Group 1 - The company is actively engaged in the research and development of Metal-Supported Solid Oxide Batteries (MS-SOC) in collaboration with leading domestic research institutions [2] - The company has achieved stable bonding of metal-ceramic interfaces and has mastered the full-process independent production technology for single cells [2] - The characteristics of MS-SOC include fast startup, long lifespan, low cost, and high efficiency in combined heat and power generation, making it suitable for applications in data centers, distributed energy, and microgrids [2] Group 2 - Currently, the related business has not generated operating revenue and is not expected to have a significant impact on the company's performance in the short term [2]

筹划控制权变更事项仅一周时间，南都电源（300068）12月18日晚间披露公告称，终止筹划控制权变更事项，公司股票自12月19日起复牌。 值得一提的是，12月11日，南都电源股票大涨，盘中一度涨超14%，至收盘涨8.69%报18.38元/股。 南都电源表示，公司控股股东与交易对方就控制权变更事项进行了充分探讨，但由于涉及事项较多，核心条款未达成共识，决定终止本次控制权变更事 项。终止筹划不会对公司经营业绩和财务状况产生重大不利影响。 南都电源12月11日晚间公告，公司控股股东杭州南都电源有限公司、上海益都实业有限公司、上海南都集团有限公司正在筹划公司控制权变更相关事宜， 该事项可能导致公司控股股东及实际控制人发生变更。公司股票自2025年12月12日开市起停牌。 南都电源专业从事通信电源、绿色环保储能应用产品研究、开发、制造和销售，主要产品有AGM电池和胶体电池。公司于2010年4月登陆深交所创业板。 2024年，南都电源创下有史以来最大年度亏损，当年营业收入为79.84亿元，同比下降45.56%；归母净利润为-14.97亿元，同比下降4260.62%；扣非归母净 利润为-17.34亿元，同比下降3965.1 ...

证券日报网讯 12月18日，振华股份在互动平台回答投资者提问时表示，首能当前与下游客户就半固态 电池的全流程开发进行了密切接触，相关方案已进入小批量出货阶段。 （文章来源：证券日报） ...

公开资料显示，远景动力在英布局已超过十年——2012年，其桑德兰首座电池工厂已投产。此次新工厂 的投产，将进一步巩固远景动力在欧洲市场的发展基础，满足当地市场快速增长的电动汽车需求。 （文章来源：新华财经） 记者18日从电池科技企业远景动力获悉，其英国桑德兰电池超级工厂已于近日投产。该工厂首期规划产 能15.8吉瓦时，每年可为日产等头部车企超20万辆电动汽车配套电池产品。 作为全球化布局较早、国际化程度较深的电池科技企业，远景动力已在全球六个国家布局14座电池生产 基地。仅在2025年，远景动力就有法国杜埃工厂、美国田纳西储能产线、英国桑德兰新工厂三座海外工 厂投产，充分展现了其全球运营与大规模交付的能力。 ...

