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 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： 二、 同期固态论坛及金鼎奖颁奖活动 | | 2025 起点固态电池行业年会暨固态电池金鼎奖颁奖典礼 | | --- | --- | | | 首届硫化物全固态电池国际峰会议程 | | 11月8日 | 具体议程 | | 08:00-09:00 | 签到入场 | | 09:00-09:30 | 主论坛开幕与全固态电池联盟成立发布会 | | 聚焦议题 | 全球硫化物固态电池技术路线图发布 | | | 全固态产业联盟成立发布会 | | | 中国硫化物固态电池技术攻关清单发布 | | 09:30-12:00 | 专场一:硫化物全固态电池技术专场 | | 聚焦议题 | 全固态电池主要技术路线产业化进程及趋势分析 | | | 硫化物电池固-固界面失效机制与涂层技术 | | | 硫化物全固态电池量产时间表 | | | 硫化物全固态电池制造工艺挑战与解决方案 | | | 硫 ...

长安汽车投资者关系活动记录表中表示，在公司正全力投入相关研发，预计2026年实现固态电池装车验 证，2027年推进全固态电池逐步量产，能量密度达400Wh/kg。，深蓝L06是深蓝品牌最新的轿车车型， 定位深蓝全球战略下的"长续航磁流变激光智能轿跑"，是中国车第一个量产搭载磁流变的车型，全球首 发且唯一搭载3nm车规级座舱芯片，预计将在四季度正式上市。今年将坚定不移完成100万辆销量目 标。 ...

Market Overview - The three major A-share indices showed mixed performance, with the Shanghai Composite Index down 0.01% at 3853.30 points, while the Shenzhen Component Index rose 0.67% to 13445.90 points, and the ChiNext Index increased by 1.58% to 3235.76 points [1] - The trading volume in the Shanghai and Shenzhen markets reached 23.711 billion, an increase of 44.3 billion compared to the previous day [1] Sector Performance - The majority of industry sectors experienced declines, with notable gains in new energy, energy metals, and wind power equipment sectors, while precious metals, shipping ports, jewelry, gas, engineering machinery, and automotive services sectors saw significant declines [1] - The communication ETF (515880) rose by 2.32%, while the AI ETF (159388) increased by 2.50%, indicating strong performance in the AI and communication sectors [3] AI and Communication Developments - Alibaba announced significant advancements in AI, including a partnership with NVIDIA for Physical AI and the launch of seven large model products, with a commitment to invest 380 billion in AI infrastructure [4] - The communication ETF, which has a 50% allocation to optical modules, has gained over 103% year-to-date, highlighting its strong market performance [5][6] New Energy Sector Insights - The leading company in the new energy sector, CATL, reached a historical high in market capitalization, surpassing Kweichow Moutai, marking a significant shift in the capital market [7] - The solid-state battery technology is expected to see rapid development, with companies like EVE Energy planning to achieve mass production of solid-state batteries by the end of the year [7][8] - Recent government policies have emphasized the importance of solid-state battery technology, further accelerating its commercialization and attracting capital interest [7][8]

倒计时62天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） ◆ 电池 ◆ CE-LINK此次发布了四个系列，包括5000mAh与10000mAh超薄款、配备伸缩USB-C线缆的 10000mAh版本、带电量显示屏的10000mAh版本，以及支持Qi标准并具备磁吸功能的无线充电 款，其中5000mAh磁吸无线版已量产。 孚能科技 半固态电池出货量已达GWh级别 01 孚能科技披露，公司目前半固态电池出货量已达GWh级别，半固态电池出货量占比较高。公司第 二代半固态电池能量密度高达330-350Wh/kg，循环寿命超4000圈，位于行业领先水平。目 前，公司半固态电池已获得三一重卡、一汽解放、美国头部eVTOL客户、上海时的、小鹏汇天、 沃飞长空、零重力等多领域 ...

