智通财经记者 | 高菁 "从我个人从事全固态电池研究的经验来讲，我没有大家那么乐观，对业界普遍预测的2027-2030年的量 产窗口期，持怀疑态度。" 武汉大学化学与分子科学学院艾新平教授，在会场上泼下一盆理性的冷水。 "我的观点不太一样。我觉得可能比2027年稍晚一点点，从2028年开始，全固态电池实现量产应该是比 较确定的。" 南方科技大学先进电池乌镇研究院执行院长、创新创业学院固态电池材料及器件研究中心主任许晓雄， 随即给出了不一样的乐观预期。 上述这一幕发生在11月12日-13日举办的2025世界动力电池大会期间。两位专家观点的直接碰撞，揭示 了当前业内对固态电池商业化进程的核心分歧。 相较于传统的液态锂电池，固态电池放弃了易燃易爆的液态电解质，采用固态电解质材料，有望在能量 密度、安全和寿命等方面取得显著进步，被视为锂电池终极技术。 对成本不敏感但对安全与密度有高要求的高端电动汽车、eVTOL、人形机器人等领域，都被视作是固 态电池未来的应用场景。 当前，固态电池概念股持续受到资本市场追捧。截至11月14日收盘，万得固态电池指数近20天已上涨 19.55%，今年以来的涨幅更是突破了75%。 许晓雄指 ...

以宁德时代截至11月14日的收盘价（404.12元/股）估算，上述股份市值约184.41亿元。 宁德时代(300750)11月14日深夜公告，公司股东黄世霖拟通过询价方式转让所持公司A股股份；转让的股份数量为4563.24万 股，占公司总股本的比例为1%。 在宁德时代任职时，黄世霖便长期负责公司的储能战略。2018年，黄世霖在第五届中国储能创新与技术峰会上表示，高安全、 长寿命的电池是储能系统的基础，高可靠、高效率是储能系统集成的关键。业界一起把核心技术、成本、安全可靠性等问题统 统解决后，储能系统将来会以一个完整独立的运行系统出现在各个不同的应用场景中。 2021年，他在相关活动的演讲中提到，2020年度电存储成本已降至2010年的1/10，锂电储能成本已具备市场化推广条件。 在黄世霖离职时，宁德时代方面对外表示，后续黄世霖会将个人事业放在光储充检的新兴领域，未来可能与公司形成战略协 同，共同推动新能源产业的发展。 按照相关规定，询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二级市场减持。受让方为具备相应定价能力和 风险承受能力的机构投资者等，受让的股份需锁定6个月。 黄世霖出生于1967年，福建 ...

Industry News - The China Securities Regulatory Commission held a report meeting to promote the spirit of the 20th National Congress, emphasizing the need for a more resilient and robust market, more inclusive and attractive regulations, higher quality and better value listed companies, and more effective regulatory enforcement [4] - The Shanghai Municipal Cyberspace Administration, in collaboration with various departments, has launched a special campaign to regulate online real estate information dissemination, focusing on combating false information and market manipulation related to the Shanghai real estate market [4] - The Financial Regulatory Bureau reported that by the end of Q3 2025, the total assets of China's banking financial institutions reached 474.3 trillion yuan, reflecting a year-on-year growth of 7.9% [5] - The Ministry of Commerce announced further measures to strengthen the management of second-hand car exports, including stricter controls on new cars exported under the guise of second-hand vehicles, effective from January 1, 2026 [5] Company News - Hezhong China announced a cumulative increase of 256% over 14 trading days, significantly outperforming the industry and the Shanghai Composite Index, and will be suspended for verification starting next week [6] - Industrial Fulian responded to rumors regarding order or outlook downgrades, stating that it has not released any related statements and that the progress and delivery pace of existing customer projects are normal [6] - Dazhihui announced that the plaintiff Wang Gongwei has withdrawn the lawsuit [7] - Zhongdian Port announced that the National Integrated Circuit Fund has reduced its shareholding in the company, reaching a threshold of 1% [8] - Putailai announced plans to invest 2.5 billion yuan in a film coating integrated project [9] - Changchun High-tech announced that its subsidiary Jin Sai Pharmaceutical has received approval for clinical trials of GS3-007a dry mixed suspension, with no similar products currently on the market [9] - Yiyuan Lithium Energy stated on an interactive platform that orders for energy storage batteries are robust, and it has taken the lead in mass production of 600Ah+ cells [12]

