今年7月，荣耀X70发布，主打长续航，其电池容量高达8300mAh，创下手机电池新纪录。 不过，这个纪录很快就要被刷新。 数台电池容量超过10000mAh的新机，已经在路上了，续航焦虑或成历史！ 10000mAh手机正在测试，iPhone沉默 据博主暗示，这款电池可能搭载在红米新机上。 还有一家厂商也在测试两款10000mAh±大电池新机，一款搭载天玑8500芯片，另一款用的是更低端的骁龙7系 芯片。 11月11日，据博主@数码闲聊爆料，某厂商的10000mAh±超级大电池已顺利试模，方案可推进量产。 结合现有信息，前者大概率是荣耀Power 2，后者可能是荣耀X80，预计明年第一季度就能亮相。 对比苹果最新的iPhone 17系列，Pro Max的实际电池容量约为5000mAh，Air机型更是只有3149mAh。 按照国产手机这个进化速度，充电宝快要滞销了。 那么电池容量起飞后，会带来哪些变化呢？ 咱先看续航表现，以市面上电池容量最大的量产机型荣耀X70为例，它搭载了第三代青海湖电池。 电池容量高达8300mAh，连续播放短视频可达27小时，日常使用中，普通中轻度用户轻松实现两天一充。 这次的10000mA ...

Core Viewpoint - The company is advancing its research and development in silicon-based anode materials for solid-state batteries, specifically focusing on silicon-carbon and silicon-oxygen technologies [2] Group 1 - The company has completed pilot testing of its asphalt-based silicon-carbon anode products and is currently sending samples to customers [2] - The company is actively promoting the feasibility study for the silicon-carbon project and will disclose any progress in accordance with legal regulations [2]

Investment Rating - The industry investment rating is "Positive" [5] Core Viewpoints - The battery segment is a critical bottleneck for the development of the low-altitude economy, which requires batteries with high energy density, high power output, and high safety standards [3][9] - The demand for batteries in the low-altitude economy is characterized by the "three highs": high energy density, high power output, and high safety, which presents significant challenges [9] - The rapid development of the low-altitude economy necessitates innovations in battery materials and cost reductions to meet economic and safety requirements [9] Summary by Sections Battery Requirements - High energy density: By 2035, the goal is to produce aviation lithium batteries with an energy density of 400Wh/kg [3][13] - High power output: The battery must support high power outputs of 3-8C during vertical takeoff and landing [13][20] - High safety: The disaster-level failure rate for manned aircraft must be less than 10^(-9) per flight hour [13][20] Material Innovations - The transition to silicon-carbon anodes is expected to significantly enhance energy density, with cost reductions anticipated as technical barriers are overcome [3][14][20] - Solid-state battery solutions are well-suited for the low-altitude economy due to their better thermal stability compared to high-energy-density cathode materials [20][23] - The development of high-nickel cathodes, conductive materials, and improved cooling structures will also be promoted [20][23] Investment Opportunities - The report suggests focusing on investment opportunities in silicon-carbon anode materials and solid-state battery-related industries [4][20]