.9 billion yuan, and has arranged funding through a combination of self-raised funds and a capital increase of 155.8 million yuan [3][6] - The acquisition is expected to significantly boost the company's revenue, with projected combined revenues increasing from 1.027 billion yuan to 1.530 billion yuan for 2023, and from 866 million yuan to 1.503 billion yuan for 2024 [3][6] - The acquisition is still pending approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission, introducing uncertainty regarding the timeline and outcome [3][6] Group 3: Market Position and Strategy - Yindile holds a market share of approximately 50% in the P negative electrode binder sector, indicating a strong competitive position and established partnerships with leading companies [4][6] - The company is adopting a "full-channel, light asset, intelligent, and precise operation" model to enhance user experience and increase repurchase rates [7] - The integration of the apparel and lithium battery binder businesses aims to create a dual-core business structure, without venturing into resource extraction [4]
机械设备行业跟踪周报:推荐AI设备(PCBS设备、耗材+碳化硅材料),持续强推油服设备-20250928
Soochow Securities· 2025-09-28 06:33
Investment Rating - The report maintains an "Overweight" rating for the mechanical equipment industry, with a focus on AI equipment and oil service equipment [1]. Core Insights - The rapid development of AI chips is expected to drive demand for advanced testing and packaging equipment, particularly in the semiconductor sector [2][20]. - The PCB equipment market is set to benefit from significant investments in AI infrastructure, with major players expanding their production capacities [3][44]. - The oil service equipment sector is poised for growth due to Saudi Aramco's plans to initiate 85 major projects over the next three years, which will create substantial demand for related products and services [9]. Summary by Sections Semiconductor Equipment - The demand for high-performance testing machines is increasing due to the complexity of AI chips and advanced storage chips, which require enhanced testing capabilities [2][21]. - The advanced packaging technology CoWoS is crucial for GPU and HBM interconnects, leading to a surge in demand for advanced packaging equipment [2][22]. - The semiconductor testing equipment market is projected to exceed $13.8 billion by 2025, with significant contributions from SoC and storage testing machines [21]. PCB Equipment - The AI infrastructure investment by Alibaba is expected to significantly boost the PCB market, with leading companies expanding their high-end HDI production capacities [3][4]. - The report highlights the increasing complexity and investment inflation in PCB production processes, particularly in drilling and exposure stages [4][44]. - Major PCB manufacturers are actively expanding their capacities to meet the rising demand for high-performance PCBs driven by AI servers [44][46]. Oil Service Equipment - Saudi Aramco's upcoming projects will require extensive procurement of materials and equipment, benefiting companies with technological advantages in the oil service sector [9]. - Companies like Neway and Jereh are well-positioned to capitalize on the growing demand for oil service equipment due to their established relationships and capabilities [9]. Carbon Silicon - The report emphasizes the potential of single crystal silicon carbide (SiC) in enhancing the performance of CoWoS structures, which is critical for high-power GPU applications [5]. - The successful launch of a 12-inch SiC substrate processing line by Jing Sheng marks a significant advancement in domestic SiC technology [5]. Investment Recommendations - The report suggests focusing on companies such as Huafeng Measurement and Changchuan Technology for testing equipment, and Jing Sheng for packaging equipment, as they are expected to benefit from the growth in AI chip production [2][22]. - In the PCB sector, companies like Dazhu CNC and East China Electric are recommended for their strong market positions and growth potential [43][46].
