钠离子电池

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孚能科技取得一种极耳分体式钠离子电池结构专利,可实现对极耳的快速更换
Jin Rong Jie· 2025-08-23 11:38
专利摘要显示,本实用新型属于电池结构技术领域,尤其为一种极耳分体式钠离子电池结构,包括正极 片、负极片和隔膜,所述正极片的顶部和负极片的顶部均设有导电板,所述正极片的一侧和负极片的正 面均设有安装座,所述安装座的顶部设有两个安装孔,所述安装孔内设有固定结构,所述安装座内设有 极耳,所述极耳的顶部设有两个插孔,所述导电板的底部固定设有导电凸起,所述导电凸起和极耳的表 面贴合,所述固定结构包括与安装孔固定连接的安装管,本实用新型通过设置固定结构,按压挤压块能 带动定位杆移动,令其脱离或插进定位孔,从而能实现对极耳的锁止和解锁,取代了传统的一体成型式 极耳,可实现对极耳的快速更换,降低了设备的使用成本。 金融界2025年8月23日消息,国家知识产权局信息显示,孚能科技(江苏)有限公司取得一项名为"一种 极耳分体式钠离子电池结构"的专利,授权公告号CN223260636U,申请日期为2024年09月。 天眼查资料显示,孚能科技(江苏)有限公司,成立于2019年,位于盐城市,是一家以从事批发业为主 的企业。企业注册资本1000万人民币。通过天眼查大数据分析,孚能科技(江苏)有限公司参与招投标 项目1次,财产线索方面有商 ...
远东股份:上半年归母净利润1.44亿元 同比大幅扭亏
Zhong Zheng Wang· 2025-08-23 09:07
中证报中证网讯(王珞)8月22日晚,远东股份(600869)发布2025年半年度报告称,上半年实现营业收 入129.76亿元,同比增长14.38%,创同期新高,其中第二季度为81.02亿元,环比增长66.24%,创单季 度新高;实现归母净利润1.44亿元,同比大幅扭亏为盈;经营活动产生的现金流量净额4.33亿元,同比 大幅转正。公司全力拓展人工智能、算力和机器人新兴市场,实现营业收入4.87亿元,同比增长 204.61%,第二季度环比增长377.25%。同时,公司已回购1.97亿元、董事长增持超3000万元,并推出 1.2亿元员工持股计划,多措并举增强市场信心。 公司表示,上半年归母净利润实现大幅扭亏为盈,整体业绩迎来拐点。未来将坚持围绕"电能+算力 +AI",快速推进三大业务高质量可持续发展,增強核心竞争力。 智能缆网业务方面,公司持续领跑行业,在人工智能、机器人、算力、海洋工程等领域不断突破。2025 年上半年营业收入114.86亿元,同比增长11.64%,净利润2.71亿元,同比增长75.76%,获得超千万订单 125.66亿元,同比增长20.68%。公司已向全球领先人工智能芯片公司批量供应高速铜缆等产 ...
上海洗霸股价下跌3.31% 钠离子电池概念受关注
Jin Rong Jie· 2025-08-20 16:55
Company Overview - Shanghai Xiba's closing price on August 20 was 69.02 yuan, down 2.36 yuan or 3.31% from the previous trading day [1] - The stock opened at 70.10 yuan, reached a high of 70.88 yuan, and a low of 67.12 yuan, with a trading volume of 103,799 hands and a transaction amount of 710 million yuan [1] Business Operations - Shanghai Xiba specializes in the research, production, and sales of water treatment chemicals and equipment, operating within the environmental protection industry [1] - The company's products are widely used in various industrial sectors, including power generation, petrochemicals, and metallurgy, while also engaging in local business in Shanghai [1] - In recent years, the company has expanded its operations into the new energy materials sector, focusing on research and development related to sodium-ion batteries and solid-state battery technologies [1] Market Activity - On the morning of August 20, Shanghai Xiba experienced a rapid rebound, with the stock price reaching 68.55 yuan at 9:47 AM, showing an increase of over 2% within five minutes [1] - The net outflow of main funds on that day was 71.91 million yuan, with a cumulative net outflow of 1.86 billion yuan over the past five trading days [1]
天能股份:在钠离子电池领域,公司研发出一款能量密度达160Wh/kg的高性能层状氧化物钠电软包电芯
Mei Ri Jing Ji Xin Wen· 2025-08-19 15:45
Core Viewpoint - The company has successfully developed high-performance sodium-ion batteries aimed at the small power and energy storage markets, indicating a strong commitment to innovation and market readiness in the sodium battery sector [2]. Group 1: Product Development - The company has developed a sodium-ion battery with an energy density of 160Wh/kg, specifically designed for small power applications and energy storage [2]. - Additionally, the company has created its first sodium-ion energy storage cell with an energy density of 95Wh/kg, expanding its product matrix in the sodium-ion battery field [2]. Group 2: Market Positioning - The sodium battery industry is currently in a critical cultivation phase for industrialization, suggesting that the company is strategically positioned to capitalize on future market opportunities [2]. - The company believes that with its strong technical foundation and ongoing innovation capabilities, it will be able to seize market opportunities and achieve both technological breakthroughs and commercial value enhancement as the industry matures [2].
