固态电池

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喜娜AI速递:今日财经热点要闻回顾|2025年10月4日
Sou Hu Cai Jing· 2025-10-04 11:20
Group 1 - The Asia-Pacific markets experienced a significant surge, with the South Korea Composite Index rising by 3% and the Nikkei Index increasing by over 1%, driven by enhanced expectations of a Federal Reserve rate cut and breakthroughs in AI technology [2] - OpenAI launched two major products, "Instant Checkout" and the Sora App, aiming to alleviate financial losses and achieve a revenue target of $13 billion, although these moves have sparked internal and external debates regarding the company's direction [2] - The U.S. stock market reached new historical highs, with all three major indices closing at record levels, as investors remained optimistic about the short-term impact of the government shutdown on the economy [2] Group 2 - The Federal Reserve's monetary policy outlook has become more complex due to the delay in the September non-farm payroll report caused by the government shutdown, leading to increased uncertainty regarding future rate cuts [3] - China's solid-state battery production is accelerating, with companies like CATL and Guoxuan High-Tech making significant advancements, while Japanese automakers like Toyota and Honda are falling behind in this technology [3] - The gold market experienced significant volatility, with spot gold prices fluctuating nearly 2% in a single day, although Goldman Sachs maintains a positive long-term outlook for gold prices [3] Group 3 - Berkshire Hathaway announced a structural change, separating the roles of Chairman and CEO, with Greg Abel set to succeed Warren Buffett as CEO in early 2026 [4] - Berkshire also revealed a $9.7 billion acquisition of Occidental Petroleum's chemical business, OxyChem, indicating a strategic expansion in its portfolio [5] Group 4 - The Hong Kong stock market saw some sectors rise against the trend, particularly public utility stocks and nuclear energy stocks, with significant gains attributed to recent positive developments in the nuclear sector [5] - A wave of share reduction announcements from 103 companies, including notable firms like Tonghuashun and Dongfang Caifu, has raised market concerns about potential adjustments in related sectors [5]
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· 2025-10-04 09:13
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 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。 终端应用场景拓展: 高安全性(针 ...
美股三大指数震荡整理 存储概念股集体上涨
Feng Huang Wang Cai Jing· 2025-10-01 15:38
美股存储概念股集体上涨,闪迪涨超8%,美光科技、希捷科技涨逾4%,西部数据涨超3%,四者股价均 创历史新高。 美股固态电池概念股集体拉升,美洲锂业LAC大涨超21%,QuantumScape涨超18%,普拉格能源涨近 15%,Microvast涨近5%。 美东时间周三,由于美国9月ADP就业数据疲软,美股三大指数震荡整理。截至发稿,道琼斯指数涨 0.02%,纳斯达克综合指数跌0.12%,标普500指数跌0.05%。 比特币日内涨幅扩大至近3%,突破11.7万美元;以太币涨超4%,报4308.8美元;加密货币概念股持续 上攻,Strategy涨超6%,MARA Holdings涨超5%,CleanSpark涨超4%。 ...
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· 2025-10-01 09:41
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。 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 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)。 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。 终端应用场景拓展: 高安全性(针 ...
9月30日每日研选丨下一轮行情引擎?机构“押注”新能源
Shang Hai Zheng Quan Bao· 2025-09-30 11:38
Group 1: Wind Power Industry - The wind power industry is entering a performance realization period, with expectations for comprehensive performance release in the second half of the year [1] - The industry is anticipated to enter a new upward cycle during the "14th Five-Year Plan" period, driven by offshore wind power, export markets, and onshore wind power [1] - Key factors expected to catalyze growth by 2025 include the initiation of deep-sea offshore wind power, accelerated exports, and recovery in wind turbine profitability [1] - Focus is recommended on leading companies in segments such as pipe piles, submarine cables, wind turbines, and components during this new cycle [1] Group 2: Energy Storage and Hydrogen Industry - Independent energy storage market growth is supported by domestic policies, with strong demand in Europe and emerging markets for household storage [1] - The hydrogen energy sector is experiencing reduced financing difficulties and increased government support for new technology development, accelerating the entire hydrogen industry chain [1] - The large-scale energy storage demand is expected to exceed expectations, with a projected growth rate of around 30% over the next two years [2] Group 3: Lithium Battery Industry - The lithium battery downstream demand is showing strong continuation, driven by both domestic and overseas energy storage needs and the booming electric vehicle market [1] - There is a significant increase in procurement willingness and order volume from terminal enterprises, with a strong sentiment for price increases in the market [1] - The solid-state battery technology is advancing, with several automakers planning to adopt solid-state batteries around 2027, indicating a faster industrialization process [3] Group 4: Renewable Energy Development - The renewable energy sector, primarily wind and solar power, is projected to have nearly 2 billion kilowatts of new capacity from 2025 to 2035 [4] - The construction of large wind and solar bases is accelerating, with steady progress in deep-sea wind power and distributed wind power [4] - The industry is expected to achieve long-term growth driven by the goals of "carbon peak and carbon neutrality" [4]
林园买科技背后的深究!不投不代表不关注!固态电池、液冷相关标的大涨!
