| < V | 固态电池 2414.71 1.97% | | E | | --- | --- | --- | --- | | 成份股 | 股 | | 资讯 | | 名称 | 最新 | 涨幅 ↓ | 涨跌 | | 道民技术 | 26.99 | 20.01% | 4.50 | | 300409 融 | | | | | 泰和科技 | 31.52 | 14.08% | 3.89 | | 300801 | | | | | 宏工科技 | 133.04 | 10.61% | 12.76 | | 301662 融 | | | | | 光莆股份 | 15.19 | 10.39% | 1.43 | | 300632 | | | | | 可川科技 | 34.71 | 10.02% | 3.16 | | 603052 | | | | | 普利特 | 17.59 | 10.01% | 1.60 | | 002324 融 | | | | | 振华股份 | 31.69 | 10.00% | 2.88 | | 603067 融 | | | | | 泰和新材 | 11.02 | 9.98% | 1.00 | | 002254 融 | | | ...

（来源：内蒙古日报） 这一突破性技术从实验室走向量产应用，离不开清陶能源在产业端的深度布局与硬核支撑。作为固态电 池领域的领跑者，清陶能源布局广泛，在乌海、昆山等地均建有生产基地。 其中位于海勃湾高新技术产业开发区的清陶（乌海）能源科技有限公司深度参与了半固态电池材料中试 试验，在核心技术转化与量产落地环节发挥重要作用。据清陶（乌海）能源科技有限公司综合办主管李 万江介绍，名爵MG4半固态安芯版车型搭载的半固态电池中的新型锰系正极材料正是由乌海清陶基地 自主生产。 近年来，海勃湾区聚焦新能源、新材料等战略性新兴产业，通过精准招商引资、优化营商环境、强化政 策扶持等一系列举措，成功吸引一批优质企业落地生根。接下来，海勃湾区将持续深化产业集群化发 展，推动固态电池产业与本地风光等新能源、储能产业高效深度融合，全力打造西北地区固态电池产业 新高地。 转自：内蒙古日报 本报乌海1月3日电 （记者 郝飚 通讯员 时宇豪）近日，全球首款搭载半固态电池的量产车型——上汽名 爵MG4半固态安芯版在乌海市海勃湾区完成交付。值得一提的是，这款车型搭载的半固态电池中的新 型锰系正极材料正是由海勃湾区企业生产。 这款备受行业关注的新 ...

Core Insights - The automotive market is transitioning into a summary period after 2025, with traditional automakers and joint ventures revitalizing their strategies to embrace the new energy era, achieving significant transformation results [1] - By November 2025, the penetration rate of new energy passenger vehicles in China approached 60%, indicating a major shift in consumer preferences towards electric vehicles [1] - Despite the overall growth in new energy vehicle sales, there are few blockbuster models with monthly sales exceeding 10,000 units, highlighting the challenges traditional automakers face in changing consumer perceptions [1] Group 1: Market Trends - In the mainstream price segment of 100,000 to 200,000 yuan, new car sales reached 9.3957 million units in the first 11 months of 2025, with a year-on-year growth of 5.8%, accounting for over 40% of the total new car sales market [4] - The competitive landscape in this price range is intense, with up to 10 new models entering the market each month, making it difficult for any single model to secure a leading position [4] Group 2: Company Performance - Dongfeng Yipai has emerged as a strong competitor, with a nearly 30% increase in sales in 2025, showcasing the effectiveness of its strategic adjustments [6] - The Yipai brand has successfully launched multiple models, such as the 2026 Yipai eπ008, which quickly became one of the top three sellers in the 150,000 to 200,000 yuan new energy SUV segment [7] - The Yipai brand's sales strategy focuses on integrating advanced technology and appealing design to meet diverse consumer demands, resulting in rapid sales growth [6][7] Group 3: Product Development - In 2025, Yipai Technology launched seven new models, maintaining a product release pace comparable to new energy startups, with plans to introduce six new models in 2026 [12] - The company aims to build a comprehensive product matrix with at least 20 models by 2028, ensuring full coverage of mainstream market segments [12] Group 4: Strategic Partnerships - Yipai Technology emphasizes collaboration with ICT companies to enhance its electric and intelligent technology advantages, which is crucial for its transformation [1][22] - The company has established a rapid response mechanism for customer complaints, ensuring timely solutions to enhance user satisfaction and brand loyalty [14] Group 5: Brand Positioning - The Yipai brand targets younger consumers with a focus on technology and aesthetics, while the Dongfeng Fengshen brand emphasizes comfort and value for family users [10][8] - Yipai has engaged in various cultural and sports events, such as esports and marathons, to connect with younger audiences and promote a sustainable development ethos [19][21] Group 6: Industry Outlook - The automotive industry is expected to continue facing intense competition, with predictions that only 5 to 6 automakers may survive in the long term [24] - As the market evolves, the focus will shift back to core competencies such as safety and technology, which are critical to consumer trust and brand loyalty [24]

