证券日报网讯 1月12日，明冠新材在互动平台回答投资者提问时表示，随着消费电子领域的逐步复苏， 在改善公司动力/储能电池铝塑膜产品一致性和稳定性的同时，加快公司铝塑膜产品在消费电子、低空 经济、人工智能领域的推广应用。公司铝塑膜客户主要有冠宇、赣锋、孚能、国轩、骆驼、派能、华宇 钠电等，稳步提升明冠铝塑膜的行业竞争力及市场份额。 （文章来源：证券日报） ...

Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced adjustments to the export tax rebate policy for photovoltaic and battery products, effective from April 1, 2026, with a complete cancellation of the VAT export rebate for these products, indicating a shift towards a mature industry that no longer requires policy support [1][2]. Group 1: Policy Changes - From April 1, 2026, the VAT export rebate for photovoltaic products will be completely canceled, and the rebate rate for battery products will be reduced from 9% to 6% until December 31, 2026, after which it will also be canceled [1]. - The export tax rebate rates for certain products, including photovoltaic and battery products, were previously reduced from 13% to 9% starting December 1, 2024, reflecting a trend towards decreasing support for these mature industries [1][4]. Group 2: Industry Impact - The removal of the export tax rebate will increase export costs for companies, leading to market consolidation where less competitive firms may be eliminated, while leading companies with scale and technology will strengthen their market positions [3]. - The photovoltaic industry has seen a significant drop in export prices, with prices for photovoltaic modules falling over 60% from $0.24 per watt to $0.09 per watt, resulting in a 33% year-on-year decline in export value for 2024 [2][3]. Group 3: Economic Implications - The adjustment of export tax rebates is expected to redirect fiscal resources towards domestic demand and social welfare, addressing challenges such as insufficient effective demand and overcapacity in certain sectors [3]. - The policy changes are part of a broader strategy to optimize fiscal resource allocation, allowing for more targeted support in areas like consumer subsidies and employment assistance, which are crucial for stabilizing economic expectations [3][4].

每经评论员 杜恒峰 出口退税的核心作用在于降低企业出口成本、提升国际竞争力，这一政策对处于发展初期的行业至关重 要。但光伏和电池已是我国的强势出口产品，其全球竞争力已达到无需政策扶持的成熟阶段。目前全球 约80%的太阳能电池、70%的锂电池由中国生产，在全产业链形成了无可替代的规模优势与成本优势。 在技术层面，我国主导了单晶硅生长和加工的核心技术创新，太阳能电池效率多项世界纪录被中国企业 包揽，实现了从多晶硅到组件的全链条技术自主。建立在技术、规模、成本之上的硬实力，使得出口退 税对光伏和电池产业的扶持效应已十分有限，政策退出成为产业成熟的必然选择。 与此同时，出口退税也是国家调节进出口平衡、调控市场供需的重要宏观工具。出口退税本质上属于供 给扩张性政策，而当前我国光伏行业已出现无序竞争、内卷加剧的突出问题。近年来光伏出口价格呈 现"踩踏式下跌"，光伏组件价格从2023年初的0.24美元/瓦降至0.09美元/瓦，降幅超六成，直接导致2024 年光伏产品出口额同比下降33%。2024年退税率从13%下调至9%的调整，并未扭转相关产品价格低迷的 态势，企业仍大面积亏损，下调4个百分点的退税税率没能改变行业供需失衡 ...

以下文章来源于远川科技评论 ，作者徐珊珊 远川科技评论 . 刻画这个时代（的前沿科技） 电池不相信第一性原理。 文 ｜ 徐珊珊 编辑 ｜ 李墨天 来源｜ 远川科技评论（ID：kechuangych） 封面来源 ｜ Unsplash 特斯拉死磕4680电池五年多，最终低调敲响了退堂鼓。 韩国正极材料生产商 L&F 最早走漏风声，公告显示，L&F与特斯拉签订的高镍正极材料供货合同金额从29亿美元缩水到7386美元，减值超99%。这种砍 单行为，几乎等同于项目黄了。 双方在2023年2月签署为期两年的供应合同，订单金额相当于L&F年营收的四倍，堪称天上掉馅饼，没想到馅饼掉了一半，又飞回去了。 L&F的高镍正极材料为特斯拉4680电池定制，是特斯拉"低成本电池-廉价车型"计划的关键环节。此后，特斯拉4680电池一直处于"停工"和"量产"的薛定 谔状态。 随着核心供应商意外爆料，特斯拉雄心勃勃的计划似乎走到了尽头。 Cybertruck不背锅 特斯拉电池日披露的三种电池方案 一般来说，电池正极的镍含量越高，对应能量密度就越高，续航表现越好。用于Cybertruck和Semi这种又大又重的车型上，可谓棋逢对手将遇良才。 ...

