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。 近日，清华大学化工系教授张强领衔的团队在固态电池聚合物电解质研究领域取得进展。 其团队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。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。 该研究成果以"调控聚合物电解质溶剂化结构实现600 Wh kg1锂电池"（Tailoring polymer electrolyte solvation for 600 Wh kg1 lithium batteries）为题，于9月24日在线发表于《自然》（Nature）。 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 ...

隋东表示，目前锂电池产业部分环节价格已呈现筑底回升态势，企业扩产节奏也有所放缓，供需结构有 望逐步优化。"例如，在主要材料环节，资源品、正负极材料及电解液等价格受需求带动普遍小幅上 涨。" 本报记者 冯雨瑶 李婷 汽车市场正处"金九银十"销售旺季，多家车企密集推出新款车型。业内人士认为，政策推动下，汽车销 量或有望进一步提升，同时，这也将带动锂电池需求增长。 深圳市前海排排网基金销售有限责任公司研究员隋东告诉《证券日报》记者，随着"金九银十"旺季到 来，动力电池需求预期增强，叠加储能端持续高增长，促使锂电池迎来需求增长。 据悉，动力电池方面，宁德时代新能源科技股份有限公司（以下简称"宁德时代"）目前订单充足。在此 基础上，摩根士丹利研报称，宁德时代目前产能利用率超过90%，还正在建设250GWh新产能，目标是 明年产能达到1TWh。 在储能方面，储能电芯市场再度出现"加价难排单""一芯难求"现象，龙头企业生产线普遍高负荷运转。 据厦门海辰储能科技股份有限公司（以下简称"海辰储能"）透露，今年3月份起，海辰储能厦门、重庆 基地进入满产状态，这种满产状态一直持续至今，目前工厂的订单排产已至年底，生产计划十分饱和。 ...

北京商报讯（记者 郭秀娟 王悦彤） 9月26日，金禾实业在投资者互动平台回答投资者提问称，公司目 前尚未开展固态电池原材料项目的建设和生产，但已锁定其关键原料作为切入点，开展了工艺、设备的 论证工作。该类材料与公司现有新能源电解质材料客户渠道协同，工艺与公司精细化工能力高度匹配， 具备在现有园区落地的条件。公司将持续关注产业化进展，并在技术成熟时推动产业转化工作。 ...

Investment Rating - The industry is rated as "Outperforming the Market" with an expected relative increase of over 10% compared to the broader market in the next six months [4]. Core Insights - In H1 2025, the lithium battery supply chain showed resilience with significant growth in demand for electric vehicles, leading to a notable increase in revenue and profit. The total revenue for the lithium battery supply chain reached 400.76 billion yuan, a year-on-year increase of 13.74%, while net profit attributable to shareholders was 37.278 billion yuan, up 30.38% year-on-year [1][14]. - In Q2 2025, the overall performance of the lithium battery supply chain continued to improve, with revenue of 213.65 billion yuan, a year-on-year increase of 12.81% and a quarter-on-quarter increase of 14.19%. The gross profit margin was 19.46%, showing a slight year-on-year decline but a quarter-on-quarter increase [1][14]. Summary by Sections Battery Segment - In H1 2025, the battery segment achieved a revenue of 263.24 billion yuan, a year-on-year increase of 9.34%, with a net profit of 33.077 billion yuan, up 27.37% year-on-year. In Q2 2025, revenue was 139.99 billion yuan, a year-on-year increase of 9.14% and a quarter-on-quarter increase of 13.58% [2][22]. Positive Electrode Materials - In H1 2025, the positive electrode segment saw revenue of 56.445 billion yuan, a year-on-year increase of 19.91%, with a net loss of 186 million yuan, narrowing by 76.50% compared to the previous year. In Q2 2025, revenue was 30.473 billion yuan, a year-on-year increase of 18.82%, achieving breakeven in net profit [2][28]. Negative Electrode Materials - The negative electrode segment reported revenue of 31.785 billion yuan in H1 2025, a year-on-year increase of 19.73%, with a net profit of 2.493 billion yuan, up 38.94%. In Q2 2025, revenue was 17.148 billion yuan, a year-on-year increase of 19.88% and a quarter-on-quarter increase of 17.16% [3][34]. Other Segments - The electrolyte segment had a revenue of 12.252 billion yuan in H1 2025, a year-on-year increase of 21.49%, with a net profit of 834 million yuan, up 9.49%. In Q2 2025, revenue was 6.295 billion yuan, a year-on-year increase of 13.43%, but net profit decreased by 2.58% [10][39]. - The separator segment faced pressure with a revenue of 7.661 billion yuan in H1 2025, a year-on-year increase of 19.02%, but a significant drop in net profit by 98.63%. In Q2 2025, revenue was 4.043 billion yuan, with a net loss of 650 million yuan [10][43]. - The auxiliary materials segment showed improvement, with structural components achieving revenue of 6.290 billion yuan in Q2 2025, a year-on-year increase of 25.92%, and net profit of 530 million yuan, up 22.05% [10][46]. Investment Recommendations - The report suggests actively monitoring midstream material companies for investment opportunities as their performance is expected to continue improving. Additionally, emerging technologies such as solid-state batteries and high-voltage lithium iron phosphate are rapidly developing, presenting further investment opportunities [9].

