数据显示，截至2025年11月28日，中证电池主题指数前十大权重股分别为阳光电源、宁德时代、三花智 控、亿纬锂能（维权）、天赐材料、先导智能、欣旺达、国轩高科、多氟多、格林美，前十大权重股合 计占比55.63%。 电池ETF嘉实(562880)紧密跟踪中证电池主题指数，是一键布局电池主题板块的便利工具。 2025年12月10日盘中，电池板块下修调整，截至10:38，中证电池主题指数下跌1.55%。成分股星源材质 领涨，天华新能、三花智控跟涨；上能电气领跌，阳光电源、阿特斯跟跌。 没有股票账户的场外投资者还可以通过电池ETF联接基金（016567）一键布局电池产业链投资机会。 消息面上，2025年2月，八部门联合印发《新型储能制造业高质量发展行动方案》，将固态电池列为重 点攻关方向；4月，工信部在《2025年工业和信息化标准工作要点》中提出，建立全固态电池标准体 系，《2025年汽车标准化工作要点》中要求加快全固态电池、动力电池在役检测等标准研制。11月，工 信部发布《关于进一步加快制造业中试平台体系化布局和高水平建设的通知》，将固态电池电解质材料 等列为中试平台建设要点。 光大证券表示，在政策与需求共振下，固 ...

Core Viewpoint - The article discusses the advancements in solid-state battery technology, highlighting the collaboration between BASF and Weilan New Energy in developing innovative battery solutions that enhance safety, reduce weight, and improve thermal management for electric vehicles [1][5][6]. Group 1: Industry Developments - The 2026 Future Industry New Materials Expo (FINE) will focus on common needs in future industries such as robotics, automotive, drones, data centers, aerospace, AI, and new energy, featuring six major exhibition areas [1]. - BASF and Weilan New Energy jointly launched a new generation solid-state battery pack at the 2025 Guangzhou International Auto Show, utilizing BASF's innovative material solutions [1][5]. - Solid-state batteries are recognized as a significant development direction for electric vehicle power batteries, with various automakers like GAC, BAIC, and Geely planning to implement solid-state battery technology in their vehicles by 2027 [6][7]. Group 2: Material Innovations - The solid-state battery pack incorporates advanced materials such as engineering plastics and polyurethane products to achieve vehicle weight reduction and enhanced safety performance [1][4]. - Specific materials used include: - Flame-retardant cell brackets (Ultramid) with excellent electrical insulation properties [4]. - Extruded high-pressure busbars made from fire-resistant polymers [4]. - Foamed potting adhesives (Elastolit) and fireproof coatings (Elastocoat) to improve thermal runaway resistance [4]. - The weight reduction achieved by using polyamide cooling plates (Ultramid) can reach approximately 50% compared to metal components [4]. Group 3: Market Trends - The article notes that solid-state battery technology is transitioning from laboratory research to industrial application, with ongoing material innovations and maturation of mass production processes [8]. - Other chemical companies, such as Wanhua Chemical and DuPont, are also making progress in solid-state battery materials, indicating a competitive landscape in this sector [7][8]. - The anticipated growth in solid-state battery technology is expected to significantly alter the landscape of energy storage technologies, with various materials becoming viable options for chemical companies to explore [8].

Core Viewpoint - The company, Fengyuan Co., Ltd. (002805), has made advancements in the research and development of solid-state battery cathode materials and has also invested in solid-state battery enterprises [1] Group 1 - The company is actively engaged in the research and development of solid-state battery cathode materials [1] - The company holds equity stakes in enterprises focused on solid-state battery technology [1]