Core Viewpoint - Jinlongyu is accelerating the production capacity of solid-state batteries by investing approximately 1.2 billion yuan in a new production line project in Shenzhen, aiming to capitalize on opportunities in the new energy and solid-state battery sectors [1][2]. Group 1: Investment and Production Plans - Jinlongyu plans to invest around 1.2 billion yuan in a solid-state battery production line with an estimated annual capacity of 2 GWh, with construction expected to take 24 months [1]. - The investment includes approximately 900 million yuan for construction, equipment procurement, and facility renovations [1]. - The project will be executed by Jinlongyu's subsidiary, Jinlongyu New Energy (Shenzhen) Co., Ltd., in which Jinlongyu holds about 91.67% of the shares [1]. Group 2: Strategic Development and R&D - The investment aligns with Jinlongyu's strategic development plan to leverage opportunities in the solid-state battery field and further industrialize research results [1][2]. - Since 2021, Jinlongyu has committed to investing up to 300 million yuan over five years in collaboration with Jintianyi for the research and development of solid-state batteries and key materials [2]. - The company has made progress in R&D, including successful customer testing of semi-solid batteries and oxide electrolyte products, as well as validation of silicon-based anode materials [2]. Group 3: Industry Context and Future Outlook - The solid-state battery industry is moving towards a clear timeline, with goals for small-scale production by 2027 and large-scale production by 2030, indicating a shift from concept to practical implementation [3]. - Over 20 battery and material companies in China are reportedly initiating solid-state battery production capacity by 2025, marking a critical phase of technological convergence and acceleration [3].

Core Viewpoint - The company XinNing Logistics announced a lawsuit against Zhuhai Guanyu Battery Co., Ltd. for damages resulting from a fire incident in December 2015, where the battery company's products were identified as the cause of the fire [1] Group 1: Incident Details - In December 2015, a fire occurred at Shenzhen XinNing Warehouse, which was determined to be caused by lithium batteries stored at the fire point, belonging to Zhuhai Guanyu Battery Co., Ltd. [1] - The court ruling has established that Zhuhai Guanyu is responsible for 30% of the damages caused by the fire [1] Group 2: Legal Action - XinNing Logistics' subsidiary, Shenzhen XinNing Modern Logistics Co., Ltd., has filed a lawsuit in the People's Court of Pingshan District, Shenzhen, seeking compensation of RMB 64.5264 million and interest from Zhuhai Guanyu [1] - As of the date of the announcement, the case has not yet been heard in court, and the impact on the company's current or future profits remains uncertain [1]

Core Viewpoint - The article highlights a shift in the battery supply chain, where leading battery companies are increasingly driving the expansion of new battery materials through production lines, equity investments, and long-term supply commitments, rather than relying solely on material companies [2][3]. Group 1: Expansion of Battery Materials - Guoxuan High-Tech has commenced a project in Anhui, which includes an annual production capacity of 100,000 tons of positive electrode materials and a 10,000-ton capacity for silicon-carbon negative materials, indicating a move towards large-scale production of silicon-carbon [2]. - Tianhua New Energy's subsidiary, Yili Technology, has started the construction of a production line for high-nickel ternary positive electrode materials for solid-state batteries, with a planned annual output of 5,200 tons [2]. - The close relationship between Tianhua New Energy and CATL is emphasized, as CATL has acquired a 12.95% stake in Tianhua New Energy, becoming the second-largest shareholder [2]. Group 2: Strategic Investments and Partnerships - The investment by CATL in the Fujian Shidai Zeyuan equity investment fund, which has become a shareholder in Tianmu Xian Dao Battery Material Technology Co., Ltd., reflects a strategic move to secure material supply [4]. - Tianmu Xian Dao's business includes high-end nano-silicon-based negative electrodes, solid-state electrolytes, and sodium-ion battery hard carbon negative electrodes, showcasing a diverse material focus [5]. - CATL's partnership with Rongbai Technology includes a commitment to source at least 60% of its sodium battery positive electrode powder from Rongbai, effective until December 31, 2029, which solidifies supply chain stability [6][7]. Group 3: Market Trends and Global Examples - The article notes a global trend where leading battery companies are driving material expansion, as seen in Panasonic's agreement with silicon-based negative material company Sila to procure next-generation silicon negative materials [9][10]. - Sila plans to complete its factory in Moses Lake, Washington, by Q1 2025, with deliveries of qualified materials expected to start in Q4 2025, indicating a focus on local supply chains in North America [10][11]. - Samsung SDI's collaboration with BMW and SolidPower for a solid-state battery validation project emphasizes the importance of establishing a stable supply chain and quality standards across materials, cells, and vehicles [13]. Group 4: Conclusion on Material Expansion Logic - Since the second half of 2025, a consistent logic has emerged in new material expansion, with silicon-carbon, sodium-ion, and solid-state technologies advancing simultaneously [14]. - Leading battery companies are addressing uncertainties in material expansion through three main strategies: integrating key materials into their production plans, acquiring potential key material companies through equity, and securing long-term supply commitments to transform material expansion into a manageable engineering issue [14].

