据央视新闻，固态电池作为下一代锂电池的核心技术方向，在新能源汽车、低空经济等领域具备广阔的应用前景。针对这一前沿技术，我 国科学家近期取得一批新进展。 近日， 我国科学家成功攻克全固态金属锂电池的"卡脖子"难关， 让固态电池性能实现跨越式升级，以前100公斤电池最多支持500公里续 航， 如今有望突破1000公里天花板。 全固态金属锂电池实现突破难在哪里？ 电池充放电全靠锂离子在正负极间"往返跑"。锂离子相当于电池中的"外卖小哥"，负责把电子从电池正极送到负极，固态电解质就是"送外 卖"所行驶的"道路"。 常用的硫化物固体电解质，硬度高、脆如陶瓷，而金属锂电极却软得像橡皮泥。这两种材料贴合时，就像把橡皮泥粘在陶瓷板上，界面处坑 坑洼洼， 难走的"路"会影响电池充放电效率，这正是 固态电池还没有广泛走向市场的原因。 如今，我国多个科研团队纷纷出手，三大关键技术突破让"陶瓷板"和"橡皮泥"实现严丝合缝，有望解决固固界面的接触难题，彻底打通固态 电池的续航瓶颈。 "特殊胶水"——碘离子 中国科学院物理研究所联合多家科研团队开发的"特殊胶水"， 在 电池工作时，会顺着电场跑到电极和电解质的接口处， 主动吸引通行的锂 ...

全固态电池的"最后壁垒"，固-固界面接触的世界级难题被我国科研团队突破了，解决方案还不止一 个，没想到科学界也玩起了"美达摩融合"，这回全固态电池离量产真的不远了。 ...

Core Insights - A breakthrough in solid-state battery technology has been achieved by a research team from the Chinese Academy of Sciences, addressing key challenges such as high interfacial impedance and low ionic conductivity [2] - Solid-state batteries are considered the "holy grail" of next-generation energy storage due to their high energy density and safety [2][3] - The new design concept of "molecular-scale interfacial integration" has been proposed, leading to the development of novel materials that enhance ionic transport and energy storage capabilities [2] Group 1: Technological Advancements - The research introduces a new material that integrates ethoxy groups and short sulfur chains within the polymer backbone, significantly improving ionic conductivity and reducing interfacial contact issues [2] - Experimental results show that the integrated flexible battery can withstand 20,000 bending cycles, and when used as a polymer electrolyte in composite cathodes, it achieves an energy density increase of 86% [2] Group 2: Industry Context - Solid-state batteries have been in research since the 1970s but have gained renewed focus due to the increasing demand for higher energy density and safety following lithium resource shortages [4] - Major automotive companies like Chery, CATL, and SAIC plan to implement solid-state batteries in their vehicles by 2026-2027, with energy densities exceeding 400 Wh/kg [4] Group 3: Market Implications - The breakthrough is expected to disrupt the long-standing dominance of Western countries in solid electrolyte materials, creating a unique advantage for China in the global market [5] - The commercialization of solid-state batteries is anticipated to begin around 2027-2028, with mass production feasible by 2030, potentially revolutionizing the electric vehicle market [5]

锂电观点：全面看多！主链+固态共振 20251009 摘要 2025 年 1-7 月欧洲新能源汽车销量超 200 万辆，预计全年接近 300 万 辆；美国市场渗透率约 10%，同比增速约 5%。动力电池环节中国企业 占据主导，占比约 67%，宁德时代和比亚迪两家占比约 55%。 2025 年上半年，正极材料需求同比增速约 40%，负极材料约 26%，电 解液约 32%，隔膜约 30%。头部企业产能利用率高，达 100%以上， 二三级企业开工率较低，受成本和账期影响，结构性分化明显。 2025 年上半年，锂电行业整体财务表现良好，动力电池归母净利润增 速接近 30%。负极、铁锂正极、结构件、零部件、电解液等环节增速接 近 30%，隔膜、铜箔和三元正极增速稍逊。 四季度动力电池市场出现抢装现象，主要受购置税减半政策和地方政府 以旧换新补贴驱动。新能源车销售旺季和车企年度考核目标也推动了生 产端扩张。 储能市场从强制配储转向市场化驱动，内蒙等地参与电网调度的储能比 例和时长显著增加，可能带来 10 倍以上增量。2025 年 8 月国内储能市 场招标量达 50GWh，备案量约 170GWh，预计全年总量约 150GW ...

