CINE2025固态电池展 CINE2025钠电展 一、展会组织架构 展会名称： CINE固态电池展 CINE钠电展 主办单位： 起点固态电池 SSBA固态电池联盟 活动协办及论坛总冠名单位： 起点钠电 起点锂电 起点研究 茹天科技 第一批展商及赞助商名单： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能源/时 代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒 特股份/希倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子/孚悦科技等 活动规模： 展商规模 20 0+ 参会企业 20 00+ 专业观众 20000+ 搭建 时间： 2025年11月4日-5日 展会 时间： 2025年11月6 -8 日 9:00- 17 :00 举办地点： 广州 南沙国际会展中心（ 2楼船厅及广州厅） 同期活动： 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典礼、2 ...

一、展会组织架构 展会名称： CINE固态电池展 CINE钠电展 主办单位： CINE2025固态电池展 CINE2025钠电展 起点固态电池 起点钠电 起点锂电 起点研究 SSBA固态电池联盟 活动协办及论坛总冠名单位： 茹天科技 第一批展商及赞助商名单： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能源/时 代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒 特股份/希倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子/孚悦科技等 活动规模： 展商规模 20 0+ 参会企业 20 00+ 专业观众 20000+ 搭建 时间： 2025年11月4日-5日 展会 时间： 2025年11月6 -8 日 9:00- 17 :00 举办地点： 广州 南沙国际会展中心（ 2楼船厅及广州厅） 同期活动： 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典礼、2 ...

9月29日，A股固态电池板块大幅上涨，其中万润新能、天赐材料（002709）、丰山集团（603810）、 石大胜华（603026）、多氟多（002407）等十余只个股涨停，湖南裕能（301358）、天奈科技、华盛锂 电等多只个股涨幅超过10%。 消息面上，近期固态电池技术取得了系列突破。 日前，清华大学张强教授团队提出"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。相关成果 已在线发表于《自然》杂志。 此外，今年9月，中国科学院金属研究所科研团队在聚合物体系中，实现了具有分子尺度界面的一体化 电极—电解质材料，为提升固态电池电化学性能提供了新方案。研究团队制备出的分子尺度界面一体化 聚合物材料，实现了2万次抗弯折性能，作为正极聚合物电解质时，可在特定电位下被激活，正极能量 密度可以提升86%。 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。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 ...

Group 1: Market Activity - On September 29, 25 stocks had closing limit orders exceeding 1 billion yuan, with Shanzi Gaoke leading at 4.57 billion yuan [2] - The top three stocks by closing limit order funds were Shanzi Gaoke, Boqian New Materials, and Tianji Shares, with amounts of 4.57 billion yuan, 4.27 billion yuan, and 4.27 billion yuan respectively [2] - Seven stocks on the Dragon and Tiger list had net purchases exceeding 1 billion yuan, with Lingyi Zhizao at 8.21 billion yuan and Shanzi Gaoke at 3.39 billion yuan [8] Group 2: Company Performance - Shanzi Gaoke reported a revenue of 1.732 billion yuan in the first half of the year, a year-on-year decrease of 17.3%, but achieved a net profit of 219 million yuan, turning from loss to profit [2] - Shanzi Gaoke is involved in a potential restructuring with the parent company of Nezha Automobile, with intentions to participate as an investor [3] Group 3: Industry Trends - The solid-state battery sector saw a surge in stock prices, with companies like Wanrun New Energy and Tianji Shares participating in this trend [4] - Wanrun New Energy has applied for multiple patents related to high energy density cathode materials, which are relevant for solid-state battery requirements [4] - The copper sector also experienced price increases, with companies like Xingye Yinxin and Shengda Resources expanding their mining operations [5][6] Group 4: Emerging Technologies - In the brain-computer interface sector, Yingqu Technology is collaborating with various institutions to develop products related to brainwave monitoring and rehabilitation [7] - Qisheng Technology is focusing on sleep health and has established partnerships for research on Alzheimer's disease and sleep analysis [7]