Core Viewpoint - The lithium battery sector is experiencing a significant rally, with key players like CATL reaching new historical highs in market capitalization, indicating strong investor confidence and potential growth in the industry [1][3]. Group 1: Market Performance - On September 25, lithium battery stocks surged, with notable increases in companies such as Yihui Lithium Energy and CATL, which saw its stock price rise nearly 6%, reaching a market cap of over 1.8 trillion yuan [1][3]. - The Hong Kong market also showed activity, with the Hang Seng Technology Index rising by nearly 2% before experiencing a pullback, while CATL's Hong Kong shares increased by over 5% [1]. Group 2: Industry Developments - The industrialization of solid-state batteries is accelerating, with expectations that 2027 may mark the year of full-scale production [2][9]. - CATL has announced plans to launch a new high-nickel battery series in 2024, which will be used in new energy vehicles, although this has not been officially confirmed [3]. Group 3: Strategic Partnerships - CATL signed a five-year strategic cooperation agreement with Li Auto to enhance battery safety and technology innovation [4]. - A strategic partnership was also established between CATL and China Huaneng, focusing on renewable energy and storage solutions [4]. Group 4: Market Outlook - Morgan Stanley highlighted CATL's competitive edge in the European market and noted that smaller competitors are struggling, suggesting CATL's valuation is attractive compared to peers [5]. - Bank of America predicts strong demand for energy storage batteries from 2025 to 2030, driven by domestic policies and overseas market growth, with expectations of cumulative installed capacity in China reaching 240 GW by 2030 [5]. Group 5: Solid-State Battery Advancements - Companies like Guoxuan High-Tech and others are making significant progress in solid-state battery technology, with production lines and high yield rates being reported [7][9]. - The global market for solid-state battery equipment is projected to reach 45.5 billion yuan by 2030, with a compound annual growth rate (CAGR) of 159% from 2024 to 2030 [9].

Core Viewpoint - Contemporary Amperex Technology Co., Limited (CATL) has reached a historic high in stock price, with a market capitalization of 1.83 trillion RMB, surpassing Kweichow Moutai's valuation, making it the third-largest domestic listed company in China [1] Group 1: Stock Performance and Market Position - CATL's stock price increased by 6% at one point, currently trading at 393.25 RMB, with a cumulative increase of 30% this month [1] - Morgan Stanley's field research indicates that CATL is building competitive barriers through advanced manufacturing and material science technologies, maintaining an "overweight" rating with a target price of 425 RMB, indicating an 8% upside potential from current levels [3] Group 2: Manufacturing Capabilities - CATL's manufacturing capabilities are at an industry-leading level, producing 2.2 million battery cells daily, with over 6,800 real-time quality control points and processing 340,000 data transactions per second [4] - The company has a production capacity utilization rate exceeding 90% and is constructing new capacity of 250 GWh, aiming to increase total capacity to 1 TWh by next year to meet growing market demand [4] Group 3: Energy Storage Business - CATL's energy storage systems demonstrate significant economic value, providing approximately a 14% internal rate of return (IRR) premium in the global market and a 7-8% premium in the Chinese market [5] - The company is expected to further expand its market share, particularly in the European market, as the demand for energy storage accelerates due to global energy transition [6] Group 4: Competitive Advantage - CATL's industry leadership is strengthening, with smaller competitors facing profitability challenges in key energy storage areas, making CATL's competitive advantages more pronounced [7] - The company is considered "the cheapest in the industry" based on its valuation compared to peers, with a robust long-term investment value supported by a solid competitive moat [7]

Current Operations and Capacity Situation - The company currently has an effective capacity close to 130 GWh, with October production reaching 12 GWh, surpassing the monthly capacity limit [1] - The shipment structure consists of approximately two-thirds for power batteries and one-third for energy storage batteries, maintaining a stable structure [1] Collaboration with Volkswagen - Volkswagen is set to begin mass production of models using the company's batteries in 2026 [2] - The order scale involves platforms such as MEB+ (mainly for export) and CMP (domestic), with an estimated order size of about 15 GWh for next year [2] Gross Margin and Costs - The gross margin for Q3 is expected to improve slightly compared to Q2, primarily due to the optimization of export business structure and the reduction of previous tariff impacts [3] - Prices for energy storage cells are stabilizing and slightly increasing in Q3, with a rise of 1-2 cents per Wh in August [3] - The price of lithium hexafluorophosphate has increased, while other raw materials are experiencing normal fluctuations [3] Technological Development: Solid-State Battery Progress - Semi-solid batteries are viewed as the main technology route for the mid-to-high-end power market in the next 3-5 years, utilizing a high nickel positive electrode, silicon-based negative electrode, and composite electrolyte system [4] - Mass production is expected to enter the Ministry of Industry and Information Technology directory by the end of 2025, with batch production and delivery anticipated in 2026 [4] Full Solid-State Battery - Significant technical challenges remain, particularly regarding cycle life (currently several hundred cycles), rate performance, and high costs (currently about ten times that of liquid batteries) [5] - The goal is to finalize the full solid-state battery solution by the end of 2025, followed by equipment procurement, with a core task in 2026 focused on cost reduction and establishing a 2 GWh production line [5]

