Core Viewpoint - Del Corporation is advancing its solid-state battery technology, with a pilot production line established in Shanghai and plans for mass production based on market demand and customer development progress [1][2]. Group 1: Company Developments - Del Corporation has built a pilot production line for solid-state batteries in Shanghai and is accelerating the construction of a trial production line [1]. - The company has transitioned from manufacturing automotive steering pumps to developing solid-state batteries, establishing a global presence with R&D and production bases in Europe, North America, and Asia [1]. - In 2018, Del Corporation established a subsidiary in Japan to focus on solid-state battery development, which received a national invention patent in 2024 [1]. Group 2: Solid-State Battery Technology - The solid-state battery can utilize ternary materials or lithium iron phosphate for the positive electrode and graphite or silicon-carbon for the negative electrode, with lithium metal batteries also under development [2]. - The production process of Del's solid-state batteries differs from liquid batteries, as it employs a coating process for the electrolyte, eliminating the need for liquid injection [2]. - The solid-state battery samples have passed third-party safety tests, demonstrating high safety and excellent high-temperature performance without the need for cooling devices [2]. Group 3: Market Applications and Partnerships - Potential downstream customers for Del's solid-state batteries include new energy vehicle manufacturers, with applications also being explored in humanoid robots, electric two-wheelers, and energy storage [2]. - On June 3, Del Corporation signed an investment cooperation agreement to invest approximately 300 million yuan in a new lithium battery pilot and industrialization project, marking a significant step in its solid-state battery strategy [3].

8月7日， 皇庭国际 宣布与成立仅17个月的尊光 固态电池 签署增资扩股协议，这家专注于固态电解质与 电池研发的企业拥有第三代碳材料"碳量子点材料"技术，声称能覆盖动力电池、 储能 系统和 消费电子 三大市场。 皇庭国际最新财报数据描绘了一幅触目惊心的财务图景。2025年一季度，公司营业总收入仅1.31亿元， 同比暴跌29.35%。归母净利润亏损8203.01万元，扣非净利润更是恶化至-9394.16万元。 对于普通投资者而言，这似乎是家老牌企业向高科技转型的积极信号。然而，短短四天后的一纸公告揭 示了这家公司面临的真实处境，其核心资产皇庭广场将于9月9日以30.53亿元起拍价被司法拍卖。该资 产占公司总资产的71.57%，去年贡献了56.03%的营业收入。 在皇庭国际官方微信公众号的表述中，与尊光固态电池的合作被描绘为战略转型的关键一步。公司表 示，此次投资将"重点布局储能等细分方向 新材料 领域"，完善"功率 半导体 +"产业生态。 尊光固态电池的技术听起来颇具吸引力。该公司自主研发的碳量子点材料，宣称具有高安全性、高能量 密度、长循环寿命等技术优势。信息显示，这家公司成立于2024年3月，注册资本仅10 ...

Core Viewpoint - The company has decided to re-evaluate and temporarily suspend the implementation of its "Annual Production of 100,000 Tons of Ternary Precursor Project" and "Daoshi New Energy Recycling Research Institute Project" due to changes in market conditions and strategic focus [1][5][6]. Fundraising Basic Situation - The company issued 26,000,000 convertible bonds on April 7, 2023, raising a total of RMB 2.6 billion, with a net amount of RMB 2.6 billion after deducting issuance costs [1][2]. Fundraising Investment Project Situation - As of June 30, 2025, the total committed investment for the ternary precursor project is RMB 2,579.22 million, with an investment of RMB 1,104 million, indicating no progress [2][4]. Reasons for Re-evaluation and Suspension - The ternary precursor project was initially planned to use RMB 1,706.25 million, with only 18.67% of the investment made by June 30, 2025. The project will be implemented in phases due to market changes, with 30,000 tons expected to be completed by May 2024 and the remaining capacity in 2025 [2][5]. - The recycling research institute project plans to use RMB 99.20 million, but no funds have been invested as of June 30, 2025. The expected completion date has been postponed to December 31, 2025 [2][6]. Impact on Company Operations - The decision to suspend the projects is based on a careful assessment of the actual implementation situation and market conditions, and it will not have a significant adverse impact on the company's current operations [7]. - The suspension is expected to optimize resource allocation and better meet the company's strategic funding needs for long-term healthy development [7]. Review Procedures and Opinions - The board of directors and the supervisory board approved the re-evaluation and suspension of the projects on August 12, 2025, confirming that the decision aligns with regulatory requirements and does not harm shareholder interests [8].