单壁碳纳米管“扩产潮”
高工锂电· 2025-08-19 11:33
Core Viewpoint - Daoshi Technology is shifting its fundraising focus from a planned project for ternary precursor production to a new project for single-walled carbon nanotubes, indicating a strategic move to capture market share in this high-demand sector [3][5]. Fundraising and Project Details - The company has approved a change in the use of 300 million yuan of unallocated funds from the original plan for a 100,000-ton ternary precursor project to a new project for producing 120 tons of single-walled carbon nanotubes [3][4]. - The new project, managed by Jiangmen Haoxin New Energy Co., has a total investment of 600 million yuan and an estimated construction period of three years [4]. Market Dynamics and Demand - Single-walled carbon nanotubes (SWCNTs) are characterized by superior performance and higher technical barriers compared to multi-walled carbon nanotubes, with current supply unable to meet demand [5][6]. - The global market for SWCNTs is dominated by OCSiAl, which holds over 90% market share, while domestic players like Tianai Technology are also expanding production capabilities [5][9]. - The demand for SWCNTs is expected to rise significantly, particularly in the lithium battery sector, where their use as conductive agents is projected to grow from 18.4% in 2024 to over 20% in 2025 [5]. Production Capacity and Future Outlook - Daoshi Technology aims to achieve an annual production capacity of 50 tons by Q1 2026, with plans to reach 120 tons within the following year [5]. - Tianai Technology is also ramping up production, with a 450-ton project expected to begin operations in Q4 of this year [8][9]. - The overall market for SWCNTs is projected to grow from $1.37 billion in 2024 to $1.55 billion in 2025, reaching $3.63 billion by 2032, with a compound annual growth rate of 13.0% [18]. Technological Advancements - Daoshi Technology has reportedly overcome challenges in the low-cost, large-scale production of SWCNTs, positioning itself to meet the high-end market demands [5]. - Tianai Technology has developed continuous production techniques for SWCNTs, enabling it to supply high-quality products for various applications, including lithium-silicon batteries [9][12]. Applications and Industry Trends - The increasing demand for high-capacity and fast-charging lithium batteries is driving the need for SWCNTs, with projections indicating significant market growth in the cylindrical battery sector [12][13]. - The potential for SWCNTs extends beyond lithium batteries, with ongoing research into applications in lithium-sulfur and sodium-ion batteries, indicating a broadening market scope [15][18].
重点项目集中交付 同兴科技今年上半年净利润同比增长166.07%
Zheng Quan Ri Bao Wang· 2025-08-17 11:11
Core Viewpoint - Tongxing Environmental Technology Co., Ltd. reported significant growth in its H1 2025 performance, with a revenue of 405 million yuan, a year-on-year increase of 33.49%, and a net profit of 52.48 million yuan, up 166.07% [1] Financial Performance - The company achieved a gross profit margin of 27.71% in H1 2025, an increase of 7.33 percentage points compared to the same period last year [1] - In Q2 2025, the gross profit margin reached 34.92%, up 12.69 percentage points year-on-year [1] - The net cash flow from operating activities was 107 million yuan, reflecting an 83.40% year-on-year growth [1] Business Development - The company signed new contracts worth 459 million yuan during the reporting period, with catalyst orders contributing 281 million yuan, a 42.22% increase year-on-year [2] - The growth in catalyst business is driven by increased demand for environmental emission standards and the company's technological advantages in low-temperature SCR denitrification [2] - A significant project for Nanjing Steel's energy-saving initiative demonstrated a gas savings rate exceeding 38% after implementation, enhancing the company's brand influence [2] Product Innovation - The third-generation NFPP (sodium-ion battery cathode material) has been successfully developed, showing significant improvements in cost reduction and a maximum packing density of 2.3 g/cm³ [3] - The capacity of the third-generation NFPP can reach 110 mAh/g, with advantages in high specific capacity, long cycle stability, high rate performance, good packing density, and low cost, achieving a leading level in the domestic market [3] Industry Outlook - The company's positioning in the environmental engineering and new energy materials sectors is expected to yield further results as the national "dual carbon" goals continue to advance [3] - The company is anticipated to leverage its technological advantages to accelerate the industrial application of green low-carbon technologies, creating greater value for shareholders [3]
