近期，固态电池独角兽北京卫蓝新能源科技股份有限公司（简称卫蓝新能源）正式启动上市辅导，若此次成功登陆资本市场，卫蓝新能源有望 成为"固态电池第一股"。 卫蓝新能源专注研发、生产固态电池，是中国科学院物理研究所固态电池产学研孵化企业，由俞会根、陈立泉、李泓共同创立。 今年6月26日，《2025全球独角兽榜》发布，卫蓝新能源以185亿元的估值位列榜单第455位。 目前，公司已在北京房山、江苏溧阳、浙江湖州布局生产基地，并计划在山东淄博、广东珠海拓展新产能。产品线覆盖高能量密度动力电芯、 储能电芯等专用电芯，目前相关产品已向多家整车厂商、储能企业和海外客户实现交付。 在"中国锂电之父"陈立泉院士的引领下，成立不足十年的卫蓝新能源迅速崛起为固态电池赛道的有力竞争者。背靠中科院物理所深厚科研底 蕴，并吸引蔚来、华为、小米等48家重量级股东加持，这家独角兽企业正加速推动固态电池实现规模化落地。 团队由"中国锂电之父"领衔 卫蓝新能源成立至今不到10年，但公司技术背景浓厚，有着"中国锂电之父"之称的中国工程院院士陈立泉从中发挥着重要作用，陈立泉持有公 司2.81%的股份。 资料显示，陈立泉现年85岁。1964年，他从中国科 ...

Core Insights - Guansheng Co., Ltd. reported a revenue of 1.088 billion yuan for Q3 2025, marking a year-on-year increase of 7.78%, with a net profit attributable to shareholders of 63.0372 million yuan [1] - For the first three quarters of 2025, the company achieved a total revenue of 3.122 billion yuan, reflecting a year-on-year growth of 8.06% [1] Company Developments - In October 2025, Guansheng's wholly-owned subsidiary, Shanghai Jias Robotics Technology Co., Ltd., was established with a registered capital of 20 million yuan, focusing on the R&D and application of core components for intelligent robots [1] - The company aims to transition from being a comprehensive service provider for automotive parts to a provider of intelligent robot solutions, leveraging its core technologies [2] - Guansheng has initiated a project for semi-solid lithium iron phosphate batteries, which is expected to reach production capacity by mid-2026, with an annual output of 2.1 million battery cells and systems [2] - The semi-solid battery project is anticipated to significantly advance the industrialization of semi-solid batteries, positioning the company as a leader in this sector [2]

Group 1 - The company, Guansheng Co., Ltd. (605088.SH), announced that its semi-solid state battery production line is expected to reach full capacity by mid-2026 [1] - The company has completed brand registrations for solid-state batteries in Germany, the UK, and Italy, and is currently undergoing certification for European standards [1] - The company is positioned as a leader in the industrialization of semi-solid state batteries [1]

Group 1 - The company, Guansheng Co., Ltd. (605088.SH), announced that its semi-solid state battery production line is expected to reach full capacity by mid-2026 [1] - The company has completed brand registrations for solid-state batteries in Germany, the UK, and Italy, and is currently undergoing certification for European standards [1] - The company is positioned as a leader in the industrialization of semi-solid state batteries [1]

Core Viewpoint - The article discusses the advancements and market integration of semi-solid state batteries, highlighting their cost reduction, efficiency improvements, and safety features, particularly in the context of the automotive and energy storage sectors [4][12][24]. Group 1: Market Developments - SAIC MG4 has launched a semi-solid state battery version, with mass production expected within the year, marking a significant step in the commercialization of this technology [3][8]. - The semi-solid state battery is being adopted in various applications, including commercial vehicles and energy storage projects, indicating a shift towards broader market acceptance [3][9][10]. Group 2: Technical Advancements - The semi-solid state battery features a reduced electrolyte content of 5%, enhancing safety and performance, particularly in low-temperature conditions [3][4]. - The introduction of manganese-based composite cathode materials improves lithium-ion conductivity and battery performance, while the solid electrolyte layer mitigates manganese leaching, enhancing battery longevity [5][6]. Group 3: Performance Metrics - The semi-solid state battery demonstrates superior low-temperature discharge capabilities, with over 100% capacity retention at -20°C and significantly reduced charging times [6][9]. - The safety features of the semi-solid state battery have been validated through puncture tests, showcasing its robustness against potential hazards [4][7]. Group 4: Industry Trends - The industry is focusing on cost reduction and efficiency improvements for semi-solid state batteries, with current production costs still approximately 50% higher than traditional liquid lithium batteries [12][21]. - Multiple companies are investing in the production of solid-state electrolytes, indicating a growing trend towards the industrialization of this technology [13][17][21]. Group 5: Future Outlook - The semi-solid state battery is expected to penetrate the mainstream market, with significant implications for the future of electric vehicles and energy storage solutions [24][25]. - The dual-track development of semi-solid and solid-state batteries will be defined by market demand and technological maturity, rather than strict definitions based on electrolyte content [26].