锂电铜箔：25 年供需改善，固态电池新需求涌现。我们测算23-25 年行业有效产能分别为118、145、 152 万吨，对应全球需求分别为61、83、110 万吨，供需敞口分别为93%、75%、38%，敞口逐年收窄， 且2025 年新增产能较少，行业整体供需关系持续改善。公司积极布局雾化铜箔、微孔铜箔、镀镍铜箔 等固态电池新产品，均已实现批量供货。 盈利预测与投资建议：预计25-27 年归母净利润为1.12/3.12/4.52 亿元，同比增速为 145.8%/177.9%/44.8%。参考可比公司，考虑估值溢价，给予公司26 年归母净利润50x PE，对应合理价 值24.77 元/股。首次覆盖，给予"买入"评级。 风险提示：新能源汽车销量不及预期；固态电池进展不及预期；国产替代进展不及预期；原材料价格波 动风险。 德福科技：铜箔行业龙头，高端电子电路+固态电池新产品带来发展机遇。公司深耕铜箔领域四十年， 以电子电路铜箔起家，逐步拓展锂电铜箔领域。25Q1，公司实现营收25.01 亿元，同比+110%，归母净 利润0.18 亿元，实现扭亏为盈，经营趋势持续向上。 电子电路铜箔：RTF 和HVLP 铜箔国产替代可 ...

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~ 时间 7月9日 技术发展与市场展望高峰论坛 邀请函 地点 中国·上海 -主办- 鑫椤资讯 会议指引 I C C S I N O 会议签到： 7月9日上午8点开始（酒店三楼） 会议酒店： 2025(第三届)中国固态电池 机场： 上海虹桥国际机场，驾车约40分钟，车费约60元。 上海浦东国际机场，驾车约45分钟，车费约90元。 高铁： 上海虹桥站（高铁），驾车约50分钟，车费约90元。 上海站，驾车约30分钟，车费约35元。 以上内容参考于百度地图 论坛议题 I C C S I N O 会议酒店： 上海浦东假日酒店 酒店地址： 浦东新区东方路899号 附近交通: 地铁2号线、4号线、6号线、9号线世纪大道站 步行至会议酒店约12分钟 参会费用： 2600元(7月7日前报名免费) 注： 本次会议不接受空投参会，仅限提前报名者免费参加。未提前报名的人员，如需现场报名，需缴纳会议报名费， 请有意参会者及时完成提前报名流程。 企业赞助参会：如下 会议赞助/报名 ICCSIN O ▼ 19921233064(微信同) | 发言嘉宾 ...

Group 1 - The core viewpoint of the articles highlights a strong performance in the photovoltaic sector, with the China Securities Photovoltaic Industry Index rising by 5.02% and several key stocks, such as Daqo New Energy and Tongwei Co., experiencing significant gains [1] - The photovoltaic industry is currently facing challenges including supply-demand balance, price declines, and profit pressures, with supply-side reforms and anti-involution policies being key factors influencing supply and demand [1] - Policy support is expected to alleviate pressures in the industry chain, with potential measures including raising industry standards and supporting the development of new battery technologies like perovskite [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the China Securities Photovoltaic Industry Index account for 55.39% of the index, with notable companies including Sungrow Power Supply, LONGi Green Energy, and TCL Technology [2] - The photovoltaic ETF fund closely tracks the China Securities Photovoltaic Industry Index, which selects up to 50 representative listed companies involved in the photovoltaic industry chain [1]

上一次买新的充电宝，是哪年的事情了？ 如果是两年前，那你可得多留意了。 最近两周，充电宝的话题闹得沸沸扬扬，从机场到地铁的神经都紧张了起来，仿佛大家口袋中的不确定性因素一夜之间突然变多了一样。 在阅读这篇文章之前，请先问自己一个问题： 虽然"充电宝"本身的问题已经暂时告一段落，几家涉事的企业各自提出了解决方案，被曝出问题的供应链后续需要怎样的处理和整顿还有待观望，但我们 更需要关注事件背后一个更广泛的问题： 充电宝的寿命不是无限的——我们身边所有的锂电池产品，都是消耗品。 充电宝是有保质期的 本轮大规模充电宝质量问题的罪魁祸首，就是充电宝零件供应链上的一家电芯代工厂。根据报道，这家代工厂在某批次的生产中违规替换了电芯正负极之 间的隔膜材料，导致隔膜质量不合格。 使用这批问题电芯的充电宝产品于2024年初前后进入市场，并由于不合格的隔膜导致充电宝过热、鼓包、乃至喷烟起火等一系列后续问题，最终引发了近 期一切有关于充电宝的召回、禁运等社会事件。 正如原理图所展示的，"隔膜"是每一块锂离子电池内部都不可或缺的材料：它们不仅要在强腐蚀性的电解液中保持自身的物理和电化学性质稳定，更是要 在轻薄和抗穿刺抗拉伸性能之间实现 ...

