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All in AI,破解端侧能源痛点
Zheng Quan Shi Bao· 2025-12-17 19:38
Core Insights - The company believes that providing safe, efficient, and reliable energy solutions for AI edge devices is a new mission driven by the intersection of AI and energy technology [1] - The company has evolved from a battery manufacturer to a leader in AI edge energy solutions, actively collaborating with top global tech innovators from the early stages of product development [1] Group 1: Strategic Direction - The company is committed to an "All in AI" strategy, focusing on breaking energy bottlenecks in collaboration with global tech leaders [1] - The company has established a technology matrix that covers the entire lifecycle of customer needs, emphasizing rapid iteration and diverse solutions [2] Group 2: Product Development - The company has achieved mass production of soft solid-state batteries and is continuously working on all-solid-state battery research [2] - The company is enhancing the energy density of existing liquid lithium battery systems through ongoing advancements in high silicon and pure silicon anode technologies [2] - The company has completed technical preparations for sodium-ion batteries to address future resource and cost challenges [2] Group 3: Business Philosophy - The company prioritizes safety, quality, and delivery over cost, adhering to the "SQDC" principle as the foundation of its business [2] - The commitment to zero compromise on safety allows the company to meet increasingly stringent industry standards and turn challenges into core advantages [2] Group 4: Future Outlook - The company aims to be a leader in the energy revolution for AI edge devices, leveraging continuous technological innovation and deep customer collaboration to create sustainable long-term value for society [3]
豪鹏科技董事长潘党育: All in AI,破解端侧能源痛点
Zheng Quan Shi Bao· 2025-12-17 19:18
当下,全球正身处一场由AI与能源技术交汇催生的深刻变革之中,豪鹏科技(001283)深信,为AI端 侧提供安全、高效、可靠的能源解决方案,是时代赋予公司的全新使命。 豪鹏科技坚持将研发前置,构建了能够覆盖客户全周期、多样化及快速迭代需求的技术矩阵。在备受关 注的消费级固态电池领域,公司已实现固液态电池(软甲固电产品)量产,并持续开展全固态电池研发工 作。在提升现有液态锂电体系能量密度方面,高硅负极和纯硅负极技术的攻关正在持续进行,样品数据 表现亮眼;针对特定应用场景,钢壳叠片电池工艺正走向量产。面向未来的资源与成本挑战,公司的钠 离子电池也已完成技术储备。这确保了豪鹏科技能够与全球顶尖品牌客户快速迭代的产品蓝图相匹配, 将能源痛点转化为创新亮点。 历经二十余年的发展,豪鹏科技始终坚信,要想穿越产业周期,还必须回归商业的本质与坚守。公司将 产品的安全(Safety)、品质(Quality)、交付(Delivery)置于成本(Cost)之前,这一"SQDC"理念是公司的立 业之本。正是对安全"零妥协"的追求,让公司在行业标准不断提升的今天,能够从容应对,并将严苛标 准转化为核心优势。这份长期主义,是赢得客户信赖的 ...
在技术创新、社会责任与治理实践中书写新篇章,弗迪电池获“2025第一财经·中国企业社会责任榜”可持续供应链管理典范
Di Yi Cai Jing· 2025-12-17 15:50
弗迪电池将"成为可持续发展的引领者"作为可持续发展方针,把智能化、绿色化、全球化融入战略内 核,荣获"可持续供应链管理典范"奖。 日前,"2025第一财经·中国企业社会责任榜"正式揭晓,以"可持续竞争力"为核心议题,系统评估并呈 现中国企业如何将企业社会责任实践转化为驱动商业韧性、环境韧性、社会韧性协同发展的长期能力。 其中,弗迪电池将"成为可持续发展的引领者"作为可持续发展方针,把智能化、绿色化、全球化融入战 略内核,荣获"可持续供应链管理典范"奖。 2025年,弗迪电池自主开发的"迪碳云"碳管理平台通过SGS基于ISO 14067:2018、ISO 14044:2006的权威 认证,为供应链上下游企业提供标准化碳管理工具,助力全产业链低碳协同。 在各个环节中,弗迪电池将可持续发展战略切实落地。在产品端,弗迪电池高度重视产品碳足迹管理, 积极开展产品碳足迹测算工作,量化产品在全生命周期中的碳排放量;创新构建"CIRCLE"碳管理模 式,于2024年内部测算34款产品碳足迹,4款产品获得碳足迹核查声明,3款产品开展生命周期评估 (LCA),5项产品开展环境产品声明(EPD)。此外,作为全球电池联盟(GBA)成 ...
