半固态电池
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半固态电池关键材料锆,市场生变
Xin Lang Cai Jing· 2026-02-25 06:11
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 多因素影响下,锆产品未来走势如何?产业链哪些上市公司值得关注? 一边是固态电池商业化加速,让锆基材料需求从"传统陶瓷"迈向"新能源核心材料";另一边是上游资源 供应持续紧绷,全球主要矿山面临资源枯竭风险。 2026年伊始,一项政策为锆市场增添了新的变数。商务部1月6日发布公告,加强两用物项对日本出口管 制,明确禁止向日本军事用户及相关领域出口包括氧化钇、锆及其合金在内的关键材料。 进入2026年,锆这种看似小众的金属元素,正因供需两端的新变化,价格逐步企稳。 资源高度集中 供应瓶颈凸显 锆作为一种稀有小金属,具有良好的耐腐蚀性和可塑性,广泛应用在电子、陶瓷、玻璃、石化、建筑等 领域。锆英砂是自然界中锆矿的主要存在形式,可以加工成电熔锆、氯氧化锆、碳酸锆等产品。 从资源上看,全球锆矿分布极不均衡,澳大利亚、南非、莫桑比克合计掌控全球超八成的储量。中国是 全球锆产品消费大国,也是锆产品进口大国,进口依存度常年高于80%。 进入2026年,这种资源高度集中的弊端愈发凸显。澳大利亚主要矿山面临资源枯竭风险,预计从今年起 将陆续进入减产或停产周期 ...
壹石通股价震荡走低,主力资金连续净流出
Jing Ji Guan Cha Wang· 2026-02-13 10:19
Core Viewpoint - The stock price of Yishitong has shown volatility in the past week, influenced by the overall sentiment in the new energy vehicle and battery sectors, with significant attention on the company's products in sodium-ion and semi-solid batteries [1][2]. Group 1: Stock Performance - As of February 13, the latest closing price was 29.50 yuan, down 1.40% for the day, with a trading volume of 66.36 million yuan and a turnover rate of 1.11% [1]. - The stock reached a high of 31.02 yuan on February 9 and a low of 29.35 yuan on February 12, resulting in a price fluctuation of -1.21% and a volatility of 5.59% during this period [1]. - On February 13, there was a net outflow of 4.43 million yuan from the main funds, continuing a trend of net outflows over several days [1]. Group 2: Financing Activities - Recent financing activities have been active, with a financing buy amount of 7.25 million yuan on February 12, maintaining a financing balance of 330 million yuan, which is a high proportion of the circulating market value [2]. - The company disclosed a 2025 earnings forecast on February 3, predicting a year-on-year revenue growth of 22.89% to 26.86%, but indicated a net loss primarily due to increased R&D investments and expenses [2].
超10亿元!浙江年产4GWh半固态磷酸铁锂电池项目环评公示
鑫椤锂电· 2026-02-04 06:16
Group 1 - The article discusses the approval of an environmental impact assessment for a new project by Zhejiang Guansheng Dongchi Energy Technology Co., Ltd., which involves the construction of a 4GWh semi-solid lithium iron phosphate battery production facility in Wenzhou, Zhejiang Province [1][2] - The project is located on a 135.2-acre site with a total construction area of nearly 200,000 square meters and an investment exceeding 1 billion yuan, with production expected to reach 2.1 million battery cells and systems annually by mid-2026 [2] - The article mentions a report on the operational trends and competitive strategies of the lithium iron phosphate battery application market in China from 2025 to 2029, indicating a growing interest in this sector [2]
两面针:预计2025年年度净利润为500万元~1000万元
Mei Ri Jing Ji Xin Wen· 2026-01-28 13:41
Group 1 - The company, Two-faced Needle, announced an earnings forecast on January 28, expecting a net profit attributable to shareholders of 5 million to 10 million yuan for the year 2025, which represents a decrease of 71.0988 million to 76.0988 million yuan compared to the same period last year, indicating a year-on-year decline of 87.67% to 93.83% [1] Group 2 - The industry is witnessing significant advancements in battery technology, with semi-solid state batteries expected to be equipped in multiple new vehicles this year, as major manufacturers prepare for a year of innovation in power battery technology [1]
海翔药业:预计2025年归属于上市公司股东的净利润-13500万至-9000万元
Mei Ri Jing Ji Xin Wen· 2026-01-28 11:57
Group 1 - The company expects a net profit attributable to shareholders of between -135 million to -90 million yuan for 2025, with basic earnings per share ranging from -0.08 to -0.06 yuan [1] - The main reason for the performance change is the company's steady production and operations, along with enhanced management and operational efficiency, leading to a reduced loss margin for 2025 [1] - The pharmaceutical segment experienced mixed price changes for key products, with rising raw material costs and rapid growth of new products like peptides, although they are still in the cultivation stage, resulting in a slight decline in overall revenue and continued pressure on gross margins [1] Group 2 - The dye segment saw a recovery in profitability due to rising prices of core products, indicating a quick restoration of its profit capacity [1] - Preliminary assessments from the company's finance department indicate no signs of goodwill impairment for the Taizhou Qianjin asset group during the reporting period [1]
