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： 滁州市生态环境局 滁州市生态环境局发布星科能源科技（安徽）有限公司年产3GWh全固态电池研发生产项目环境影响报告表批前公示。 建设单位： 星科能源科技（安徽）有限公司 项目投资： 总投资10亿元，其中环保投资400万元，占比0.4% 项目概况： 项目占地面积约200亩，总建筑面积113054平方米，计容建筑面积161606平方米：其中，一期占地面积 约80.55亩，总建筑面积53190.08平方米，计容建筑面积67470.08 平方米。二期占地面积约119.45亩，总建筑面积 59863.92平方米，计容建筑面积94135.92平方米；建设年产3GWh全固态电 池电芯及3GWh全固态电池模组生产 线， 一期总产能为0.6GWh ，二期总产能为2.4GWh。 本项目主要进行项目一期建设，二期建设另行环评。 会议详情： 项目名称： 年产3GWh全固态电池研发生产项目（一期） 建设地点： 滁州市琅琊区铜陵路与拖锹岭路交叉口东南侧 END 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） ...

大量韩国工人被迫待在家里，项目工期延误的情况也越来越多。 高端制造设备代理商和分销商Woowon Technology的总裁沈（Ken Shim）对媒体表示，该公司的一些韩 国工程师已经"停工"，"大家都待在酒店或者家里"。他称这些员工负责为现代汽车集团和SK On在佐治 亚州合资建立的一家电池制造厂安装设备，公司为这些员工提供了带薪休假以减轻其压力。 当地时间9月4日，美国执法人员突袭韩国现代汽车集团和LG新能源公司在美国合作经营的一家电池工 厂，并抓捕475人，其中包括300余名韩国公民。目前，被美国拘押的韩国公民已经获释并乘坐包机返回 韩国。 现代汽车方面表示，这一行动导致该工厂建设至少推迟两三个月。有消息人士对媒体表示，至少还有22 家涉及韩国企业工厂几乎停产，涉及汽车、造船、钢铁和电气设备等行业。 沈解释称，已经投入运营的电池工厂受签证混乱的影响较小，因为大多数当地劳动力已经接受过如何监 控复杂电池制造机器的培训，但尚未投产的新工厂则面临延误。 韩国反映强烈，特朗普试图"灭火" 在美国执法人员抓捕300多名在美韩企韩籍员工并引发外交风波约10天后，特朗普发文试图安抚投资者 称，美国"欢迎"派遣外国工 ...

Core Viewpoint - Sodium-ion batteries are emerging as an ideal choice for various energy storage scenarios due to their abundant resources, low cost, high safety, and strong low-temperature performance [1] Group 1: Company Developments - The company has received orders for sodium-ion batteries at the kiloton level and has begun shipments [1] - The company is pursuing dual technical routes for sodium materials, focusing on the development of specialized precursors for sodium-ion battery cathode materials, which are currently in trial production [1] - A research project on layered oxide sodium-ion battery material precursors has achieved industry-leading cost and performance, entering the trial production phase [1] Group 2: Industry Context - The global energy storage market is primarily dominated by lithium iron phosphate batteries, with the company’s phosphate materials achieving rapid mass production across the 3rd and 4th generations [1] - The high-pressure density of the company’s phosphate materials has reached an advanced level within the industry [1]

Group 1 - The core point of the news is that EVE Energy Co., Ltd. experienced a 5.02% drop in stock price, closing at 70.25 yuan per share, with a trading volume of 6.697 billion yuan and a turnover rate of 5.03%, resulting in a total market capitalization of 143.712 billion yuan [1] - EVE Energy, established on December 24, 2001, and listed on October 30, 2009, is primarily engaged in the research, production, and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries, and ternary cylindrical batteries) and power batteries (including electric vehicle batteries and energy storage batteries) [1] - The revenue composition of EVE Energy is as follows: power batteries account for 45.26%, energy storage batteries 36.56%, consumer batteries 18.03%, and others 0.16% [1] Group 2 - From the perspective of major holdings, a fund under Bank of China Securities has a significant position in EVE Energy, with the Bank of China Securities ChiNext ETF (159821) reducing its holdings by 2,200 shares in the second quarter, now holding 8,265 shares, which represents 1.66% of the fund's net value, ranking as the tenth largest holding [2] - The Bank of China Securities ChiNext ETF (159821) was established on September 29, 2020, with a current scale of 22.8425 million. Year-to-date returns are 47.63%, ranking 604 out of 4,222 in its category; over the past year, returns are 105.78%, ranking 398 out of 3,804; and since inception, returns are 17.9% [2]

Core Viewpoint - The company emphasizes the advantages of sodium-ion batteries over lithium-ion batteries, particularly in low-temperature performance, carbon footprint, and safety [1] Group 1: Sodium-Ion Battery Development - The company is actively developing sodium-ion batteries, which have a slightly lower energy density compared to lithium-ion batteries [1] - The energy density of the new sodium battery reaches 175Wh/kg, enabling a pure electric range of over 500 kilometers [1] - The sodium battery can cover more than 40% of the domestic passenger car market demand, indicating a broad target market potential [1] Group 2: Market Applications and Compatibility - Sodium-ion batteries are expected to help expand the market in cold climates and broaden the regional boundaries of new energy applications [1] - The company’s sodium battery pack is highly compatible with standard battery and swap battery packs, making it suitable for all vehicle models from battery swap customers [1] Group 3: Development Progress - The company is currently advancing the development and implementation of sodium-ion batteries for passenger vehicles in collaboration with customers [1] - Mass production is expected to begin next year, aligned with customer schedules [1]