数据显示，该基准合约今年累计上涨约43%，有望创下2009年以来的最佳年度表现。2009年各国摆脱全球金融危机时，铜价涨幅超过 140%。在纽约，自2025年初以来铜价已飙升逾40%，同样有望实现2009年以来的最大年度涨幅，当年该合约上涨137.3%。 01 ｜ 创新高！"妖镍"回归！ 02 ｜ 国轩1.2GWh独立电站并网，引领储能发展新范式 03 ｜ 起点观察 | 碳酸锂爆发多空大战！ 04 ｜ 2026起点锂电两轮车换电大会暨轻型动力电池鲁班奖颁奖典礼定档2026年4月深圳 举办！ 往 期 回 顾 伦敦金属交易所(LME)铜价格周三（12月31日）亚市时段于12540美元/吨附近宽幅震荡。29日铜价一度触及12960美元的历史高点，但因 投资者获利了结大幅回落，但铜价仍处于历史相对较高位。 2026起点锂电&固态电池全国行 04月10日 2026 (第6届)起点锂电两轮车换电大会 暨轻型动力电池鲁班奖颁奖典礼 06月 2 起点锂电 \ 2 起点固态电池 起点锂电&固态年度计划表 01月~02月 活动联系人 - 邱先生 1893802 3176 2026(第2届)起点锂电圆柱电池技术论坛 暨圆柱电池排行 ...

Core Viewpoint - The stock of Zhongwei New Materials (02579) has risen nearly 5% amid market fluctuations, currently trading at 33.36 HKD with a transaction volume of 38.9962 million HKD. This increase is linked to the announcement of the first national standard for solid-state batteries, which is expected to promote the development and industrialization of this technology in China [1][1]. Industry Summary - The National Automotive Standardization Technical Committee has opened a public consultation for the first national standard on solid-state batteries, which includes definitions, classifications, and coding [1]. - Ping An Securities highlights the increasing governmental focus on the development of new lithium battery technologies, with solid-state battery industry development being frequently mentioned in policy discussions [1]. - The research and development of solid-state batteries is anticipated to progress steadily towards industrialization due to policy support and active participation from industry players [1]. Company Summary - Zhongwei New Materials focuses on two main technological routes in the electrolyte materials sector: oxides and sulfides. The company aims to develop a comprehensive technical capability through collaborative research across key areas such as precursors, cathode materials, and solid-state electrolytes [1]. - Over the next three years, the company's investment strategy will prioritize: 1. Resource development, including the construction of phosphate mines in Guizhou and subsequent investments in lithium mines 2. Continuous construction of overseas production capacity 3. Increased R&D investment, particularly in solid-state batteries, high-pressure phosphate products, and sodium battery materials [1].

固态电池首个国家标准公开征求意见，标志着固态电池技术开始由实验室走向产业化。 固态电池首个国家标准出炉 证券时报·数据宝从全国汽车标准化技术委员会获悉，12月30日，固态电池首个国家标准——《电动汽车用固态电池 第1部分：术语和分类》公 开征求意见（以下简称"征求意见稿"）。征求意见稿明确了固态电池的相关术语、分类、编码等基础内容。 据悉，《电动汽车用固态电池》系列标准拟分为4个部分进行编制，包括术语和分类、性能规范、安全规范、寿命规范。此外，《电动汽车固 态电池用固体电解质技术规范》目前也已进入起草阶段。 固态电池分类明确，判定标准更加严格 上述征求意见稿显示，根据电池单体内部传递离子方式不同，将电池分为液态电池、混合固液电池和固态电池。这与此前中国汽车技术研究中 心透露的消息一致，即不再有半固态电池的说法。 今年5月，中国汽车工程学会曾发布《全固态电池判定方法》团体标准，失重率小于1%即可判定为固态电池。新的国家标准相比此前团体标 准，对固态电池的判定更为严格。 标准起草组表示，固态电池应不含有液态电解质成分，然而，考虑到部分固态电池技术路线在120℃失重率测试中出现固体电解质材料分解失 重现象，宜允许存 ...

