Core Viewpoint - The announcement highlights a strategic partnership between 当升科技 and 辉能科技 aimed at enhancing collaboration in the solid-state battery and new energy sectors, focusing on mutual benefits and long-term cooperation [1] Group 1: Strategic Cooperation - The two companies signed a Strategic Cooperation Framework Agreement on February 6, 2026 [1] - They plan to strengthen cooperation in the solid-state battery and new energy industries, leveraging each other's technological advantages [1] - The partnership will encompass equity investment, battery material collaboration, and product mass production and supply [1] Group 2: Long-term Relationship - Both companies agree to explore and evaluate the possibility of establishing a long-term strategic cooperation relationship [1] - The collaboration is based on principles of mutual benefit and win-win cooperation [1] - The aim is to deepen development in solid-state batteries and the new energy sector, enhancing their proprietary technological advantages and market competitiveness [1]

2月9日，当升科技公告称，公司与辉能科技于2月6日签署《策略合作框架协议书》，双方拟在固态电池 与新能源产业领域加强合作，充分发挥各自技术优势，在股权投资、电池材料合作、产品量产与供应等 方面建立全方位的战略合作伙伴关系。 当升科技在公告指出，本次与辉能科技签订策略合作框架协议，双方将共同发挥技术与资源优势，有利 于加速公司固态电池材料产品的导入及性能优化，推动公司深度融入全球固态电池先进供应链，与下游 客户形成紧密协同、互利共赢的产业生态，共同推进全固态电池产业量产进程。 （企业公告） 公告显示，当升科技作为新能源正极材料供应商，在固态电池材料领域拥有丰富的技术积累和完整的产 品布局，全方位涵盖硫化物、氧化物、卤化物等不同技术路线，已成功开发出具有良好界面浸润性的氯 碘复合硫化物固态电解质等新型固态电解质，以及全固态电池用超高镍多元材料和超高容量富锂锰基材 料。 根据公开资料，辉能科技成立于2006年，专注于固态锂陶瓷电池的研发、生产和销售。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司参股的企业普兰纳米，固态电池项目量产了 吗？有没有并入上市公司的计划？ 久日新材（688199.SH）2月9日在投资者互动平台表示，公司的参股公司普兰纳米在固态电池相关方面 的研发在持续，暂未形成量产。目前公司暂无将普兰纳米并入上市公司的计划。 （记者 王晓波） ...

QuantumScape(QS.US)盘前续涨超19%，报10.09美元。消息面上，QuantumScape于2月4日在其位于加州 圣何塞的总部正式启用Eagle生产线，进行固态电池试生产。该产线将用于生产QSE-5型固态锂金属电池 单体，支持汽车原始设备制造商(OEM)客户取样、测试、技术验证及产品集成工作。(格隆汇) ...

每经AI快讯，2月9日，当升科技(300073.SZ)公告称，公司与辉能科技于2月6日签署《策略合作框架协 议书》，双方拟在固态电池与新能源产业领域加强合作，充分发挥各自技术优势，在股权投资、电池材 料合作、产品量产与供应等方面建立全方位的战略合作伙伴关系。 ...

3、优先采购模式探讨：为构建全球范围内的电池材料供应链，在确保符合双方利益的前提下，若乙方 电池材料经测试验证可用于甲方固态电池，并于约定时间内达到量产阶段，双方将基于市场情况，在不 影响甲方成本竞争力、供应安全及产品质量的前提下，优先采购乙方电池材料。采购合作的具体方式、 优惠条件、采购时间安排及其他权利义务，将另行书面约定。 2、电池材料量产合作：甲方验证并导入乙方的电池材料，乙方提供符合甲方规格要求的材料供甲方测 试，并共同分析测试报告与改进方向。双方将根据乙方提供材料的测试结果，探讨下一步材料合作模 式，以推动乙方量产可供甲方使用的材料为目标。 格隆汇2月9日丨当升科技(300073.SZ)公布，公司与辉能科技股份有限公司（称"辉能科技"）于2026年2 月6日签署《策略合作框架协议书》。双方拟在固态电池与新能源产业领域加强合作，充分发挥各自技 术优势，在股权投资、电池材料合作、产品量产与供应等方面建立全方位的战略合作伙伴关系。 双方同意按照以下合作内容，同步开展股权参投与材料验证导入的合作讨论，逐步建立长期策略合作关 系，具体如下：1、股权投资：为使双方合作更加紧密，本框架协议签署后，双方尽最大诚意 ...