私募排排网· 2025-09-30 10:00
本文首发于公众号"私募排排网"。 (点击↑↑ 上图查看详情 ) 林园作为一名老牌价值投资代表人物,曾以长期持股、买了不卖、寻求确定性等投资理念赚得盆满钵满。比如2001年投资宁沪高速,买入三年 后获利三倍、2003年重仓介入贵州茅台实现财富自由,或许至今仍继续持有。 可以发现的是,林园在过往优秀的战绩中,确实很少接触科技 股。 近期, 林园被动买了科技股引发市场关注,因为进行新股申购存在市值要求,所以被动买入了一批科技股。 林园坦言投资科创板让他备受煎 熬:搞了以后,对我来说也是很痛苦,我买了以后才后悔,把我折腾的多少个晚上都睡不着觉,因为我买了是不卖的。 林园多次旗帜鲜明地表示自己坚决不碰科技股,在科技行情沸腾的当下,为什么依旧如此坚定地不碰科技股?曾也有投资者质疑林园不懂什么高 科技,为什么不投那些科技? 其实,林园早年拥有过科技行业的从业经验,曾在20多岁就是摩托罗拉芯片的亚洲总代理, 亲身体验过科技行业的不 确定性,这或许与 林园的 投资理念 —"确定性"存在明显偏差。 这或许也是一位价值投资的坚守,只做自己认为对的事情。(可参考: 股市传奇林园:从8000元到百亿财 富的私募基金经理 ) 不投但不代 ...
连板股追踪丨A股今日共63只个股涨停 这只光伏概念股7连板
Di Yi Cai Jing· 2025-09-30 07:53
固态电池概念股天际股份3连板。一图速览今日连板股>> 9月30日,Wind数据显示,A股市场共计63只个股涨停。其中光伏概念股蓝丰生化收获7连板,固态电池 概念股天际股份3连板。一图速览今日连板股>> | 進板股 | 9.30 | | | --- | --- | --- | | | | 截至收盘斩获连板个股 | | 股票名称 | 连板天数 | 所属概念 | | *ST亚太 | 7 | 化工 | | 蓝丰生化 | 7 | 光伏 | | 华建集团 | 4 | 工程设计 | | *ST正平 | 4 | 智算服务 | | 天际股份 | 3 | 固态电池 | | 山子高科 | 2 | 汽车整车 | | 通润装备 | 2 | 光伏+储能系统 | | *ST东晶 | 2 | 电子元件 | | 国盛金控 | 2 | 证券 | | *ST东易 | 2 | 建筑 | | 冠中生态 | 2 | 环保 | | *ST大晟 | 2 | 游戏+短剧 | | 石大胜华 | 2 | 化工 | | 丰山集团 | 2 | 固态电池 | | 博计新材 | 2 | 光伏 | ...
