固态电池

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固态&泛半导体变化梳理
2025-10-09 02:00
固态&泛半导体变化梳理 20251008 摘要 固态电池领域,中小型公募机构资金涌入,工信部中期审查结果将引领 未来增速,头部大厂扩产计划受关注。选股应关注增量价值、竞争格局 和供应链企业。 半导体设备行业迎来资本开支向上拐点,存储涨价和先进制程突破是关 键。应优先考虑行业增长、国产化率低且市占率提升潜力大的方向。 固态电池技术攻坚和产品实现预计在 2025 年,2026 年进入产线建设 及供应链确认阶段,2027 年有望量产。2030 年需求或达 200- 300GWh。 固态电池生产设备相比液态电池有显著变化,前段和中段核心增量在于 干法设备和等加压设备,全固态生产线 CAPEX 预计是液态的五倍以上。 固态电池材料端最大增量来自电解质,其他环节产品升级也将拉动 ASP 提升。硫化锂的工艺路线选择需关注纯度、碳含量、颗粒度和金属杂质 等维度。 国内晶圆厂产能利用率持续提升,已达近三年高位,晶圆厂上市及再融 资进展顺利,为后续扩产提供资金保障。存储产品价格自 2025 年 9 月 起持续上涨。 国内算力芯片市场受多重催化,晶圆厂商如中芯国际 N+2 制程已可用 DUV 光刻机实现等效 7 纳米制程,并验证低 ...
外盘出现集体性利好,今天A股怎么走?
Sou Hu Cai Jing· 2025-10-09 01:02
先来说说昨夜的美股表现情况,纳斯达克指数上涨1%,再度创出了23000点的历史新高,标普500指数也是如此,之所以出现这种情 形,是因为美股又有利好了。 比如说昨夜美股的芯片股出现大涨,记得在十一长假期间,美股的芯片板块持续表现不错,我想这会对今天A股的芯片带来刺激,最起 码会有明显的高开效应; 还有就是长假期间,国际金价持续新高,纽约期金最高到了4080美元每盎司,想必这会对今天的黄金股带来明显的高开大涨效应; 另外就是金属原材料了,可以说今年的整个金属板块都表现的相当不错,我觉得在美股金属概念大涨的情形下,今天A股的有色金属也 会出现积极的表现。 最后就是固态电池在长假期间有利好刺激,说是研发出现了新突破,今天看看板块会不会出现新的机会。 总体上来说,感觉利好的一面更多,但是我想说得是,今天的这个所谓的外在利好的影响,仅仅是对持仓而言,因为受到利好消息,大 多数相关的板块都会出现高开,在这种情形下,往往是短期减仓的最好时机,或者说进行回转交易的不错办法,但是对新建仓者来说, 这种利好没有意义,因为这个时候是市场情绪高点的体现,此时的交易无疑扩大了个人的风险,对此还是应该引起警示。 美联储9月份的货币政策会 ...
【投资早参】三星年底将全面停产8GB DDR4模组,供需彻底反转,存储将迎“超级周期”;“量子力学”获2025年诺贝尔物理学奖
Mei Ri Jing Ji Xin Wen· 2025-10-09 00:45
(一)重要市场新闻 1、美联储会议纪要显示,多数官员表示今年进一步放松政策可能是合适的,多数与会者强调通胀前景 预期的上行风险。美股三大指数收盘涨跌不一,纳指涨1.12%,标普500指数涨0.58%,均创收盘新高, 道指几乎平收,热门科技股普涨,AMD涨超11%,三日累计涨43%,创九年来最佳三日表现,超微电脑 涨超6%,英伟达、博通涨超2%,亚马逊、特斯拉涨超1%。纳斯达克中国金龙指数涨0.87%,中概股多 数上涨,蔚来涨超4%,新东方涨超3%,哔哩哔哩、小鹏汽车涨超2%,爱奇艺跌超2%。 2、现货黄金涨1.41%,报4040.42美元/盎司,再创新高,盘中最高涨至4059.31美元的历史高位; COMEX黄金期货涨1.40%,报4060.60美元/盎司;COMEX白银期货涨1.95%,报48.44美元/盎司。国际 油价走高,美油主力合约收涨0.92%,报62.3美元/桶;布伦特原油主力合约涨0.9%,报66.04美元/桶。 欧洲三大股指收盘全线上涨,德国DAX指数涨0.87%报24597.13点,法国CAC40指数涨1.07%报8060.13 点,英国富时100指数涨0.69%报9548.87点。 (二) ...