Domestic News - The Ministry of Industry and Information Technology (MIIT) is soliciting public opinions on seven mandatory national standards, including safety technical requirements for car door handles and an English version of the mandatory national standard for electric vehicle safety [2] - Chongqing is promoting the development of "AI+" smart connected new energy vehicles, focusing on AI applications in areas such as assisted driving and intelligent interaction [3] - Sichuan is increasing support for the hydrogen energy industry, with significant progress in the hydrogen energy application and infrastructure development over the past year and a half [4] - Guangzhou has achieved full-scale open demonstration operations for autonomous driving, with 19 operational routes connecting major transport hubs to the city center [5] - CATL and Lantu have signed a ten-year deepening cooperation agreement, focusing on battery technology and supply chain collaboration [6] - BYD has officially announced the production of its 15 millionth new energy vehicle, achieving this milestone in just 13 months [7] - Li Auto has officially entered the markets of Egypt, Kazakhstan, and Azerbaijan, expanding its global presence with three main models [8] - Envision AESC has launched its battery super factory in Sunderland, UK, with a planned capacity of 15.8 GWh, capable of supplying batteries for over 200,000 electric vehicles annually [9] International News - The EU plans to expand the carbon border tax to include automotive parts, aiming to close loopholes that allow foreign manufacturers to evade climate-related costs [10] - Thailand will impose VAT and customs duties on all imported goods starting January 1, 2026, affecting automotive parts and aiming to protect local businesses [11] - Japan's NTT Group plans to deploy over 1,000 autonomous vehicles nationwide by 2030 to address the shortage of drivers in an aging society [12] - Kia intends to restart its sales operations in Malaysia through a new wholly-owned subsidiary in early 2026 [13] Commercial Vehicles - Dongfeng Liuzhou Automobile has joined Huawei's supercharging alliance to promote all-electric logistics, with a reported 34% year-on-year increase in commercial vehicle sales [14] - GAC Aion has secured 300 million yuan in financing to enhance its capabilities in the new energy commercial vehicle sector [15] - Cangzhou has issued a plan to improve air quality, emphasizing the transition to new energy vehicles in various sectors by 2027 [16] - Bosch is betting on hydrogen-powered heavy trucks, predicting a market explosion around 2027 as hydrogen fuel cell technology matures [17][18]

信宇人（688573.SH）12月18日在投资者互动平台表示，公司目前在手订单正在有序生产中，产品的毛 利率请以公司披露的定期报告为准。公司全自动真空烘烤线技术水平处于行业领先地位，该技术在大幅 度提高真空干燥效率的同时，实现了全线自动化、智能化、大规模生产，综合能耗节约超过30%。目 前，锂电池真空除水烘烤线已在动力、储能、3C等领域的电池生产客户中广泛应用。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：作为贵公司一名早期的投资者，非常理解公司的"低价 切入"策略。请问早期低价的订单是否交付完毕，新签订的订单毛利率在合理水平吗？新产品环形烘烤 线技术含量怎么样，有专利保护吗？一旦得到市场或者客户的认可，公司产能怎么样？ ...

导读：福特放弃全面电动化转型的计划波及供应链。 福特汽车已于本周一宣布计提195亿美元（约合人民币1400.10亿元）的资产减值，并取消多款电动车 型。 据悉，在福特计提的195亿美元资产减值中，约85亿美元（约合人民币610.30亿元）与取消规划中的电 动车项目相关，约60亿美元（约合人民币430.80亿元）与解散其与韩国SK On的电池合资企业有关，另 有50亿美元（约合人民币359.00亿元）被归类为"项目相关费用"。 值得注意的是，2022年，SK On与福特曾投资114亿美元（约合人民币818.50亿元），在美国建设联合电 池工厂。 从目前来看，福特放弃全面电动化转型的影响范围正在进一步扩大。包括SK On和LG新能源在内，福 特的战略变动导致的损失已经开始蔓延到整个供应链。 本文系观察者网独家稿件，未经授权，不得转载。 （文 / 观察者网 周盛明 编辑 / 高莘） 据路透社报道，韩国电池制造商LG新能源当地时间12月17日表示，福特汽车已终止一项价值约9.6万亿 韩元（约合人民币510.70亿元）的电动车电池供应协议。 据悉，去年10月，LG新能源曾和福特签署两份协议，计划自2026年和2027年 ...

