（编辑 姚尧） 证券日报网讯 1月9日，中科电气在互动平台回答投资者提问时表示，公司主营业务包括锂电负极业务 及磁电装备业务，不涉及半固态电池的生产制造。关于半固态电池所需的负极材料，按照目前公司所了 解的相关信息，石墨类负极材料在液态及固态锂离子电池中皆可适用，不同电池技术及规格，对负极材 料需求和使用方法有所差异。此外，公司在面向固态电池的硅碳负极和锂金属负极等方面均有开发和产 品布局，其中硅碳负极材料目前已建设完成中试产线，且有产品在多家客户测评通过，准备进入量产导 入阶段。 ...

证券日报网讯1月8日，会通股份在互动平台回答投资者提问时表示，公司产品湿法隔离膜可应用于半固 态电池。未来公司会对产业前沿技术革新保持高度关注，聚焦锂电池市场突破，做好相应的技术储备， 致力成为集多种功能膜生产于一体的材料供应商。 ...

格隆汇1月8日丨会通股份(688219.SH)在投资者互动平台表示，公司产品湿法隔离膜可应用于半固态电 池。未来公司会对产业前沿技术革新保持高度关注，聚焦锂电池市场突破，做好相应的技术储备，致力 成为集多种功能膜生产于一体的材料供应商。 ...

投资者关系活动记录表 证券代码：002254 证券简称：泰和新材 泰和新材集团股份有限公司 投资者关系活动记录表 编号：2025-106 投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及 人员姓名 山西证券 李旋坤 时间 2025 年 12 月 29 日 地点 公司会议室 上市公司接待人 员 董事会秘书董旭海、董事会办公室人员 投资者关系活动 主要内容介绍 投资者：氨纶、芳纶涂覆大概的进展情况？ 答：氨纶从 21 年到现在一直在下跌，从今年的情况来看， 一是行业扩产的节奏放缓了，二是陆续有产能在出清。我们 自己最近几年氨纶板块的压力也比较大，有行业的原因，也 有我们自己的原因。我们自己的原因这两年我们在逐步改 善，陆陆续续有一些效果，包括产品品质提升、售价卖出些 溢价。涂覆今年大线是在试运行，进行一些订单的交付，目 前来看市场推广情况跟我们之前的预期有一些差距，目前聚 焦于一些对隔膜的性能有要求的领域，像算力的储能、半固 态电池、充电宝等方向，我们在做的是提升交付能力，以及 工程、工艺的优化。 投资者：主要是这两个板块？ ...

以下文章来源于蓝字计划 ，作者Hayward 蓝字计划 . 记录智能时代的每一次浪潮！前沿科技捕手，AI产品深度洞察。重点关注人工智能、机器人、新能源 车与硬科技。 本文来自微信公众号： 蓝字计划 ，作者：Hayward，题图来自：视觉中国 在"国产 GPU 第一股""国产GPU 第二股"点燃投资市场之后，另一个大热赛道，固态电池的"第一 股"，也要来了。 12 月 11 日，证监会发布消息，卫蓝新能源与中信建投签署上市辅导协议，正式开启 A 股的 IPO 之 旅。 这个消息就像引爆市场热情的沙皇炸弹。毕竟摩尔线程上市首日中一签浮盈接近 30 万、沐曦股份上 市首日中一签浮盈更是逼近 40 万元，在这样恐怖的收益下，没人能忍住不疯狂。 顶着 185 亿的估值，身后站着华为、小米、蔚来等一众大佬，卫蓝新能源就像是自带了"满级装 备"入场，让所有人都觉得，只要它上市，"中签=中彩票"的戏码就会再次上演。 这次冲击固态电池第一股，市场、情绪给的情绪价值是足够了，那最核心的"产品"本身，卫蓝新能源 准备好了吗？ "第一股"的底气 既然卫蓝新能源敢冲击"固态电池第一股"，"固态电池"自然是它的全部底气。 卫蓝的聪明之处 ...

格隆汇12月10日丨德方纳米(300769.SZ)在互动平台表示，公司产品纳米磷酸铁锂、磷酸锰铁锂等正极 材料及补锂增强剂等高性能辅助材料适用于固态电池体系，其中补锂增强剂产品是固态和半固态电池的 重要材料之一，固态电池和半固态电池对补锂增强剂的添加量和比例大于目前的液态电池体系，在半固 态电池领域，公司的补锂增强剂已逐步开始实现订单交付。 ...