三星年底将全面停产8GB DDR4模组,供需彻底反转,存储将迎“超级周期”;“量子力学”获2025年诺贝尔物理学奖——《投资早参》
Mei Ri Jing Ji Xin Wen· 2025-10-09 00:36
每经记者|杨建 每经编辑|彭水萍 (一)重要市场新闻 1、美联储会议纪要显示,多数官员表示今年进一步放松政策可能是合适的,多数与会者强调通胀前景 预期的上行风险。美股三大指数收盘涨跌不一,纳指涨1.12%,标普500指数涨0.58%,均创收盘新高, 道指几乎平收,热门科技股普涨,AMD涨超11%,三日累计涨43%,创九年来最佳三日表现,超微电脑 涨超6%,英伟达、博通涨超2%,亚马逊、特斯拉涨超1%。纳斯达克中国金龙指数涨0.87%,中概股多 数上涨,蔚来涨超4%,新东方涨超3%,哔哩哔哩、小鹏汽车涨超2%,爱奇艺跌超2%。 2、现货黄金涨1.41%,报4040.42美元/盎司,再创新高,盘中最高涨至4059.31美元的历史高位; COMEX黄金期货涨1.40%,报4060.60美元/盎司;COMEX白银期货涨1.95%,报48.44美元/盎司。国际 油价走高,美油主力合约收涨0.92%,报62.3美元/桶;布伦特原油主力合约涨0.9%,报66.04美元/桶。 欧洲三大股指收盘全线上涨,德国DAX指数涨0.87%报24597.13点,法国CAC40指数涨1.07%报8060.13 点,英国富时100指数涨0. ...
突发,假期利好!A股开盘这4个方向或大主线!是空仓还是满仓
Sou Hu Cai Jing· 2025-10-08 19:57
Group 1 - OpenAI and AMD announced a partnership to deploy AI computing infrastructure based on AMD's Instinct series GPUs, with a total computing power of 6 gigawatts (6000 megawatts) [1] - AMD's stock surged by 23% following the announcement, indicating strong market reaction and interest in AI infrastructure investments [1] - The collaboration highlights a significant acceleration in global AI infrastructure development, raising questions about the share of A-share chip companies in this growth [1] Group 2 - The Chinese server market is experiencing rapid growth, with a market size of $9.4 billion in 2023, representing a 104% year-on-year increase, and GPU servers accounting for 92% of the market share [4] - Domestic chip manufacturers are seeing increased demand, with China Telecom's recent procurement showing a 67.5% share of domestic servers, up from less than 30% three years ago [5] - Despite the growth, domestic chips still face performance challenges, with NVIDIA's H100 having a computing density three times that of domestic alternatives [5] Group 3 - The solid-state battery industry is advancing, with a reported 86% increase in energy density due to molecular-scale interface design innovations [7] - However, mass production timelines for all-solid-state batteries remain uncertain, with industry experts predicting initial products to achieve 400 watt-hours per kilogram by 2025-2027 [8] - The transition to semi-solid batteries is seen as a temporary solution, with current costs still 40% higher than liquid batteries [8] Group 4 - The A-share market has shown significant growth, with the ChiNext index rising over 12% in a month, marking the largest increase in nearly three years [2] - The market's liquidity remains strong, with daily trading volumes exceeding 1 trillion yuan, but there are concerns about where the capital is flowing [2] - Historical data suggests that a strong market performance in October does not guarantee widespread gains, as the focus shifts to company earnings [2]
开源晨会-20251008
KAIYUAN SECURITIES· 2025-10-08 14:42
