设备是固态电池量产的关键，需解决固态电池电极与电解质界面接触、电极高效制备的难题，目前主要 路线为硫化物路线，配套的工艺设备都有所变化。 智通财经APP获悉，招商证券发布研报称，近两年全固态电池研发明显提速，国内头部企业已实现中试 线级别生产，硫化物路线成为主流技术方向。工信部2024年5月成立60亿元固态基金推动行业发展，宁 德时代(300750.SZ)等企业预计2027年前后实现小批量生产，上汽集团(6000104.SH)、比亚迪(002594.SZ) 等车企计划2026年开始装车。设备端干法电极、等静压等新工艺需求爆发，相关设备厂商已实现技术突 破。 招商证券主要观点如下： 近两年全固态电池研发加快，产品逐渐从实验室走向中试线，容量也提升到60-70Ah 头部电池厂也已实现中试线级别生产，车端预计26年将实现陆续装车。目前硫化物成为主要路线，对界 面接触要求更高，配套设备工艺变化主要体现在干法电极、叠片+软包、等静压、高压化成分容等方 面。部分设备企业已有所突破，有望助力固态电池规模化应用。 全固态电池研发加速 近两年，在政策的推动下，国内全固态电池研发逐渐从实验室走向中试线，整体开始加速。工信部202 ...

Group 1 - The company, Guoxuan High-Tech, experienced abnormal stock trading fluctuations with a cumulative price deviation exceeding 20% [1] - The company conducted a self-examination and verified with its controlling shareholders regarding the abnormal trading situation [1] - The company is in the pilot production stage of its second-generation all-solid-state battery and has begun sample delivery and vehicle testing for its G-Guang solid-state battery, which have not yet achieved commercial application [1][2] Group 2 - Guoxuan High-Tech's wholly-owned subsidiary, Hefei Guoxuan Power Energy Co., Ltd., has entered into a strategic partnership with EHang Intelligent Equipment Co., Ltd. to provide customized high-energy-density battery systems for eVTOL aircraft [2] - The specific details and progress of the collaboration are subject to uncertainties due to macroeconomic and industry policy changes, but it does not significantly impact the company's overall performance [2] - The company confirmed that there are no undisclosed significant matters that should have been disclosed according to the Shenzhen Stock Exchange regulations [2]

Core Viewpoint - Guoxuan High-Tech has announced that its Jinshi all-solid-state battery and Gyuan quasi-solid-state battery have not yet achieved commercial application, despite the increasing market attention on solid-state battery concepts [1] Company Developments - The Jinshi all-solid-state battery is currently in the pilot production stage, while the Gyuan quasi-solid-state battery has been sent to customers for sample testing and vehicle integration [1] - The aforementioned technologies and products have not yet had a significant impact on the company's overall performance [1] Strategic Partnerships - Guoxuan High-Tech's wholly-owned subsidiary, Hefei Guoxuan, has recently formed a strategic partnership with EHang Intelligent to provide customized high-energy density power battery system solutions for EHang's electric vertical takeoff and landing aircraft (eVTOL) [1] - The specifics of the cooperation and its progress are subject to uncertainties due to macroeconomic factors, industry policies, and market environment changes, but it does not currently pose a significant impact on the company's overall performance [1]

凤凰网科技讯 北京时间6月25日，据彭博社报道，宁德时代（300750）首席制造官倪军在接受采访时表 示，在中国国内汽车市场的激烈竞争威胁行业健康发展之际，宁德时代正将海外扩张视为"第一要务"。 倪军周三在天津夏季达沃斯论坛期间接受彭博社采访时表示："非理性竞争是不健康的，会摧毁整个行 业。" 这一言论呼应了比亚迪（002594）执行副总裁李柯在本月早些时候的表态。李柯当时在接受采访时表 示，电动汽车价格战"非常激烈且艰难"，并强调这种局面"难以持续"。比亚迪既生产汽车也制造电池， 是宁德时代的竞争对手。 宁德时代也在探索多样化的商业模式，以实现本地化生产、支持其全球化布局。其中包括在德国设立的 全资工厂，以及正在匈牙利建设的一座工厂。在匈牙利工厂，部分生产线专为特定汽车制造商定制，这 些车企也会分担部分建设成本。 但是，倪军表示，在德国建厂的成本远高于其他地区，原因包括土地、劳动力以及运营效率等方面的因 素。宁德时代现在意识到，不能再像在中国那样去思考问题了。在中国，大型企业通常能以较低的价格 获得土地。 宁德时代正在努力减少生产所需空间，并对结构和设备进行重新设计，以便容纳更多的生产线。由于工 作方式不同 ...

