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固态电池狂拉碳酸锂需求
鑫椤锂电· 2025-07-07 08:11
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ -广告- 本文来源:鑫椤锂电 2025年以来,全球固态电池产业继续加速发展,硫化物固态电解质凭借其优异的机械加工性能与离子导电 率的优势,成为主要的发展方向。 在应用于固态电池的金属锂负极方面,由于目前隔膜技术暂时无法完全解决枝晶问题,现有技术尚未实现 99%的纯金属锂,基本都是以锂合金的形式展现。 比如,近期贝特瑞推出的锂碳合金、天津中能推出锂复合技术(上下两层负极层及夹在两层负极层之间的 集流体层)等。 预计未来金属锂负极对碳酸锂需求的实际带动量在100-150吨水平,叠加硫化物固态电 解质的增益,硫化物全固态电池对于碳酸锂的单耗较原先液态锂电池提高了70%-80%。 本文作者:钱先生/ 1 3 6 2 1 9 1 1 3 7 3 会议日程 根据 ICC鑫椤锂电测算, 2030年全球固态电池需求量将达到195.6Gwh,较2025年增长近16倍。 从对碳酸锂需求影响来看,在当前技术条件下, 1Gwh锂磷硫氯全固态电池约消耗 硫化物电解质 500- 550吨,以平均消耗400-450公斤硫化锂粉体折算,对应硫化锂需求 ...
超3200只个股上涨
第一财经· 2025-07-07 07:31
2025.07. 07 作者 | 一财资讯 7月7日,A股三大指数收盘涨跌不一,截至收盘,上证指数涨0.02%,深证成指跌0.7%,创业板指 跌1.21%。全市场超3200只个股上涨。 | 全A | 涨 3254 | 本 185 | 跌 1977 | | | | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | 000001 | 上证指数 | Min | 3473.13 | 0.81 | 0.02% | | 399001 | 深证成指 | ? | 10435.51 | -73.25 | -0.70% | | 399006 | 创业板指 | 2 min | 2130.19 | -26.05 | -1.21% | 具体到个股来看,青岛金王、天娱数科、海联金汇获净流入6.42亿元、6.11亿元、5.14亿元。 净流出方面,中际旭创、新易盛、东方财富遭抛售6.92亿元、4.96亿元、3.78亿元。 盘面上,中船系、电力、房地产、互联网电商板块走强,生物制品、减肥药、AI手机板块跌幅居前。 具体来看,地产股盘中拉升,渝开发、沙 ...
收盘丨沪指窄幅震荡微涨0.02%,全市场超3200只个股上涨
Di Yi Cai Jing· 2025-07-07 07:22
Market Performance - The A-share market showed mixed results with the Shanghai Composite Index up by 0.02%, while the Shenzhen Component and ChiNext Index fell by 0.7% and 1.21% respectively, with over 3200 stocks rising overall [1][3] Sector Performance - The shipbuilding, electric power, real estate, and internet e-commerce sectors performed strongly, while the biopharmaceuticals, weight loss drugs, and AI mobile phone sectors saw significant declines [1][3] Notable Stocks - Real estate stocks surged, with companies like Yucheng Development, Shahe Shares, and Nanshan Holdings hitting the daily limit, while others like Haitai Development and JinDi Group also saw gains [3] - Electric power stocks experienced a notable rally, with nearly 10 stocks including Shaoneng Shares and Huayin Electric reaching the daily limit [3] Stock Price Movements - Significant stock price increases included: - Disen Shares (+18.56% to 7.09) - Nanguang Technology (+14.72% to 35.46) - Shaoneng Shares (+10.07% to 6.12) - Huayin Electric (+10.02% to 6.70) - Shimao Energy (+10.01% to 21.00) [4] Capital Flow - Main capital inflows were observed in the real estate and banking sectors, while education and engineering machinery sectors experienced net outflows [5] - Individual stocks with notable net inflows included Qingdao Kingking, Tianyu Digital Science, and Hailian Jinhui, attracting 642 million, 