全固态电池

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三星 SDI 2025Q1 电池业务收入同比下降 34.9%至 2.98 万亿韩元,电池业务营业利润同比由盈转亏至亏损 4524 亿韩元
HUAXI Securities· 2025-05-01 15:20
[Table_Title2] 有色金属-海外季报 [Table_Summary] 季报重点内容: 证券研究报告|行业研究报告 [Table_Date] 2025 年 5 月 1 日 [Table_Title] 三星 SDI 2025Q1 电池业务收入同比下降 34.9%至 2.98 万亿韩元,电池业务营业利润同比由盈转亏 至亏损 4524 亿韩元 ►2025Q1 财务业绩情况 2025Q1,公司营业收入为 3.18 万亿韩元(165.36 亿人民 币),同比增长 34%,环比增长 15.4%。 2025Q1,公司营业亏损为 4341 亿韩元(22.57 亿人民 币),2024Q1 为盈利 2491 亿韩元(12.95 元人民币),同比 由盈转亏,2024Q4 为亏损 2567 亿韩元(13.35 亿人民币), 环比亏损有所扩大。 2025Q1,公司净亏损为 2160 亿韩元(10.99 亿人民币), 2024Q1 为盈利 2870 亿韩元(14.60 亿人民币),2024Q4 为亏 损 2430 亿韩元(12.36 亿人民币)。 2025Q1 末,公司持有的现金及现金等价物为 1.35 万亿韩 元(68.84 ...
蠡湖股份(300694) - 2025年04月28日投资者关系活动记录表(2024年度业绩网上说明会)
2025-04-29 07:16
Group 1: Financial Performance - Q1 2025 revenue was 316 million, a decrease of 20.25% year-on-year [4] - Net profit attributable to shareholders was 6.957 million, down 70.34% year-on-year [4] - Cash and cash equivalents reached 281 million, an increase of 87.28% year-on-year [4] - Accounts receivable stood at 361 million, representing 649.61% of net profit [4] Group 2: Business Strategy and Development - The company plans to promote industrial upgrades through investments and acquisitions [2] - Focus on stabilizing existing products while actively exploring new markets and products [5] - Emphasis on research and development for new energy vehicle components and precision parts [5] Group 3: Production Capacity and Utilization - Production capacity utilization rates for 2024 are 79.81% for compressor housings and 84.28% for turbine housings [3] - Current production lines are sufficient to meet operational needs, with stable orders on hand [3] Group 4: Market Trends and Challenges - The company acknowledges the impact of the rapid development of new energy vehicles on traditional fuel vehicle components [7] - Plans to mitigate risks associated with market competition and policy changes by diversifying product offerings [7] Group 5: Partnerships and Collaborations - Ongoing collaboration with GaoNeng Times for solid-state battery technology, with commercialization prospects being evaluated [5] - The company is actively seeking partnerships in solid-state batteries, new materials, and precision processing [4]
国轩高科:4月28日接受机构调研,投资者参与
Sou Hu Cai Jing· 2025-04-29 02:00
Core Viewpoint - Gotion High-Tech (002074) is actively managing its business operations in response to external challenges, such as tariffs and market dynamics, while focusing on strategic partnerships and technological advancements to enhance its market position. Group 1: Business Impact and Strategy - The impact of U.S. tariffs on the company's export business is limited due to the small proportion of U.S. business in total revenue, and the company is working on overseas production capacity to mitigate these effects [2] - The company has established a long-term strategic partnership with Chery Automobile, achieving over 40% battery supply for Chery's new energy passenger vehicles in 2024, with a focus on expanding into high-end platforms [3] - The company is enhancing its production capacity for mid-to-high-end vehicles, with a 15% increase in the shipment ratio for B-class and above models [4] Group 2: Product Development and Innovations - The company has launched a 5MWh energy storage liquid-cooled container with significant cycle life and longevity, contributing to approximately 35% of its energy storage shipments [5] - A modular battery swapping system has been developed, improving efficiency for electric heavy trucks, with successful collaborations on battery swapping vehicles across various models [6] - The company is expanding its production capacity to 28GWh based on customer demand and aims to enhance production efficiency [7] Group 3: Financial Performance - In Q1 2025, the company reported a revenue of 9.055 billion yuan, a year-on-year increase of 20.61%, and a net profit of 101 million yuan, up 45.55% [14] - The company has a debt ratio of 72.81% and a gross margin of 18.28%, indicating a stable financial position despite market fluctuations [14] Group 4: Market Trends and Future Outlook - The company is monitoring the lithium carbonate market, which has seen price declines, and is implementing cost-reduction strategies to maintain normal production levels [9] - Ongoing research and development in solid-state batteries have yielded promising results, with the successful development of a vehicle-grade solid-state battery [10] - The company is exploring new application scenarios in emerging industries such as low-altitude flight and electric ships, aiming for comprehensive breakthroughs from R&D to product application [11]
国轩高科(002074) - 002074国轩高科投资者关系管理信息20250428
2025-04-28 10:34
