（记者 胡玲） 南都电源（300068.SZ）12月31日在投资者互动平台表示，公司研制的钠离子电池，采用高稳定钠电正 极和高压实硬炭负极，能量密度140Wh/kg，循环寿命3000次，支持5C充放电和-40℃极寒环境，具备量 产能力。 每经AI快讯，有投资者在投资者互动平台提问：公司钠电池进度怎么样了？建设有中试产线吗？ ...

Core Viewpoint - The stock of Zhongwei New Materials (02579) has risen nearly 5% amid market fluctuations, currently trading at 33.36 HKD with a transaction volume of 38.9962 million HKD. This increase is linked to the announcement of the first national standard for solid-state batteries, which is expected to promote the development and industrialization of this technology in China [1][1]. Industry Summary - The National Automotive Standardization Technical Committee has opened a public consultation for the first national standard on solid-state batteries, which includes definitions, classifications, and coding [1]. - Ping An Securities highlights the increasing governmental focus on the development of new lithium battery technologies, with solid-state battery industry development being frequently mentioned in policy discussions [1]. - The research and development of solid-state batteries is anticipated to progress steadily towards industrialization due to policy support and active participation from industry players [1]. Company Summary - Zhongwei New Materials focuses on two main technological routes in the electrolyte materials sector: oxides and sulfides. The company aims to develop a comprehensive technical capability through collaborative research across key areas such as precursors, cathode materials, and solid-state electrolytes [1]. - Over the next three years, the company's investment strategy will prioritize: 1. Resource development, including the construction of phosphate mines in Guizhou and subsequent investments in lithium mines 2. Continuous construction of overseas production capacity 3. Increased R&D investment, particularly in solid-state batteries, high-pressure phosphate products, and sodium battery materials [1].

临近年末，一笔固态电池融资诞生。 产业化实践起点是在2018年，高翔回国创办太蓝新能源，专注于固态电池的技术创新与产业化应用。他曾多次聊起，当前动力电池行业正面临着一个严峻 的挑战，即性能、成本和安全之间的"不可能三角"，而固态电池技术将是打破这一僵局的关键所在。 如今，太蓝新能源在固态电池产业化进程中已取得实质性突破，其基于氧聚复合路线，凭借ISFD等核心自研技术，推出"Safe+"固态电池解决方案及多场 景全系列产品，同步提升电池各项综合性能指标。 投资界获悉，重庆太蓝新能源有限公司（下称"太蓝新能源"）完成超4亿元B+轮融资。本轮融资由两江基金、君安回天、交银投资、潜江零度共同参与， 清科资本持续担任财务顾问。 据悉，本轮资金将用于加快公司车规级固态电池产品产业化进程，加大固态电池关键技术研发投入，推进公司首条全固态电池量产线建设，强化新阶段人 才体系建设，持续巩固公司在多场景、多维度固态电池应用的先发优势。 来自于重庆，太蓝新能源背后的掌舵者是一位海归博后——高翔。他早年曾在日本、美国深造多年，怀揣科技报国的想法，2018年回国创立太蓝新能源， 一路崛起为一匹固态电池黑马。 崛起于重庆，海归博后带队 ...

证券日报网讯12月30日，中国宝安（000009）在互动平台回答投资者提问时表示，贝特瑞硅基负极已批 量应用于动力电池，包括不同类型的圆柱电池。 ...

证券日报网12月30日讯，德尔股份（300473）在接受调研者提问时表示，首先，公司固态电池当前已经 实现了连续化的试生产。并且经过调试后，公司试生产过程中的电芯已经具备了较好的一致性。 ...