天眼查App显示，近日，雷纳芯智电池科技（上海）有限公司成立，法定代表人为陈顺，注册资本 16000万人民币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术 推广；电池销售；电池零配件销售；合同能源管理；新兴能源技术研发；合成材料销售；特种陶瓷制品 销售；新材料技术研发。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601311 证券简称：骆驼股份 公告编号：临2025-047 骆驼集团股份有限公司 第十届董事会第六次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的虚假记载、误导性陈述或重大遗 漏负连带责任。 一、董事会会议召开情况 （一）本次董事会会议的召开和表决符合《公司法》及《公司章程》的有关规定，会议决议合法有效。 （二）本次董事会会议通知于2025年11月11日以OA办公软件、微信等形式送达全体董事。 （三）本次董事会于2025年11月14日以现场加通讯方式召开。 （四）本次董事会应参加会议董事9人，实际参会9人。 （五）本次董事会由董事长刘长来先生主持，公司部分高级管理人员列席了本次董事会。 表决结果：有效表决票共9票，其中同意票为9票，反对票为0票，弃权票为0票。 （三）审议通过《关于拟使用闲置自有资金委托理财的议案》 具体内容详见公司公告《骆驼股份关于拟使用闲置自有资金委托理财的公告》（公告编号：临2025- 049）。 表决结果：有效表决票共9票，其中同意票为9票，反对票为0票，弃权票为0票。 二、董事会会议审议情况 ...

Core Viewpoint - The article highlights two main investment themes: "AI computing power + electric batteries" and "humanoid robots + embodied intelligence," indicating strong market potential and real commercial validation for these sectors [1]. Group 1: Investment Opportunities - Focus on Battery 50 ETF (159796) as a systematic opportunity benefiting from increased electricity demand driven by AI computing [2]. - The ETF tracks the CSI Battery Theme Index (931719), covering lithium battery materials, electrolytes, and energy storage companies, with significant recent gains in constituent stocks like Tianhua New Energy and Ruifeng New Materials [2]. - Humanoid robot company UBTECH (9880.HK) has secured substantial orders, including a 250 million yuan contract, validating its commercial viability [4]. Group 2: Market Dynamics - Demand for high-performance batteries and power electronics is driven by AI data centers, computing clusters, and energy storage stations, making them significant electricity consumers [9]. - The supply side is experiencing a clearing phase after previous capital expenditure peaks, leading to increased market share and influence for leading companies [9]. - Investment in ETFs is recommended for risk diversification, suitable for mid-term positioning in high-growth sectors [9]. Group 3: Humanoid Robot Sector Insights - Orders for humanoid robots are primarily from automotive, electronics manufacturing, and local government projects, indicating solid B-end payment sources [10]. - The Walker S2 robot features autonomous battery swapping capabilities, demonstrating its potential to replace human labor in real factory settings [10]. - The humanoid robot sector is anticipated to enter a mass production and commercialization phase around 2025-2026, with significant potential for earnings and valuation growth [10]. Group 4: Component and Perception Leaders - Companies like Changsheng Bearing, which produce self-lubricating bearings, are entering the supply chains of multiple robot manufacturers, benefiting from increased joint production [11]. - In the perception sector, Orbbec (688322.SH) holds a 70% market share in 3D vision sensors for service robots, with revenue expected to double year-on-year before Q3 2025 [11].

【DT新材料】 获悉，11月12日， 宁德时代 董事长曾毓群近日发声，谈及全固态电池，以及宁德时代与京东、广汽集团推出的"国民好车"埃安UT super等热点事 项。以及宁德时代正在从四个维度持续探索新的增长空间，包括技术突破、场景拓展、模式创新、零碳生态。 "在材料与结构创新上，我们持续深耕。"曾毓群介绍称， 宁德时代目前量产的第四代磷酸铁锂电池 ，在高比能、长寿命、高功率方面，领先行业主流的第二代、 第三代产品。曾毓群表示，在此基础上， 宁德时代的第五代产品在近期开始量产，在能量密度和循环寿命上实现新的突破。 同时，曾毓群谈及全固态电池。他表示："在全固态电池方面，我们的研究和产业化进度处于全球前列。" 此前，宁德时代接受机构调研称，目前，固态电池行业 的科学问题已经基本解决，但距离供应链等商业化还有一段距离，预计2027年有望实现小批量生产。 近期，多名产业链人士向记者表示，未来，全固态电池将会更多应用于深空、深海、深地等领域，与现有的液态电池、半固态电池将长期共存。 在低空出行领域， 搭载宁德时代电池的 两吨级eVTOL（电动垂直起降飞行器），已在复杂环境下完成多次飞行验证，取得TC（型号合格证）、P ...