Group 1: Financial Performance - In 2024, the company shipped approximately 63 GWh, achieving revenue of 35.392 billion, a year-on-year increase of 11.98% [2] - The net profit attributable to shareholders reached 1.207 billion, up 28.56% year-on-year, while the net profit excluding non-recurring items was 263 million, a significant increase of 125.86% [2] - In Q1 2025, the company shipped about 18 GWh, generating revenue of 9.055 billion, a growth of 20.61% year-on-year [2] Group 2: Strategic Partnerships - The company has a long-term strategic partnership with Chery Automobile, recognized as an "Excellent Supplier" in 2024, with battery products supplied to over 40% of Chery's new energy passenger vehicles [3] - The collaboration includes battery supply for hybrid models, with a supply rate exceeding 60% [3] Group 3: Product Development and Innovation - The company has made breakthroughs in high-end vehicle supply, with B-class and above vehicle shipments accounting for approximately 15% of total shipments [4] - The Gotion Grid 5MWh energy storage system features high-capacity cells with over 15,000 cycles and a lifespan exceeding 20 years, contributing to about 35% of the company's shipments [5] - The company is actively developing a modular battery swapping system, enhancing efficiency for electric heavy trucks [6] Group 4: Market and Production Insights - The company’s U.S. business is relatively small, and the impact of tariff increases on overall performance is limited [2] - The lithium carbonate market has seen price declines, but the company maintains normal production through cost reduction and efficiency improvements [9] - The company is focused on optimizing inventory management to mitigate asset impairment risks [13][14] Group 5: Future Outlook - The company plans to expand its capacity for the Volkswagen project to 28 GWh based on customer demand [7] - The production capacity utilization rate is expected to increase further in 2025 due to strong order demand [8] - The company is investing in the development of all-solid-state batteries, achieving significant progress with the "Jinshi Battery" [10]
硫化物全固态电池迎来新突破
DT新材料· 2025-04-26 14:41
【DT新材料】 获悉,4月23日,全固态电池企业 中科固能 发布消息称,为了应用于更大尺寸的全 固态电池,提高硫化物固态电解质薄膜的机械稳定性,中科固能研究团队基于自主设计和改装的连续 化生产设备与生产环境, 开发出新产品——硫化物全固态电解质膜。 该产品具有六大核心优势: 1. 超高机械强度:确保在大尺寸和大规模生产中的稳定性; 2. 超薄厚度:仅为15-25微米,有助于提高电池的能量密度; 3. 超高离子电导率:达到3.82 mS/cm,显著提升电池性能; 4. 宽幅尺寸:幅宽拓展至400毫米,满足更大尺寸电池的需求; 5. 连续成卷生产:长度大于1000米,实现大规模连续化生产; 6. 高纯度硫化物固态电解质含量:超过95%,确保卓越的电化学性能。 中科固能称, 该硫化物全固态电解质膜为全固态电池产业注入强劲动力。未来,中科固能始终以技 术创新为驱动,以客户需求为导向。高离子电导率、超薄、宽幅、连续化生产的卷对卷硫化物全固态 电解质膜将进一步推动全固态电池产业化进程。 资料显示, 中科固能 成立于2022年10月,全称溧阳中科固能新能源科技有限公司,由吴凡教授联 合中科院物理所、溧阳市政府联合创办。自成 ...
世界最速四门量产车”的电池密码:达成“不可能三角
Zheng Quan Shi Bao Wang· 2025-04-22 08:25
Core Viewpoint - The second-generation Kirin battery from CATL has achieved a "trilemma" in battery performance, being recognized for its exceptional capabilities and customization, making it a standard for flagship electric vehicles from various manufacturers like Xiaomi, Ideal, and Zeekr [1][6]. Performance and Technical Specifications - The Kirin battery powers the Xiaomi SU7 Ultra, which aims to be the "world's fastest four-door production car," achieving a 0-100 km/h acceleration in 1.98 seconds and a top speed of 350 km/h [2][6]. - The battery can handle a peak discharge rate of 16C, with a peak voltage of 897V and a maximum power output of 1330 kW, even at 20% charge, it can still deliver over 800 kW [3][5]. - The battery's charging capability is also impressive, allowing it to charge from 10% to 80% in just 11 minutes at a 5.2C charging rate [3]. Thermal Management and Safety - The Kirin battery maintains a peak temperature below 55 degrees Celsius during extensive testing, ensuring optimal operating conditions even under high discharge rates [3]. - The battery features the lowest internal resistance among mass-produced products, at just 0.25 mΩ, and employs a dual large-surface cooling structure to enhance heat dissipation [4][5]. Technological Innovations - Key technologies supporting the Kirin battery include the super-electronic network positive electrode technology and fast-ion ring graphite negative electrode, which significantly enhance discharge response and lithium-ion exchange rates [5][6]. - The battery's design incorporates high-conductivity electrolytes, improving conductivity by 20%, and a cooling system that increases cooling surface area by 3.6 times compared to traditional designs [4][5]. Market Position and Collaborations - The Kirin battery is featured in multiple flagship models, including the Xiaomi SU7 Max and Ideal MEGA, showcasing its high-end customization capabilities [6][7]. - CATL has established strong partnerships with various automakers, with over 17 million vehicles equipped with CATL batteries globally, maintaining the top position in battery usage for eight consecutive years [7].