产学研协同发力,国产固态电池产业化迈出关键步伐
Jiang Nan Shi Bao· 2025-09-28 05:12
Core Insights - Solid-state batteries are emerging as a key direction for next-generation lithium batteries, driven by their high energy density and intrinsic safety advantages, which are crucial for overcoming performance bottlenecks in the renewable energy industry [1] - Recent breakthroughs in electrolyte technology by Tsinghua University and mass production advancements in high-voltage cathode materials by Xue Tian Salt Industry are providing new momentum for the industrialization of solid-state batteries in China [1][2] Electrolyte Technology - Tsinghua University's research team developed a novel fluorinated polyether electrolyte that enhances high-voltage performance by introducing strong electron-absorbing fluorine groups, significantly improving compatibility with high-voltage lithium-rich manganese-based cathodes and lithium metal anodes [1][2] - The electrolyte employs a thermally initiated in-situ polymerization technique, which strengthens the physical contact and ionic conductivity at the solid-state interface, avoiding performance degradation seen in traditional designs [2] - The energy density of the 8.96 Ah soft-pack full battery using this electrolyte reached 604 Wh/kg, far exceeding the energy densities of commonly used lithium iron phosphate (150-190 Wh/kg) and nickel-cobalt-manganese (240-320 Wh/kg) cells [2] High-Voltage Cathode Materials - Xue Tian Salt Industry has made significant strides in the mass production of high-voltage cathode materials, utilizing surface modification and bulk doping techniques to suppress side reactions and structural instability under high voltage, achieving an energy density exceeding 400 Wh/kg [3] - The company is leveraging its existing lithium-ion and sodium-ion battery cathode material pilot lines and a production capacity of 7,500 tons of lithium cobalt oxide to transition into large-scale production, with ton-scale products already being supplied to major domestic battery manufacturers [3] Collaborative Development - The innovations in electrolyte technology and the mass production of cathode materials complement each other effectively, with the former enhancing battery performance limits and the latter ensuring material supply stability, meeting the dual demands of solid-state batteries for high-performance materials and reliable supply chains [3] - This collaborative development model, driven by emerging applications in electric vehicles, humanoid robots, and low-altitude economies, is expected to accelerate the mass production of domestic solid-state batteries and strengthen China's self-sufficiency in the renewable materials sector, contributing to global energy transition efforts [3]
一周138家机构调研,存储芯片+机器人概念,这家A股公司创历史新高!
Zheng Quan Shi Bao Wang· 2025-09-28 03:02
Group 1 - In the past week, 780 stocks were investigated by institutions, with Jingzhida receiving the most attention from 138 institutions [1][2] - Jingzhida delivered its first high-speed testing machine to key domestic clients, which is primarily used in the semiconductor memory testing segment, addressing high-speed testing needs [2][3] - The delivery of this equipment is expected to strengthen and enhance Jingzhida's core competitiveness, positively impacting its future development [3] Group 2 - Other companies such as Hanhigh Group, World, Xinlitai, and Dingtong Technology received over 50 institutional investigations [4] - World announced that by the first half of 2025, it expects to develop over 15 core component customers, achieving an order amount exceeding 4 million yuan, a year-on-year increase of approximately 240% [4] - Dingtong Technology stated that its liquid cooling products are primarily used for heat dissipation in connectors and optical module signal transmission contact surfaces [4] Group 3 - The average stock price of companies investigated by institutions fell by nearly 1% in the past week, while stocks like Fuzhijie Environmental Protection and Zhangjiang Hi-Tech rose over 20% [5] - Fuzhijie Environmental Protection is collaborating with East China University of Science and Technology on key technology development for green methanol production from biogas [5] - Huazhi Technology is developing solid-state battery thermal pressing fixtures with three core features aimed at improving production efficiency [5] Group 4 - Haibo Sichuang's stock price has been reaching historical highs, with the company noting a shift in the energy storage market from price-driven to value-driven, emphasizing cost-effectiveness and economic benefits over the equipment's lifecycle [6]
我科学家取得固态电池聚合物电解质研究新进展
Ke Ji Ri Bao· 2025-09-28 01:29
科技日报北京9月27日电 (记者都芃)27日,记者从清华大学化工系教授张强团队获悉,其领衔研 发出一种新型含氟聚醚电解质,为开发实用化的高安全性、高能量密度固态锂电池提供了新思路与技术 支撑。相关成果日前在线发表于《自然》。 对此,张强团队提出"富阴离子溶剂化结构"设计新策略,成功开发出一种新型含氟聚醚电解质,通 过热引发原位聚合技术,有效增强了固态界面的物理接触与离子传导能力,显著提升了锂电池的耐高压 性能和界面稳定性。 基于该电解质构建的8.96Ah(安时)聚合物软包全电池在施加1MPa(兆帕)外压下,能量密度实 现跨越式提升,达到604Wh/kg,远超当下商业化电池。此外,该电池在满充状态下顺利通过针刺与120 摄氏度热箱(静置6小时)安全测试,未出现燃烧或爆炸现象,展现出优异的安全性能。未来,该研究 成果有望为成熟的固态电池产品研发提供重要技术参考。 固态电池凭借其高能量密度和本征安全潜力,被广泛视为下一代二次锂电池的重要发展方向,尤其 是以富锂锰基层状氧化物作为正极材料的锂电池体系,展现出能量密度突破600Wh/kg(瓦时每公斤) 的潜力。 然而,当下固态电池在实际应用过程中仍面临两大难题:一是"固 ...