Core Viewpoint - The company, Shengyang Co., Ltd. (002580), is actively engaged in the research and development of solid-state battery technology, focusing on a composite oxide technology route, which has successfully completed safety verification and cycle stability testing [1] Company Research - Shengyang Co., Ltd. has a professional R&D team dedicated to solid-state battery technology development [1] - The company's self-developed solid-state batteries primarily utilize a composite oxide technology approach [1] - Successful completion of safety verification and cycle stability testing indicates progress in the company's solid-state battery initiatives [1]

Core Viewpoint - The article highlights significant policy support for the energy storage industry from the national level, leading to a surge in stock prices for key players like CATL and Sungrow, with both companies making strategic moves to strengthen their positions in the energy storage market [2][4]. Group 1: CATL Developments - CATL's stock price surged over 14%, reaching a new market capitalization high, following the announcement of favorable policies for the energy storage sector [2]. - The company has applied to register the trademark "Empirical Energy Storage," indicating a focus on reliability verification in energy storage systems, which may enhance market trust and industry influence [3]. - Morgan Stanley upgraded CATL's H-shares to "Overweight," citing it as one of the cheapest battery stocks, with a 10% upward revision in profit forecasts for 2025-2026 due to unexpected demand for energy storage batteries [4]. Group 2: Sungrow Initiatives - Sungrow's stock also saw a significant increase, with a peak rise of over 11%, and the company is exploring a partnership with the Egyptian government and Scatec to build a 10 GW energy storage factory [2][5]. - The collaboration aims to localize production and create a complete manufacturing chain for energy storage batteries and key components in Egypt, positioning the country as a regional hub for renewable energy manufacturing and exports [7].

Core Viewpoint - The event "Sincere Communication and Value Delivery - 2025 Hebei Listed Companies Investor Online Collective Reception Day and 2025 Semi-Annual Report Collective Performance Briefing" was successfully held, highlighting the company's commitment to R&D in solid-state battery core equipment [1] Group 1: Company R&D Focus - The company will continue to increase R&D investment, focusing on key technologies in the solid-state battery core equipment field, including dry electrode, lithium calendering, electrolyte film formation, transfer, and isostatic pressing [1] - The company emphasizes independent R&D while actively collaborating with downstream customers, universities, and research institutions to enhance innovation efficiency and promote technological breakthroughs and results transformation [1] Group 2: Market Position and Collaboration - The company is in a leading position in the lithium battery calendering equipment sector in China, with significant advantages in customer relationships, collaborating with major domestic battery enterprises [1] - The company possesses a first-mover advantage in calendering equipment performance and new processes and technologies related to dry electrodes and solid-state batteries [1]

2025年，中国电池行业迎来了一波强势上涨行情。 资料来源：百度股市通 这轮增长涵盖了产销量、出口、企业业绩和股票市场的全面攀升。 观察2025年的整个电池市场，再也不是宁德时代、比亚迪两大龙头独大，二三线"苟延残喘"的旧格局，而是转变为多层次、多赛 道共同发展的相对健康的新状态。 亿纬锂能、中创新航、国轩高科、欣旺达……都取得了业绩、股价双丰收，连新人正力新能、瑞浦兰钧，也都吃到了红利，一个 已经盈利，一个接近盈利。 动力电池在市场需求的推动下持续放量，储能电池则凭借全球能源转型的东风异军突起，成为增长最为迅猛的细分领域。企业层 面，龙头厂商稳健领跑，二线品牌凭借灵活市场策略实现快速跟进，市场活力显著增强。 动力电池销量增长远超新能源汽车 出口量稳定持续增长 除了汽车，电池的出口速度也在快速增长。 根据联盟数据，8月，我国动力和其他电池合计出口22.6GWh，环比下降2.6%，同比增长23.9%。1—8月，我国动力和其他电池累 计出口达173.1GWh，累计同比增长48.5%，占前8月累计销量18.8%。 分产品看，8月，我国动力电池出口量为15.1GWh，环比增长1.9%，同比增长35.7%。1—8月，我 ...

三是，9月12日，国家发展改革委、国家能源局印发《新型储能规模化建设专项行动方案（2025—2027 年）》的通知，为新型储能行业未来两年的发展定下基调和发展目标。 四是，工信部等八部门近日联合印发《汽车行业稳增长工作方案（2025—2026年）》，提出2025年力争 实现全年汽车销量3230万辆左右，其中新能源汽车销量1550万辆左右。 五矿证券发布研报称，2025Q2锂电行业归母净利润同比增速+27%，连续2个季度转正，盈利继续边际 改善；从2025Q1开始行业资本开支连续2个季度同比增长，尤其电池在2025Q2加速；2025Q2行业现金 流首次同比增速转正；政策上，叠加反内卷政策后续深入，有望强化产业供给侧"负反馈"。 一是，9月15日，中汽协发布《汽车整车企业供应商账款支付规范倡议》。 二是，近日，中共福建省委、福建省人民政府印发《关于加快福建经济社会发展全面绿色转型的行动方 案》，并发出通知，要求各地区各部门结合实际认真贯彻落实。 9月15日，"宁王"突然大爆发。 宁德时代 A股盘中涨幅超过14%，成功创下历史新高；H股盘中大涨近 9%，同样刷新历史纪录。电池板块亦因此大幅拉升，板块涨幅一度超5%， ...