【亿纬锂能(300014.SZ)】储能消费电池优势维持,动力电池有望发力——2024年年报点评(殷中枢/陈无忌)
光大证券研究· 2025-04-21 09:09
单季度来看,24Q4营业收入为145.65亿元,同增9.89%,环增17.56%;归母净利润8.87亿元,同增41.73%,环 降15.64%;扣非归母净利润6.62亿元,同增10.30%,环降33.91%。公司24Q4业绩同比增长,主要系公司动力 电池上量带动盈利改善。24Q4毛利率为17.48%,环降1.52pcts,同降0.23pcts,净利率为6.5%,环降2.58pcts, 同增1.68pcts。 点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 事件: 亿纬锂能24年营业收入486.15亿元,同降0.35%;归母净利润40.76亿元,同增0.63%;扣非归母净利润31.62亿 元,同增14.76%。 BBU 数据中心备电、eVTOL、无人机及飞行器等市场积极拓展, ...
【亿纬锂能(300014.SZ)】储能消费电池优势维持,动力电池有望发力——2024年年报点评(殷中枢/陈无忌)
光大证券研究· 2025-04-21 09:09
储能电池: 24年收入190亿元,同增16%,出货 50.45GWh,同增91.90%。24H2储能电池出货量29.5GWh,均价0.38 元/Wh,环比24H1略增,毛利率为14.96%,环比略增。公司60GWh 超级工厂投产,储能大容量电芯应用领 先。马来西亚工厂预计26年初量产,支持海外交付。 点击注册小程序 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 事件: 亿纬锂能24年营业收入486.15亿元,同降0.35%;归母净利润40.76亿元,同增0.63%;扣非归母净利润31.62亿 元,同增14.76%。 单季度来看,24Q4营业收入为145.65亿元,同增9.89%,环增17.56%;归母净利润8.87亿元,同增41.73%,环 降15.64%;扣非归母净利润6.62亿元,同增10.30% ...
亿纬锂能(300014):储能消费电池优势维持,动力电池有望发力
EBSCN· 2025-04-21 03:15
2025 年 4 月 21 日 公司研究 储能消费电池优势维持,动力电池有望发力 ——亿纬锂能(300014.SZ)2024 年年报点评 要点 事件:亿纬锂能 24 年营业收入 486.15 亿元,同降 0.35%;归母净利润 40.76 亿元,同增 0.63%;扣非归母净利润 31.62 亿元,同增 14.76%。 单季度来看,24Q4 营业收入为 145.65 亿元,同增 9.89%,环增 17.56%;归 母净利润 8.87 亿元,同增 41.73%,环降 15.64%;扣非归母净利润 6.62 亿 元,同增 10.30%,环降 33.91%。公司 24Q4 业绩同比增长,主要系公司动力 电池上量带动盈利改善。24Q4 毛利率为 17.48%,环降 1.52pcts,同降 0.23pcts,净利率为 6.5%,环降 2.58pcts,同增 1.68pcts。 储能电池:24 年收入 190 亿元,同增 16%,出货 50.45GWh,同增 91.90%。 24H2 储能电池出货量 29.5GWh,均价 0.38 元/Wh,环比 24H1 略增,毛利率 为 14.96%,环比略增。公司 60GWh 超级工 ...
定了!上汽首款全固态电池“光启电池”2027年落地
鑫椤锂电· 2025-04-14 08:27
Core Viewpoint - The automotive industry is moving towards solid-state batteries, with SAIC Motor Corporation planning to launch its first solid-state battery, "Guangqi Battery," by 2027, and other companies expecting small-scale applications between 2027 and 2030, with large-scale applications post-2030 [1][2]. Group 1 - SAIC's new generation solid-state battery is set to be mass-produced on the new MG4 model by the end of this year [2]. - The new solid-state battery is expected to achieve mass production by 2026, featuring an energy density exceeding 400 wh/kg and a volumetric energy density over 820 wh/L, with a capacity surpassing 75 Ah [2]. - Enhanced safety features of the new solid-state battery ensure that it does not catch fire or explode under puncture or 200°C heat scenarios [2]. Group 2 - The solid-state battery demonstrates a low-temperature capacity retention rate of over 90%, indicating its suitability for a wider range of applications [2].