Group 1 - Sam's Club responded to the incident of a live mouse found in a mochi box, stating that it was likely an accidental intrusion during the product's placement at the pickup point [1] - Sam's Club has conducted a thorough investigation in collaboration with a pest control company and found no evidence of pests in the production, packaging, or storage processes [1] Group 2 - Alibaba has established the Qianwen C-end Business Group, aiming to develop Qianwen into a super app and an AI assistant for users across various devices and scenarios [2] - The new group is a merger of the original Intelligent Information and Intelligent Connectivity business groups, focusing on creating a comprehensive AI experience for users [2] Group 3 - MINISO LAND received the "Best New Store Concept Award" at the 2025 Global Retail Real Estate Summit in France, highlighting its innovative store format [3] - Another MINISO concept, MINISO FRIENDS, also won a prestigious design award, showcasing the company's commitment to innovation in retail [3] Group 4 - Relation Therapeutics announced a $1.7 billion collaboration agreement with Novartis to discover new drug targets for atopic diseases, including an initial payment of $55 million [5] - The agreement includes potential milestone payments and royalties based on product sales, indicating a significant investment in research and development [5] Group 5 - Blue Current, a solid-state battery manufacturer, completed over $80 million in Series D financing led by Amazon, aimed at accelerating the commercialization of its battery technology [6] - Granite Asia raised over $350 million for its pan-Asian private credit fund, supported by major Southeast Asian sovereign investment institutions [6] - Brookfield Asset Management and Qatar Investment Authority have established a $20 billion AI investment fund, reflecting growing interest in AI technologies [6] Group 6 - Vingroup from Vietnam plans to invest $3 billion in Telangana, India, focusing on renewable energy, electric mobility, and smart city development [6] - The investment aims to create a diversified industrial ecosystem and promote socio-economic development in the region [6]

Group 1 - The market experienced a decline with over 4,000 stocks falling, indicating a broad market downturn and raising concerns about the sustainability of the current market trend [1] - Major sectors such as aerospace, CPO, securities, insurance, coal, and consumer goods showed poor performance, contributing to the overall market weakness [1] - The current market sentiment is characterized by caution among investors due to a lack of strong performance from large-cap stocks, leading to reduced participation [1] Group 2 - Attention is drawn to potential sectors for investment, particularly those related to the "14th Five-Year Plan," including technology, AI applications, robotics, new energy, solid-state batteries, quantum technology, and nuclear fusion [2] - The market is expected to experience fluctuations, with key levels at 3,900 points for support and significant resistance around 3,950 points, suggesting a cautious approach to trading [2] - The importance of patience and strategic investment decisions is emphasized, advocating for a disciplined approach to buying and selling in the current market environment [4]

Core Insights - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Qidian Research 10th Anniversary Celebration will be held on December 18-19 in Shenzhen, focusing on over 35 hot topics in lithium batteries and energy storage [2] - The event will feature five specialized sessions discussing core issues such as lithium battery technology, materials, equipment, commercial energy storage, portable storage, and household storage [2] Event Sponsorship and Participation - Bluejing New Energy (Jiaxing) Co., Ltd. will be the exclusive sponsor for the photo wall at this year's conference, highlighting its support for the event [3] - Industry professionals are encouraged to register for participation and on-site networking [3] Company Overview - Bluejing New Energy was established in 2021 and is located in Jiaxing, Zhejiang Province, recognized as a national high-tech enterprise [5] - The company focuses on the development, production, and sales of "non-flammable, fast-charging, and high investment efficiency" full-tab cylindrical power and energy storage batteries, targeting applications in automotive power, various energy storage solutions, and emerging scenarios like low-altitude flying vehicles and intelligent robots [5] Keynote Speakers - Notable speakers at the conference include: - Ma Jinpeng, President of New Energy Storage Business for China, who will deliver a keynote speech [7] - Liu Shilei, Director of Yiwei Lithium Energy, who will also present [7] - Dr. Guo Chuntai, Chairman of Bluejing New Energy, confirmed to attend and give a speech [7] - Other industry leaders from companies like Haicheng Energy, Guoxuan High-Tech, and more will also present on various topics related to lithium battery technology and energy storage [7]

