固态电池因兼具高能量密度与本质安全特性，被视为突破锂电技术瓶颈的未来路径。然而受制于正负极材料研发、固固界面接触、量产工艺及成本等问题， 产业化及商业落地进程始终受阻。 文 | 张冰冰 编辑 | 阿至 6月27日，纯锂新能源发布第一代全固态电池产品，并启动"北京亦庄两轮电动车换电工程示范项目"，公布了其在固态电池量产、应用落地等方面的进展。 "我们第一代纯锂新能源全固态电池产品具备了真安全、成本可控、更环保、长寿命等特点。"纯锂新能源CEO杨帆在发布会现场介绍道，其中，纯锂新能源 电动自行车固态电池在全固态前提下，能做到额定容量30Ah、续航超过80km、循环寿命大于2000次，同时通过高温过充、针刺、剪切不起火不爆炸等安全 性测试。 纯锂新能源产品发布会现场 纯锂新能源电动车全固态电池 本次发布会中启动的"北京亦庄两轮电动车换电工程示范项目"将开展全固态电池在商超配送电动自行车换电领域的试点应用创新，选择封闭的商超配送场景 作为试点，投入1500个全固态电池、1000台合规车辆、100个安全换电柜体、1个试点数据采集管理及运营平台。 商超配送场景有大量日常配送需求，项目将为驻店配送骑手提供"合规整车、固态电 ...

Core Viewpoint - Xiaomi's recent product launch, particularly the YU7 electric SUV and AI glasses, has garnered significant market attention, with Goldman Sachs raising its target price for Xiaomi and projecting strong growth in revenue and net profit for the coming years [1][3]. Group 1: YU7 Electric SUV - The YU7 electric SUV pre-sale exceeded market expectations, achieving 289,000 orders within the first hour, significantly surpassing the initial target of 150,000 orders in 24 hours [4][5]. - The YU7 is competitively priced with standard, Pro, and Max versions priced at 253,500, 279,900, and 329,900 RMB respectively, maintaining a competitive edge compared to similar models [5]. - The YU7 features advanced technology, including a 96.3 kWh battery with a CLTC range of 835 km, making it the longest-range model among pure electric SUVs with battery packs under 100 kWh [6][7]. - Goldman Sachs has adjusted its electric vehicle delivery forecasts for Xiaomi upwards by 1-6% for 2025-2027, anticipating deliveries of 411,000, 800,000, and 1,174,000 units respectively [7]. Group 2: AI Glasses - Xiaomi's AI glasses are expected to capture 10% of the Chinese smart glasses market by 2025, with projected shipments of 200,000 units in a market expected to reach 2.9 million units [8][9]. - The AI glasses are competitively priced starting at 1,999 RMB, featuring a lightweight design and advanced functionalities, which may accelerate consumer adoption [8]. - The AI glasses market is projected to grow rapidly, with a compound annual growth rate of 56% from 2024 to 2030, mirroring the explosive growth seen in the TWS earphone market [9]. Group 3: Impact on CATL - The success of the YU7 is expected to benefit CATL, as Xiaomi becomes a significant customer for CATL's high-end battery products, with Xiaomi's share of CATL's domestic electric vehicle battery installations rising from approximately 4% to 10% [10][11]. - Goldman Sachs predicts that the penetration rate of CATL's high-end Kirin battery will recover in the second half of 2025, driven by the demand for models like the YU7 [11][12]. - The improvement in product structure is anticipated to enhance CATL's profitability, with projected mixed unit gross profit increasing from 152 RMB/kWh in 2025 to 169 RMB/kWh by 2030 [12].

近日的充电宝质量舆情将一家无锡企业推至舆论风口浪尖。 据安克创新此前发布的充电宝召回公告，企业发现某电芯供应商未经批准变更原材料，这可能导致极少 数产品在长期循环使用后隔膜绝缘失效，进而引发过热甚至燃烧的安全隐患。多家媒体报道称，安克创 新所指的电芯供应商是安普瑞斯（无锡）有限公司，企业亦向媒体确认此事。 6月27日，安普瑞斯美国总部（Amprius Technologies, Inc.）相关负责人回应南都湾财社记者称，集团总 部从未开发或生产用于移动电源的电池，最近的报道失实地将电池鉴定问题与安普瑞斯总部联系在一 起，实际上，电池鉴定问题关联的公司是安普瑞斯（无锡）有限公司，是一家位于无锡的中国锂电池制 造商。 公司官网截图 6月26日，南都湾财社记者致电安普瑞斯（无锡）有限公司，工作人员称不方便接受采访，同日，该公 司第二大股东无锡产业发展集团有限公司工作人员回应南都湾财社记者称，集团已注意此事，已有专人 跟进。据环球网报道，安普瑞斯（无锡）有限公司相关人士曾表示，企业对此迅速启动调查，调查工作 仍在深入进行中，旨在全面厘清事件原因。 安普瑞斯（无锡）有限公司官网显示，该公司由美国安普瑞斯全资子公司和无锡 ...

