南方财经记者采访多位期货分析师，了解到江西锂矿能否延续生产将在近期逐渐揭晓，而多空双方或将在各种信息驱动下激烈博弈，锂价预计呈 现宽幅震荡。 展望第四季度，碳酸锂行业去库趋势不变，向上受到高库存和套保需求的压制，向下旺季需求提供一定支撑，市场关注点仍在宁德时代枧下窝矿 区的复产节奏及另外7座矿山的生产情况。 锂电行业的煎熬期仍在持续。9月以来，碳酸锂期货主力合约价格持续在7万元—7.5万元/吨徘徊，与2022年60万元/吨的历史高位相比，跌幅超八 成。 据南方财经记者了解，由于工艺路线、工艺方法、原料来源、人工成本、能耗成本、折旧率等不一样，各家碳酸锂企业的生产成本存在较大差 异。目前生产碳酸锂主要通过三种途径，即锂辉石、锂云母和盐湖卤水提锂。不同的锂矿开采类型，加工成本差异较大。 此前，6.5万元/吨是外购矿石提锂以及南美盐湖提锂到岸的成本线，也被业内视为碳酸锂价格的平均成本线，但即便是此前被击穿平均成本线的 状态下，碳酸锂库存仍保持累库的状态，因此，部分中小厂家由于亏损面临被挤出的风险。 （原标题：碳酸锂期货价格波动剧烈 固态电池引发"白色石油"争夺战） 今年6-9月，碳酸锂期货市场呈现"急涨急跌"的剧烈 ...

Group 1 - The article highlights significant advancements in solid-state battery technology by Chinese scientists, indicating that solid-state batteries are accelerating from laboratory research to industrialization. A specific company has successfully positioned itself with lithium cobalt oxide and lithium-rich manganese-based cathode materials, catering to top domestic automakers and battery clients such as BYD and FAW [1] - The successful launch of low Earth orbit satellites for internet connectivity marks a new phase in satellite internet construction, with a company focusing on creating a comprehensive commercial space industry chain that includes satellite research, manufacturing, launching, and operation [1] - A company has made forward-looking investment arrangements in high-growth areas such as GPU, AI, and advanced packaging testing, holding shares in firms like Muxi Technology, Moore Threads, and Suiruan Technology [1]

Core Viewpoint - The rapid development of the new energy industry is driving the demand for high energy density and low-cost lithium batteries, with cathode materials being crucial for battery performance and cost [1] Company Developments - On September 24, 2025, the leading global lithium battery cathode material company, Dangsheng Technology, announced the successful resolution of key technical issues related to ultra-high capacity lithium-rich manganese-based materials through continuous technological iteration [1] - Dangsheng Technology has also made significant progress in solid-state lithium battery materials, leveraging over 20 years of experience in the lithium battery cathode material industry [1] - The company has developed a solid-state electrolyte with high ionic conductivity and good interfacial wettability, achieving stable production and scalable supply capabilities [1] Industry Outlook - Industry forecasts indicate that the solid-state battery industry is entering a "sprint stage," with global solid-state battery shipments expected to reach 614.1 GWh by 2030, representing a significant increase from current shipment volumes [1] - The solid-state battery market is identified as a highly promising "blue ocean market" with substantial growth potential [1]

开源证券近日发布石油石化行业专题研究：近日，2025中国动力电池材料产业链大会指 出，全球固态电池出货量预计2025年10GWh、2030年614.1GWh，但全固态电池短期内面临 量产难、成本高、产业链不完整、界面阻抗高等挑战。国内技术路线多元，半固态布局早、 产业链完整，全固态方案未定型；国际上丰田、日产等采用高镍正极+硫化物电解质，预计 2027年后量产。 以下为研究报告摘要： 中汽新能全固态电池计划2026年装车一汽示范车型，当升科技固态锂电正极材料已实现 10吨级批量出货 （1）电池：近日，行业会议上透露，中汽新能规划到2026年实现400Wh/kg，到2027年 提升至420Wh/kg，2030年前后将推进富锂锰、金属锂及无负极技术。9月24日，当升科技披 露投资者关系活动记录表，公司全固态正极材料采用超稳定快离子导体修饰工艺，在全固态 电池体系中实现了超高容量、长循环寿命，已开始10吨级批量出货。（2）产业：近日， 2025中国动力电池材料产业链大会指出，全球固态电池出货量预计2025年10GWh、2030年 614.1GWh，但全固态电池短期内面临量产难、成本高、产业链不完整、界面阻抗高等挑 ...

Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Viewpoints - The solid-state battery sector is gradually transitioning from laboratory to mass production validation, with small-scale vehicle trials expected by the end of 2025 and widespread trials anticipated in 2026-2027 [25] - The global solid-state battery shipment volume is projected to reach 10 GWh in 2025 and 614.1 GWh by 2030, although challenges such as high costs and incomplete supply chains remain [24][28] - Recent advancements include the development of a new high-energy-density polymer electrolyte by Tsinghua University, which enhances solid-state interface contact and ion conduction capabilities [27] Summary by Sections Industry Trends - The solid-state battery index increased by 1.3% from September 22 to September 26, 2025, with a cumulative increase of 50.4% since December 31, 2024 [11] - The average performance of solid-state battery-related stocks was -0.4% during the same period, with notable gains in battery and aluminum-plastic film sectors [4][11] Company Developments - Contemporary Amperex Technology Co., Ltd. (CATL) is recommended as a key beneficiary in the solid-state battery sector [25] - Dongfeng Motor's solid-state battery plans include a demonstration vehicle set for 2026, with significant progress reported by companies like Dangsheng Technology, which has achieved 10-ton batch shipments of solid-state lithium battery cathode materials [23][29] Market Performance - The top-performing stocks in the solid-state battery sector included Penghui Energy (+18.6%), Xianlead Intelligent (+17.8%), and Dangsheng Technology (+11.2%) [17][26] - Conversely, stocks such as Zhongyi Technology (-10.2%) and Tiantian Technology (-9.7%) experienced significant declines [17][26]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 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。 事关全固态锂电池，我国科学家有重大突破。 据最新消息，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，该团队 成功开发出一种新型含氟聚醚电解质，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。 另外，武汉大学集成电路学院杨培华课题组通过构建新型阳离子－两性离子聚合物电解质，为发展安全、 高能量密度的固态电池提供了新的思路。 固态电池凭借其高能量密度和高安全性，正成为解决新能源汽车续航、充电和安全痛点的关键。有券商机 构认为，随着政策红利释放、市场需求升级和技术持续迭代，全球固态电池产业已从实验室研发进展到商 业化落地的关键阶段。 重大突破 9月27日，据科技日报，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 ...

据悉，此次交付的主辊轴用于目前世界上直径最大、轧制力最强的碾环机，其制造难度极高。该部件采 用313吨的钢锭为坯料，经锻造、热处理、精加工、组装等各工序严格质量控制，最终成型为160余吨的 核心锻件。通裕重工依托完整的产业链协同能力，顺利完成各核心部件的组装并实现顺利发货。 通裕重工是集冶炼、锻造、铸造、焊接、热处理、机加工、涂装于一体的综合性研发制造平台企业，今 年上半年公司实现净利润0.61亿元，同比增长49.7%。截至9月26日，该股今年以来上涨22.18%，最新A 股市值122.37亿元。 固态电池聚合物电解质领域取得重要进展 当下，新能源汽车、电动飞行器、人形机器人等快速发展，对动力系统提出了更高要求，开发兼具高能 量密度和优异安全性能的电池器件已成为紧迫需求。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》。 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600 ...