AI日报丨有道AI答疑笔销售额破亿;查诺斯警告AI投资面临泡沫风险
美股研究社· 2025-12-17 14:47
Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [3] - NetEase Youdao's AI product, the "Youdao AI Answer Pen," has achieved over 100 million yuan in sales within less than a year, indicating a successful market entry and a shift towards sustainable commercialization in domestic AI hardware [5] - Alibaba's Qianwen APP has launched a new video generation model, Wanxiang 2.6, which supports character role-playing and offers features like audio-visual synchronization and multi-angle generation, marking a significant advancement in AI-driven video content creation [6] Group 2 - Investor Jim Chanos is increasing his short position on data centers, warning that both traditional and AI-focused data centers have low capital returns and high capital intensity, likening the current situation to a potential "Bubble 2.0" similar to the 2000 internet bubble [7][8] - Major tech companies, including OpenAI, Meta, and Microsoft, are advocating for legislative reforms to streamline federal approval processes for AI infrastructure and semiconductor production projects in the U.S., with a key vote on the SPEED Act expected soon [9] - Apple plans to expand its iPhone lineup to at least seven models by fall 2027, including its first foldable iPhone and a 20th-anniversary edition, aiming to cater to a broader range of consumer budgets [11] - The UK Competition and Markets Authority is investigating Google for potential anti-competitive behavior in the advertising technology sector [12] - Tesla aims to produce complete batteries at its Berlin-Brandenburg factory by 2027, with an annual production target of up to 8 GWh, supported by a nearly 1 billion euro investment to enhance supply chain resilience in Europe [13] - OpenAI is reportedly in talks with Amazon to secure at least $10 billion in funding, potentially utilizing Amazon's proprietary AI chips, which would compete with Nvidia's AI accelerators [14][15]
中贝通信:公司积极布局新能源业务,主要生产大容量刀片锂电池模组
Zheng Quan Ri Bao Wang· 2025-12-17 14:12
证券日报网讯12月17日,中贝通信(603220)在互动平台回答投资者提问时表示,公司积极布局新能源 业务,主要生产大容量刀片锂电池模组,为商用车(轻卡、重卡)提供动力电池,为工商业用电大户提供 储能系统。动力电池生产产线于今年1月实现试产,上半年度形成了一定的产量和拓展了部分客户,在 2025年10月达到设计产能。 ...
冲刺 “固态电池第一股”!“独角兽”卫蓝新能源拟登陆创业板
Zhong Guo Jing Ying Bao· 2025-12-17 10:06
中经记者 陈燕南 北京报道 近日,中国证监会披露的信息显示,北京卫蓝新能源科技股份有限公司(以下简称"卫蓝新能源")正接 受中信建投辅导,拟登陆创业板。若此次成功登陆资本市场,卫蓝新能源有望成为"固态电池第一股"。 据了解,卫蓝新能源是中国科学院物理研究所固态电池产学研孵化企业,成立于2016年,位于北京房山 窦店,主营固态锂离子电池,是国家级专精特新"小巨人"企业、独角兽企业,具有40余年固态电池产业 研究经验,在多个固态锂电技术领域实现"首次"突破。 《中国经营报》记者梳理发现,卫蓝新能源从2017 年天使轮至今,已完成九轮融资,累计融资额超 25 亿元,投资方阵容涵盖产业巨头、国有资本、专业 VC和科研机构。例如小米、华为等头部企业通过多 轮投资深度绑定卫蓝新能源。 伴随资本加持,卫蓝新能源估值稳步攀升,从2021 年 B + 轮的 50 亿元跃升至185 亿元,在《2025全球 独角兽榜》榜单中位列第455位。对于公司的募资需求以及未来的发展战略,记者致函卫蓝新能源,但 截至发稿前尚未得到回复。 技术背景深厚 记者了解到,公司由中国工程院院士陈立泉、中国科学院物理研究所研究员李泓、教授级高级工程师俞 ...