近日，全球首条实现 人形具身智能机器人规模化落地 的新能源动力电池PACK生产线，在宁德 时代中州基地正式投入运行。 人形机器人"小墨"已能精准完成电池接插件插接等复杂作业，标 志着具身智能在智能制造领域的应用取得里程碑式突破。 柔性操作： 在插拔柔性线束时，能动态调节力度，确保连接可靠且不损伤部件。 高效可靠： 在实际运行中，其插接成功率稳定在99%以上，作业节拍已达到熟练工人水平。 如今，"小墨"已成为产线上不可或缺的一员。它不仅能自主检测线束连接状态，发现异常即时 上报，有效降低不良品率，还能在作业间隙主动切换至巡检模式。面对多型号电池的连续生产 任务，其单日工作量实现了三倍提升，且一致性与稳定性表现卓越。 "小墨"由宁德时代生态企业——千寻智能机器人公司研发，搭载了宁德时代自研电池，是产业 链协同的成果。为了将实际场景需求转化为工程技术指标，宁德时代联合多个部门深入产线调 研，共同制定了兼具前瞻性与落地可行性的开发方案，为具身智能机器人的规模化部署奠定了 基础。 "小墨"所替代的EOL与DCR工序，是电池包下线前的最终功能测试。该环节因具有"多品种、 小批量、高柔性"的特点，长期依赖人工操作。工人需要 ...

Core Viewpoint - Anfu Technology's stock price has decreased by 5.15%, currently trading at 38.67 CNY per share, with a market capitalization of 9.97 billion CNY [1] Company Overview - Anfu Technology, established on May 7, 1999, and listed on August 22, 2016, is located in Hefei, Anhui Province. The company specializes in the research, production, and sales of high-performance environmentally friendly zinc-manganese batteries [1] - The revenue composition of Anfu Technology includes: alkaline batteries (83.08%), carbon batteries (7.88%), other batteries (4.51%), other products (4.35%), and miscellaneous (0.18%) [1] Fund Holdings - According to data, one fund under Everbright Prudential holds a significant position in Anfu Technology. The Everbright Prudential Research Selected Mixed A Fund (008313) held 59,300 shares in the third quarter, accounting for 3.2% of the fund's net value, making it the fifth-largest holding [2] - The fund has experienced a floating loss of approximately 124,500 CNY today [2] Fund Performance - The Everbright Prudential Research Selected Mixed A Fund (008313) was established on March 23, 2020, with a current scale of 79.19 million CNY. Year-to-date, it has achieved a return of 30.68%, ranking 2,642 out of 8,100 in its category; over the past year, it has returned 29.61%, ranking 2,675 out of 8,065; and since inception, it has returned 19.24% [2] Fund Managers - The fund is managed by Cui Shutian and Tang Yuwei. Cui has been in the position for 5 years and 172 days, with a total asset scale of 1.669 billion CNY, achieving a best return of 43.51% and a worst return of -25.54% during his tenure [3] - Tang has been managing the fund for 4 years and 135 days, with a total asset scale of 83.03 million CNY, achieving a best return of 9.6% and a worst return of -15.62% during his tenure [3]

此外，公司产线设计构建了一个以"航空级"品控为基石、以"高节拍"和"高柔性"为引擎的智能制造体 系，该行列出四大优势：(1)以"航空级"品质标准，赋能"车规级"可靠应用，实现PPB级别的高安全性； (2)传承对自动化和高效率的极致追求；(3)公司产线具备一定柔性生产能力，能够快速切换生产不同规 格的电芯产品；(4)高效产能与快速节拍，新规划产线的节拍高达20/30PPM，处于行业领先水平。 格隆汇12月18日｜中信建投发研报，预计正力新能(3677.HK)2025、2026、2027年营收80.28、128.05、 182.15亿元，归母净利润5.44、12.37、17.30亿元，对应PE38、17、12倍，2026、2027年估值低于行业 平均水平，考虑公司利润成长性较强，出货及利润增速远超行业，首次覆盖给予正力新能"买入"评级。 公司2025H1营收同比增长71.9%至31.7亿元，系新定点客户持续放量；出货同比增长99.2%，归母净利 润2.2亿元，经营性盈利0.87亿元，首次实现转正。量方面，25H1公司实现同比99.2%出货增速，新定点 客户持续放量带动2025年、2026年全年有望实现19、30G ...