转自：北京日报客户端 5米高的巨型银色MOLI IP装置及MOLI CLUB潮玩区的收藏级手办，不仅成为车展现场的潮流打卡地， 更具象化地传递出MG在新百年征程中"传承与创新"的品牌态度，以及加速年轻化、新能源转型的坚定 决心。 全新MG4系列以6万-10万元价格带构建起覆盖多元需求的产品矩阵，以差异化优势重塑市场格局。其 中，6万元级随心版以437公里续航成为同级标杆长续航车型；7万元级从容版标配8155芯片与 MG×OPPO智行手车互联系统，智能体验越级；8万元级自由版通过双层镀银玻璃实现360°防晒，打造 舒适座舱；9万元级智趣版搭载地平线征程6E芯片，续航可达530公里；而10万级的半固态安芯版，以 安全技术重新定义了该价位段的安全标准。 此前预售期间，全新MG4系列曾创下39分钟大定破万辆的佳绩，足以印证市场对其产品力的高度认 可。从续航、智能到安全，MG4系列针对不同消费需求精准布局，让每个价位段的用户都能享受到越 级的产品体验。 近日，在2025广州国际车展上，MG品牌发布全球首款量产搭载半固态电池的车型——全新MG4半固态 安芯版，宣布将于12月正式交付。新车9.98万元的限时补贴价，将尖端技 ...

Core Viewpoint - EVE Energy has signed a framework procurement agreement with Smoore International for the continuous supply of battery cells and related products, indicating a strategic partnership aimed at stabilizing supply chains and enhancing operational efficiency [1][2]. Group 1: Agreement Details - The agreement will commence from January 1, 2026, to December 31, 2028, focusing on the procurement of battery cells and other products, with costs determined based on market standards and previous contracts [2]. - The agreement is classified as a related party transaction due to the involvement of EVE Energy's board member in Smoore International, ensuring compliance with regulatory requirements [1][2]. Group 2: Financial Impact - The agreement does not specify transaction amounts, thus it is not expected to significantly impact EVE Energy's financial performance for 2025, with future impacts dependent on actual orders [2]. - EVE Energy anticipates a maximum of 6.592 billion yuan in daily related transactions with various affiliated parties in 2026, with 2.21 billion yuan already recorded in the first ten months of the year [2]. Group 3: Company Performance - For the first three quarters of 2023, EVE Energy reported total revenue of 45 billion yuan, a year-on-year increase of 32.17%, and a net profit attributable to shareholders of 2.816 billion yuan, reflecting an 18.40% growth [3]. - The company achieved a significant increase in battery shipments, with a 66.98% year-on-year growth in power battery shipments and a 35.51% increase in energy storage battery shipments [3]. Group 4: Future Outlook - EVE Energy expects continued growth in energy storage sales and improved gross margins in the fourth quarter, with a target for overseas energy storage battery shipments to exceed 25% in the coming year [4]. - The company is also focusing on the development of solid-state batteries and plans to enhance production capabilities through minor investments in existing production lines [5].

Core Viewpoint - Jiangsu Guotai's subsidiary, Ruitai New Materials, is actively engaged in the development of new battery technologies, particularly solid-state batteries, while maintaining a strong focus on traditional lithium-ion battery products and their market demand [1] Group 1: Company Overview - Ruitai New Materials' main products include lithium-ion battery electrolytes, additives, supercapacitor products, optical materials, and silane coupling agents [1] - The company has achieved bulk sales of certain new lithium salt products in solid-state lithium-ion batteries and is involved in the Pre-A round financing of Huyuan Lithium Innovation, holding a 1.7819% stake [1] Group 2: Industry Trends - The liquid lithium-ion battery technology is maturing, with improvements in safety, energy density, and cycle life, leading to increased market demand [1] - New battery types such as semi-solid, lithium-sulfur, and sodium-ion batteries still require electrolytes, indicating ongoing opportunities in the electrolyte market [1] - Solid-state batteries face challenges in technology, product, and commercial routes, and even if these challenges are overcome, various battery technologies are expected to coexist in the market due to their unique advantages [1]

Group 1: Company Highlights - Shenneng Shenli, a leading company in composite insulators, achieved a net profit growth of 177.52% year-on-year in the first half of the year [2] - TBEA, a leader in the power transmission and transformation industry, holds a market share of approximately 50% in the main transformer market for nuclear power plants [2] - Yiyou Co., a leading relay manufacturer in China, has developed phase-shifting transformers for data center power systems in collaboration with clients [2] - Jinpan Technology has completed a prototype of a 10kV/2.4MW solid-state transformer suitable for HVDC 800V data center power architecture, with a net profit growth of 20.27% year-on-year in the first three quarters [2] - Hainan Free Trade Port will officially start operations on December 18 [2] Group 2: Industry Developments - The focus on renewable energy sources such as hydropower, wind power, and photovoltaics is evident in the business operations of companies like Mindong Electric Power [2] - The construction of a 2MWt liquid fuel molten salt experimental reactor has been completed, indicating advancements in nuclear technology [3] - The price of lithium hexafluorophosphate continues to rise, reflecting trends in the lithium battery market [6] - The demand for energy storage systems is increasing, as evidenced by Hopu's signing of a 5 billion yuan procurement contract for energy storage systems [6] - The focus on smart city and smart transportation products is growing, with companies developing multifunctional smart lamp posts [7]