Core Viewpoint - The company anticipates a decline in gross margin due to geopolitical factors and changes in export trade policies affecting short-term costs [2] Group 1: Financial Performance - The company expects a year-on-year decrease in gross margin in 2025 due to external pressures on export business costs [2] - The fourth quarter experienced a foreign exchange loss estimated between 35 million to 45 million yuan, directly impacting net profit for that period [2] Group 2: Strategic Initiatives - To build long-term competitiveness and ensure supply chain resilience, the company is increasing efforts in brand building and strategic inventory stocking, leading to a rise in storage and marketing expense ratios year-on-year [2] - The company believes that improvements in overseas production capacity, global brand strength, and stabilization of the foreign exchange market will enhance profitability over time [2]

Group 1: Report Overview - The report is a weekly strategy report on industry rotation TF from February 2, 2026, to February 8, 2026, released on February 9, 2026 [1][2] - The strategy is based on two previous reports and constructs an ETF - based strategy portfolio [2] Group 2: Investment Recommendations Current Holdings and Changes - ETFs to be continued to hold include Building Materials ETF (159745, market value 21.67 billion yuan), Real Estate ETF (159707, market value 6.40 billion yuan), Petrochemical ETF (159731, market value 17.46 billion yuan), Chemical ETF (159870, market value 340.36 billion yuan), and Rare Metals ETF (562800, market value 62.40 billion yuan) [3] - ETFs to be newly added or adjusted to hold include Tourism ETF (159766, market value 91.07 billion yuan), Wine ETF (512690, market value 192.66 billion yuan), Traditional Chinese Medicine ETF (560080, market value 26.52 billion yuan), New Energy Vehicle ETF (515700, market value 19.75 billion yuan), and Agricultural ETF Harvest (516550, market value 2.03 billion yuan) [3] - ETFs to be removed from the portfolio include Non - Ferrous Metals ETF (512400, market value 352.52 billion yuan), Gold Stocks ETF (517520, market value 151.34 billion yuan), Grain ETF (159698, market value 4.66 billion yuan), Securities and Insurance ETF E Fund (512070, market value 201.73 billion yuan), and Agricultural ETF (159825, market value 26.26 billion yuan) [11] Sector Recommendations - The model recommends allocating to sectors such as cement, real estate development, and airport aviation in the week of February 9, 2026 [12] - In the next week, the strategy will newly hold Game ETF, Wine ETF, Traditional Chinese Medicine ETF, and New Energy Vehicle ETF, and continue to hold Building Materials ETF, Real Estate ETF, and Petrochemical ETF [12] Group 3: Performance Tracking - From February 2 to February 6, 2026, the cumulative net return of the strategy was approximately - 3.85%, and the excess return relative to the CSI 300 ETF was approximately - 2.53% [3] - From October 14, 2024, to February 6, 2026, the out - of - sample cumulative return of the strategy was approximately 38.45%, and the cumulative excess return relative to the CSI 300 ETF was approximately 15.41% [3]

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~ 2026国际电池产业大会 2026国际电池产业大会 会议时间：2026年4月22-24日 会议地点：马来西亚·吉隆坡 0 1 会议背景 在全球能源转型加速推进的浪潮下，电池产业作为新能源汽车、储能系统等战略性新兴产业的核心支 撑，正迎来需求激增与技术革新并存的黄金发展周期。据ICC鑫椤资讯预测，2026年的增长率将达到 34.6%，其中储能领域增速更是有望达到70%，呈现出"海内外需求双轮驱动、上下游产业链协同爆 发"的盛况。与此同时，全球电池产业格局正经历深刻重构，原材料供应链韧性、国际贸易壁垒应对、 绿色低碳生产等成为行业共同面临的关键课题。 马来西亚凭借优越的地理位置、友好的投资政策及完善的产业支持体系，已成为全球电池产业链布局的 重要枢纽。截至2025年，中国电池产业链企业在马来西亚投资金额超过260亿元，涵盖电池电芯、隔 膜、负极材料等全产业链环节，形成了较为完整的产业生态。在此背景下，东南亚新兴市场的崛起为全 球电池产业注入新动能，也催生了跨区域、跨领域的技术交流与合作需求。 为搭建全球电池产业精英对话平台 ...

Core Viewpoint - The article discusses the investment plans of Guoxuan High-Tech, which aims to raise 5 billion yuan through a private placement to expand its new energy battery production capacity and meet the growing market demand for power and energy storage batteries [2][4]. Group 1: Investment Projects - Guoxuan High-Tech plans to invest in several projects, including a 20GWh power battery project, a 20GWh new energy battery base project, and a smart manufacturing base for new lithium-ion batteries, with a total investment exceeding 14 billion yuan [2][4]. - The total investment for the projects is 1.4 billion yuan, with 500 million yuan expected to be raised from the private placement [4]. Group 2: Market Context - The demand for power and energy storage batteries is continuously increasing, and the competition among leading battery manufacturers is intensifying [4]. - Guoxuan High-Tech aims to enhance its production capacity and supply reliability to meet the rising demands from both new and existing customers [4]. Group 3: Financial Details - The private placement will not exceed 15% of the company's total share capital before the issuance, with specific details regarding the issuance targets, prices, and quantities yet to be finalized [5].