证券日报网讯12月16日，科达利（002850）在互动平台回答投资者提问时表示，公司在固态电池领域具 备相关技术储备，已与多家厂家建立合作。 ...

Core Viewpoint - The article highlights the opening of Verkor's first battery super factory in France, which is part of a broader trend in the European battery manufacturing sector aimed at supporting electric vehicle production and enhancing local supply chains [3][7]. Group 1: Verkor's Battery Factory - Verkor's factory has a total investment of €1.5 billion (approximately 120 billion RMB) and began construction in November 2023, with an initial annual production capacity of 16 GWh, planned to expand to 50 GWh by 2030 [3]. - The factory is expected to create around 1,200 direct jobs and 3,000 indirect jobs, with the first battery units projected to be available in early 2026 for the Renault Alpine A390 model [3]. - By 2027, the factory aims to supply lithium-ion batteries for 300,000 electric vehicles annually [3]. Group 2: Strategic Partnerships - Verkor established a strategic partnership with Renault in 2021, which evolved into a commercial relationship in April 2023, leading to a binding supply agreement for high-performance batteries [4]. - Renault plans to purchase 10 GWh of batteries from Verkor starting in 2026, increasing to 20 GWh by 2030 [4]. Group 3: Technology Focus - Verkor primarily focuses on ternary batteries while also developing lithium iron phosphate (LFP) and solid-state batteries [5]. - Renault has partnered with CATL and LG Energy Solution for LFP battery technology, with plans to integrate this technology into its production by 2026 [6]. Group 4: Battery Valley Development - The article notes that the Dunkirk area in France has seen the establishment of four major battery projects, including Verkor's factory, with other factories from ACC and Envision AESC also contributing to the region's battery production capabilities [7]. - The ACC factory, which opened in June 2023, has a planned capacity of 40 GWh, while Envision AESC's factory in Douai will have an initial capacity of 10 GWh, expected to be operational by June 2025 [7].

Core Viewpoint - Ford Motor Co. is taking a nearly $20 billion charge as it transitions from electric vehicles to hybrids, which has had minimal impact on its stock but negatively affected shares of battery manufacturers [1] Group 1 - Ford's decision to shift focus from electric vehicles to hybrids involves a significant financial charge of nearly $20 billion [1] - The stock performance of Ford remained stable despite the substantial charge, indicating investor confidence or a lack of immediate concern regarding the transition [1] - The announcement led to a decline in shares of battery makers, reflecting market reactions to Ford's strategic shift away from electric vehicles [1]

12月16日，江西省鹰潭市贵溪经济技术开发区管理委员会发布情况通报：12月15日，媒体反映"江西悦海新能源有限公司有员工血液中铅含量检测数 值异常"等情况。 贵溪经开区第一时间成立工作专班，展开全面调查，组织企业全体员工开展体检，送检样本实行双重验证，组建专家组对企业生产环境开展现场评 估。后续将严格依据检测评估结果依法依规进行处置，切实维护员工健康权益。 情況通报 贵溪经开区 贵溪经济技术开发区管理委员会 2025年12月16日 10:05 江西 Q2人 ☆ 星标 情 况 通 报 贵溪经济技术开发区管理委员会 2025年12月16日 据媒体报道，近日，江西悦海新能源有限公司被曝多名员工血铅超标。 记者通过线上沟通及线下走访证实，至少7名员工铅含量超标，记者搜集到6位工人的血铅检验报告，最低的500μg/L，最高的接近700μg/L。采访过程 中，工人提到最多的便是车间粉尘大，一个月只发15个口罩，劳动保护用具不足。 资料显示，江西悦海新能源有限公司位于江西贵溪市硫磷化工基地，经营范围为新型结构密封铅酸蓄电池生产、加工、销售。 12月15日,媒体反映"江西悦海新能源 有限公司有员工血液中铅含量检测数值异常" ...

Core Viewpoint - The company has recently increased capital for its subsidiaries to enhance operational capabilities and support business expansion, particularly in overseas markets and lithium-ion battery manufacturing [2]. Group 1: Capital Increase - The company has injected 360 million yuan into its controlling subsidiary, Beitong Hong Kong, to facilitate overseas business expansion and improve cash flow for daily operations [2]. - An additional 150 million yuan has been allocated to its wholly-owned subsidiary, Anhui New Energy, to support its production and operational needs [2]. Group 2: Business Focus - Beitong Hong Kong is identified as the core subsidiary for the company's overseas business development, aiming to enhance delivery capabilities in overseas intelligent computing services [2]. - Anhui New Energy specializes in lithium-ion battery manufacturing, with products used in commercial vehicle power batteries and industrial energy storage systems [2]. - In the first three quarters of this year, Anhui New Energy achieved revenue of 121 million yuan, nearly doubling from the previous year's total revenue of 64.87 million yuan [2].