Core Viewpoint - Jiejia Weichuang (300724) is actively exploring new application areas for perovskite batteries due to their excellent optoelectronic properties and material advantages [1] Group 1: Company Developments - The company has participated in bidding for perovskite projects from various leading and startup companies in the new energy sector, both domestically and internationally [1] - Jiejia Weichuang has established collaborations with multiple clients across different fields, providing core or complete line equipment for perovskite projects [1]

当前，行业内的绝对龙头宁德时代，正在撕掉"电池巨头"的单一标签： 12月29日晚间，国家能源集团控股的国电电力发布公告，控股子公司国能大渡河流域水电开发有限公司 (下称大渡河公司)与四川铁能电力开发有限公司、宁德时代，按照56.11%：33.89%：10%股比共同设立 的国能大渡河(丹巴)水电开发有限公司(下称大渡河丹巴)，投资建设及运营大渡河丹巴水电站项目。 （来源：储能产业网） 很显然易见，宁德时代"盯上了"水电站业务，其战略意图已远超电池制造的边界，今年以来，从水电站 到磷酸铁锂材料，从储能订单到钠电池商业化，宁德时代在2025年末的密集布局，逐渐对应了此前其董 事长曾毓群表示的：宁德时代不只是电池零部件制造商，也是系统解决方案提供者，更致力于成为一家 零碳科技公司，这背后的本质就是一场以"能源综合服务商"为目标的生态突围。 一、水电豪赌背后的零碳阳谋 此次宁德时代对水电的投资（浅层剖析一下），核心指向"绿电直供"的战略刚需。丹巴水电站115万千 瓦装机容量、年均47.18亿千瓦时的发电量，将为四川生产基地提供稳定清洁电力。 据行业分析，这一布局有利于服务欧盟《新电池法》中的"电池护照"要求——2027 ...

Core Viewpoint - Zhejiang Tiantian Technology Co., Ltd. (Tiantian Technology) has announced the launch of its first batch of high-energy lithium metal solid-state cylindrical batteries, marking a significant step in its collaboration with Shenzhen Xinjie Energy Technology Co., Ltd. (Xinjie Energy) for the production of solid-state lithium metal batteries [1][2]. Group 1 - Tiantian Technology confirmed that the first phase of Xinjie Energy's 10GWh solid-state lithium metal battery production project has achieved a capacity of 2GWh, with the first products launched on December 29, 2025, targeting high-end consumer electronics [1]. - The production line is designed to be compatible with multiple series of solid-state cylindrical batteries, and capacity ramp-up and optimization are currently underway [1]. - The second phase of the project is planned to have a capacity of 8GWh, focusing on applications in eVTOL, embodied robots, and new energy vehicles [1]. Group 2 - Tiantian Technology signed a strategic cooperation framework agreement with Xinjie Energy in May, which includes the supply of lithium metal anode materials and collaboration in solid-state battery development [2]. - In July, Tiantian Technology's subsidiary, Anhui Tiantian Lithium Battery New Energy Co., Ltd., entered into a procurement order with Xinjie Energy's subsidiary, Zhuhai Xinjie, for copper-lithium composite strips, amounting to 400 million yuan [2]. - The partnership has deepened with a joint investment of 300 million yuan from state-owned investment institutions to establish a partnership focused on Xinjie Energy, along with Tiantian Technology acquiring a 30% stake in Xinjie Energy Technology (Zhejiang) Co., Ltd. for 3 million yuan [2].

南财智讯12月30日电，金杨精密公告，公司于2025年12月30日召开第三届董事会第十四次会议，审议通 过了《关于首次公开发行股票募集资金投资项目结项并将节余募集资金投入新项目的议案》，同意对募 投项目中的"高安全性能量型动力电池专用材料研发制造及新建厂房项目"予以结项。该项目已实施完毕 并达到预定可使用状态，累计投入募集资金46789.99万元，节余募集资金11015.36万元（含利息收入， 实际金额以后续资金转出当日专户余额为准）。公司拟将上述节余资金用于投资新项目"无锡金杨精密 制造股份有限公司在马来西亚新建电池结构件生产基地项目"，全部用于工程建设及设备购置等资本性 支出。节余募集资金转出后，公司将注销相关募集资金专户。该事项尚需提交公司股东会审议。 ...

孚能科技（688567.SH）12月30日在投资者互动平台表示，公司全固态电池中试线处于稳步建设过程 中，具体客户信息属于商业保密范畴。 每经AI快讯，有投资者在投资者互动平台提问：0.2GWh的硫化物全固态电池中试线目前进展情况？ 公 司向战略合作伙伴交付60Ah的样品电池能否告知是哪家战略合作？ （文章来源：每日经济新闻） ...