民生证券股份有限公司 关于广东道氏技术股份有限公司 募集资金投资项目重新论证并暂缓实施事项的核查意见 民生证券股份有限公司（以下简称"民生证券"、"保荐人"）作为广东道 氏技术股份有限公司（以下简称"道氏技术"、"上市公司"、"公司"）的保 荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股票上 市规则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深 圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等有 关法律、法规和规范性文件的规定，对公司募集资金投资项目重新论证并暂缓实 施事项进行了审慎核查，并发表如下核查意见： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意广东道氏技术股份有限公司向不特定 对象发行可转换公司债券注册的批复》（证监许可〔2023〕224号）同意，公司 于2023年4月7日向不特定对象发行可转债26,000,000张，募集资金总额为人民币 述募集资金已于2023年4月13日到账，并由立信会计师事务所（特殊普通合伙） 出具了"信会师报字[2023]第ZI10164号"《验资报告》。 二、募集资金投资项目情况 截至2025年6 ...

Group 1 - The company has established a solid-state battery sample pilot line in Shanghai and is accelerating the construction of a pilot production line, with plans for mass production based on customer and market demand [1] - The company originally focused on automotive steering pumps and has expanded its product line to include various automotive components, enhancing revenue and economic benefits [1] - In 2018, the company established a subsidiary in Japan to develop solid-state battery products, which received national invention patent authorization in 2024 [1][2] Group 2 - The solid-state battery's cathode can utilize ternary materials or lithium iron phosphate, while the anode can be made from graphite or silicon-carbon, with lithium metal anode batteries also under development [2] - The solid-state battery production process differs from liquid batteries by using a coating process for the electrolyte, eliminating the need for liquid injection, which enhances safety and simplifies production [2] - The company has potential downstream customers in the new energy vehicle sector and is exploring applications in humanoid robots, electric two-wheelers, and energy storage [2] Group 3 - The company signed an investment cooperation agreement to invest approximately 300 million yuan in a new lithium battery pilot and industrialization project, which is a significant step in the solid-state battery strategic layout [3] - This agreement reflects a comprehensive evaluation of the company's solid-state battery technology maturity, new technology industrialization capabilities, and customer demand [3]

Group 1 - The company has established a solid-state battery sample pilot line in Shanghai and is currently accelerating the construction of the pilot production line [1] - After the pilot line is operational, the company plans to gradually implement mass production line construction based on customer and product development progress as well as market demand [1]

Group 1 - The core viewpoint highlights the significant interest in solid-state batteries, particularly driven by the performance of companies like Funeng Technology and the recent market movements in the new energy vehicle sector [1][4] - As of August 12, 2023, the new energy vehicle ETF (159637) saw a substantial inflow of 34 million shares this week, indicating strong investor interest [1] - SNE Research reported that overseas power battery installation volume (excluding China) is projected to reach 209.2 GWh in the first half of 2025, marking a year-on-year growth of 23.8% [1] Group 2 - The humanoid robot market is experiencing rapid development, leading to a surge in demand for specialized batteries, with Funeng Technology recently delivering samples of its sulfide all-solid-state batteries to a leading humanoid robot client [2] - The eVTOL (electric Vertical Take-Off and Landing) sector is projected to create a demand for 30 GWh of batteries by 2030, with Chinese companies benefiting from a mature supply chain that reduces costs significantly compared to Western counterparts [3] - The solid-state battery sector has seen multiple positive developments this year, including the launch of the world's first vehicle-grade solid-state battery production line and the inclusion of solid-state batteries in key national development plans [4] Group 3 - The lithium battery sector is expected to see more rational pricing, with the new energy vehicle sector's valuation at 23.5 times as of August 8, 2025, indicating over 84% potential for recovery compared to historical averages [5] - The new energy vehicle ETF (159637) tracks the CSI New Energy Vehicle Index, which includes 50 leading companies across the new energy vehicle supply chain, providing an efficient investment tool for tracking sector performance [5]