611 million, and 514 million respectively [6] - Stocks facing significant net outflows included Zhongji Xuchuang, Xinyi Sheng, and Dongfang Caifu, with outflows of 692 million, 496 million, and 378 million respectively [7] Institutional Insights - Citic Securities highlighted the mid-year reporting period as a critical window for identifying structural opportunities, emphasizing the importance of performance-driven investments in sectors like solid-state batteries, copper, aluminum, and pharmaceuticals [8] - Guo Cheng Investment noted that small-cap stocks are under pressure due to new regulations on algorithmic trading, which may lead to decreased liquidity in this segment [8] - Zhongxin Jian Investment pointed out that the Shanghai Composite Index reached a new high since 2025, driven by improvements in macroeconomic conditions, market sentiment, and positive mid-year earnings forecasts [8]
碳酸锂日评:国内碳酸锂7月供给预期偏松,国内碳酸锂社会库存量环比增加-20250707
Hong Yuan Qi Huo· 2025-07-07 07:03
资讯 | 后腹期货 | | 碳 酸 锌 8 详 20250707: 国内碳酸锂7月供给预期偏松,国内碳酸锂社会库存量环比增加 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 交易日期(日) | 2025-07-04 | 2025-07-03 | 2025-06-30 | 较昨日变化 | 近两周走势 | | 近月合约 | 收盘价 | 63700.00 | 64300.00 | 62420.00 | -600-00 | | | 连一合约 | 收盘价 | 63500.00 | 64160.00 | 62440.00 | -660.00 | | | 连二合约 | 收盘价 | 63180.00 | 63800.00 | 62260.00 | -620.00 | | | 连三合约 | 收盘价 | 63180.00 | 63800.00 | 62100.00 | -620.00 | | | | 收盘价 | 63280.00 | 64080.00 | 62260.00 | -800.00 | | | 碳酸锂期货 | 成交量(手) | 347729.00 | ...
近3000股上涨
第一财经· 2025-07-07 04:59
市场人士王章亮认为,若量能不足,后续或回踩10日均线3430点。具体板块方面,关注半导体设备 龙头及材料环节。AI硬件与消费电子也可关注,苹果折叠屏研发催化产业链,叠加15%的AI眼镜补 主力资金早间净流入计算机、基础化工等板块,净流出银行、电子等板块。 具体到个股来看,华峰超纤、海联金汇、华银电力获净流入8.46亿元、7.97亿元、7.95亿元。 净流出方面,贵州茅台、宁德时代、中国神华遭抛售6.29亿元、4.03亿元、3.69亿元。 机构观点 2025.07. 07 作者 | 一财资讯 截至午盘,沪指报3465.05点,跌0.21%,深成指报10434.83点,跌0.7%,创业板指报2129.34 点,跌1.25%。 盘面上,跨境支付、稳定币概念股走强,电力股表现活跃,中船系、多元金融、房地产、足球概念涨 幅居前;CPO、机器人、消费电子、创新药等板块走弱。 全市场近3000股上涨。 | 板块名称 | 老人都是 | | | --- | --- | --- | | 中船系 | +3.30% | +0.12% | | 2025中报"网博 | +2.64% | +0.04% | | 电力 | +2.54% | ...
燃料电池中小型应用前景及潜在挑战
势银能链· 2025-07-07 03:20
"宁波膜智信息科技有限公司"为势银(TrendBank)唯一工商注册实体及收款账户 势银研究: 势银产业研究服务 势银数据: 势银数据产品服务 势银咨询: 势银咨询顾问服务 重要会议: 2025势银(银川)长时储能产业大会(7月14日-25日,宁夏·银川) 点此报名 其中,燃料电池自行车体积小、重量轻,对系统的空间要求较高,以固态储氢为主;燃料电池摩托车对系统大功率的要求较高,对系统的集成考验也较 大;燃料电池无人机、机器狗对稳定性及续航时间需求较高,该类技术路线优势明显;燃料电池AGV可以助力物流、仓储及港口场景零碳转型;燃料电池观 光车目前以示范为主,数量超过百台。 从政策现状来看,根据势银(TrendBank)统计,其中已出台的氢能及燃料电池相关政策数量中,东南沿海地区政策发布较为积极,北京在2024年度尤为 突出,支持政策达19个。广东、浙江、江苏、上海、山东俨然已成为火热城市,累计发布相关氢能政策超过20个。 从市场现状来看,目前燃料电池中小型应用覆盖超13个细分领域,涉及交通、搬运、电源等场景,代表企业包括九号公司、斗山创新、氢航科技、新氢 动力、氢蓝时代、骥翀氢能、氢鹏科技、攀业氢能、畔星科技、 ...