Core Insights - The article highlights the advanced automation and high technical content involved in the battery assembly process at the Shandong Times New Energy Battery Production Base, which is a strategic project by CATL in northern China [1][2] - The facility is designed to be a "lighthouse + zero-carbon factory," emphasizing high levels of digitalization and intelligence, with over 90% utilization of domestic equipment [1] Group 1: Project Overview - The Shandong Times New Energy Battery Production Base has a total scale of 160GWh and aims to produce the world's most advanced energy storage and power batteries, making it the largest new energy battery base in northern China [1] - The project is being constructed in three phases, with the first phase having a scale of 60GWh and a total building area of 512,000 square meters [2] - The first production line has already commenced operations, with the first batch of products officially launched on May 10, and the second and third production lines expected to be operational by the end of July [2] Group 2: Sustainability and Recycling - The facility incorporates a circular economy concept throughout the entire lifecycle management of batteries, from usage to disposal and recycling [2] - CATL has achieved a nickel extraction rate of over 90% from waste batteries, positioning the company as a global leader in this technology [2] - The project is expected to create over 7,000 jobs upon full production [2]

Core Viewpoint - Goldman Sachs reports that CATL will benefit from the launch of Xiaomi's YU7, which will improve its product mix and maintain a buy rating [1] Group 1: Product Launch and Impact - Xiaomi officially launched the YU7 on June 26, featuring CATL's flagship high-end NCM battery (Kirin battery) in the YU7 Max version, while the standard and Pro versions are equipped with CATL's high-end LFP battery (Shenxing battery) [1] - The penetration rate of CATL's Kirin battery is expected to recover in the second half of the year with the introduction of new electric vehicle models like the Xiaomi YU7, alleviating the negative impact from the low-priced LFP battery penetration [1] Group 2: Sales Projections and Financial Outlook - Goldman Sachs maintains a target price of HKD 343 for CATL, estimating that CATL will supply approximately 31 GWh and 56 GWh of batteries to Xiaomi in 2025 and 2026, respectively, accounting for 5% and 7% of CATL's total sales [1] - The year-on-year growth for these sales is projected to be around 200% and 80%, with approximately 40% of the supplied batteries being Kirin batteries [1]

深圳市前海深港合作区南山街道梦海大道 5073 号民生互联网大厦 C 座 1401-1408、 二〇二五年六月 股票代码：001283 股票简称：豪鹏科技 债券代码：127101 转债简称：豪鹏转债 深圳市豪鹏科技股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 重要声明 本报告依据《公司债券发行与交易管理办法》 （以下简称"《管理办法》"）、 《深圳市豪鹏科技股份有限公司向不特定对象发行可转换公司债券之债券受托 管理协议》（以下简称"《受托管理协议》"）、《深圳市豪鹏科技股份有限公 司向不特定对象发行可转换公司债券募集说明书》 （以下简称"《募集说明书》"）、 《深圳市豪鹏科技股份有限公司 2024 年年度报告》等文件以及相关公开信息披 露文件、第三方中介机构出具的专业意见等，由深圳市豪鹏科技股份有限公司向 不特定对象发行可转换公司债券（以下简称"本次债券"）受托管理人世纪证券 有限责任公司（以下简称"世纪证券"）编制。世纪证券对本报告中所包含的从 上述文件中引述内容和信息未进行独立验证，也不就该等引述内容和信息的真实 性、准确性和完整性做出任何保证或承担任 ...

本文由AI算法生成，仅作参考，不涉投资建议，使用风险自担 【6月25日美国固态电池厂商进展刺激股价及A股锂电隔膜概念】6月25日，美国固态电池厂商 QuantumScape透露取得里程碑进展，将Cobra隔膜制造工艺整合进基准电池产品生产。受此消息影响， 其股价涨超30%。6月26日，受消息刺激，A股锂电隔膜概念表现亮眼。沧州明珠、佛塑科技涨停，星 源材质一度飙升近20%。据悉，Cobra隔膜制造工艺是陶瓷隔膜制造领域重大突破。与上一代Raptor工艺 相比，Cobra热处理速度提高约25倍，每片薄膜空间占用率缩小，可助其减少固态电池生产占地和时 间，为商业化奠基。实际上，A股有公司研发同类产品。星源材质过往公告披露了固态电解质膜进展， 近期多项成果显现。在固态电解质膜方面，星源材质开发氧化物和聚合物复合型固态电解质膜，能提升 固态电池性能与安全性，用于高镍三元体系可助力通过热箱测试和针刺试验。在刚性骨架膜方面，星源 材质开发多种类型骨架膜，可用于多种全固态电池，提升能量密度与安全性，还能提高装配效率。星源 材质用刚性骨架膜试制的全固态电池专用电解质复合膜，厚度薄至25μm，多项指标达行业领先，证明 刚性骨架 ...