*ST聆达:1月28日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-01-28 11:48
Group 1 - The company *ST Lingda held its 36th meeting of the 6th board of directors on January 28, 2026, using a combination of on-site and remote voting methods [1] - The meeting reviewed documents including a proposal regarding the full subsidiary's debt settlement through asset exchange [1] Group 2 - The industry is witnessing a significant shift towards semi-solid battery technology, with expectations for multiple new vehicle models to adopt this technology in the current year [1] - Major manufacturers are preparing for advancements in power battery technology, indicating a year of iteration and innovation in the sector [1]
双箭股份:预计2025年归属于上市公司股东的净利润6100万~7300万元
Mei Ri Jing Ji Xin Wen· 2026-01-28 11:30
Group 1 - The company, Shuangjian Co., expects a net profit attributable to shareholders of 61 million to 73 million yuan for 2025, representing a decline of 60.28% to 52.47% compared to the same period last year [1] - The basic earnings per share are projected to be between 0.15 yuan and 0.18 yuan [1] - The primary reason for the decline in net profit is the overall slowdown in demand in the conveyor belt market and intensified competition within the industry, despite the company's operating revenue remaining stable [1]
华平股份:聘任涂春勇为公司总经理
Mei Ri Jing Ji Xin Wen· 2026-01-28 11:30
Company Changes - Jiang Mengheng has resigned from the position of General Manager due to work adjustments but will continue to serve as the Chairman of the company [1] - Bai Lulu has resigned from the position of Secretary of the Board for personal reasons but will continue to hold other positions within the company [1] - Tu Chunyu has been appointed as the new General Manager, Xu Hailong as the Deputy General Manager, and Li Hui as the Secretary of the Board [1] Industry Developments - The semi-solid battery technology is expected to be featured in multiple new vehicles this year, indicating a significant advancement in power battery technology [1] - Major manufacturers are preparing for this technological iteration, suggesting a competitive landscape in the battery industry [1]
可川科技:预计2025年度净利润为1300万元到1800万元
Mei Ri Jing Ji Xin Wen· 2026-01-28 11:21
Group 1 - The company expects a net profit attributable to shareholders of between 13 million to 18 million yuan, representing a decrease of 48.41 million to 53.41 million yuan compared to the same period last year, which is a year-on-year decline of 72.9% to 80.42% [1] - The decline in profit is attributed to lower sales prices of main products and a decrease in revenue from high-margin products, leading to an overall decline in gross profit margin [1] - Despite a significant recovery in market demand and an increase in product sales volume, the overall gross profit amount has decreased due to intense competition in the new energy vehicle industry [1] Group 2 - The company has seen a significant increase in depreciation and amortization costs due to the completion of new production lines at its wholly-owned subsidiaries [1] - Increased investment in research and development has led to a notable rise in labor costs and R&D expenses during the reporting period [1]
合百集团:1月28日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-01-28 11:18
Group 1 - The company Hefei Group held a temporary board meeting on January 28, 2026, via telecommunication to review the evaluation results of the proposal for establishing Hefei Inspection and Testing Certification Co., Ltd. [1] Group 2 - The industry is witnessing a significant shift towards semi-solid battery technology, with expectations for multiple new vehicle models to adopt this technology in 2026, indicating a year of innovation in power battery technology [1]