Group 1: Macro Economic Insights - The U.S. government is facing a shutdown due to budget disagreements, which has led to a rise in gold prices, while domestic consumption remains stronger in volume than in price [4][6] - Japan may see its first female Prime Minister, which could positively impact the Japanese stock market [4] - The global economy shows signs of weakness, with the U.S. ADP employment figures declining and manufacturing PMIs in the Eurozone and Japan decreasing [6] Group 2: Industry Performance - The top-performing sectors recently include non-ferrous metals, defense, real estate, electric power equipment, and pharmaceuticals, with respective gains of 3.224%, 2.590%, 2.123%, 1.714%, and 1.405% [3][4] - The manufacturing sector is experiencing a recovery, with the PMI for September at 49.8%, indicating a slight improvement [19][20] - The non-manufacturing PMI remains stable at 50.0%, reflecting a balanced economic environment [22] Group 3: Investment Strategies - The report emphasizes a focus on technology sectors, particularly AI and semiconductor industries, as key investment themes [12][14] - There is a recommendation to explore opportunities in gaming, media, and the Huawei supply chain as potential growth areas [12][15] - The report suggests a diversified asset allocation strategy, favoring short-term bonds, undervalued convertible bonds, and gold assets [38][39] Group 4: Company-Specific Insights - Hengxin Life is highlighted as a leading company in biodegradable food packaging, with significant production capacity and strong ties to major global brands [56] - Hanhigh Group is recognized for its strong market presence in the home hardware industry, leveraging a multi-channel approach for market penetration [57] - Jiyuan Group is noted for its comprehensive capabilities in the dietary supplement industry, being a major supplier for several well-known brands [58] Group 5: Health Insurance Sector - The health insurance sector is expected to see significant growth driven by new regulatory guidelines aimed at enhancing product offerings and market accessibility [60][61] - Major insurance companies are increasingly integrating health management services into their offerings, which is anticipated to improve profitability and market share [62] - The report recommends key players in the health insurance space, including China Ping An and China Taiping, as beneficiaries of these trends [62]
AMD-OpenAI世纪合作引爆A股三大科技主线布局正当时
Xin Lang Cai Jing· 2025-10-08 13:41
来源:雪球App,作者: 独角兽智库,(https://xueqiu.com/1048969405/355675531) 国庆假期期间,科技领域事件密集,尤以AMD与OpenAI的合作为焦点,重塑全球AI算力格局。与此同 时,国内核电与固态电池技术取得关键突破,共同构成A股市场节后投资主线。本报告将深入分析三大 科技领域的投资机会,并梳理核心标的及其逻辑。 一、半导体自主可控:AMD-OpenAI合作开启千亿市场,国产替代加速 AMD与OpenAI的深度绑定标志着AI算力竞争进入新阶段。10月6日,AMD宣布与OpenAI达成一项为期 四年、总值高达数百亿美元的6吉瓦算力协议,OpenAI将部署多代AMD Instinct系列GPU为其下一代AI 基础设施提供动力支持,首批1吉瓦基于MI450芯片的部署计划于2026年下半年启动。作为协议核心, AMD向OpenAI发行了最多1.6亿股认股权证,若全部行使,OpenAI可能持有AMD约10%的股权,这 种"硬件换股权"模式将双方利益深度捆绑,推动技术协同和生态共建。此合作不仅为AMD带来直接收 入增长(预计未来四年新增收入超千亿美元),更打破了英伟达在AI加速 ...