国泰海通证券指出，受市场需求驱动，固态电池产业化进程持续提速，头部企业纷纷布局中试线并推进 样品验证，部分企业已实现半固态量产，预计2025—2027年将进入全固态小批量投产阶段。固态电池在 材料体系与工艺路径上存在显著差异，对设备提出全新要求。当前设备环节有望作为产业化前置环节率 先受益，头部设备厂商已加快产品验证与客户导入节奏，产业化预期强化下，固态电池设备市场空间有 望率先打开。 科创新能源ETF紧密跟踪上证科创板新能源指数，上证科创板新能源指数从科创板市场中选取50只市值 较大的光伏、风电以及新能源车等领域的上市公司证券作为指数样本，以反映科创板市场代表性新能源 产业上市公司证券的整体表现。指数电池占比达38.5%。 数据显示，截至2025年6月30日，上证科创板新能源指数(000692)前十大权重股分别为晶科能源 (688223)、天合光能(688599)、大全能源(688303)、阿特斯(688472)、天奈科技(688116)、容百科技 (688005)、孚能科技(688567)、厦钨新能(688778)、派能科技(688063)、固德威(688390)，前十大权重股 合计占比47.96%。 科 ...

Group 1 - The core viewpoint of the news is that Suzhou Zhongjie Automotive Parts Co., Ltd. has applied for a patent for a precision grinding device for automotive battery cooler metal shells, indicating innovation in the automotive manufacturing sector [1] - The patent application was filed on June 2025, and the public announcement number is CN120244087A, showcasing the company's ongoing efforts in research and development [1] - The device utilizes a high-frequency reciprocating grinding mechanism that prevents excessive wear on the metal shell surface, ensuring precise grinding of weld seams [1] Group 2 - Suzhou Zhongjie Automotive Parts Co., Ltd. was established in 2010 and is primarily engaged in the automotive manufacturing industry, with a registered capital of 91.2 million RMB [2] - The company has invested in five enterprises and participated in 40 bidding projects, indicating active engagement in the market [2] - The company holds 215 patents and has 27 administrative licenses, reflecting its strong focus on innovation and compliance within the industry [2]

Group 1 - The core viewpoint of the articles highlights the positive performance of the battery ETF and the underlying index, driven by the growth in the new energy vehicle battery industry [1][2][3] - As of July 7, 2025, the battery ETF has seen a net value increase of 34.13% over the past year, with significant monthly returns and a record high of 52.10 billion shares [1] - The top ten weighted stocks in the National Index for New Energy Vehicle Batteries account for 65.51% of the index, indicating a concentrated investment in leading companies like CATL and BYD [2] Group 2 - The battery ETF has experienced a notable inflow of funds, with a total of 4.00 billion yuan over the last five trading days, reflecting strong investor interest [1] - The trend of "anti-involution" is identified as a key driver for market growth, leading to improved economic supply-demand relationships and enhanced corporate profitability [2] - The solid-state battery technology is expected to see significant advancements, with mass production anticipated by 2028-2029, indicating a potential shift in the battery technology landscape [3]

关联产品： 光伏ETF基金（159863），联接基金（A类 021084，C类 021085，I类 022862） 关联个股： 阳光电源（300274）、隆基绿能（601012）、TCL科技（000100）、特变电工（600089）、通威股份 （600438）、TCL中环（002129）、正泰电器（601877）、晶科能源（688223）、晶澳科技 （002459）、天合光能（688599） 截至07月08日10:52，光伏ETF基金(159863.SZ)上涨2.87%，其关联指数光伏产业(931151.CSI)上涨 2.50%；主要成分股中，阳光电源上涨6.75%，通威股份上涨7.20%，隆基绿能上涨2.65%，大全能源上 涨9.49%，TCL中环上涨2.69%。 消息面上，近日工信部召开第十五次制造业企业座谈会强调，将依法依规、综合治理光伏行业低价无序 竞争，引导企业提升产品品质，推动落后产能有序退出。该政策信号提振市场对行业良性发展的预期， 带动光伏ETF基金及其成分股集体走强。 券商研究方面，申万宏源证券指出近日光伏板块反内卷呼声日益高涨，中央财经委员会第六次会议强调 治理低价无序竞争，精准针对光伏行 ...

Group 1 - The solid-state battery concept has shown strong fluctuations, with Dazhongnan achieving a straight limit-up and recording 7 trading limits in 11 days [1] - Other companies such as Delong Laser and Meilian New Materials have seen nearly a 10% increase, while Huayou Cobalt, Del Shares, Shanshan Co., and Tianqi Lithium also experienced gains [1] - Anhui Anwa New Energy Technology Co., Ltd. announced the successful launch of the first batch of engineering samples from its self-developed GWh-level solid-state battery production line [1]

Group 1 - The core point of the news is that FAW Jiefang Automobile Co., Ltd. has applied for a patent related to a hydrogen fuel cell vehicle's braking energy recovery method and system, indicating a focus on innovative vehicle technology [1] - The patent application was filed on April 2025, and the public announcement number is CN120245735A, showcasing the company's commitment to advancing hydrogen fuel technology [1] - The patent describes a method that includes real-time monitoring of vehicle status, determining if the vehicle is braking, and utilizing a regenerative braking module to convert braking energy into electrical energy for the power battery [1] Group 2 - FAW Jiefang Automobile Co., Ltd. was established in 2002 and is located in Changchun City, primarily engaged in the automotive manufacturing industry [2] - The company has a registered capital of 1,080,301.25 million RMB and has made investments in 23 enterprises, indicating a significant presence in the automotive sector [2] - The company has participated in 5,000 bidding projects and holds 5000 patent records, reflecting its active role in innovation and development within the industry [2]