Group 1 - The CINE Solid-State Battery Exhibition is the first professional exhibition focusing on the entire industry chain of new battery technologies, scheduled for November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - The exhibition will feature a new battery technology forum with nine specialized sessions and the Solid-State Battery Golden Ding Award ceremony [2][11] - Ruysen New Materials will showcase its latest solid-state products at the exhibition, with booth number C26 [3] Group 2 - Fujian Ruysen New Materials Co., Ltd., established in 2007 and listed on the New Third Board in April 2016, has received multiple honors, including being recognized as a national high-tech enterprise and a provincial-level innovative enterprise [8] - The company has filed 68 patent applications, with over 40 patents granted, including 13 invention patents, focusing on products like lithium zirconate and zirconate series nanomaterials [8] - The latest product, lithium zirconate, has an ionic conductivity greater than 10 S/cm and is used in cathode material coating and separator coating, characterized by chemical stability in air and low-cost production without sintering [8]

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 没有股票账户的投资者可关注国泰中证环保产业50ETF联接C（012504），国泰中证环保产业 50ETF联接A（012503）。 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 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 兴业证券指出，固态电池以不可燃的固态电解质替代易燃有机电解液，被业界公认为最具潜力的下 一代电池技术方向。锂金属负极与固态电解质的界面兼容性展现出天然优势，质地柔软，可通过自身形 变主动改善固固界面接触状态，无需依赖额外高压力条件，成为固态电池产业化进程中的"刚需解决方 案"。预计20 ...

财通证券认为，2025年以来，固态电池技术持续获突破，多家车企计划于2027年左右开始搭载全固态电 池，行业产业化进程加快。随着中试线的陆续落地以及锂电扩产周期的重启，设备企业基本面有望持续 改善，继续看好产业周期与技术进步共振。 9月29日早盘，固态电池概念股活跃走强，截至发稿，万润新能、丰山集团、石大胜华、湘潭电化、万 向钱潮等股涨停，湖南裕能涨超18%，海博思创涨超16%，芳源股份涨超15%。 ...

Group 1 - The core viewpoint of the article emphasizes the rapid development and commercialization of sulfide all-solid-state batteries, with significant advancements expected by 2030 [2][3][4] - The energy density of sulfide all-solid-state batteries is projected to increase from 350 Wh/kg in 2025 to 500 Wh/kg by 2030, with a compound annual growth rate of 7.4%, surpassing the progress of liquid lithium batteries [2] - Key milestones include achieving large-scale production by 2026, one year ahead of the original plan, indicating unexpected technological breakthroughs [3] Group 2 - The competition between Chinese and Japanese companies in the sulfide battery sector is intensifying, with China expected to file three times more patents than Japan in 2024, although Japan still holds 40% of global foundational patents [4] - Domestic policies are driving advancements, with a target set for 2027 for vehicle integration, and many companies are ahead of schedule, such as the 60Ah cell expected to be produced by 2025 [5] Group 3 - The localization of lithium sulfide production is crucial for supply chain security, reducing reliance on high-cost materials from Japan and South Korea, and aiming to lower electrolyte costs to $100/kg [6] - The high safety features of sulfide batteries make them suitable for specialized applications in aviation and military sectors, addressing range anxiety in electric vehicles with a projected 400 Wh/kg version by 2028 [6] Group 4 - The Chinese government has committed over 2 billion yuan to solid-state battery research as part of its 2025 New Energy Vehicle Industry Development Plan, while the EU prioritizes sulfide technology in its Battery 2030+ initiative [8] - The period from 2025 to 2030 is identified as a critical window for the transition of sulfide batteries from laboratory to mass production, with a projected global market size of $20 billion by 2030 and a compound annual growth rate exceeding 45% [9] Group 5 - The event titled "2025 Starting Point Solid-State Battery Industry Annual Conference and Solid-State Battery Golden Ding Award Ceremony" will take place on November 8, 2025, in Guangzhou, featuring discussions on key technological advancements and industry standards [10][11] - The agenda includes the release of a roadmap for global sulfide solid-state battery technology and the establishment of the first all-solid-state battery industry alliance [12]