A股开市倒计时 五大私募火线解盘
Zhong Guo Zheng Quan Bao· 2025-10-08 02:19
Core Viewpoint - The A-share market is expected to perform positively after the National Day and Mid-Autumn Festival holidays, supported by favorable external markets and domestic consumption recovery [1] Market Outlook: External Factors Boost Confidence - The overall positive performance of external markets during the holiday period creates a favorable environment for the A-share market [2] - The Hong Kong stock market, particularly the semiconductor sector, has shown strong performance, providing emotional support for A-shares [2] - Improved trading sentiment is anticipated as global asset classes have generally risen, reducing uncertainties affecting Chinese assets [2] - Domestic macroeconomic stability and high service consumption during the holiday are expected to attract risk-averse funds back to the A-share market [2] - Collaborations in the tech sector, such as OpenAI and AMD, may catalyze related A-share sectors like computing power and AI applications [2] Strategic Response: Balanced and Selective Investment - Multiple private equity firms emphasize the importance of balanced allocation and selective stock picking in the upcoming trading period [3] - A proactive investment strategy is recommended, with an increase in positions and optimization of portfolios, as historical data suggests a recovery in A-share sentiment post-holiday [3] - The trend of household savings flowing into equity markets is expected to continue, indicating significant long-term upside potential for A-shares [3] - A combination of high-position operations and balanced holdings is advised, focusing on technology growth and high-end manufacturing while also including low P/B and high dividend assets for risk mitigation [3] Investment Themes: Consensus on Tech Growth - The technology growth sector is unanimously favored by five private equity firms, alongside opportunities in consumer recovery and undervalued sectors [5] - Continued optimism for technology stocks is noted, particularly in computing power, storage, and AI infrastructure-related sectors [5] - The upcoming third-quarter earnings reports are expected to present opportunities for well-performing sectors [5] - Specific areas of interest include internet giants, domestic semiconductor supply chains, and innovative pharmaceuticals [5] - Focus areas post-holiday include AI, humanoid robotics, high-end manufacturing, and potential recovery in financial and cyclical sectors [5] - Market style is expected to become more balanced, with investment opportunities across various asset classes, including technology, consumer, and cyclical sectors [5] Key Sectors of Interest - Emphasis on graphics processors and humanoid robotics, along with identifying oversold weight sectors for investment [6]
开源证券-固态电池行业周报(第十七期):中伟股份与厦钨新能战略合作,卫蓝新能源获D+轮融资引入绿色能源等战投-251007
Xin Lang Cai Jing· 2025-10-07 12:10
Group 1 - Core viewpoint: Zhongwei Co., Ltd. and Xiamen Tungsten Co., Ltd. have formed a strategic partnership, while Weilan New Energy has secured D+ round financing to introduce green energy investments [1] - Battery progress: As of September 29, Keri Technology announced collaborations with multiple domestic and international solid-state battery manufacturers for pilot line development and sample delivery, focusing on solid-state battery production equipment R&D to assist clients in accelerating technology validation and mass production preparation [1] - Weekly sector performance: The solid-state battery index increased by 6.1% during the week of September 29-30, with a cumulative increase of 59.5% by 2025, compared to a 17.9% increase in the CSI 300 index during the same period [1] Group 2 - Average performance of solid-state battery-related stocks: The average increase for solid-state battery-related stocks within the statistical scope was 5.1%, with all sectors rising, particularly conductive agents (+11.4%) and anode materials [1]
重磅活动丨2025固态电池行业年会暨固态电池金鼎奖颁奖典礼,首届硫化物全固态电池论坛11月广州举办!
起点锂电· 2025-10-07 08:42
2025 起点固态电池行业年会 暨固态电池金鼎奖颁奖典礼 首届硫化物全固态电池国际峰会议程 时间: 2025年11月8日 地点:广州 一 活动背景与意义 3、 政策支持与市场需求匹配性 1、 硫化物全固态电池技术发展现状分析 能量密度快速提升 : 硫化物全固态电池能量密度预计从 2025年的350Wh/kg提升至2030年的500Wh/kg,年均复合增长率达7.4%,显著高于液态锂 电池进步速度。 商业化节奏加速 : 关键节点 2026年实现规模化生产(原计划2027年),反映技术突破超预期(如电解质电导率>10 mS/cm、界面稳定性提升)。 中日技术路线趋同 : 中日企业均聚焦硫化物路线,中国 2024年专利申请量达日本三倍,但日本在基础专利仍占全球40%,显示产业化竞争白热化。 政策驱动明确 : 国内设定 2027年装车节点,企业进度普遍提前半年(如60Ah电芯2025年下线),验证政策与市场双轮驱动效应。 2、 技术商业化突破的核心价值 供应链安全重构 : 硫化锂本土化生产可降低对日韩原材料的依赖,缓解当前 99.9%纯度产品高达200万元/吨的价格压力,推动电解质成本向100美 元/kg目标迈进。 ...