期指:或延续震荡偏强
Guo Tai Jun An Qi Huo· 2025-07-07 02:05
Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - On July 5th, the current-month contracts of the four major stock index futures showed mixed performance. IF rose 0.44%, IH rose 0.61%, IC fell 0.01%, and IM fell 0.29%. The total trading volume of stock index futures rebounded, indicating increased trading enthusiasm among investors. The trend intensities of IF and IH are 1, and those of IC and IM are also 1. There are important news including the resumption of product exports from the US to China and local measures for population development. The three major stock indices showed a pattern of rising and then falling [1][2][6] Group 3: Summary According to Related Catalogs 3.1 Stock Index Futures Data Tracking - **IF Contracts**: The closing prices of IF2507, IF2508, IF2509, and IF2512 all rose, with increases of 0.44%, 0.40%, 0.46%, and 0.47% respectively. The trading volumes and open interests of these contracts also increased. For example, the trading volume of IF2509 increased by 28,804, and the open interest increased by 14,488 [1] - **IH Contracts**: The closing prices of IH2507, IH2508, IH2509, and IH2512 all rose, with increases of 0.61%, 0.58%, 0.62%, and 0.59% respectively. The trading volumes and open interests also increased. For instance, the trading volume of IH2509 increased by 19,867, and the open interest increased by 9,229 [1] - **IC Contracts**: The closing prices of IC2507, IC2508, IC2509, and IC2512 all fell slightly, with decreases of 0.01%, 0.01%, 0.08%, and 0.04% respectively. The trading volumes and open interests increased. For example, the trading volume of IC2509 increased by 13,772, and the open interest increased by 6,230 [1] - **IM Contracts**: The closing prices of IM2507, IM2508, IM2509, and IM2512 all fell, with decreases of 0.29%, 0.36%, 0.43%, and 0.47% respectively. The trading volumes and open interests increased. For instance, the trading volume of IM2509 increased by 55,982, and the open interest increased by 16,019 [1] 3.2 Changes in the Top 20 Member Positions of Stock Index Futures - For most contracts, the long and short positions of the top 20 members showed increases. For example, in the IF2509 contract, the long positions increased by 11,728, and the short positions increased by 11,807 [5] 3.3 Important Driving Factors - There are reports that the US has resumed exports of products such as EDA software, ethane, and aircraft engines to China. Relevant departments in multiple regions are about to introduce measures for population development. The three major stock indices had a performance of rising and then falling, with some sectors showing strong performance and others weakening [6]
1400亿电池巨头工厂停产被卖!
鑫椤锂电· 2025-07-07 01:04
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ -广告- Lyten 首席执行官兼联合创始人丹・库克在一份声明中表示:"我们计划立即重启波兰工厂的运营,并履行现有及新的客户订单。" 这座位于波兰格但斯克、面积达 25,000 平方米(269,000 平方英尺)的电池储能系统生产及研发设施于 2023 年投入使用。 Lyten 在声明中称,该设施配备的设备可实现高达 6 吉瓦时的储能生产能力,且未来有扩至 10 吉瓦时的空间。此外,该公司已获得延续至 2026 年的合同订单。 这笔交易预计将在第三季度完成,其财务条款尚未披露。 2025(第三届)中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 本文来源:企业公告 美国硅谷初创企业 Lyten 周二表示,将全面收购 Northvolt Dwa ESS—— 这座欧洲最大的储能系统工厂,此举旨在扩大其产品线。 Northvolt 于今年 3 月申请破产,这是瑞典规模最大的企业破产案之一,实际上也让欧洲打造能与中国电池制造商抗衡的竞争对手的最大希望化为泡影。该公司去 年 11 月宣布关闭这座工厂。在胡润研究院 ...