Group 1 - The core viewpoint of the articles highlights the significant growth potential of Helenzheng's investment in Guangdong Xinyu Intelligent Equipment Co., Ltd., which has seen a substantial increase in new orders, particularly in the energy storage sector [1][2] - Helenzheng holds a 22.93% stake in Xinyu Intelligent, making it the largest shareholder, and is expected to benefit from the company's performance driven by a 89% year-on-year increase in new orders, with energy storage orders accounting for approximately 60% of this growth [1] - Xinyu Intelligent specializes in the research and production of equipment related to lithium battery production lines and is actively tracking the development of solid-state battery production line equipment, positioning itself strongly in the market [1][2] Group 2 - In August 2023, Helenzheng outlined its development strategy for 2023-2025, focusing on high-end intelligent equipment manufacturing and expanding into new energy equipment, robotics, and drones, aiming to create multiple growth trajectories [1] - The company reported a revenue of 803 million yuan in the first half of 2025, representing a growth of approximately 54%, and a net profit of 84 million yuan, which is a 63% year-on-year increase, marking the best performance for the company in the first half of its history [1] - The company plans to leverage its technical advantages in the lithium battery intelligent equipment sector to build a supply capability covering key equipment for energy storage and solid-state batteries, while continuously optimizing resource investment and enhancing R&D innovation [2]

Group 1 - Institutions ranked 23 stocks today, with net purchases in 12 stocks and net sales in 11 stocks [1] - The top three stocks with the highest net purchases by institutions are: China Electric Xunlong (97.06 million), Huazi Technology (80.89 million), and Beijiete (73.28 million) [1] Group 2 - Huazi Technology saw a net purchase of 80.89 million from five institutions today [2] - The company revealed on September 12 that it has sufficient orders for lithium battery equipment and has delivered multiple semi-solid battery automatic production lines to leading enterprises [2] - Full solid-state battery hot-pressing fixture prototypes are expected to be delivered in the fourth quarter, and the company is deeply involved in the construction of solid-state battery testing lines for leading enterprises [2] Group 3 - In the wind power sector, China announced a new round of national contributions at the UN Climate Change Summit on September 24, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035 [3] - Non-fossil energy consumption is targeted to account for over 30% of total energy consumption, with wind and solar power generation capacity expected to reach six times that of 2020, aiming for 360 million kilowatts [3] - Morgan Stanley predicts that during the 14th Five-Year Plan, wind power installations in China will accelerate, with an average annual increase of over 110 gigawatts, reaching about 120 gigawatts between 2028 and 2030 [3] - Key drivers include wind power's stronger investment appeal compared to solar, accelerated offshore wind installations, and increased demand for land-based turbine replacements [3] Group 4 - In the automotive parts sector, Tesla is set to hold an internal meeting this week to discuss AI/autonomous driving systems, the Optimus robot production plan, and vehicle production and delivery [4] - This meeting may mark an important milestone for the mass production of Tesla's robots and smart driving technologies [4] - The Ministry of Industry and Information Technology has released safety requirements for intelligent connected vehicles' combined driving assistance systems, which is expected to enhance the penetration rate of intelligent features [4]

