【DT新材料】 获悉， 7月30日， 辉能科技 （ProLogium） 全球首发第四代创新技术——"超流体化 无机固态电解质" （Superfluidized Inorganic Solid-State Electrolyte）。 据悉，这项技术将固态材料的高离子浓度和液态材料的界面接触优势结合在一起，突破了传统固态电 池在"离子导通性"、"界面稳定性"和"制造效率"上的瓶颈。 其中， 在离子导电率方面 ，根据SGS第三方验证， 该电解质在25°C下达到57 mS/cm，是现有常规 液态有机电解质和硫化物固态电解质的5-6倍， 超高的导电率使得高能量密度电池能够支持极速快 充，只需要4-6分钟就能将电量从5%充到60%-80%。 此外， 在低温环境 ，例如零下20度，导电率仍然能保持12.82 mS/cm，放电效率为90%-95%以上， 可以应用在极地、国防、航空航天等环境。 Source：九州电力 在界面稳定性方面 ，辉能科技流体化技术可以让固态电解质具备液态特性，能够自动适应活性材料 体积的变化，不需要加压模组，电池性能更稳定。 市场推广方面，7月30日，日本九州电力宣布与辉能科技开始战略合作，开发用于超 ...

Core Viewpoint - The article discusses the evolution and future prospects of solid-state batteries, highlighting their advantages over traditional lithium-ion batteries, particularly in terms of energy density, safety, and longevity. It outlines the current state of research, development, and commercialization of solid-state and semi-solid batteries in the automotive and consumer electronics sectors. Group 1: Solid-State Battery Development - Solid-state batteries are seen as a revolutionary technology that can potentially replace existing lithium-ion batteries due to their higher energy density and improved safety features [11][12][13] - The development of solid-state batteries has progressed through various stages, with significant advancements in materials and manufacturing processes expected by 2035 [14][15] - The energy density of solid-state batteries is projected to exceed 500 Wh/kg by 2030, making them suitable for future electric vehicles and other applications [11][12][32] Group 2: Market Trends and Industry Players - Major companies like CATL, BYD, and others are leading the charge in solid-state battery technology, with plans for mass production and commercialization by 2025-2030 [21][22][31] - The semi-solid battery market is expected to grow significantly, with several manufacturers already testing and preparing for commercial applications [29][30] - The automotive industry is increasingly adopting semi-solid batteries, with companies like NIO and others planning to integrate these technologies into their upcoming vehicle models [21][22][30] Group 3: Technical Challenges and Innovations - Key challenges in solid-state battery development include manufacturing costs, complex processes, and the need for a mature supply chain [31][32] - Innovations in materials, such as the use of sulfide and polymer electrolytes, are critical for enhancing the performance and safety of solid-state batteries [19][20][35] - The transition from liquid to solid-state electrolytes is expected to mitigate risks associated with dendrite formation and improve overall battery stability [11][12][19] Group 4: Applications and Future Outlook - Solid-state batteries are anticipated to play a crucial role in various applications, including electric vehicles, consumer electronics, and aerospace [28][30] - The demand for high-performance batteries in emerging sectors like eVTOL (electric vertical takeoff and landing) is driving research and development in solid-state technologies [28][30] - The global market for solid-state batteries is projected to expand rapidly, with significant investments from both private and public sectors aimed at achieving commercial viability [31][32][33]

（文章来源：证券日报） 证券日报网讯圣阳股份7月31日在互动平台回答投资者提问时表示，公司密切跟踪固态电池技术发展趋 势，加快推进固态电池技术研发，目前公司固态电池以复合氧化物技术路线为主，相关信息请以公司指 定信息披露媒体以及公司官网、微信公众号等为准。在肯尼亚、南非等光伏储能展会期间，公司充分展 示了覆盖储能全场景的户用储能产品方案及工商业储能系统解决方案，吸引了来自全球的能源运营商、 分销商及终端用户深度接洽合作，为加速拓展海外市场奠定坚实基础。 ...