Group 1 - The company has developed recycling technology that extracts useful elements such as iodine, bromine, platinum, palladium, rhodium, and ruthenium from waste in various industries, achieving zero iodine discharge in treated wastewater [1] - The recycling technology significantly reduces dependence on imported raw materials and production costs, effectively addressing the risks associated with price fluctuations of imported materials while providing economic and environmental benefits [1] - The company has a stable core management team and has established a comprehensive salary management system, ensuring steady salary growth for employees alongside business expansion [2] Group 2 - The company is gaining attention in the solid-state battery sector, particularly due to the importance of lithium iodide in solid-state batteries, and has signed a strategic cooperation agreement with a leading lithium battery company to develop new solid-state electrolyte products [3] - The company aims to extend its product offerings into high-value downstream intermediates and expand into new energy and materials sectors, enhancing its product matrix and customer structure [3] - The company plans to strengthen collaborations with industry leaders and gradually expand into overseas markets to enhance its international competitiveness [3]

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~ 本文来源：企业官微 12月7日，以"固态芯力量，超能创未来"为主题的琥崧科技集团"九霄 翎 云" 系列半固态电池投产仪 式在贵州省贵安新区成功举办。 据介绍， 此次投产的"九霄翎云"系列高比能半固态电池，涵盖270Wh/kg、300Wh/kg、320Wh/kg 及350Wh/kg四个能量密度梯度。 凭借其高能量密度、高功率特性（持续放电倍率达5C）及高安全 性，精准定位于对性能有极致要求的高端市场。首批重点应用领域包含：高端工业无人机、智能机器 人、高端电动摩托车等，满足市场对长续航、高功率、高安全的核心需求。目前已经签约十余家客户， 业务覆盖长三角、珠三角、京津冀、川渝等地区。 按照规划， 琥崧科技集团将于2026年规划建设面向储能、动力电池等更大规模市场的年产10GWh半 固态电池量产产线。 集团已在实验线上启动对全固态电池主流技术路线的研发与制备，并计划建成全 面采用先进干法电极工艺的全固态电池GWh级量产线。 如想了解更多关于全球固态电池行业信息，欢 迎订购《2025-2029年全球固态电池市场运行趋势及 竞争 ...

华金证券指出，电力设备及新能源行业在经历产能扩张、供需失衡后已逐步走出困境，实现供需再平 衡。电池行业呈现利润触底反弹，库存显著回升，资本开支触底反弹且固态电池等新投资方向支撑融资 意愿回升。锂电材料价格企稳回升，动力与储能市场需求旺盛，预计2025-2035年中游材料出货量仍有3 倍以上增长空间；固态电池技术迭代加速，政策推动下有望2027年量产，人形机器人等新兴场景将带动 需求。储能领域市场化交易推进，新型储能装机规模突破100GW，海外AI用电高增进一步刺激需求。 风电行业招标规模景气，风机价格企稳回升，海上风电向深远海发展，漂浮式技术加速落地，预计"十 五五"年均装机增长超80%。行业整体处于盈利修复阶段，细分领域复苏与科技突破（核聚变、固态电 池、AIDC）形成投资主线。 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），单日涨跌幅达20%，该指数从市 场中选取涉及清洁能源生产、储存及应用等业务的上市公司证券作为指数样本，聚焦可再生能源、电动 汽车、储能技术等前沿领域，以反映具备高成长性和技术创新能力的新能源相关上市公司证券的整体表 现。 （文章来源：每日经济新闻） ...

12月9日，A股市场震荡回调，电新板块全面回落。截至14:00，同类规模领先、费率最低档的电池50ETF（159796）跌超1%，三连阳后首度回调， 成交额超2.25亿元。盘中资金持续涌入，电池50ETF（159796）获1000万份净申购，逢跌布局趋势明显！ 电池50ETF（159796）标的指数成分股多数回调，阳光电源逆势涨超1%，宁德时代、三花智控、亿纬锂能（维权）等跌超1%，先导智能、天赐材 料等回调。 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 | 电力设备 | 1.09% | 17.02% | | 2 | 300750 | 宁德时代 | 电力设备 | -1.06% | 8.06% | | 3 | 002050 | 三花智控 | 家用电器 | -1.65% | 6.72% | | 4 | 300014 | 亿纬锂能 | 电力设备 | -1.14% | 5.92% | | 5 | 300450 | 先导智能 | 电力设备 | -0.93% | 3.6 ...