短线情绪再回暖!新能源、大金融、科技股多点开花提振持股过节信心
Xin Lang Cai Jing· 2025-09-30 01:25
导读:①昨日三大指数集体上涨,节前量能反增,透露出对节后行情的乐观预期,为持股过节创造好环 境;②新能源赛道活跃,固态电池方向爆发,受技术突破与涨价逻辑双重催化;③大金融板块异动,券 商权重股获资金流入,后续大概率震荡向上;④科技股方向,DeepSeek 模型更新降成本且技术生态有 突破,国产算力及下游应用或迎机会。 昨日市场震荡反弹,三大指数全线上涨,并且即使受到节前效应的影响下,量能还能不减反增,也一定 程度反映出市场对于节后行情依旧较为乐观之预期,为持股过节创造了相对良好的环境。 昨日午后以证券为代表的大金融板块异动走强,汇金股份、华泰证券、国盛金控涨停,东方财富、中信 证券等涨超5%。而上述个股都属于券商板块的权重,可见在出现资金大规模流入的背景下,对于证券 板块的后续走势仍值得期待。不过需注意的是,昨日尾盘阶段,券商板块还是出现了一定的回流,可见 大金融短期出现大规模逼空的概率仍相对较低,后续大概率还是以震荡向上的模式所延续。 科技股方向再迎重磅催化,昨日DeepSeek发布重磅更新——DeepSeek-V3.2-Exp 模型。这次亮点是价 格,输入成本降低50%,输出成本降低75%,对于下游应用行 ...
四大证券报精华摘要:9月30日
Zhong Guo Jin Rong Xin Xi Wang· 2025-09-30 00:03
转自:新华财经 全国社会保障基金理事会9月30日发布的2024年全国社会保障基金年度报告显示,2024年,基金投资收 益额2184.18亿元,投资收益率8.10%。其中,已实现收益额436.51亿元(已实现收益率1.64%),交易 性资产公允价值变动额1747.67亿元。基金自成立以来的年均投资收益率7.39%,累计投资收益额 19009.98亿元。社保基金会相关负责人表示,2024年社保基金会加强市场研判,因时因势制订"稳中求 进、以进促稳"的配置策略,在资本市场波动中,坚定信心,保持战略定力不动摇,维持股票风险敞口 基本稳定,获取了A股市场反弹带来的收益;靠前配置、加大配置固定收益资产,较好把握了利率持续 下行带来的投资机会;积极加大股权投资力度,优化海外投资布局,较好发挥了资产配置分散投资风 险、稳定提升基金整体收益的作用。 9月29日,A股市场走强,三大指数全线上涨,创业板指涨逾2%。券商、新能源、贵金属、人形机器人 等板块爆发,大小盘股携手走强。整个A股市场超3500只股票上涨,逾60只股票涨停。市场成交额为 2.18万亿元,连续34个交易日成交额超2万亿元。资金面上,融资资金继续活跃,截至9月26 ...
晚报 | 9月30日主题前瞻
Xuan Gu Bao· 2025-09-29 14:53
Education Sector - The National Smart Education Platform is advancing its application pilot work, emphasizing the role of digital technology, especially AI, in reshaping knowledge structures and educational methods [1] - The Chinese smart education market is projected to exceed 900 billion yuan by 2025, with a compound annual growth rate of 21% [1] - The Ministry of Education aims for 90% coverage of smart campuses in primary and secondary schools by 2025, indicating a shift from "tool empowerment" to "ecological reconstruction" in education [1] Superconducting Industry - A new world record of 35.1 Tesla for steady-state magnetic fields has been achieved by a collaborative effort led by the Chinese Academy of Sciences [2] - This breakthrough in superconducting technology is expected to enhance the domestic high-temperature superconducting materials industry and support applications in various fields such as MRI, aerospace, and efficient power transmission [2] - The global superconducting materials market is anticipated to exceed $25 billion by 2030, with significant growth expected in China's market share [2] Atomic-Level Manufacturing - The Central Political Bureau is discussing the inclusion of atomic-level manufacturing in the 14th Five-Year Plan, highlighting its strategic importance [3] - The focus will be on high-end manufacturing needs, including integrated circuits and aerospace, to enhance core materials and components [3] Macro and Industry News - The Central Political Bureau is formulating the 15th Five-Year Plan for economic and social development [4] - The National Development and Reform Commission is supporting the development of domestic computing power and models [4] - The Ministry of Industry and Information Technology aims for an average annual revenue growth of 3.5% in the machinery industry from 2025 to 2026 [4]