（文章来源：证券日报） 证券日报网讯 12月30日，孚能科技在互动平台回答投资者提问时表示，公司固态电池进展及经营情况 请以公司公告为准。 ...

2025年，全固态电池进入"量产前夜"，而半固态电池则已经装入高端车型。蔚来、智己、岚图等品牌，纷纷将"半固态"或"固态电解质"电池作为新车型的重 要卖点，能量密度与安全性的宣传战充斥着各大发布会。在实验室数据和部分严寒气候测试中，这些电池的安全性与低温性能数据优于传统液态电池。 然而，真正的全固态电池仍卡在工程车间里。技术路线也各有不同：硫化物路线的优势是离子电导率最高，性能潜力大，但化学性质极不稳定，对生产环境 要求极为严苛；氧化物路线则是化学稳定性好，但室温下离子电导率偏低，质地硬脆导致固-固界面接触成为世界性难题；聚合物路线的工艺成熟，但离子 电导率低、耐高温性差，性能天花板明显。 传统液态电池巨头采取了双线押注策略。一方面，宁德时代的神行电池、比亚迪的刀片电池通过结构创新，持续巩固其在主流市场的成本与性能优势。另一 方面，宁德时代与比亚迪以前所未有的力度投资固态电池研发，并通过与材料院校合作等方式，布局下一代技术专利。 外界评价中国汽车行业的技术图景，常会提及两个充满张力的瞬间：一是2020年，特斯拉以颠覆者姿态国产化，将智能电动汽车的概念植入公众的心智；二 是2025年，几乎所有炫酷的概念都看到了 ...

Core Viewpoint - Zhejiang Tiantian Technology Co., Ltd. (Tiantian Technology) has announced the launch of its first batch of high-energy lithium metal solid-state cylindrical batteries, marking a significant step in its collaboration with Shenzhen Xinjie Energy Technology Co., Ltd. (Xinjie Energy) for the production of solid-state lithium metal batteries [1][2]. Group 1 - Tiantian Technology confirmed that the first phase of Xinjie Energy's 10GWh solid-state lithium metal battery production project has achieved a capacity of 2GWh, with the first products launched on December 29, 2025, targeting high-end consumer electronics [1]. - The production line is designed to be compatible with multiple series of solid-state cylindrical batteries, and capacity ramp-up and optimization are currently underway [1]. - The second phase of the project is planned to have a capacity of 8GWh, focusing on applications in eVTOL, embodied robots, and new energy vehicles [1]. Group 2 - Tiantian Technology signed a strategic cooperation framework agreement with Xinjie Energy in May, which includes the supply of lithium metal anode materials and collaboration in solid-state battery development [2]. - In July, Tiantian Technology's subsidiary, Anhui Tiantian Lithium Battery New Energy Co., Ltd., entered into a procurement order with Xinjie Energy's subsidiary, Zhuhai Xinjie, for copper-lithium composite strips, amounting to 400 million yuan [2]. - The partnership has deepened with a joint investment of 300 million yuan from state-owned investment institutions to establish a partnership focused on Xinjie Energy, along with Tiantian Technology acquiring a 30% stake in Xinjie Energy Technology (Zhejiang) Co., Ltd. for 3 million yuan [2].

消费电子ETF紧密跟踪中证消费电子主题指数，中证消费电子主题指数选取50只业务涉及元器件生产、 整机品牌设计及生产等消费电子相关的上市公司证券作为指数样本，以反映消费电子主题上市公司证券 的整体表现。 数据显示，截至2025年11月28日，中证消费电子主题指数(931494)前十大权重股分别为立讯精密 (002475)、寒武纪(688256)、工业富联(601138)、中芯国际(688981)、京东方A(000725)、澜起科技 (688008)、兆易创新(603986)、豪威集团(603501)、东山精密(002384)、亿纬锂能(300014)，前十大权重 股合计占比56.39%。 消费电子ETF(561600)，场外联接(平安中证消费电子主题ETF发起式联接A：015894；平安中证消费电 子主题ETF发起式联接C：015895；平安中证消费电子主题ETF发起式联接E：024557)。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与 ...