（文章来源：证券日报） 证券日报网讯 12月29日，德尔未来在互动平台回答投资者提问时表示，公司的主营业务为木地板及定 制家具等大家居产品的研发、生产和销售，石墨烯制备设备的研发、生产和销售，目前暂未涉及硅碳负 极材料。 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 研一新材料 ② 膨胀抑制能力： 在 纯 硅 碳 负极中，通过共价键与氢键协同作用，有效缓冲体积变化，避免活性 物质脱落； 续航寿命是 3C领域锂离子电池的核心挑战，而电池技术发展， 特别取决于硅碳负极材料及其匹配的 关键高分子粘结材料的颠覆性、革命性突破 ，近年来基于 硅碳 新型负极 材料 的应用，使得电池的续 航能力大幅提升， 但 随着硅碳负极添加量的持续提升，循环过程中 体积 膨胀大，导致电池循环性能 大幅下降。 深圳市研一新材料有限责任公司（以下简称 "研一"）通过自主研发，成功攻克了这一技术壁垒， 开发 出一种 特殊 结构，完全不同于现有 粘结剂 体系的全新一代粘结剂 J ONE，其在电解液严苛环境下具 有耐久性和高强韧性 ， 开启 高硅 /纯硅负极电池的量产化 应用新时代 。 背景：硅负极粘接剂的技术困境 目前，硅基负极粘结剂市场处于 " 传统体系主导，新型体系探索 "的初级阶段。 当前初步规模化应用的粘结剂， 主要采用改良的传统体系，如 "CMC+SBR" 或 "PAA 基粘结剂 " ， 应用于 ...

证券代码：002591 证券简称：恒大高新 公告编号：2025-043 江西恒大高新技术股份有限公司 关于全资子公司拟为参股子公司提供财务资助的公告 登录新浪财经APP 搜索【信披】查看更多考评等级 1.江西恒大高新技术股份有限公司（以下简称"公司"）全资子公司江西恒大绿能科技有限公司（以下简 称"恒大绿能"）拟以自有资金向其参股的湖北匠芯新材料有限公司（以下简称"匠芯新材"）提供不超过 人民币700万元的财务资助借款。公司全资子公司恒大绿能将根据匠芯新材的资金需求与使用情况提供 借款，借款利率为年利率8%（不足一年按实际使用天数计算利息），借款期限一年（经公司董事会审 议通过后执行）。 2.本次公司全资子公司恒大绿能的财务资助事项已经公司第六届董事会第十五次临时会议审议通过，无 需提交公司股东会审议或有关部门批准。 3.本次公司全资子公司恒大绿能的财务资助事项整体风险可控，不存在损害公司及股东，特别是中小股 东利益的情形。 一、财务资助事项概述 1.为提高公司全资子公司恒大绿能的资金使用效率，支持匠芯新材的经营发展，满足其经营业务对流动 资金周转需求，公司全资子公司恒大绿能拟以自有资金向匠芯新材提供不超过人 ...

Core Viewpoint - Shanghai Xiba announced that two executives received administrative penalty notices from the Shanghai Securities Regulatory Commission for suspected short-term trading, with fines of 100,000 yuan and 150,000 yuan respectively [2][4] Group 1: Short-term Trading Violations - The short-term trading activities of the executives spanned a long period and were conducted through "other people's securities accounts" [4] - From July 9, 2024, to August 11, 2025, one executive bought 103,300 shares of Shanghai Xiba, totaling 3,286,228 yuan, and sold 140,500 shares for 6,856,922 yuan [4] - The other executive engaged in similar activities, buying 143,600 shares for 5,721,274 yuan and selling 172,800 shares for 8,381,256 yuan during the same period [4] Group 2: Business Expansion into Advanced Materials - Shanghai Xiba, established in 1994, is expanding from water treatment chemicals into advanced materials for the new energy sector, including solid-state electrolyte powders and silicon-carbon anode materials [6] - The company has completed multiple batches of trial production and received small batch orders from various customers for its new energy materials [6] - Despite the strategic push into advanced materials, the revenue scale from this segment remains small [6] Group 3: Financial Performance - In the first half of 2025, Shanghai Xiba reported a revenue of 224.67 million yuan, a year-on-year decrease of 15.85%, and a net profit of 20.22 million yuan, down 51.27% [8] - For the first three quarters of 2025, revenue declined by 5.52%, and net profit decreased by 29.86% year-on-year [8] - The company is positioned in the solid-state battery materials sector, which has long-term potential but faces high technical barriers and uncertain commercialization timelines [8] Group 4: Stock Performance - Shanghai Xiba's stock price reached a high of 110.50 yuan per share on September 11, but closed at 73.86 yuan per share on December 8 [9]

Core Viewpoint - The company is currently manufacturing silicon-carbon anode equipment and expects to ramp up production of silicon-carbon anode materials next year, with current capacity sufficient to meet order demands [2] Group 1 - The company responded to investor inquiries on November 19 regarding the status of its silicon-carbon anode equipment [2] - The company anticipates that the silicon-carbon anode materials will see significant production volume in the coming year [2] - Current production capacity is adequate to fulfill existing orders [2]

Group 1 - The company is currently manufacturing silicon-carbon anode material equipment and expects to ramp up production next year [2] - The company's production capacity is currently sufficient to meet existing orders [2]

Core Viewpoint - The smartphone industry is witnessing a significant shift towards larger battery capacities, with several manufacturers testing devices featuring batteries exceeding 10,000mAh, potentially alleviating concerns about battery life [1][6]. Group 1: Battery Innovations - The recently released Honor X70 features a record battery capacity of 8,300mAh, but this record is expected to be surpassed soon with new models testing 10,000mAh batteries [1][6]. - The 10,000mAh battery could enhance video playback time to approximately 30 hours and enable daily usage to last up to three days on a single charge, assuming energy efficiency remains constant [6][8]. - The rapid evolution of battery technology has led to a significant increase in capacity, from an average of 4,000-4,500mAh in 2019 to the current trend of 10,000mAh [8][9]. Group 2: Market Trends - The trend of larger batteries is primarily observed in mid-range and low-end smartphones, as these devices can compromise on other specifications to accommodate the larger battery size [14]. - The Honor X70, priced starting at 1,399 yuan, is noted for its industrial-grade waterproofing and enhanced durability, appealing to outdoor users who prioritize battery life and ruggedness over high-end performance [14][15]. - The anticipated rise in prices for DRAM and NAND flash memory could impact the pricing of new smartphones featuring large batteries, particularly in the mid-range segment [15]. Group 3: Technological Advancements - The successful integration of silicon-carbon anode materials has been a key breakthrough, allowing for higher energy density in batteries compared to traditional graphite anodes [9][13]. - The introduction of fast charging technologies, such as 120W and above, addresses the potential slow charging issues associated with larger batteries, creating a balance between capacity and convenience [13]. Group 4: Future Implications - The trend towards larger batteries may not only influence smartphones but could also extend to electric vehicles, suggesting a broader impact on the technology landscape [16].

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]