证券日报网讯翔丰华（300890）9月17日在互动平台回答投资者提问时表示，公司在硅基负极技术上持 续研究，致力于提升能量密度及循环寿命。目前相关产品已移交电池厂商测试，计划2025年小批量试 产。 ...

Core Viewpoint - Solid-state batteries and silicon-based anodes are leading the transformation in the energy sector, driving industrial upgrades and accelerating commercialization [2][9]. Group 1: Industry Trends - The application prospects of solid-state batteries and silicon-based anode technologies are vast, covering various fields such as automotive, eVTOL, humanoid robots, drones, consumer electronics, and smart wearable devices [2]. - The global energy transition and the trend towards low-carbon sustainable development are creating a significant market for solid-state batteries, which offer higher energy density, safety, longevity, fast charging capabilities, and wider temperature ranges [9]. Group 2: Conference Details - The 2025 Fourth Solid-State Battery Conference and Silicon-Based Anode Innovation Conference will be held from July 3-5, 2025, in Ningbo, Zhejiang [11]. - The conference will focus on the core demands of low cost and high performance, addressing aspects such as material selection, structural adjustment, interface design, battery engineering technology, and advanced characterization [11]. Group 3: Target Industries - The conference is particularly aimed at the following battery terminal application industries: - Consumer electronics, including manufacturers of smartphones, tablets, laptops, and wearable devices [5]. - Transportation, including suppliers of new energy vehicles and their components, electric two-wheelers, humanoid robots, electric tools, low-altitude aircraft, and energy storage systems [5]. Group 4: Participation and Registration - The conference offers 200 free registration slots for terminal application enterprises in consumer electronics, transportation, and intelligent manufacturing, with a limit of two participants per unit [2][11]. - Registration fees for general participants are set at 3000, with early bird prices available until May 31 [18].

Core Viewpoint - The Fourth Solid-State Battery Conference and Silicon-Based Anode Industry Innovation Conference aims to accelerate commercialization and upgrade the industry chain in the context of global energy transition and emerging markets such as electric vehicles and AI [1] Group 1: Conference Overview - The conference will be held from July 3-5, 2025, in Ningbo, Zhejiang, focusing on solid-state batteries and silicon-based anodes [1] - It will address core demands for low cost and high performance from various perspectives, including material selection, structural adjustment, interface design, and advanced characterization [1] Group 2: Key Participants and Innovations - Dongfeng Motor Corporation has made significant progress in solid-state battery development, showcasing a semi-solid-state battery technology and plans for full solid-state battery trials in 2025 [2][3] - GAC Aion is focusing on solid-state battery advancements, with plans to disclose developments at their technology day in April [3] - Zhongke Goneng has developed the world's first continuously rollable sulfide solid-state electrolyte membrane, marking a breakthrough in mass production [4] - Wanxiang OneTwoThree has achieved safety breakthroughs in semi-solid-state battery technology, with energy density reaching 350 Wh/kg [4] - Jinyu New Energy has launched high-power semi-solid-state batteries and a no-anode battery series, achieving energy densities exceeding 300 Wh/kg [5][6] - Jiangsu Guxin Energy has produced ultra-safe batteries suitable for extreme temperatures, achieving energy densities of 400 Wh/kg [7] - Sichuan Huayi Qing Innovation Materials focuses on low-cost, high-capacity silicon-based materials, utilizing a unique preparation technology [8] Group 3: Conference Agenda - The agenda includes sessions on solid-state battery industrialization, advancements in solid-state sodium batteries, and key material development [14] - Roundtable discussions will focus on solid-state battery and silicon-based anode topics, including advanced processes and innovative preparation methods [14]

