据介绍，赣锋锂业已构建起覆盖电池材料-电芯-电池箱（柜）-储能集装箱-储能电力解决方案的全链条产品布局，是行业 内唯一开展原材料、电芯、储能系统自主建设运营、电池回收的全产业链公司。其储能电池产品累计对外交付量已超 21GWh，自主投资建成及在建储能电站超过20GWh。 公司研发的氧化物固体电解质材料室温离子电导率达到1.5 mS/cm,实现25微米超薄电解质陶瓷片的稳定制备，开发的陶瓷 基锂负极全固态电池样品可在0.2 MPa低压力条件下1C/1C稳定循环。开发的硫化物固体电解质材料室温离子电导率达到 12 mS/cm以上，并实现硫化锂及硫化物电解质材料的批量低成本制备。 会上详细披露了赣锋锂业在固态储能电池方面的研发进展。其研制的304Ah方壳磷酸铁锂固态储能电芯循环寿命已超过 4000次（循环测试仍在进行中），相对液态电池安全性、低温性能、贮存性能等方面体现出优势。对比液态电池4000次 图片来源：赣锋锂业 第二届中国国际固态电池技术产业化发展论坛于2025年6月26-28日在江苏无锡举办。赣锋锂业受邀参加会议，并发表题 为《固态电池核心材料及储能电池应用》的主旨演讲，公布了其在固态电池材料、大容量固态 ...

Core Viewpoint - The article highlights the collaboration between Guoxuan High-Tech and Chery Automobile in developing the Wind Cloud A9L, a luxury hybrid vehicle, showcasing advanced battery technology and performance standards [1][2]. Group 1: Product Features - The Wind Cloud A9L features a hybrid battery system from Guoxuan High-Tech, allowing for an 80% charge in just 14.5 minutes and a pure electric range of 260 km, with a total range exceeding 2500 km when fully fueled and charged [3]. - The battery system includes innovative safety features, such as a thermal runaway prevention system that has passed rigorous testing, and a rapid power cut-off mechanism that activates within 2 milliseconds during collisions [3]. Group 2: Strategic Collaboration - The partnership between Guoxuan High-Tech and Chery has evolved since their strategic agreement in January 2024, with Guoxuan supplying 60% of the hybrid battery systems for Chery's models [4]. - Guoxuan High-Tech has been involved in the development of battery systems for multiple Chery brands, including the Wind Cloud and Star Era series, contributing to a significant number of battery systems delivered in the first half of 2025 [5].

Core Viewpoint - The article highlights the strategic advancements of Rongbai Group in the sodium battery sector, emphasizing the launch of a new production line for sodium battery cathode materials and the company's expansion into lithium iron phosphate production [1][2]. Group 1: Project Launch and Investment - Rongbai Group's 6000 tons sodium battery cathode material project in Xiantao, Hubei, commenced with a total investment of 60 million yuan, showcasing the company's rapid execution from signing to groundbreaking in just over 100 days [1]. - The project utilizes an innovative technology system for sodium battery materials, achieving international leading levels in energy density and cycle life [1]. Group 2: Production Efficiency and Economic Impact - The project introduces a unique "raw material processing - finished product sintering" integrated process, which is expected to enhance production efficiency by over 20% [1]. - Upon reaching full production, the annual output value is projected to exceed 200 million yuan, indicating a high return on investment with compact land use [1]. Group 3: Market Position and Future Plans - Rongbai Group has established close partnerships with major domestic and international clients, leading in the sodium battery market with significant annual shipment volumes [2]. - The company has secured orders for 3000 tons of layered oxide cathode materials and hundreds of tons of polycations cathode materials, demonstrating strong competitiveness in the sodium battery sector [2]. - Rongbai is also entering the lithium iron phosphate industry with plans for a high-end production line in Europe, while reinforcing its leadership in ternary materials and exploring new applications in low-altitude economy and solid-state batteries [1].