Group 1 - A research team led by Huang Xuejie from the Chinese Academy of Sciences has developed an anion regulation technology that addresses the challenge of achieving tight contact between the electrolyte and lithium electrode in all-solid-state lithium batteries, providing crucial technical support for practical applications [1] - The research team from the Institute of Metal Research proposed an all-in-one polymer electrode-electrolyte material (P(EO2-S3)), which maintains robust cycling performance after 20,000 bending cycles in flexible devices and enhances the energy density of the electrode to 585.9 Wh/kg when used as an electrolyte in lithium iron phosphate cathodes [1] - On October 9, 2025, the solid-state battery sector showed strong performance, with stocks like Haike Xinyuan hitting the daily limit, and Ganfeng Lithium, Dangsheng Technology, and Zhongyi Technology rising over 9% [1] Group 2 - The battery ETF (159755), which tracks the National Index for New Energy Vehicle Batteries, rose over 3% on October 9, 2025, reaching a nearly three-year high, with significant inflows of 6.5 billion yuan over the past 20 trading days [2] - The energy storage battery ETF from Guangfa (159305) also saw a rise of nearly 2%, with stocks like New Wind Power increasing over 10% and China Tianying hitting the daily limit [2] - The National Index for New Energy Battery focuses on the energy storage battery sector, while the National Index for New Energy Vehicle Batteries emphasizes the automotive battery supply chain, highlighting different segments within the battery industry [2] Group 3 - Guojin Securities believes that solid-state batteries outperform traditional batteries in safety, energy density, and integration, with a supportive policy framework expected to facilitate rapid growth in the industry by 2027 [3] - Xingye Securities indicates that the industrialization process of solid-state batteries may accelerate due to multiple favorable factors, with the initial solid-state battery material system nearing mass production requirements [3] Group 4 - The battery ETF (159755) closely tracks the National Index for New Energy Vehicle Batteries, focusing on the battery manufacturing, materials, management systems, and charging stations within the automotive battery supply chain [4] - The Guangfa energy storage battery ETF (159305) tracks the National Index for New Energy Batteries, covering the energy storage battery theme and selecting 50 stocks with high market capitalization and liquidity [4]

Core Viewpoint - The recent excitement in the A-share solid-state battery sector is reminiscent of past market trends, highlighting the interplay between technological breakthroughs and capital market dynamics [1][2]. Market Overview - The market capitalization of key companies in the solid-state battery sector includes: - CATL (300750): 175.07 billion CNY - Xian Dao Intelligent (300450): 9.89 billion CNY - Guoxuan High-Tech (002074): 8.30 billion CNY - Ganfeng Lithium (002460): 9.44 billion CNY - Other notable companies include Tianqi Lithium (002466) and Longi Green Energy (688299) [2]. - Predictions for the solid-state battery market size by 2030 are estimated at 218 billion CNY, with more optimistic forecasts suggesting a market exceeding 100 billion CNY by 2025 [2]. Investment Behavior - Institutional investors often utilize positive news as a tool to drive up stock prices for profit-taking, while negative news can serve as an opportunity for accumulation [5][10]. - Data analysis reveals that institutions typically act before positive news is announced, indicating a proactive investment strategy [9][12]. Industry Dynamics - The solid-state battery sector is characterized by significant technological advancements, such as: - Tsinghua University's research on new electrolytes published in Nature - The Chinese Academy of Sciences' breakthrough in energy density improvement by 86% [1]. - The market's current enthusiasm raises questions about the sustainability of these advancements and the true value of the companies involved [11][12]. Recommendations for Investors - Investors should maintain a rational perspective and avoid being swayed by short-term price movements [13]. - It is crucial to assess the actual technological capabilities of companies rather than solely relying on market hype [13]. - Utilizing quantitative tools to analyze market sentiment can provide deeper insights into investment opportunities [13].

Core Insights - The research team from the Institute of Metal Research, Chinese Academy of Sciences, has made a breakthrough in solid-state lithium battery technology, addressing key challenges such as high interfacial impedance and low ionic conductivity [1][3] - Solid-state lithium batteries are recognized as a significant advancement in energy storage technology due to their high safety and energy density [3] Group 1: Research Breakthrough - The new material developed by the research team integrates polymer design flexibility, incorporating ethoxy groups for ionic conduction and short sulfur chains for electrochemical activity, achieving interfacial integration at the molecular level [3] - The integrated flexible battery constructed from this material demonstrates excellent bending resistance, capable of withstanding 20,000 cycles of bending [3] Group 2: Performance Improvements - When used as a polymer electrolyte in composite cathodes, the energy density of the composite cathode increases by 86% [3] - This research provides new material design ideas and research paradigms for the development of high-performance and high-safety solid-state batteries [3]