Investment Rating - The report maintains an "Outperform" rating for the industry [5] Core Insights - The report highlights the positive outlook for the lithium battery sector, with iron-lithium battery prices continuing to rise and significant breakthroughs in solid-state battery technology [1][8] - The photovoltaic sector is supported by government initiatives aimed at promoting high-quality development in the renewable energy industry, with expectations for price stabilization as excess capacity is eliminated [2][17] - The wind power sector aims for a total installed capacity of 360 GW by 2035, with ongoing tenders for offshore wind projects in Hainan [2][30] - The energy storage sector is seeing new technology layouts from government departments, with recent price increases in battery cells and tight supply conditions [3][42] - The electric power equipment sector is experiencing increased capital expenditure forecasts from major companies like Alibaba, indicating growth potential [4][49] Summary by Sections Lithium Battery Sector - Iron-lithium battery prices have increased by 0.15% to 0.33 CNY/Wh for 100Ah cells, and 0.17% to 0.30 CNY/Wh for 280Ah cells [8] - Solid-state battery advancements have been published in Nature, moving towards a lithium-rich manganese-based cathode and metallic lithium anode [9] - The automotive sector plans to implement solid-state batteries by 2026, with consumer electronics rapidly adopting semi-solid batteries [10] Photovoltaic Sector - The National Energy Administration emphasizes the need for high-quality development in the renewable energy sector, addressing "involution" in the photovoltaic industry [2][17] - The report anticipates a gradual recovery in prices as outdated capacity is phased out due to new national standards and industry self-regulation [2][18] - Recent price trends show fluctuations in silicon material and module prices, with expectations for future price increases [19][21] Wind Power Sector - China's wind and solar installed capacity target for 2035 is set at 360 GW, with significant growth expected in the coming years [30] - Recent tenders for offshore wind projects in Hainan indicate ongoing investment and development in the sector [31] Energy Storage Sector - The government has released guidelines for new energy storage technologies, focusing on solid-state and liquid flow batteries [3][39] - The price of battery cells has seen slight increases, with supply remaining tight [42][45] - The report highlights the growing demand for energy storage solutions in both domestic and international markets [46] Electric Power Equipment Sector - Alibaba's increased capital expenditure forecast suggests a robust growth trajectory for the electric power equipment sector [49] - The report notes the significance of the Yantai-Weihai high-voltage project, which is expected to be completed by 2026 [50] Industrial Control and Robotics Sector - The report discusses the introduction of various robotic technologies at the 2025 Industrial Expo, indicating advancements in automation [56][57] - The manufacturing sector shows signs of recovery, with an increase in the PMI index suggesting improved demand for industrial control components [56] Hydrogen Energy Sector - The National Energy Administration has issued guidelines for the high-quality development of hydrogen energy equipment, with significant projects being approved [4][66] - The report highlights the approval of a large-scale green hydrogen project by Goldwind Technology, indicating growth in the hydrogen sector [67][68] - The report suggests focusing on companies involved in green hydrogen production and fuel cell systems [69][72]

新进展。 据科技日报报道，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》。 值得一提的是，工业和信息化部、国家市场监督管理总局日前联合印发的《电子信息制造业2025—2026 年稳增长行动方案》明确指出，通过国家重点研发计划相关领域重点专项，持续支持全固态电池等前沿技 术方向的基础研究。 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6小时）安全测试，未出现燃烧或爆炸现 象，展现出优异的安全性能。未来，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。 另据武汉大学消息，该校集成电路学院杨培华课题组在聚合物固态电池领域取得新进展。 该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 ...