大涨43%!联泓新科,入局PEEK,多个新材料开始爆发
DT新材料· 2025-08-16 16:04
Core Viewpoint - The company reported a revenue decline of 12.13% year-on-year for the first half of 2025, while net profit increased by 14.15%, attributed to lower raw material costs and contributions from new products [2][3]. Financial Performance - Revenue for the first half of 2025 was 2.911 billion yuan, down from 3.313 billion yuan in the same period last year, marking a decrease of 12.13% [3]. - Net profit attributable to shareholders was 160.67 million yuan, up from 140.76 million yuan, reflecting a growth of 14.15% [3]. - Net profit excluding non-recurring items was 159.78 million yuan, a significant increase of 43.21% compared to 111.57 million yuan in the previous year [3]. - Operating cash flow increased by 4.49%, reaching 259.93 million yuan compared to 248.76 million yuan in the same period last year [3]. Segment Performance - Advanced Polymer Materials segment generated revenue of 1.651 billion yuan, down 6.04% year-on-year, with a gross margin decrease of 3.22% [3]. - Specialty Fine Materials segment saw revenue rise to 679.76 million yuan, up 25.32% year-on-year, with a gross margin increase of 10.07% [3]. - By-products and others generated 580.83 million yuan, down 42.72% year-on-year, with a gross margin increase of 2.88% [3]. Product Contributions - Ethylene-vinyl acetate (EVA) revenue was 764.94 million yuan, down 3.92% year-on-year, while the gross margin decreased by 5.27% [3]. - Polypropylene specialty materials generated 800.71 million yuan, down 4.47% year-on-year, with a stable gross margin [3]. - Epoxy derivatives revenue increased by 26.75% to 535.21 million yuan, with a gross margin improvement of 10.60% [3]. Business Development - The company aims to build a leading "specialized, refined, unique, and innovative" industrial cluster in various new materials fields, including new energy materials, biological materials, and electronic materials [4]. - Significant projects include a 200,000-ton EVA production line expected to be operational by the end of 2025, and a 10,000-ton lithium battery additive facility planned for completion in Q3 2025 [4][5]. - The company is also developing solid-state battery materials in partnership with Beijing Weilan New Energy, with some products already validated by downstream customers [4][5]. Strategic Moves - The company announced plans to merge its wholly-owned subsidiary, Lianhong (Shandong) Chemical Co., to enhance management efficiency and reduce costs [7]. - Lianhong Chemical, established in 2004, has significant assets and revenue contributions, including a 90,000-ton/year acetic acid production capacity [7].
翔丰华股价微跌0.40%,股东户数减少8.70%
Jin Rong Jie· 2025-08-08 18:32
Group 1 - The stock price of Xiangfenghua as of August 8, 2025, is 30.13 yuan, down 0.40% from the previous trading day [1] - The opening price on the same day was 30.25 yuan, with a high of 30.48 yuan and a low of 29.93 yuan, and the trading volume was 44,057 hands with a transaction amount of 133 million yuan [1] - Xiangfenghua's main business includes the research, production, and sales of lithium-ion battery anode materials, which are widely used in power batteries and energy storage batteries [1] Group 2 - As of August 7, 2025, the number of shareholders for Xiangfenghua is 22,700, a decrease of 2,160 shareholders, representing a reduction of 8.70% [1] - The average number of circulating shares held by each shareholder increased from 4,376 shares to 4,793 shares, with an average circulating market value of 145,000 yuan [1] - On August 8, 2025, the net outflow of main funds for Xiangfenghua was 5.5676 million yuan, with a cumulative net outflow of 78.9396 million yuan over the past five days [1]
第一创业晨会纪要-20250806
First Capital Securities· 2025-08-06 07:28
Industry Overview - The Semiconductor Industry Association (SIA) announced that global semiconductor sales reached $179.7 billion in Q2 2025, marking a year-on-year growth of nearly 20% and a quarter-on-quarter increase of 7.8%. This growth is primarily driven by sales increases in the Asia-Pacific and Americas markets, with expectations for continued annual growth in the second half of the year [3] - The World Semiconductor Trade Statistics (WSTS) reported that the global logic semiconductor market grew by 37% in the first half of the year, while memory semiconductors increased by 20%, sensors by 16%, and analog and micro devices saw a modest growth of 4%. Overall, the demand for chips, particularly driven by AI, has led to rapid growth across the sector [3] - The announcement of potential tariffs on the pharmaceutical and semiconductor industries