天奈科技20250706
2025-07-07 00:51
Summary of TianNai Technology Conference Call Industry Overview - Solid-state battery technology primarily includes three routes: sulfide, oxide, and polymer. Sulfide systems have high ionic conductivity but are costly and pose safety risks. Oxide and polymer systems offer advantages in cost and mechanical performance, with domestic commercialization favoring oxide systems. [2][3][4] Key Points - **Market Forecast**: It is expected that all-solid-state batteries will achieve large-scale commercial application by 2030, with oxide and polymer processes likely becoming mainstream due to safety and cost factors in the next five years. Sulfide systems may face challenges. [2][4] - **Technological Advancements**: TianNai Technology enhances the electronic conductivity of liquid lithium-ion batteries using carbon nanotubes and is developing dry processing techniques and composite current collectors. These innovations are significant for the development of solid or semi-solid lithium-ion power systems. [2][3][5] - **Composite Current Collectors**: The introduction of carbon nanotubes as fiber reinforcements in polymer membranes significantly improves strength and conductivity, achieving electronic conduction levels comparable to pure metal current collectors. [6] - **Demand for Single-Walled Carbon Nanotubes**: The demand for single-walled carbon nanotubes is expected to increase significantly in 2026 due to the poor intrinsic electronic conductivity of high-nickel cathode materials and the need for more conductive additives in dry processing. [8] Financial and Operational Insights - **Production Facilities**: TianNai Technology's U.S. factory is expected to commence operations by the end of 2025, while the German factory will start in three months. The U.S. investment tax policy is anticipated to accelerate equipment production. [3][18] - **Collaborations**: The company collaborates with major battery firms like Panasonic and LG, with plans for significant orders from LG in the future, particularly for lithium iron phosphate batteries. [20] Challenges and Risks - **Safety and Cost Issues**: Solid-state battery technology faces challenges related to safety and cost, particularly with sulfide systems. The commercial viability of solid-state systems requires breakthroughs in key materials and processes. [10][16] - **Market Dynamics**: The introduction of porous copper foil and composite current collectors is limited by cost factors, which may hinder widespread adoption until prices become acceptable. [9] Future Outlook - **Growth Projections**: Significant growth in shipment volumes is expected in 2025 and 2026, particularly for high-end products driven by fast-charging technology. Current monthly production capacity is about four tons, with projections of 30,000 tons for single-walled and multi-walled carbon nanotubes by 2026. [22] - **New Cathode Materials**: Progress in new cathode materials is promising, with fast-charging certifications underway. These materials outperform existing products in low-temperature conditions. [23] Competitive Landscape - **Technological Edge**: TianNai Technology possesses a strong technological advantage in fast-charging technology and focuses on continuous R&D to maintain its competitive edge. [25][26] - **Talent Importance**: The company emphasizes the significance of talent in driving technological advancements and achieving a leading position in the industry. [27]
道氏技术11.8亿扩产保供原料 出海提速海外收入三年增3.8倍
Chang Jiang Shang Bao· 2025-07-06 22:36
Core Viewpoint - Daoshi Technology is making a significant overseas investment of approximately 1.183 billion yuan to establish a copper wet smelting plant in the Democratic Republic of the Congo, aimed at expanding production capacity and securing resource supply [1][2][3]. Investment and Expansion - The company plans to invest in a project that will produce 30,000 tons of cathode copper and 2,710 tons of cobalt intermediates, with a project cycle of 18 months [2][3]. - This investment is part of Daoshi Technology's long-term strategic layout in the Congo, a region rich in copper and cobalt resources, which will enhance the stability and security of raw material supply [2][3]. Production Capacity and Growth - Daoshi Technology's cathode copper production is projected to reach 40,900 tons in 2024, representing a year-on-year increase of approximately 32%, marking a historical high [1][3]. - The company is also expected to produce 1,743 tons of cobalt intermediates in 2024, with a year-on-year growth of about 227% [3]. Financial Performance - In 2024, Daoshi Technology reported a revenue of 7.752 billion yuan, a year-on-year increase of 6.25%, and a net profit of 157 million yuan, up 662.33%, ending two consecutive years of profit decline [5]. - The company has seen a significant increase in overseas market revenue, which grew 3.82 times over the past three years, with the revenue share rising from 16.13% to 65.8% [6]. Research and Development - Daoshi Technology has invested over 1.228 billion yuan in R&D from 2020 to 2024, resulting in accelerated technology transformation [6]. - As of the end of 2024, the company holds 64 patents in carbon materials, 222 in lithium battery materials, and 104 in ceramic materials [6].