中国科学院金属研究所日前消息，该所科研团队在固态锂电池领域取得突破，为解决固态电池界面阻抗 大、离子传输效率低的关键难题提供了新路径。该研究成果已于近日发表在国际学术期刊《先进材料》 上。 科研人员介绍，基于该材料构建的一体化柔性电池表现出优异的抗弯折性能，可承受20000次反复弯 折。当将其作为复合正极中的聚合物电解质使用时，复合正极能量密度提升达86%。此项研究为发展高 性能、高安全性固态电池提供了新的材料设计思路与研究范式。 每日经济新闻综合央视新闻 （文章来源：每日经济新闻） 固态锂电池因其高安全性和高能量密度，被视为下一代储能技术的重要发展方向。然而，传统固态电池 中电极与电解质之间的固-固界面接触不良，导致离子传输阻力大、效率低，严重制约其实际应用。 研究团队利用聚合物分子的设计灵活性，在主链上同时引入具有离子传导功能的乙氧基团和具备电化学 活性的短硫链，制备出在分子尺度上实现界面一体化的新型材料。该材料不仅具备高离子传输能力，还 能在不同电位区间实现离子传输与存储行为的可控切换。 ...

Market Overview - The three major indices experienced a rebound, with the ChiNext Index rising nearly 3% at one point. By midday, the Shanghai Composite Index increased by 0.13%, the Shenzhen Component Index rose by 1.11%, and the ChiNext Index gained 1.77% [1][2]. Solid-State Battery Sector - The solid-state battery sector saw significant growth, with stocks in the lithium battery industry, including CATL, rising over 5% during trading. The sector's performance was driven by advancements in solid-state battery technology [4][6]. - A research team led by a professor from Tsinghua University made significant progress in polymer electrolytes for lithium batteries, developing a new fluorinated polyether electrolyte that enhances physical contact and ionic conductivity at solid-state interfaces. This advancement is expected to provide important technical references for solid-state battery product development [6][7]. Gold Market - Gold prices reached a new historical high, with spot gold peaking at $3,798 per ounce and COMEX gold touching $3,830 per ounce. The global largest gold ETF, SPDR, reported a holding of 1,005.72 tons, the highest since August 2022 [7][10]. - Domestic gold jewelry brands have also seen price increases, with certain brands reporting prices as high as 1,111 yuan per gram, reflecting a 5 yuan increase from previous levels [9]. Future Projections - Goldman Sachs projected that by 2026, international gold prices could soar to $4,000 per ounce under baseline scenarios, and potentially reach $4,500 per ounce in tail risk scenarios. If just 1% of funds from the U.S. Treasury market were to flow into gold, prices could approach $5,000 per ounce [12].

Market Overview - On September 29, the three major indices rebounded, with the ChiNext Index rising nearly 3% at one point. The Shanghai Composite Index closed up 0.13%, the Shenzhen Component Index up 1.11%, and the ChiNext Index up 1.77% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, with over 3,000 stocks rising across the market [1] Solid-State Battery Sector - The solid-state battery sector, along with new energy metals and photovoltaic equipment stocks, experienced a collective surge, with multiple stocks in the lithium battery industry seeing significant gains. Contemporary Amperex Technology Co., Ltd. (CATL) saw its A and H shares rise over 5% during trading [2] - A recent breakthrough in polymer electrolytes for lithium batteries was achieved by a team led by Professor Zhang Qiang from Tsinghua University, developing a new fluorinated polyether electrolyte that enhances physical contact and ionic conductivity at solid-state interfaces, potentially aiding the development of mature solid-state battery products [4] - The Ministry of Industry and Information Technology and eight other departments issued an action plan for the high-quality development of the new energy storage manufacturing industry, designating solid-state batteries as a key focus area and aiming to establish 3 to 5 global leading enterprises by 2027 [5] Gold Market Insights - On September 29, spot gold reached a historical high, peaking at over $3,798 per ounce, while COMEX gold briefly surpassed $3,830 per ounce [5] - Domestic gold jewelry brands have seen price increases, with Chow Sang Sang's gold jewelry priced at 1,111 yuan per gram, up 5 yuan from September 26 [7] - The largest gold ETF, SPDR, reported a holding of 1,005.72 tons, the highest since August 2022. Deutsche Bank noted that the recent surge in gold prices is driven by investor fears and the perception of gold as a safe haven during times of panic [7]