Core Viewpoint - The logistics transportation industry is entering its peak season, highlighting the importance of reliable battery systems for truck drivers, who rely on stable power supply for comfort and efficiency in their mobile homes [1]. Group 1: Product Features - The Camel Armor battery series is designed specifically for high-intensity transportation scenarios, providing a reliable power source for truck drivers [1]. - The Duralife technology used in Camel Armor batteries enhances durability and conductivity, resulting in a 15% increase in battery capacity, allowing for approximately 1 additional hour of power under the same load [2]. - The introduction of "super conductive electrolyte technology" improves charging efficiency by 20%, enabling quick recovery of battery power after 3-4 hours of vehicle operation [2]. Group 2: Quality and Service - The Camel Armor K series meets the European V4 standard for vibration resistance, ensuring stable performance under extreme conditions such as long-distance travel and continuous operation [4]. - The company offers nationwide support through over 110,000 service locations, ensuring convenient after-sales service and timely responses regardless of the vehicle's location [4]. - The Camel Armor battery series aims to provide enhanced endurance, faster charging, and stable performance, supporting truck drivers during the busy logistics season [4].

Core Viewpoint - The report from Credit Lyonnais indicates that after comprehensive communication with the management of Ruipu Lanjun (00666), valuable insights into the company's current performance and future prospects have been gained [1] Group 1: Company Performance - The average selling price of the company's products has increased by 8% to 10%, reaching 0.31 RMB per watt, primarily due to recent raw material price increases [1] - This development is viewed as a successful cost pass-through, with limited impact on the company's gross margin [1] Group 2: Future Outlook - Credit Lyonnais maintains confidence that Ruipu Lanjun will turn from loss to profit this year, with expected net profit margins of 4% and 5% in the following years [1] - The target price for the stock has been raised from 18 HKD to 20 HKD, with an investment rating of outperforming the market [1]

Group 1 - Sichuan Changhong's self-developed 800V high-voltage battery pack successfully supported the first flight of China's first heavy-duty eVTOL, AR-E800, overcoming technical challenges in high voltage insulation, thermal management, and lightweight design [2] - Shanghai Brain Tiger Technology announced the successful completion of the first clinical trial of its domestically developed "three-in-one" brain-computer interface, allowing a paralyzed participant to control a wheelchair and play games using only their thoughts [2] - China's new high-altitude long-endurance drone, Rainbow-7, successfully completed its maiden flight, featuring a wingspan of over 27 meters and advanced aerodynamic, stealth, and control technologies [2] Group 2 - Aetherflux announced its Galactic Brain project to build a space data center, with the first satellite planned for launch in Q1 2027, addressing power supply issues that typically delay ground-based AI data center construction [2]

近日，国内首条大容量全固态电池产线已建成并进入小批量测试生产阶段。全固态电池能量密度近乎翻 倍、耐热性大幅提升，有望彻底改变电动车续航与安全格局。全固态电池到底"固"了啥？低温天气会让 续航"打折"吗？何时才能买到全固态电池汽车？请专家科普一下。 （文章来源：科技日报） ...

天眼查App显示，近日，苏州锂源源锂电池有限公司成立，法定代表人为周社红，注册资本20万人民 币，经营范围为一般项目：电池制造；电池销售；电池零配件销售；电子元器件与机电组件设备销售； 储能技术服务；电机及其控制系统研发；充电桩销售；五金产品批发；五金产品研发；电子元器件批 发；电气设备修理；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；技术进出口； 货物进出口；进出口代理；新能源汽车电附件销售；新能源汽车整车销售；电池零配件生产；汽车零配 件零售；摩托车及零配件批发；自行车及零配件零售；新能源汽车废旧动力蓄电池回收及梯次利用（不 含危险废物经营）；非公路休闲车及零配件制造；非公路休闲车及零配件销售；蓄电池租赁（除依法须 经批准的项目外，凭营业执照依法自主开展经营活动）。 ...