by former President Trump is expected to impact Taiwan and South Korea's foundries the most, likely leading to a trend of domestic production in the semiconductor industry, which could benefit domestic foundries [3] Company Performance - Zhongke Shuguang reported a total revenue of 5.854 billion yuan for the first half of 2025, reflecting a year-on-year growth of 2.49%. The net profit attributable to shareholders was 731 million yuan, up 29.89%, with a 59.66% increase in net profit after excluding non-recurring gains and losses [3] - Haiguang Information's half-year report showed a revenue of 5.464 billion yuan, a year-on-year increase of 45.21%, and a net profit of 1.201 billion yuan, up 40.78%. This performance indicates a sustained increase in domestic AI demand, particularly for high-performance computing CPUs [3] Automotive Sector - Huawei's luxury car model, the Zun Jie S800, achieved over 10,000 pre-orders within 67 days of its launch. This model is positioned as a D+ class flagship sedan with a wheelbase of 3,370 mm, showcasing strong appeal in the high-end automotive market and marking a significant breakthrough for Chinese brands in the luxury car segment [6] - The user demographic for the Zun Jie S800 primarily consists of male private business owners aged 40-50, with 50% of buyers being repeat customers who already own luxury brands like Rolls-Royce and Maybach. This reflects a growing recognition and support for high-end domestic brands among Chinese consumers [6] - The Zun Jie S800 emphasizes a shift in brand value, where technological luxury surpasses traditional luxury, supported by advanced smart driving experiences, intelligent cockpit features, and leading battery technology [6] Energy Storage Sector - Peak Energy launched the world's largest grid-scale sodium iron phosphate (NFPP) battery system, with a storage capacity exceeding 3 MWh, serving nine independent power suppliers and utility customers. The company claims that sodium-ion batteries outperform lithium iron phosphate batteries in high-temperature environments [7] - The introduction of this battery system is expected to enhance the market outlook for sodium-ion battery storage, diversifying technology routes and reducing risks associated with reliance on a single technology [7] - The system's performance in high-temperature conditions provides a clear pathway for the commercialization of sodium batteries, potentially boosting confidence in the industry's growth [7] Consumer Electronics - Hisense Home Appliances reported a revenue of 49.34 billion yuan for the first half of 2025, a year-on-year increase of 1.4%, with a net profit of 2.08 billion yuan, up 3.0%. However, Q2 revenue declined by 2.6% year-on-year to 24.5 billion yuan, with net profit down 8.3% [9] - The air conditioning segment generated 23.69 billion yuan in revenue for H1 2025, a 4.1% increase, although central air conditioning faced pressure due to a sluggish real estate market. Conversely, home air conditioning sales grew by 14.1% to 13.04 billion yuan, benefiting from national subsidy policies [9] - The washing machine segment saw a revenue increase of 37.6% due to technological upgrades and innovative applications, contributing to overall growth in the home appliance sector [9]
派能科技上周获融资净买入2548.01万元,居两市第336位
Sou Hu Cai Jing· 2025-08-04 19:17
Core Viewpoint - The financing activities and market performance of Shanghai Pylon Technology Co., Ltd. indicate a mixed sentiment among investors, with notable inflows and outflows in recent weeks [1]. Financing Activities - Shanghai Pylon Technology recorded a net financing inflow of 25.48 million yuan last week, ranking 336th in the market [1]. - The total financing amount for the week was 173 million yuan, while the repayment amount was 147 million yuan [1]. Market Performance - Over the past 5 days, the main capital outflow from Shanghai Pylon Technology was 23.43 million yuan, with a price decline of 1.95% [1]. - In the last 10 days, the main capital outflow was 14.52 million yuan, with a price decline of 0.61% [1]. Company Profile - Shanghai Pylon Technology Co., Ltd. was established in 2009 and is located in Shanghai, primarily engaged in the manufacturing of electrical machinery and equipment [1]. - The company has a registered capital of 2.453 billion yuan and a paid-in capital of 348.9 million yuan [1]. - The legal representative of the company is Wei Zaisheng [1]. Investment and Intellectual Property - The company has invested in 10 enterprises and participated in 24 bidding projects [1]. - In terms of intellectual property, Shanghai Pylon Technology holds 141 trademark registrations and 510 patents, along with 24 administrative licenses [1].