Core Viewpoint - The solid-state battery industry is experiencing significant growth, with production expected to reach 5.1 GWh in 2024 and 29.2 GWh by 2028, driven by technological advancements and the demand for sustainable energy solutions [1]. Solid-State Battery Technology Latest Developments - The engineering challenges of all-solid-state batteries include high interfacial resistance and sensitivity to air and moisture, with strategies such as controlling particle size and surface coating being explored to enhance performance [5][7]. - The industry trend is shifting towards solid-state batteries, which require external stress to address interfacial contact issues, and the adoption of soft-pack structures is recommended to avoid mechanical failures [7]. - Innovations in materials include the development of lithium-rich manganese-based cathodes and silicon-based anodes, with companies achieving significant production capabilities [9][11]. - Sulfide solid electrolytes have seen advancements, with companies achieving production scales of over 100 kg and plans for larger production lines by 2025 [13][15]. Solid-State Battery Processing Innovations - Companies are addressing technical challenges such as interfacial resistance and compatibility with conventional materials through various innovative processing techniques [23][25][27]. Market Application Prospects - Solid-state batteries are expected to have broad applications in power and energy storage sectors, with potential mass production starting in 2027 [29]. - In consumer electronics and low-altitude aircraft, solid-state batteries are favored for their lightweight and high energy density, making them suitable for drones and safety-critical devices [31]. Solid-State Battery Industry Chain Development - The localization of key materials is accelerating, with companies focusing on the industrialization of high-purity lithium sulfide for solid electrolyte production [33]. - Collaboration between enterprises and academic institutions is deepening, enhancing the development of materials for solid-state batteries [35]. Future Outlook and Challenges - Continuous innovation in solid-state battery technology is crucial for commercial application, with expectations for improvements in energy density, safety, and cycle life [38]. - The collaborative development of the solid-state battery industry chain is essential for its healthy growth, requiring coordination across all production stages [39]. - Challenges such as high material costs and complex production processes remain, with experts suggesting strategies like enhancing basic research and optimizing production methods to address these issues [40]. Conclusion - The successful forum highlighted the importance of collaboration and innovation in the solid-state battery sector, indicating a promising future for this technology in energy storage applications [44].

Group 1 - The Chinese automotive market in 2025 is experiencing intense competition, with domestic brands capturing 65% market share in 2024, and monthly market share nearing 70% [2] - The automotive industry is facing a historical low profit margin of 4.5%, significantly below the average of 6.1% for downstream industrial enterprises [2] - New entrants like Jin Yu Automobile and Chu Neng New Energy are struggling with insufficient initial investments, which are below 5 billion yuan, in a sector where R&D investments often exceed 10 billion yuan [3] Group 2 - The automotive industry is undergoing unprecedented consolidation, with major players like Geely and BYD dominating the market, as the top 15 companies hold 82% of the market share [3] - The average capacity utilization rate in the new energy vehicle sector is only 65%, indicating a significant overcapacity issue [4] - The competition has evolved from merely electrification to a dual challenge of "electrification + intelligence," raising the technical barriers for new entrants [7] Group 3 - There are theoretical opportunities for new players who can innovate and have sufficient resources, particularly in niche markets where targeted strategies can yield growth [9] - Technological breakthroughs in areas like solid-state batteries and autonomous driving chips could disrupt the current competitive landscape [9] - Expansion into overseas markets is seen as a potential growth area, with a projected 10% increase in Chinese passenger car exports in 2025 [10] Group 4 - The automotive industry has entered a phase characterized by high barriers to entry, high investment, and high risk, moving from a fragmented market to a more concentrated one [11] - The future of the Chinese automotive market will focus on technological innovation and the evolution of business models rather than merely increasing the number of companies [12]

Group 1 - The stock of HaiMuxing (688559) has a comprehensive score of 47.58, indicating a weak performance [1] - The main cost analysis shows that the current main cost is 30.91 yuan, with a 5-day main cost of 31.24 yuan and a 20-day main cost of 30.10 yuan [1] - Over the past year, the stock has not experienced any limit-up or limit-down events [1] Group 2 - The stock price has broken below the short-term support level of 30.98 yuan, suggesting a cautious short-term outlook [2] - The short-term pressure level is at 32.53 yuan, while the mid-term pressure level is at 33.77 yuan [2] - On July 10, 2025, the net inflow of main funds was 33,500 yuan, with significant inflows from retail investors amounting to 2,652,900 yuan [2]