Core Viewpoint - The silicon-based anode materials sector is experiencing renewed capital interest and application expansion, particularly driven by demand in the drone market, although challenges remain in mainstream battery markets due to rapid advancements in fast-charging technology [2][10]. Group 1: Financing and Company Developments - Multiple silicon-based anode startups have completed new rounds of financing, indicating sustained market confidence in this technology [2]. - Huayi Qingchuang, which has developed a unique "one-step method" for silicon-carbon anode production, has secured Series A funding and claims to produce anodes with a capacity exceeding 2000 mAh/g [3]. - Beijing Yijin New Energy, which uses CVD deposition methods for silicon-carbon anodes, has completed Series B financing, supported by industry capital [3]. - Hefei Qicheng New Energy has received angel funding and is focusing on silicon-oxygen anode technology, highlighting the ongoing competition among different technological pathways [3]. - The silicon-carbon anode project by Luoyang Lianchuang Lithium Energy, with a total investment of 1 billion yuan and an annual production capacity of 10,000 tons, has been signed in Yichang, Hubei [3]. Group 2: Production Capacity and Challenges - Despite active investment, the actual progress in scaling up silicon-based anode production remains unclear, as seen in the discrepancies regarding Tianmu Xiandao's project in Henan [4]. - The first phase of Henan Guoxin New Materials' 10,000-ton silicon-carbon project has been completed, but the actual production scale has been reduced to 480 tons per year [5]. - The silicon-based anode's penetration in specific application markets is accelerating, with notable applications in foldable smartphones and targeting the rapidly growing low-altitude economy by 2025 [6]. Group 3: Market Applications and Trends - Amprius, a U.S. silicon-based anode company, has announced a $15 million order from a drone manufacturer, showcasing the high energy density of its SiCore silicon-based anode battery [7]. - In the domestic market, major anode material suppliers, including Sanyuan, are actively testing and promoting silicon-based anodes for drone applications [7]. - Battery manufacturers are making significant progress, with Tianjin Lishen releasing high-energy density drone batteries using silicon-carbon anodes [7]. - Companies are also leveraging advanced cylindrical battery technologies to enter the drone market, with SES AI showcasing AI-enhanced cylindrical batteries with high silicon content [8]. Group 4: Competitive Landscape and Future Outlook - The core advantage of silicon-based anodes lies in their ability to enhance energy density, but they face challenges in balancing this with the fast-charging performance demanded by the current battery market [9]. - The rapid advancement of fast-charging technologies, such as BYD's second-generation blade battery capable of achieving 10C fast charging, poses a competitive threat to silicon-based anodes [9]. - Domestic silicon-based anode companies are increasingly focusing on two trends: developing soft-pack cells to meet specific market needs and collaborating with cylindrical battery manufacturers to create high-energy cylindrical batteries [9]. - Overall, while silicon-based anodes are finding clear applications in niche markets like drones and high-end consumer electronics, they still need to achieve breakthroughs in large-scale applications and performance improvements to compete with optimized graphite anode solutions [10].

回首锂电池材料端可发现，2024年末至2025年初硅基负极新闻频发，布局速度明显加快。 国内方面，近日 负极材料龙头贝特瑞董事长贺雪琴 表示：" 作为新一代高性能负极材料的代表，硅基负极正迎来前所未有的市场需求。 贝特 瑞在硅碳、硅氧、新型气相硅三条路线拥有充分的技术积累，正引领着市场的新一轮变革。" 依靠研发一代、储备一代、量产一代的思路，贝特瑞目前已开发六代产品，比容量在2000mAh/g以上，与宁德/比亚迪/松下/LG/SK/三星等全 球主流电池企业建立合作关系。 1月16日国家知识产权局信息显示，贝特瑞申请一项名为"负极材料、电池"的专利，公开号CN 119297287 A，申请日期为2023年6月。 月初，中天宸（包头）硅基气体及硅基前驱体项目签约，该项目投资8亿元，分两期建设，一期建设电子级硅基气体及硅基前驱体项目；二期 建设2万吨新型硅基负极材料。 海外方面，1月9日，法国硅基企业Novacium宣布与本国陆军技术部门合作开发硅基负极电池，用于军事设施相关产品，该电池准备采用18650 圆柱电池型号，应用Novacium所生产的硅基负极材料。 豪鹏科技也与欧洲某硅材料企业签署谅解备忘录，双方将合 ...