Core Viewpoint - Qingdao has made significant progress in economic development and innovation during the "14th Five-Year Plan" period, positioning itself as a key player in various industries and technological advancements [1][13]. Economic Growth - In 2024, Qingdao's GDP is projected to reach 1,671.95 billion yuan, with a growth rate of 5.7% [1]. - The total investment in provincial and municipal key projects is expected to be 285.54 billion yuan, with all 29 "two重" projects commencing construction [1]. - The total import and export volume is anticipated to reach 907.67 billion yuan, with exports surpassing 500 billion yuan for the first time [1]. Technological Innovation - Qingdao is focusing on key technological breakthroughs, supporting over 100 critical technology projects annually during the "14th Five-Year Plan" [4]. - The city has established the first large-scale polymer solid-state battery production line in China, achieving an energy density of 320 Wh/kg [3][4]. - Qingdao's innovation capabilities have led to the successful delivery of the world's first 10,000-ton large aquaculture vessel and the launch of the world's first 8K full-color laser television [4]. Industrial Development - Qingdao is developing a "10+1" innovative industrial system, prioritizing two leading industries, five emerging industries, and enhancing three advantageous industries [7]. - The city has become a hub for smart connected new energy vehicles, with over 400 automotive parts companies in the immediate area [8]. - Qingdao's rail transit equipment industry is recognized as a national advanced manufacturing cluster, producing 55% of China's high-speed trains and 20% of urban rail transit [8]. Marine Economy - Qingdao's marine economy is projected to grow by approximately 7.5% in 2024, with port cargo and container throughput expected to reach 710 million tons and 30.87 million TEUs, respectively [11]. - The city is enhancing its position as a leading modern marine city, with the launch of new international shipping routes and a focus on marine scientific research [10][11]. Innovation Ecosystem - The number of registered "cloud-based R&D centers" in Qingdao has exceeded 8,300, with a coverage rate of R&D institutions in large-scale industrial enterprises reaching over 93% [6]. - Qingdao has climbed to 20th place in the Global Innovation Index, marking the fastest rise among domestic cities over the past five years [6]. Social Development - Qingdao has maintained a stable investment in public welfare, with 70% of fiscal expenditure allocated to social welfare initiatives [12]. - In 2024, the city plans to create 371,000 new urban jobs and support 45,000 entrepreneurial initiatives [12].

（文章来源：证券日报） 证券日报网讯亿纬锂能11月14日在互动平台回答投资者提问时表示，公司储能电池订单较为饱满，目前 处于满产状态。公司为创新赋能，率先量产600Ah+电芯，利用全场景解决方案驱动储能价值跃升。根 据鑫椤咨询数据，2025年上半年公司储能电池出货量稳居全球第二。 ...

Core Viewpoint - The Chinese battery industry is experiencing rapid growth, with significant production and sales increases, while facing supply chain challenges and technological advancements [2][3][4]. Group 1: Industry Growth and Market Dynamics - From January to October, China's battery production reached 1292.5 GWh and sales reached 1233.2 GWh, both showing over 50% year-on-year growth [2]. - The industry is expected to exceed a scale of 1.2 TWh, indicating a faster-than-expected growth trajectory [3]. - The export structure is changing, with cumulative exports of 228.1 GWh in the first ten months, a 43.9% increase year-on-year, representing 18.5% of total sales [5]. Group 2: Technological Advancements - A technological revolution is underway, with solid-state battery pilot lines set to launch within the year, and competition in manganese-based and sodium batteries intensifying [4]. - The industry is moving towards a multi-faceted market with a projected 10 TWh capacity, driven by the growth of energy storage and other battery applications [9][10]. Group 3: Supply Chain Challenges - Recent price surges in key materials, such as a 68% increase in electrolyte additive VC and a doubling of lithium hexafluorophosphate prices, are testing supply chain resilience [3][14]. - A "material storm" is prompting battery companies to secure long-term supply agreements for critical materials [14][15]. Group 4: Future Trends and Events - The 2025 High-Performance Lithium Battery Conference will take place from November 18-20 in Shenzhen, focusing on the four major trends affecting the battery industry [4][24]. - The conference will feature discussions on the transition to full electrification, supply chain strategies, and innovations in battery technology [11][16][21].