Core Viewpoint - The lithium carbonate market is shifting focus from supply-side issues to demand-side growth, driven by new policies in the energy storage market and the gradual industrialization of solid-state batteries [1][7] Supply and Demand Dynamics - The current lithium carbonate market is characterized by a "dual prosperity" scenario, with ongoing inventory depletion and no significant supply-demand contradictions [1][6] - Lithium carbonate prices surged from 59,000 yuan/ton to over 90,000 yuan/ton between June and August, despite a prevailing oversupply situation [2][3] - Recent supply-side events have led to heightened expectations of supply contraction, impacting market dynamics [2][3] Inventory Trends - Inventory levels are consistently decreasing, with a weekly lithium carbonate production of 20,400 tons and a total inventory of 137,500 tons as of September 18 [4] - The inventory reduction trend is expected to continue, although overall market contradictions remain manageable [6][5] Policy and Market Outlook - The release of the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" aims for a national new energy storage capacity of 180 GW by 2027, potentially driving demand for lithium carbonate [7][8] - The actual impact of this policy on lithium carbonate demand may be limited, as market forces will primarily drive storage capacity growth [8][9] Solid-State Battery Development - Solid-state batteries are emerging as a key technology in the energy storage sector, with significant government support for their development [10][11] - The industrialization of solid-state batteries is expected to enhance long-term demand for lithium carbonate, despite limited short-term impacts [11][12]

豪鹏科技 20250923 摘要 豪鹏科技受益于 PC、穿戴设备、手机及数码摄影等基本盘业务的稳步增 长，同时新兴产品如 AI 眼镜和机器人将带来额外收入增量，目标是每年 实现 20%的收入增长。 2025 年以来，豪鹏科技整体盈利水平有所修复，搬迁影响逐渐消退， 产能稼动率逐季度提升，三季度环比二季度提升约十个百分点，预计未 来盈利能力将进一步释放，目标在未来 2-3 年内实现净利润达到 7-9 个 百分点。 豪鹏科技通过组织架构调整、停止深圳厂房租赁等措施应对搬迁影响， 提高生产利用率，并通过增加订单和客户导入来提升产能利用率，规模 化生产摊销折旧成本，提高自动化水平和运营效率。 豪鹏科技在小电池领域与头部客户形成闭环合作，推动技术进步，常规 产品、高规格产品以及半固态、固态电池等技术进展顺利，高端客户占 比将逐步增加，优化客户结构，提升规模效应。 预计 2025 年第三季度，豪鹏科技业绩同环比均会有更好表现，高附加 值产品比例上升，将进一步提高毛利水平，但具体数值需待财务核算完 成后才能确定。 Q&A 豪鹏科技在 2025 年下半年有哪些新产品和新兴赛道的布局？ 2025 年下半年，豪鹏科技将推出多款新 ...

Core Viewpoint - The company, HaiMuxing, has made significant advancements in the solid-state battery equipment sector, leading to a notable increase in its stock price by up to 16.55% on September 24, with a closing price of 45.49 yuan, reflecting a 12.91% rise [1] Group 1: Company Developments - HaiMuxing has successfully established a complete production process for lithium metal solid-state batteries, securing a 2GWh production equipment order valued at 400 million yuan, marking it as the first in the industry to achieve this milestone [1] - The company has also made progress in the sulfide all-solid-state battery route, achieving advancements in the preparation of all-solid-state electrodes and electrolytes, as well as in the assembly of bare battery cells [1] - HaiMuxing is the first company in the industry to pursue dual technology routes, namely "lithium metal anode + oxide electrolyte" and "silicon-carbon anode + sulfide electrolyte," supporting research, testing, mass production, and after-sales service for solid-state battery technologies [1]