Core Viewpoint - The company has established a solid-state battery sample trial production line in Shanghai, demonstrating its capability to customize solutions based on various customer needs and technical requirements [1] Group 1 - The company currently possesses the ability to produce various types of samples tailored to different application scenarios [1] - The company is accelerating the construction of its pilot production line project [1] - Following the successful operation of the pilot line, the company plans to implement mass production line construction based on customer and product development progress as well as market demand [1]

2025年9月15日，Wind数据显示，A股三大指数今日涨跌不一，截止收盘，沪指跌0.26%；深证成指涨0.63%；创业板指涨1.52%。沪深两市成交额达到22774 亿。 涨幅方面，游戏ETF(159869)领涨 | | | ETF涨幅 TOP10 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 涨幅(%) | 基金管理人 | 投资类 | | 128868 | 游戏ETF | 4.38 | 华夏基金 | 被动指数型 | | 516770 | 游戏ETF华泰柏瑞 | 4.02 | 华泰柏瑞基金 | 被动指数型 | | 516010 | 游戏ETF | 3.88 | 国泰基金 | 被动指数型 | | 159855 | 影视ETF | 3.09 | 银布車等 | 被动指数型 | | 216380 | 智能电动车ETF | 2.93 | 束学事業 | 被动指数型 | | 159840 | 锂电池ETF | 2.92 | 工银瑞信基金 | 被动指数型 | | 516620 | 影视ETF | 2.85 | 国泰基金 | 被动指数型 | | 159757 | ...

Group 1 - The market experienced fluctuations today, with the ChiNext index showing strong performance driven by major stocks like CATL, particularly in the battery and energy storage sectors [1] - The CSI Photovoltaic Industry Index rose by 1.22%, with significant gains from component stocks such as Micro导纳米 (up over 11%), Jing Sheng Mechanical Electrical (up over 10%), and Jidian Co. (up over 5%) [1] - The Photovoltaic ETF (159857) increased by 0.79%, with a trading volume of 172 million yuan and a real-time premium rate of 0.01% [1] Group 2 - The ChiNext ETF Tianhong (159977) rose by 2.04%, with a trading volume of 108 million yuan, and its component stock CATL saw a peak increase of 14% in A-shares [1] - Morgan Stanley's report on September 11 highlighted CATL's strengthened industry leadership, particularly after its breakthroughs in the European electric vehicle battery market [1] - The report indicated that CATL's valuation is significantly attractive compared to peers, positioning it as "the cheapest in the industry" [1] Group 3 - The ChiNext ETF Tianhong focuses on new productivity directions, with the top three industries being power equipment, communication, and electronics [2] - The top ten weighted stocks in the ETF include industry leaders such as CATL, Dongfang Wealth, and New Yisheng, showcasing a clear growth style [2] - The ETF announced a fund share split of 1:2, effective from September 12, which will halve the unit net value and market price, significantly lowering trading thresholds [2] Group 4 - Minsheng Securities noted that the ongoing emphasis from higher authorities on "anti-involution" in the photovoltaic industry reflects a focus on addressing supply-demand imbalances [2] - There is an expectation for related policy measures to promote a healthy development trajectory for the photovoltaic sector, potentially leading to a bottom reversal in the photovoltaic segment [2]

除此之外，电池销售数据与新能源汽车产销数据息息相关，产业链整体政策催化不断。中国汽车工业协 会15日发布《汽车整车企业供应商账款支付规范倡议》。工业和信息化部等八部门联合发布《汽车行业 稳增长工作方案（2025—2026年）》。《方案》提出，2025年力争实现全年汽车销量3230万辆左右，同 比增长约3%，其中新能源汽车销量1550万辆左右，同比增长约20%。 Wind数据显示，2025年9月15日早盘，锂电、储能相关板块活跃上行，湖南裕能涨超14%，天赐材料 10CM封板；宁德时代放量涨超11%，股价创历史新高；阳光电源、科达利等涨幅居前。 领涨股方面，宁德时代2025年上半年公司全球市场份额持续领先。根据SNEResearch数据，2025年1-5月 公司动力电池使用量全球市占率为38.1%，较去年同期提升0.6个百分点，持续保持全球第一。在储能领 域，2025年1-6月公司储能电池产量位列全球第一。截至报告期末，公司已实现动力电池全球累计装车 约2,000万辆，储能电池全球累计应用超2,000个项目。 摩根士丹利发布报告指出，随着宁德时代在欧洲市场取得突破，而规模较小的竞争对手在关键的储能领 域陷入盈利 ...

2）9月12日，国家发改委、国家能源局关于印发《新型储能规模化建设专项行动方案（2025—2027年）》。方案指出，全国新型储能装机规模达到1.8亿千 瓦以上，带动项目直接投资约2500亿元，新型储能技术路线仍以锂离子电池储能为主。 一、行情 9月15日，锂电池、储能等板块集体大涨。百利科技2连板，天赐材料、尚太科技、洛凯股份等涨停，中一科技、海博思创、湖南裕能、万润新能张超10%， 富临精工、亿纬锂能、科达利、多氟多等大涨。 宁德时代盘中张超14%，刷新历史新高。 | 固态电池 | +0.67% | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | ■■ 宁德时代股价创历史新高；能源局印发《新型储能规模化建设专项行动方案（2025—2027年）》 | | | | | 股票名称 | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | 解读 | | 天赐材料 | 30.84 | +9.99% | 09:33:57 | 3.91% | 427.10亿 | 公司半固态电解质及氧化物与硫化物 | | 002709 ...