Core Viewpoint - CATL (Contemporary Amperex Technology Co., Limited) reported a revenue of 178.9 billion yuan for the first half of 2025, a year-on-year increase of 7.27%, and a net profit of 30.5 billion yuan, up 33.33% year-on-year [3][4]. Revenue Breakdown - The main sources of revenue for CATL are power batteries and energy storage batteries, with power battery system revenue reaching 131.57 billion yuan, a 16.8% increase year-on-year, and a gross margin of 22.41% [4][5]. - Energy storage battery system revenue slightly decreased to 28.4 billion yuan, down 1.47%, but with a higher gross margin of 25.52% compared to power batteries [5]. Market Position - CATL maintained a global market share of 38.1% in power battery usage from January to May 2025, an increase of 0.2 percentage points from 2024, remaining the global leader [4]. - The company has supplied power batteries to major automakers including Volkswagen, BMW, and Toyota, among others [5]. Geographic Performance - International revenue accounted for 34.22% of total revenue, amounting to 61.21 billion yuan, with a year-on-year growth of 21.14%, while domestic revenue was 117.68 billion yuan, a slight increase of 1.24% [9]. - The gross margin for international sales was 29.02%, up 4.16% year-on-year, compared to a domestic gross margin of 22.94%, which only increased by 0.1% [10][11]. Global Expansion - CATL's global strategy is supported by its recent IPO in Hong Kong, raising 41 billion HKD, with 90% of the funds allocated to projects in Hungary [12][13]. - The company is also expanding its domestic production bases while establishing overseas factories in Hungary and Spain, and developing the battery supply chain in Indonesia [13]. Workforce and Capacity - As of June 30, 2025, CATL employed 147,716 people, an increase of 15,728 from the end of 2024, with a total salary cost of approximately 18.08 billion yuan [13]. - The overall capacity utilization rate remained high at around 90%, with plans for increased capital expenditures in response to market demand [13]. Financial Health - As of June 30, 2025, CATL's cash and cash equivalents totaled 323.78 billion yuan, with total borrowings of 140.71 billion yuan, leading to a debt-to-asset ratio of 62.59%, down from 65.24% at the end of 2024 [14][17]. Product Development - CATL launched several new products in the energy storage sector, including a 587Ah large-capacity cell, and is actively investing in solid-state battery technology [18]. - The company plans to build 1,300 battery swap stations by the end of 2025, with over 400 already completed for passenger vehicles [20].

企查查APP显示，近日，长安汽车（000625）申请的"固态电池电芯及其制备方法和固态电池"专利公布。企查查专利摘要显示，本申请涉及固态电池技术领 域，固态电池电芯包括：叠置的正极极片和负极极片以及两者之间的固态电解质膜；负极极片周向至少一侧超出正极极片形成overhang区域；在overhang区 域对应空隙区设置压敏胶封装层。压敏胶材料具有一定的延展性和粘性，因此，当固态电池的电极材料因受成型压力或在充放电循环过程中产生体积变化 时，压敏胶能够适应于电极材料的体积变化，不会出现压敏胶封装层与电极材料/极片的界面分离，从而能够有效避免正负极片的接触，进而能够有效防止 电池短路，提高电芯良率，以及提升电池的循环性能。 | 申请进度 | 摘要 法律状态 | 权利要; | | --- | --- | --- | | 基本信息 | | | | 申请号 | CN202510886667.4 | 申请日期 | | 申请公布号 | CN120389108A | 申请公布日 | | 授权公告号 | - | 授权公告日 | | 优先权号 | | 优先权日 | | IPC分类号 | H01M10/0562; H01M10/05 ...

来源：新浪财经 近日，大众汽车集团发布的二季度财报显示，公司营业利润暴跌29%至38.3亿欧元，低于市场预期的 38.9亿欧元。 尽管全球交付量227.2万辆，同比增长1.2%，但汽车部门经营现金流同比骤降36.5%。大众财务总监阿尔 诺·安特利茨在声明中坦言："尽管产品成功，但运营利润减少了三分之一。" 大众汽车在全球市场的表现呈现明显区域分化。上半年全球交付量达440.5万辆，同比增长1.3%。 欧洲和南美市场成为亮点。欧洲市场增长3.3%，南美市场更是暴涨21.1%。第二季度，得益于折扣促销 以及消费者因马斯克政治立场减少购买特斯拉，大众在欧洲的电动车交付量大幅增长73%。 然而，亚太和北美市场却成为大众的痛点。北美地区销量下滑16%，成为大众全球唯二下滑的主要市场 之一。整个亚太市场也表现疲软，下降1.2%。 中国作为大众最大单一市场，上半年销量131.32万辆，同比下滑2.3%。尽管6月单月交付量同比增长9% 释放复苏信号，但难以弥补前几个月的损失。 Stellantis上半年净营收同比下降12.6%至743亿欧元，并面临23亿欧元的亏损。其旗下汽车品牌在北美市 场的出货量预计第二季度同比下降25% ...