Group 1 - The stock of Hangke Technology (688006) has a comprehensive score of 56.73, indicating a strong performance [1] - The main cost analysis shows the following prices: 19.17 CNY for the day's main cost, 19.18 CNY for the 5-day main cost, and 17.82 CNY for the 60-day main cost [1] - There have been no instances of the stock hitting the upper or lower limits in the past year [1] Group 2 - The short-term pressure level is at 19.55 CNY, while the short-term support level is at 19.08 CNY [2] - The current short-term and mid-term trends are unclear, with a wait-and-see approach for the main funds' direction [2] - On July 10, 2025, the net outflow of main funds was 59.12 thousand CNY, accounting for -1% of the total transaction amount [2]

消息面上，2025年7月7日，工信部等六部门发布绿色数据中心建设通知，要求提升服务器能效并积极利 用储能技术。 国泰海通指出，海外固态电池研发进程稳步推进，产品性能持续突破。Solid Power硫化物固态电池能量 密度达390Wh/kg；QuantumScape的QSE-5电芯能量密度达301Wh/kg，具备10C放电能力；Factorial Energy的Solstice电池单次续航达1000公里，FEST电池支持18分钟快充；三星SDI银碳负极电池能量密度 达900Wh/L，可实现9分钟快充。 海外固态电池企业多聚焦硫化物技术路线，已进入装车测试或样品交付阶段，量产时间表锁定2026- 2030年。电池厂与车企合作深化，覆盖技术授权、产线共建与路测验证，如Solid Power电池已搭载宝马 i7启动实车路试，QuantumScape与大众签订量产协议。国内政策催化下，固态电池产业化加速，目标 2027年实现小规模装车示范。 机械ETF跟踪的是细分机械指数，该指数由中证指数有限公司编制，主要覆盖沪深市场中涉及工程机 械、工业自动化等领域的上市公司证券。指数成分股经过严格筛选，通常具备较高的成长性和行业代 ...

证券研究报告 固态电池渐行渐近、新技术及工艺持续涌现 证券分析师：朱洁羽 执业证书编号：S0600520090004 联系邮箱：zhujieyu@dwzq.com.cn 二零二五年七月十日 请务必阅读正文之后的免责声明部分 1 摘要 2 ◆ 固态电池安全性更强，能量密度更高：液态电池容易存在热失控问题，固态电池用固态电解质替代液态电解质及隔膜，初始放热温 度在200℃以上，无液态流动电解质，具有不可燃特性，因此更加安全，同时致密固态电解质可以阻挡锂枝晶穿刺，降低短路风险。 固态电池相较而言采用固态电解质，可大幅提升电池能量密度，能量密度可突破500Wh/kg，帮助电车实现更长续航。但固态仍存 在离子电导率低、循环寿命差以及成本相对高昂等问题。 ◆ 固态电池技术路线多样，硫化物为目前主流方向。根据固态电池电解质材料进行划分，固态电池可以划分为聚合物、氧化物、硫化 物、卤化物四种，四种技术路线各有优劣，硫化物固态电解质未来最具潜力，具备极高的离子电导率，部分硫化物电解质的离子电 导率甚至已经超越电解液，此外具备相对较好的界面接触性能、柔韧可加工性，成为主流厂商重点布局的路线。 ◆ 政策及产业链支持力度加大，固态商 ...

Group 1 - The fifth "Two-Wheeled Vehicle Battery Swap Conference" will be held on July 11, 2025, in Shenzhen, focusing on the theme "Battery Swap City, Smart Two-Wheelers" [1] - The conference is organized by Qidian Lithium Battery and involves various sponsors and partners from the battery and electric vehicle industry, including major companies like Yadea Technology Group and Aulton Technology [1] - Container Technology has officially started construction on a 6,000-ton sodium battery cathode material project in Xiangyang, which aims to become the most advanced production line in the domestic sodium battery sector, improving production efficiency by over 20% [1][2] Group 2 - Container Technology's chairman announced the company's entry into the lithium iron phosphate industry, with plans for a 10,000-ton high-end production line in Europe, while also expanding its leadership in ternary materials and exploring new applications in low-altitude economy and solid-state batteries [2] - The Xiangyang base is set to become the largest and most advanced green low-carbon cathode material production base globally, with an expected output value exceeding 50 billion yuan [2]