数据显示，博道基金旗下1只基金位居浙江恒威十大流通股东。博道成长智航股票A（013641）二季度 新进十大流通股东，持有股数20.21万股，占流通股的比例为0.69%。根据测算，今日浮亏损失约36.98 万元。 博道成长智航股票A（013641）成立日期2021年10月26日，最新规模9.99亿。今年以来收益45.98%，同 类排名692/4222；近一年收益97.06%，同类排名630/3804；成立以来收益44.96%。 博道成长智航股票A（013641）基金经理为杨梦。 9月18日，浙江恒威跌5.19%，截至发稿，报33.41元/股，成交4.13亿元，换手率14.80%，总市值33.86亿 元。 截至发稿，杨梦累计任职时间7年42天，现任基金资产总规模126.91亿元，任职期间最佳基金回报 172.23%， 任职期间最差基金回报-27.34%。 资料显示，浙江恒威电池股份有限公司位于浙江省嘉兴市秀洲区油车港正阳西路77号，成立日期1999年 1月14日，上市日期2022年3月9日，公司主营业务涉及从事高性能环保锌锰电池的研发、生产及销售。 主营业务收入构成为：碱性电池73.24%，碳性电池21.10%， ...

Group 1 - The core point of the news is that CATL has announced the early production of its battery factory in Hungary by six months, raising questions about its supply chain and production capacity [2] - Enjie Co., Ltd. stated that it cannot disclose cooperation information with clients due to confidentiality agreements, indicating a level of secrecy in their business operations [2] - Enjie has achieved production capacity on its first phase of four production lines in Hungary, which is currently in the ramp-up phase [2]

Core Viewpoint - Ningde Times is set to supply sodium-ion batteries for passenger vehicles in bulk starting next year, highlighting the advantages of sodium-ion technology over lithium-ion batteries in terms of low-temperature performance, carbon footprint, and safety [1] Group 1: Product Features - Sodium-ion batteries have an energy density of 175Wh/kg, enabling a pure electric range of over 500 kilometers, which can meet more than 40% of the domestic passenger vehicle market demand [1] - The company’s sodium battery pack is compatible with both 20 and 25 standard packs, making it suitable for all vehicle models from clients using standard packs or battery swap systems [1] Group 2: Market Potential - The introduction of sodium-ion batteries is expected to expand the application of new energy vehicles into colder regions, thus broadening the market boundaries [1] - The company is currently advancing the development and implementation of sodium-ion batteries with clients, with smooth progress reported [1]

9月18日，安孚科技涨5.06%，截至发稿，报40.10元/股，成交1.76亿元，换手率2.15%，总市值101.10亿 元。 资料显示，安徽安孚电池科技股份有限公司位于安徽省合肥市蜀山区潜山路888号百利中心北塔1801， 成立日期1999年5月7日，上市日期2016年8月22日，公司主营业务涉及高性能环保锌锰电池的研发、生 产及销售。主营业务收入构成为：碱性电池83.08%，碳性电池7.88%，其他电池4.51%，其他产品 4.35%，其他(补充)0.18%。 从基金十大重仓股角度 数据显示，蜂巢基金旗下1只基金重仓安孚科技。蜂巢润和六个月持有期混合A（014944）二季度持有 股数5600股，占基金净值比例为0.3%，位居第九大重仓股。根据测算，今日浮盈赚取约1.08万元。 蜂巢润和六个月持有期混合A（014944）成立日期2022年8月9日，最新规模2043.01万。今年以来收益 5.58%，同类排名6679/8172；近一年收益13.75%，同类排名6572/7980；成立以来收益14.5%。 蜂巢润和六个月持有期混合A（014944）基金经理为李海涛、李铮男。 截至发稿，李海涛累计任职时间6年66 ...

Core Viewpoint - Zhengli New Energy (03677) has seen a significant stock price increase, attributed to its inclusion in the Hong Kong Stock Connect program, which is expected to enhance shareholder base and trading liquidity [1][1]. Group 1: Stock Performance - The stock price of Zhengli New Energy surged over 14% during trading, with a current increase of 5.67%, reaching HKD 11.92, and a trading volume of HKD 213 million [1][1]. Group 2: Market Position and Strategy - The company has been added to the Hong Kong and Shenzhen Stock Connect eligible securities list effective from September 8, which is anticipated to improve its market reputation and brand awareness [1][1]. - According to a report by CMB International, Zhengli New Energy benefits from a lighter historical burden compared to many peers, and its management's strategy of standardizing cells and platforming battery packs enhances manufacturing efficiency, forming a core competitive advantage [1][1]. Group 3: Financial Performance - Zhengli New Energy has achieved profitability in the last two reporting periods despite a high customer concentration, with industry-leading gross margins attributed to high capacity utilization, advanced manufacturing lines, and excellent management capabilities [1][1]. - The company is expected to maintain scale effects and high capacity utilization at least until the end of 2026, with an anticipated improvement in customer structure further enhancing profit margins [1][1]. - GAC Toyota is projected to become Zhengli's second-largest customer this year, and foreign brands are expected to contribute approximately half of Zhengli's revenue by 2027, particularly through partnerships with Volkswagen for extended-range models [1][1].