Core Viewpoint - The article highlights the advancements in solid-state battery technology, particularly focusing on the doping modification of existing solid electrolytes to enhance overall performance, which is crucial for the commercialization of solid-state batteries [1][2]. Group 1: Sulfide Route - The introduction of iodine in sulfide solid electrolytes is becoming a significant direction, improving compatibility with lithium metal anodes and suppressing lithium dendrite growth [3][6]. - The ionic conductivity of iodine-doped sulfide electrolytes has reached 10 mS/cm, operating under pressures below 5 MPa, meeting key application demands [5]. - The supply chain risk is highlighted, as each GWh of solid-state battery requires approximately 90 tons of iodine, contrasting with the 10 tons needed for 1 GW of perovskite solar panels [6][7]. Group 2: Oxide Route - The technology iteration in oxide solid electrolytes is shifting from LATP (Lithium Aluminum Titanium Phosphate) to LLZO (Lithium Lanthanum Zirconium Oxide), with LLZO showing superior performance metrics [8][9]. - LATP is favored for its lower cost, while LLZO offers higher ionic conductivity, a larger electrochemical window, and better chemical stability [9][10]. - The supply chain considerations for LLZO are complex, as it relies heavily on rare earth materials, with China dominating the supply of lanthanum but being highly dependent on imports for zirconium [10][11]. Group 3: Mass Production Challenges - The mass production of LLZO faces significant challenges, particularly in achieving "sintering densification" due to lithium volatility during high-temperature processing [15][16]. - Innovative approaches like ultra-fast sintering (UFS) and pressure-assisted methods are being explored to enhance densification while minimizing lithium loss [17][18]. - Companies are also investigating cost-effective methods, such as direct wet coating of electrolyte slurries on electrodes, to streamline production processes [20]. Group 4: Industry Progress - Companies like Dingsheng Technology have established pilot production lines for sulfide solid electrolytes, indicating progress in scalable supply capabilities [4]. - Domestic firms are actively pursuing innovations to address the challenges of solid-state battery commercialization, paving the way for more robust industrial applications [21].

事关全固态锂电池，我国科学家有重大突破。 据最新消息，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，该团队成功 开发出一种新型含氟聚醚电解质，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。 另外，武 汉大学集成电路学院杨培华课题组通过构建新型阳离子－两性离子聚合物电解质，为发展安全、高能量密度的 固态电池提供了新的思路。 固态电池凭借其高能量密度和高安全性，正成为解决新能源汽车续航、充电和安全痛点的关键。有券商机构认 为，随着政策红利释放、市场需求升级和技术持续迭代，全球固态电池产业已从实验室研发进展到商业化落地 的关键阶段。 重大突破 9月27日，据科技日报，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。 该研究成果以"调控聚合物电解质溶剂化结构实现600 Wh kg−1锂电池"（Tailoring polymer electrolyte solvation for 600 Wh kg−1 lithium batteries）为题，已于9月24日在线发表于《自然》（N ...

Group 1 - The A-share market showed mixed performance with the ChiNext New Energy ETF (159368) rising by 1.22% and gaining over 24% in the last 20 days, attracting significant capital inflow of 293 million yuan in the last 5 trading days and 543 million yuan in the last 10 days [1] - Solid-state battery technology is receiving positive news, with the Ministry of Industry and Information Technology and the State Administration for Market Regulation issuing a plan to support foundational research in solid-state batteries and other cutting-edge technologies [1] - Major companies like Panasonic, CATL, and Guoxuan High-Tech are making advancements in solid-state battery production, with plans for sample shipments by 2026 and mass production by 2027 [1] Group 2 - CITIC Construction Investment reports that solid-state battery technology is increasingly mentioned as lithium battery equipment companies disclose their semi-annual reports, indicating a significant acceleration in the industrialization process of solid-state batteries [2] - The ChiNext New Energy ETF (159368) is the largest ETF tracking the ChiNext New Energy Index, with a scale of 770 million yuan and a daily average trading volume of 5.695 million yuan in the last month, featuring a solid-state battery allocation of 23.6% [2]