金龙羽公告，公司控股子公司金龙羽新能源（深圳）有限公司拟在深圳市大鹏新区投资建设年产2GWh 固态电池量产线项目，项目估算总投资约12亿元。 ...

展会 活动 名称： CINE2026（第三届）固态电池及钠电国际展 同期活动： CINE2026（第三届）固态电池及钠电国际展 一、 展会论坛组织架构 2026起点固态电池年会暨固态电池金鼎奖颁奖典礼 2026起点钠电行业年会暨钠电金鼎奖颁奖典礼 主办单位： 起点固态电池 起点钠电 起点研究 活动规模： 展商规模 20 0+ 参会企业 20 00+ 专业观众 20000+ 搭建时间： 2026年11月4日-5日 展会时间： 2026年11月6日-7日 （周五、周六） 举办地点： 广州南沙国际会展中心 2楼船厅、广州厅和南沙厅 二、 展会及论坛议程 | 日期 | 具体时间 | 地点 | 具体活动名称 | | --- | --- | --- | --- | | 2026 年 11月6日-7日 | 9:00-17:00 | 广州南沙国际会展中心 2 楼船厅及广州 厅 | CINE2026(第三届)钠电及固态电池国际展 | | 2026 年 11 月 6 日-7 日 | 9:00-18:30 | 广州南沙国际会展中心二楼南沙 AB 厅 | 2026 起点钠电行业年会暨钠电金鼎奖颁奖 典礼 | | 2026 年 11 ...

Event Overview - The 2026 (6th) Qidian Lithium Battery Two-Wheeled Vehicle Battery Swap Conference and the Luban Award Ceremony for Lightweight Power Batteries will be held on July 16, 2026, in Shenzhen [2][3] - The theme of the event is "Co-creating a New Chapter in Lightweight Power and Leading the Future of Two-Wheeled Battery Swapping" [2] Agenda Highlights - The conference will include discussions on innovative business models for battery swapping, lifecycle management of two-wheeled vehicle batteries, and connector technology trends [4] - Specialized sessions will focus on electric motorcycles and battery technology, including applications of lithium iron phosphate cylindrical batteries and safety design standards [4] - A dedicated session for electric bicycles will cover topics such as the application of full-tab cylindrical batteries and the development trends of battery technology under new national standards [4] Participating Companies - Over 100 electric two-wheeled vehicle and battery swap operation companies are expected to attend, including major players like Yadea, Aima, and Niu Technologies [5] - More than 150 lightweight power and battery swap battery companies will participate, including companies like EVE Energy, BYD, and CATL [5][6] - Additional participation from over 30 battery management system (BMS) companies and various battery material and equipment manufacturers [6] Registration Information - Three registration options are available: SVIP at 3188 RMB, VIP at 2188 RMB, and a free option with promotional requirements [8] - The registration deadline is June 30, 2026, and on-site registration will not be accepted [8] Additional Services - Attendees will receive benefits such as a 2026 two-wheeled vehicle and battery swap industry chain map, self-service lunch, and access to the latest industry summary presentations [9]