格隆汇7月31日丨圣阳股份(002580.SZ)在投资者互动平台表示，公司密切跟踪固态电池技术发展趋势， 加快推进固态电池技术研发，目前公司固态电池以复合氧化物技术路线为主，相关信息请以公司指定信 息披露媒体以及公司官网、微信公众号等为准。在肯尼亚、南非等光伏储能展会期间，公司充分展示了 覆盖储能全场景的户用储能产品方案及工商业储能系统解决方案，吸引了来自全球的能源运营商、分销 商及终端用户深度接洽合作，为加速拓展海外市场奠定坚实基础。目前公司尚未参与雅下水电站相关项 目。 ...

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Core Viewpoint - The article discusses the significant challenges faced by Gaon Energy, including the termination of partnerships with two listed companies and the company's financial distress, leading to its classification as "substantially bankrupt" due to a projected revenue of only 19,500 yuan in 2024 against a loss of 17.89 million yuan [1][2]. Group 1 - Gaon Energy's partnerships with Anfu Technology and Lihu Co. have been abruptly terminated, indicating a loss of confidence in the company's viability [1]. - The company's major shareholder's shares have been frozen, reflecting ongoing legal and financial troubles [7]. - The team at Gaon Energy has reportedly been disbanded, further signaling operational collapse [2]. Group 2 - Gaon Energy focuses on the research and development of all-solid-state batteries and solid electrolytes, claiming to have comprehensive production capabilities from material development to cell design [3]. - The founder, Luo Ming, has 15 years of experience in the solid-state battery field and previously led the development of Toyota's sulfide all-solid-state battery technology [5]. - The company established a research center in Japan and formed strategic partnerships with Tokyo University and Tokyo Institute of Technology, becoming the first in China to develop prototype cells in the 1Ah-20Ah range [6]. Group 3 - The company has undergone significant changes, including a relocation from Shenzhen to Zhuhai in March 2022, which raises questions about the motivations behind this move [17][20]. - Local investment from Zhuhai institutions has been minimal, with only 4% ownership at the time of the first round of financing, suggesting a lack of strong local support [22]. - The company has also registered a wholly-owned subsidiary in Longgang District, Shenzhen, in 2023, indicating a potential return to its original base [27][33]. Group 4 - The CTO of Gaon Energy criticized the decision to establish a research center in Shenzhen as a major strategic error, highlighting internal disagreements regarding the company's direction [24]. - The company's history of moving locations and the involvement of various investors from different regions suggest a complex relationship with its operational strategy and funding sources [36][38]. - The article calls for more media attention on the project to uncover the truth and protect the integrity of the primary market [41].

Group 1 - The report from China Merchants Securities highlights the introduction of new isostatic equipment and UV printing technology in the solid-state battery manufacturing process to address core interface challenges [1] - UV printing technology is favored for its high precision and automation, making it suitable for the stringent production requirements of solid-state batteries, and is currently a primary choice for leading battery manufacturers [1][2] - The overall cycle time of the solid-state battery production line is currently a bottleneck, with precise control required over various parameters such as laser settings, dispensing speed, adhesive viscosity, and UV curing energy [2] Group 2 - The production of solid-state batteries imposes higher requirements on UV adhesives, particularly in terms of tensile strength, flexibility, and puncture resistance, due to their use in insulating the electrodes [3] - New formulations of solid-state battery UV adhesives are reported to have significant barriers to entry, as they must not react with sulfur-based electrolytes, indicating a specialized market for these materials [3] - Leading companies in the UV adhesive sector, such as Songjing Co., have made significant advancements in solid-state UV adhesive products and equipment [3]