8月5日，在MG发布"All in新能源"战略的1个月后，全新MG4开启预售，其中一个车型版本将配装 上汽自研、全球首发量产的半固态电池，并于9月公布价格，年内批量交付。 随着固态电池概念不断走热，半固态电池的应用也搭上"便车"。公开资料显示，除了刚刚发布的全新 MG4，岚图追光、蔚来ET9等都有计划推出采用半固态电池的车型版本。半固态电池新车陆续登场，不 仅为消费者提供了新的产品选择，也引发行业对半固态电池是否迎来装车元年的热烈讨论。 半固态电池装车正加速渗透 在预售发布会上，上汽MG品牌事业部总经理陈萃表示，全新MG4将配装上汽清陶的第2代半固态电 池。这一被称为"安芯版"的车型，在低温放电功率、低温能量保持率等指标上非常优异；安全方面，借 助半固态电解质等底层材料的技术突破，电池包在极为严苛的10针三向穿刺试验中依然不冒烟、不起 火，可从根源上杜绝自燃。 具体来看，这款70kWh半固态电池仅含5％的液体电解质，远超行业现有半固态电池占比10％～15％的 水平，能量密度达180Wh/kg，CLTC工况续驶里程达537公里，相比传统磷酸铁锂电池在-7°C低温下续 驶里程保持率提升13.8％。同时，由于该款半 ...

每日经济新闻 招商证券指出，全固态电池产业化加速，主流电池厂商纷纷加大投入，预计2027年实现小批量生 产，2030年前后大规模量产。目前硫化物电解质路线逐渐成为主流，其离子电导率已接近液态锂电池水 平。硫化锂作为关键原材料，当前成本较高，量产壁垒显著，未来液相法若纯度提升有望成为主流制备 工艺。行业同时关注多种电解质混用方案，如卤化物包覆正极以提升性能。全固态电池研发已从中试线 向装车阶段推进，预计2026年起车企将逐步实现装车应用，新兴市场如eVTOL和机器人也带来增量需 求。 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），单日涨跌幅可达20%。该指 数聚焦于新能源及相关产业链，从市场中选取涉及清洁能源、节能环保、新能源汽车等业务的上市公司 证券作为指数样本，以反映新能源行业相关上市公司证券的整体表现。创新能源指数具有高成长性和技 术创新特征，行业配置侧重于可再生能源开发与利用、新能源技术进步等领域。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 ...

Group 1 - The company has secured an independent energy storage project order with a total capacity of 2.8GWh, marking it as the largest semi-solid battery storage project globally [2] - The order consists of three independent energy storage projects located in Shenzhen and Shanwei, addressing the high safety and lifecycle requirements of urban energy storage systems and the need for grid stability supported by offshore wind resources [2] - This project represents the first commercial application of solid-state battery technology in a gigawatt-level energy storage project in China, fulfilling the core demands for "absolute safety" and "long-term reliability" in large-scale energy storage [2] Group 2 - The signing of this order reflects the industry's high recognition of the company's solid-state technology and engineering capabilities [3] - Large-scale application of this technology is expected to drive the maturity and cost reduction of the solid-state battery supply chain, injecting strong momentum for technological upgrades in the industry [3] - This development accelerates the commercialization of solid-state batteries [3]