Group 1 - The core viewpoint of the article highlights that Longpan Technology (603906) has observed significant market interest in solid-state battery concepts [1] - The company's wholly-owned subsidiary, Jiangsu Sanjin Lithium Battery Technology Co., Ltd., is involved in the development of solid-state battery ternary precursors, which are currently in the research and trial phase [1] - Some precursor materials have been sent in small batches to leading companies for testing, but no external sales have generated revenue yet, thus not significantly impacting the company's overall performance [1] Group 2 - The research project faces risks related to industrialization and commercialization due to factors such as macroeconomic conditions, industry policies, and market environment changes [1]

摩根士丹利称，宁德时代有望解锁更多研发潜力，开发新能源解决方案，并成为AI赋能者，预计公司 未来三年盈利年复合增长率将超过20%。摩根士丹利给予宁德时代H股首次评级为超配，目标价390港 元，列为新首选股；A股目标价为355元人民币。 ...

Group 1 - The article highlights ten Chinese companies that showcase the diverse landscape of China's industrial sector, including leaders in electric vehicle batteries and popular toy companies [1] - CATL is recognized as the global leader in electric vehicle battery manufacturing, holding approximately 38% of the market share, and has maintained steady profit growth despite price pressures [2] - Huawei has shown strong recovery in 2024, investing one-fifth of its total revenue back into R&D, focusing on future technologies amidst challenges from U.S. sanctions [5] Group 2 - Meituan processed nearly 22 billion orders in 2023, demonstrating its strong operational capacity and dominance in the food delivery sector while expanding into grocery retail and local services [5] - Pop Mart has redefined the collectible toy market, with revenue expected to double in 2024, driven by its unique designer toys and the global phenomenon of "blind boxes" [6] - The article also mentions other significant companies like Envision Energy, Haier, JinkoSolar, and LONGi Green Energy, emphasizing their roles in shaping the real economy and adapting to new geopolitical environments [6][7]

锰酸锂： 2025年5月中国锰酸锂出产量为 1.25万吨 ，同比下降2.6%。1-5月累计产量5.34万吨，同 比下降2%。 钴酸锂： 2025年5月中国钴酸锂的产量达 0.95万吨 ，同比增长22.8%。1-5月产量累计4.14万吨， 同比增长23.95%。 负极： 2025年5月全球负极材料产量 22.26万吨 ，同比增长20.5%。1-5月累计产量105.11万吨，同 比增长32.64%。 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 储能： 根据ICC鑫椤资讯数据统计：2025年5月全球储能电池产量 45.3Gwh ，同比增长62.6%。1-5 月累计产量190.57GWH,同比增长114%。 电池： 2025年5月年全球锂电池产量为 173GWH ，同比增长44.4%。1-5月累计产量812.74GWH, 同比增长62.44%。 磷酸铁锂： 2025年5月全球磷酸铁锂产量为 29.54万吨 ，同比增长41.9%。1-5月累计产量130.76万 吨，同比增长62.56%。 三元材料： 2025年5月全球三元材料产量为 7.62万吨 ，同比增长-5 ...

Group 1 - Ford is lobbying to retain clean energy manufacturing subsidies from the U.S. government, warning that cuts to tax credits could jeopardize jobs at its battery plant in Michigan [1] - The Marshall battery plant, costing $3 billion, is set to produce 20 GWh of lithium iron phosphate (LFP) batteries annually and employ up to 1,700 workers, with production expected to start in 2026 [1][2] - The plant is significant as it will be the first in the U.S. dedicated to producing LFP batteries for electric vehicles, leveraging technology from China's CATL [2] Group 2 - The "45X production tax credit" from the Inflation Reduction Act is at risk during budget negotiations, which could result in Ford losing approximately $2.3 billion in tax credits from 2026 to 2029 [2] - Ford's initial production capacity for the plant was designed to support 400,000 electric vehicles, but this has been revised down to about 230,000 due to decreased consumer demand [3] - A new tax bill proposed by Senate Republicans aims to terminate tax credits for clean energy, including a $7,500 electric vehicle purchase tax credit, which could impact consumer adoption [3]

福特坚持建造电池工厂 凤凰网科技讯 北京时间6月24日，据《纽约时报》报道，福特汽车周一表示，公司仍致力于在密歇根州 建成并启用一家新电池工厂，即便美国国会和特朗普总统会让该项目无法获得税收优惠。 这座耗资30亿美元、位于密歇根州马歇尔的工厂距离底特律以西约100英里，将采用福特从宁德时代 （300750）取得授权的电池及制造技术。 福特在两年前决定建造这座工厂，当时他们预期一部分成本将会被《通胀削减法案》所提供的联邦税收 抵免抵消。该法案是美国前总统拜登主导通过的有关能源和气候变化的立法。因此，一位福特高管表 示，失去这些税收抵免将对工厂的财务状况产生"非常重大的"影响。 然而，美国国会中的共和党人正在制定一项政策法案，可能会禁止对使用中国技术或材料的电池工厂提 供联邦支持。特朗普支持这一举措，并严厉批评民主党鼓励使用和生产电动汽车的努力。 不过，福特技术平台项目与电动车系统副总裁丽莎·德雷克(Lisa Drake)在周一参观工厂时表示，即使此 类限制成为法律，公司仍将继续推进电池工厂的建设。 她还表示，该工厂已经受到特朗普征收关税的影响。目前，用于该工厂的制造设备正在从中国运来，将 会面临更高的关税。 另 ...