破发股孚能科技4名股东拟减持 2020年上市2募资共67亿
Zhong Guo Jing Ji Wang· 2025-12-17 09:20
Core Viewpoint - The shareholders of Funeng Technology (孚能科技) plan to reduce their holdings, with a total of up to 24,442,077 shares, representing no more than 2.0000% of the company's total share capital [1][2][3] Group 1: Shareholder Reduction Plan - The shareholders involved in the reduction include Jiangxi Lida, Beijing Lida, Gongqingcheng Lida, and Shenzhen Lida, holding a total of 45,842,644 shares, which is 3.7511% of the total share capital [1][2] - The planned reduction will occur through block trading and/or centralized bidding, with a maximum of 12,221,038 shares to be sold via centralized bidding and up to 24,442,077 shares through block trading [2][3] - The reduction period is set from December 22, 2025, to March 21, 2026, with the shares being sourced from those acquired before the IPO [3] Group 2: Company Background - Funeng Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 17, 2020, with an initial offering price of 15.90 yuan per share [5] - The total funds raised during the IPO amounted to 340,472.96 million yuan, with a net amount of 322,450.73 million yuan after deducting issuance costs [5][6] - The company has conducted two fundraising rounds, totaling 672,272.96 million yuan [7]
摩根大通(JPMorgan)对宁德时代的多头持仓比例降至7.91%
Xin Lang Cai Jing· 2025-12-17 09:07
据香港交易所披露,摩根大通(JPMorgan)对宁德时代新能源科技股份有限公司 - H股的多头持仓比例 于2025年12月11日从8.36%降至7.91%。 ...
领湃科技:公司获得债务和租金豁免
Ge Long Hui· 2025-12-17 08:47
2025年3月27日,衡阳弘新建设投资有限公司(简称"弘新建设")向领湃科技出具《关于 <租赁合同> 租金优惠的通知》,通知中同意从2025年1月1日开始,对领湃科技与弘新建设双方签订的2.4GWh电芯 产线使用厂房及动辅设备《租赁合同》、模组线厂房及设备《租赁合同》、大储线厂房《租赁合同》及 弘新建设与领湃科技子公司湖南领湃新能源研究院有限公司签订的中试线厂房《租赁合同》约定的租金 按照2025年1月1日至2027年12月31日期间免收租金、2028年1月1日至2029年12月31日期间的租金按原租 赁合同计算出的租金基础上减半收取。在租赁期间,若出现重大战略重组等特殊情况,双方需根据实际 情况进行调整。若有调整双方需按照《中华人民共和国民法典》等相关法律法规就调整事项进行协商, 调整前双方按本通知内容执行。 格隆汇12月17日丨领湃科技(300530.SZ)公布,公司于2025年12月9日收到债权人暨控股股东湖南衡帕动 力合伙企业(有限合伙)(简称"衡帕动力")出具的《关于豁免借款的通知》,衡帕动力决定无偿豁免 公司借款本金6,100万元。以上债务本金豁免为衡帕动力单方面、不附带任何条件、不可变更、不可撤 ...
英国最大电池超级工厂! 远景动力桑德兰工厂正式投产
起点锂电· 2025-12-17 08:33
Core Viewpoint - Envision AESC has launched its battery super factory in Sunderland, UK, with an initial planned capacity of 15.8 GWh, capable of supplying high-quality battery products for over 200,000 electric vehicles annually, marking it as the largest battery manufacturing base in the UK to date [2][4]. Group 1: Company Overview - Envision AESC has been operating in the UK for over a decade, with its first battery factory in Sunderland launched in 2012, which was one of the earliest large-scale production facilities for power batteries in Europe [4]. - The new factory's launch will further solidify Envision AESC's leading position in the European market, addressing the rapidly growing demand for electric vehicles locally [4]. Group 2: Global Expansion - Envision AESC is recognized as a pioneer in global battery technology, with 14 battery production bases established across six countries [4]. - In 2025, the company plans to launch three overseas factories, including the new Sunderland facility, showcasing its exceptional global operations and large-scale delivery capabilities [4]. Group 3: Commitment to Innovation - Envision AESC emphasizes technology-driven innovation and customer-centric approaches, providing high-quality, safe, and sustainable power and energy storage battery solutions to support global carbon neutrality efforts [4].