证券日报网讯海伦哲（300201）9月26日发布公告，在公司回答调研者提问时表示，海伦哲持有广东新 宇智能装备有限公司22.93%股份，为其第一大股东。该公司主营锂电池产线相关极片冲切、封装、叠 片、焊接等设备研发生产，在行业具有较强品牌竞争力。今年以来，受行业快速发展等积极因素影响， 该公司新签订单同比增长89%左右，其中约60%的新增订单与储能相关，并正在积极跟踪固态电池产线 相关设备研发，未来公司极片冲切、封装、叠片及焊接等主营产品有望适用于固态电池生产制造。 ...

格隆汇9月26日丨金禾实业(002597.SZ)在互动平台表示，公司目前尚未开展固态电池原材料项目的建设 和生产，但已锁定其关键原料作为切入点，开展了工艺、设备的论证工作。该类材料与公司现有新能源 电解质材料客户渠道协同，工艺与公司精细化工能力高度匹配，具备在现有园区落地的条件。公司将持 续关注产业化进展，并在技术成熟时推动产业转化工作。 ...

Core Insights - Lingpai Technology's stock price has increased by 105.26% year-to-date, but it has seen a decline of 1.89% in the last five trading days and 4.40% in the last 20 days [1] - The company has a market capitalization of 5.975 billion yuan and reported a net outflow of 4.612 million yuan in main funds on September 26 [1] - The company has been listed on the stock market since August 9, 2016, and has a diverse business model focusing on new environmental surface engineering chemicals and new energy battery systems [2] Financial Performance - For the first half of 2025, Lingpai Technology achieved operating revenue of 67.4782 million yuan, a year-on-year decrease of 1.19%, while the net profit attributable to the parent company was -70.5718 million yuan, an increase of 20.56% year-on-year [2] - The company has distributed a total of 296 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3] Shareholder Information - As of September 19, the number of shareholders for Lingpai Technology was 22,200, a decrease of 11.83% from the previous period, with an average of 7,124 circulating shares per person, an increase of 13.41% [2] - The top ten circulating shareholders include new entrants such as AVIC New Start Flexible Allocation Mixed A, holding 895,800 shares, and a reduction in holdings by China National Offshore Oil Corporation Energy Strategy Mixed [3]

Company Overview - Blue Ocean Huateng Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on February 5, 2006. The company went public on March 22, 2016. Its main business involves the research, development, production, and sales of industrial automation control products [1]. - The company's revenue composition includes 77.88% from electric vehicle motor controllers, 18.45% from medium and low voltage frequency converters, and 3.67% from other sources [1]. Financial Performance - As of June 30, the number of shareholders for Blue Ocean Huateng was 34,300, a decrease of 4.68% from the previous period. The average circulating shares per person increased by 4.91% to 4,855 shares [2]. - For the first half of 2025, Blue Ocean Huateng achieved operating revenue of 240 million yuan, representing a year-on-year growth of 62.61%. The net profit attributable to the parent company was 41.12 million yuan, showing a significant year-on-year increase of 159.83% [2]. Stock Performance - On September 26, Blue Ocean Huateng's stock price decreased by 2.02%, trading at 21.80 yuan per share, with a total transaction volume of 108 million yuan and a turnover rate of 2.96%. The total market capitalization is 4.516 billion yuan [1]. - Year-to-date, the stock price has increased by 6.34%, but it has seen a decline of 4.22% over the last five trading days and 4.13% over the last 20 days. In contrast, the stock has risen by 2.25% over the last 60 days [1]. Dividend Information - Since its A-share listing, Blue Ocean Huateng has distributed a total of 278 million yuan in dividends, with 142 million yuan distributed over the past three years [3].