主办单位： 高工储能、高工产业研究院(GGII) 峰会时间： 2025年7月1-2日 峰会地点： 浙江杭州·滨江开元名都大酒店 2025高工新能源新材料产业大会 2025 （第四届）高工储能产业峰会 ——商业裂变 破局重构 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 四川·成都·邛崃·羊安新城会议中心（四川省成都市邛崃市崃岭大道299号） QuantumScape 在氧化物固态电解质膜 量产工艺上的最新 突破， 或将 推动行业重新审视技术 路径与产业分工。 与此同时 ， 国内 隔膜企业则 呈现出普遍 选择从 " 支撑膜 " 切入 的趋势 ， 以更快融入固态电池供应链，但这或许并非最终解决方案。 当地时间 6 月 24 日，固态 锂金属 电池公司 QuantumScape (QS) 宣布，其新一代固态电池隔 膜生产工艺 "Cobra" 正式投入产线运营。此消息一出，公司股价一度飙升超过 30% 。市场认 为，此举标志着其技术从实验室阶段迈向了可验证的产业化路径，技术含量与工业附加值得到显著 ...

会议预告 2025 （第四届）高工储能产业峰会 ——商业裂变 破局重构 主办单位： 高工储能、高工产业研究院(GGII) 峰会时间： 2025年7月1-2日 峰会地点： 浙江杭州·滨江开元名都大酒店 2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 四川·成都·邛崃·羊安新城会议中心（四川省成都市邛崃市崃岭大道299号） ◆ 电池 ◆ 01 安克创新与ATL达成充电宝电芯 采购合作 6月25日安克创新官方发布消息称，于6月18日与ATL签署合作协议，ATL将成为安克的新电池供 应商，首批4500万个电芯采购合同已下。 公司预计汽车低压锂电池的出货量将快速增长，因为此前还有大众订单需要交付，5月29日珠海冠 宇公告称收到上汽大众定点通知，同样负责研发制造汽车低压锂电池，具体产品规模以最终签订为 准。 公告称，公司汽车低压锂电池业务优势明显，先后获得通用、智己、捷豹路虎、上汽、广汽、理 想、吉利、奇瑞、Stellantis、奔驰、蔚来等众多车企定点。 ◆ 材料 ◆ ...

固态电池因兼具高能量密度与本质安全特性，被视为突破锂电技术瓶颈的未来路径。然而受制于正负极材料研发、固固界面接触、量产工艺及成本等问题， 产业化及商业落地进程始终受阻。 文 | 张冰冰 编辑 | 阿至 6月27日，纯锂新能源发布第一代全固态电池产品，并启动"北京亦庄两轮电动车换电工程示范项目"，公布了其在固态电池量产、应用落地等方面的进展。 "我们第一代纯锂新能源全固态电池产品具备了真安全、成本可控、更环保、长寿命等特点。"纯锂新能源CEO杨帆在发布会现场介绍道，其中，纯锂新能源 电动自行车固态电池在全固态前提下，能做到额定容量30Ah、续航超过80km、循环寿命大于2000次，同时通过高温过充、针刺、剪切不起火不爆炸等安全 性测试。 纯锂新能源产品发布会现场 纯锂新能源电动车全固态电池 本次发布会中启动的"北京亦庄两轮电动车换电工程示范项目"将开展全固态电池在商超配送电动自行车换电领域的试点应用创新，选择封闭的商超配送场景 作为试点，投入1500个全固态电池、1000台合规车辆、100个安全换电柜体、1个试点数据采集管理及运营平台。 商超配送场景有大量日常配送需求，项目将为驻店配送骑手提供"合规整车、固态电 ...

Core Viewpoint - QuantumScape's stock surged 75% following a breakthrough in manufacturing, positioning the company as a leader in the solid-state battery market [2] Market Opportunity - U.S. passenger electric vehicle (EV) sales are projected to grow from 1.6 million in 2024 to 4.1 million by 2030, indicating a compound annual growth rate exceeding 17% [3] - Capturing 25% of this market by 2030 could result in approximately 1 million vehicles sold annually, translating to a revenue potential of $10 billion for QuantumScape [4] - The company anticipates a production capacity of 90 GWh, which could yield around $11 billion in gross revenue based on industry estimates of $120 per kWh [4] Valuation Disconnect - QuantumScape's current market capitalization is approximately $4 billion, trading at 0.4 times its potential revenues for 2030, indicating a significant valuation opportunity [5] - High-growth technology firms typically command revenue multiples of 15 to 30 times, with conservative estimates suggesting a potential valuation of $150 billion for QuantumScape by 2030 [6] Competitive Advantages - QuantumScape's technology offers advantages over traditional lithium-ion batteries, including quicker charging, extended range, improved safety, and greater longevity [7] - The collaboration with PowerCo provides a pathway to mass production through Volkswagen's supply chain, reducing commercialization risks [7] - The Cobra manufacturing breakthrough addresses production scalability and cost efficiency, potentially solidifying QuantumScape's market dominance [8]

Group 1 - The company has been developing precursor materials for solid-state batteries since 2019, including high nickel, ultra-high nickel, and lithium-rich manganese-based cathode materials [1] - The company has achieved ton-level product shipments in the solid-state battery sector [1]