Group 1 - The 2025 China (Shenzhen) International Consumer Electronics Show opened with over 400 global exhibitors, highlighting the growth and innovation potential of China's consumer electronics industry [1] - The theme of the exhibition is "AI Intelligence, Smart Innovation Changing Life," showcasing advancements in technology [1] Group 2 - Yanhe Technology presented its "Light-Powered" theme, featuring the "Qiguang Series" and "Qunying Series" of perovskite solar batteries, which received significant attention and led to multiple on-site agreements with potential clients [2] - The company offers integrated and customized energy solutions for various applications, significantly enhancing battery life and addressing the demand for lightweight, flexible, and long-lasting power sources [2] - The Qiguang Series is designed for low-power products, achieving an output of 20mW/cm under high illumination and up to 180W/cm in indoor conditions, with a thickness of 0.5mm and a weight of less than 0.15g per square centimeter [2] Group 3 - The Qunying Series features a flexible design with a thickness of only 0.2mm, suitable for space-constrained applications like wearables and smart tags [3] - The Qiguang/Qunying Plus version integrates a complete circuit design and energy storage, enabling a "light-powered" experience for AI smart hardware [3] Group 4 - Yanhe Technology, established in February 2024, focuses on the research and industrialization of perovskite solar batteries, supported by several well-known investment institutions [4] - The company has built a 100MW fully automated production line in Changde, Hunan, and a 10MW pilot and R&D platform in Beijing, establishing a comprehensive "R&D-Manufacturing-Market" layout [4] Group 5 - Yanhe Technology's perovskite solar batteries received certification from the global testing organization TÜV Rheinland, marking a significant milestone for the application and promotion of perovskite photovoltaic technology in the consumer market [5] - The company has also achieved multiple certifications, including EU RoHS and REACH, facilitating the global green transition of consumer products [5] - At the upcoming IFA in Berlin, Yanhe Technology will showcase new large-size flexible perovskite solar batteries and additional application cases, further accelerating the commercialization of this technology [5]

Core Viewpoint - QuantumScape (QS) has made significant advancements in solid-state battery technology by integrating its Cobra separator process into standard battery production lines, resulting in a 25-fold increase in thermal processing speed and reduced equipment footprint, leading to a stock price surge of over 30% [1][2]. Company Developments - QS's solid-state battery technology relies on a solid ceramic electrolyte separator that prevents contact between the anode and cathode while allowing lithium ions to move during charging and discharging. This technology utilizes lithium metal as the anode, which has ten times the energy density of metals currently used in batteries [1][2]. - The company emphasizes the importance of separator technology in its solid-state battery products, which allows for the replacement of traditional carbon or silicon anodes with lithium metal anodes, enhancing energy density [2]. Industry Context - The solid-state battery market is divided into semi-solid and fully solid-state batteries, with the latter being considered safer and capable of using higher energy density materials [2]. - Star Materials, a competitor in the A-share market, is also developing similar products and has established strategic partnerships to create high-performance solid electrolyte membranes and related products [3][4]. - The concept of a solid-state battery theoretically does not require a separator, but practical applications may necessitate a rigid framework to prevent battery deformation, leading to the development of functional membranes [3][4].

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~ 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 -广告- 本文来源：鑫椤锂电 近日，小米 " 固态电池复合电极与制备方法及包含其复合电极的固态电池" 专利正式公布；比亚迪宣布将 在2027年实现左右启动全固态电池批量示范装车应用；国外，日产汽车宣布计划在2028年推出首款采用 固态电池技术的车型。主要车企和动力电池企业固态电池上车渐行渐近，这也引发了其它车企对于固态电 池的关注，甚至部分车企高层直言"若2028年前无法实现固态电池上车，将面临市场份额断崖式下跌"。 固态电池的产业化进程，正从单一技术突破转向全产业链协同。上游材料企业加速布局硫化物电解质原料 产能；中游设备商如赢合科技已经成功向国内电池企业交付了首批固态电池设备 ，包括固态湿法涂布设 备、固态辊压设备以及固态电解质转印设备 ；下游车企则通过 "股权投资+订单绑定"双重手段锁定产能。 随着 2028年的临近， 固态电池已从"技术选项"变为"生存刚需"。 这场竞赛的胜负手，不仅在于实验室 数据，更在于量产良率、成本控制、供 ...