Market Overview - On June 27, the A-share market saw a total of 60 stocks hit the daily limit, with 54 stocks remaining after excluding 6 ST stocks, resulting in an overall limit-up rate of 66.67% [1] - The futures sector experienced a collective rise, with notable increases in South China Futures, Ruida Futures, and Yong'an Futures, which rose by 6.99%, 4.84%, and 2.36% respectively [1] Top Performing Stocks - Hongye Futures led with a limit-up order amount exceeding 2.77 billion yuan, marking its fourth consecutive limit-up day [1] - The highest limit-up order volume was recorded by Feima International at 619,200 hands, followed by Dadongnan, Bohai Automobile, and Aorui De with 371,000 hands, 336,300 hands, and 280,400 hands respectively [1][2] Sector Highlights Futures Sector - The China Securities Regulatory Commission is revising the "Futures Company Classification Evaluation Regulations" to address shortcomings in the current classification supervision system [1] Solid-State Battery - Jinlongyu has met national standards for semi-solid state battery performance and passed third-party testing [3] - Dadongnan has begun producing soft-pack solid-state batteries using aluminum-plastic film [4] Robotics - Heertai is actively developing humanoid robots and has a productization plan in place [5] - Haoshanghao's subsidiary collaborates with Yundong Technology to provide semiconductor chips for robotic joints and drives [6] Digital Currency - Hengbao Co. is one of the first financial technology companies involved in the People's Bank of China's digital currency pilot program, establishing a comprehensive digital RMB product and service system [7] - Jin Yi Culture's subsidiary focuses on digital payment solutions for individuals, enterprises, and governments, creating a digital currency aggregation wallet product [8] Investment Trends - The net buying amounts on the Dragon and Tiger list were led by Hengbao Co., Xiaoshangpin City, and Zhongjing Electronics, with net purchases of 2.64 billion yuan, 2.25 billion yuan, and 1.99 billion yuan respectively [9][10] - Institutional buying was prominent in Heertai, Jida Zhengyuan, and Xinhenghui, with amounts of 1.16 billion yuan, 934.16 million yuan, and 917.87 million yuan respectively [10]

Group 1: Company Overview - Jiangsu Ruitai New Energy Materials Co., Ltd. is actively involved in the research and development of solid-state battery materials, with a focus on lithium bis(trifluoromethanesulfonyl)imide (LiTFSI) for solid-state lithium-ion batteries [2] - The sales revenue from solid-state battery materials currently represents a small proportion of the company's overall revenue [2] Group 2: Joint Ventures and Production - The company has a joint venture named Tai Rui Lian Teng with Tianji Co. and Ningde New Energy (ATL), which produces lithium hexafluorophosphate with an initial capacity of 15,000 tons, launched last year [2] - The Polish production base, Prusice, has a capacity of 40,000 tons per year for lithium-ion battery electrolyte, aimed at meeting local and European demand [3] Group 3: Financial Performance - The company's gross margin has shown a slight decline in 2024 compared to the previous year but remains relatively stable overall [3] - The stability in gross margin is attributed to a short supply chain, a focus on specialized development, and effective management across production, procurement, sales, and R&D [3]

吨和2.10万元/吨，近两周价格持稳；负极材料石墨化高端、低端分别报价0.96万元/吨和 0.80万元/吨，近两周价格持稳。电解液：六氟磷酸锂报价5.17万元/吨，近两周下跌0.96%； 磷酸铁锂电解液报价1.78万元/吨，三元电解液报价2.34万元/吨，近两周价格持稳。隔膜： 湿法隔膜均价为0.75元/平方米，干法隔膜均价为0.43元/平方米，近两周价格持稳。动力电 池：方形磷酸铁锂电芯市场均价为0.31元/Wh，方形三元电芯市场均价为0.42元/Wh，近两周 分别-8.82%和-4.55%。 周观点：本周固态电池题材持续活跃，多家公司公布了其在固态电池领域的最新进展。 固态电池产业化进程呈加速之势，为产业链的材料体系和设备环节迭代升级带来结构性增量 需求。关注在固态电池核心材料固态电解质、新型正负极、单壁碳纳米管等材料环节拥有技 术和产能先发优势的公司，以及在固态电池核心工艺设备环节积极布局的锂电设备公司。以 旧换新补贴政策加力扩围持续显效，近期五部委组织开展2025年新能源汽车下乡活动，政策 持续促进终端需求释放，预计6月新能源汽车市场半年度冲量，有望带来销量继续保持快速 增长。可再生能源持续发展及新型 ...

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Core Insights - The overall number of stocks hitting the daily limit rose to 54, with 9 stocks in consecutive limit-up status, a significant decrease in the advancement rate of consecutive limit-up stocks to 19.04% from the previous day [1] Group 1: Market Performance - The market saw over 3,300 stocks rise, but short-term sentiment continued to cool down, leading to a substantial drop in the advancement rate of consecutive limit-up stocks [1] - Notable stocks such as Quan Oil and New Tonglian experienced significant declines, impacting overall market sentiment [1] Group 2: Sector Trends - Recent popular sectors showed a pattern of rising and then falling, with significant losses for those who blindly chased high prices [1] - Specific sectors like solid-state batteries and stablecoins faced notable declines, with stocks such as Pulu Tong and Cangzhou Mingzhu dropping after initial surges [1] Group 3: Emerging Trends - Afternoon trading saw a resurgence in interest for stocks related to zodiac themes, with several stocks featuring the character "马" (horse) hitting the daily limit [1]