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]

（文章来源：每日经济新闻） 明冠新材（688560.SH）1月12日在投资者互动平台表示， 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。 每经AI快讯，有投资者在投资者互动平台提问：关注到贵公司产品应用场景涉及无人机，储能动力电 池等，产品适用度高。那么是否广泛应用于商业航天，低空经济，人工智能领域？ ...

自2026年4月1日起，取消光伏等产品增值税出口退税；2027年1月1日起，取消电池产品增值税出口退税。 日前，财政部、国家税务总局发布关于调整光伏等产品出口退税政策的公告。 三、对上述产品中征收消费税的产品，出口消费税政策不作调整，继续适用消费税退（免）税政策。 财政部、国家税务总局相关公告 四、公告所列产品适用的出口退税率，以出口货物报关单注明的出口日期界定。 具体内容包括： 一、自2026年4月1日起，取消光伏等产品增值税出口退税。具体产品清单见附件1。 二、自2026年4月1日起至2026年12月31日，将电池产品的增值税出口退税率，由9%下调至6%；2027年1月1日起，取消电池产品增值税出口退税。具体产 品清单见附件2。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301511 | 德福科技 | 32.26 | -9.10% | 80.69万 | 25.60亿 | | 300619 | 金银河 | 45.38 | -4.98% | 17.87万 | 8.22亿 | | 600884 | 杉杉股份 | 13.33 | -3.82% | 138.41万 | 18.55 亿 | | 300450 | 先导智能 | 56.24 | -3.70% | 135.95万 | 76.42 亿 | | 603659 | 璞泰来 | 26.95 | -2.74% | 48.21万 | 12.98 Z | | 002850 | 科达利 | 162.13 | -2.69% | 8.56万 | 13.74亿 | | 001283 | 蒙腊科技 | 70.99 | -2.42% | 5.42万 | 3.84亿 | | 301358 | 湖南裕能 | 62.08 | -2.37% | 28.50万 | 17.74亿 | | 300953 ...

此次光伏出口退税全面取消、电池退税进一步下调后，企业将失去最高9个百分点的税率优势，出口成 本必然上升。这一调整将有效加速市场出清：那些高度依赖出口退税维持利润、缺乏核心技术与成本控 制能力的中小企业将被淘汰，而具备规模效应、技术壁垒和全球化布局的龙头企业，将凭借真实竞争力 巩固市场份额，推动行业从"内卷式竞争"向高质量发展转型。 来源：每日经济新闻 光伏和电池产品出口退税取消有利于优化财政资源，更多的财政支持可以投向扩内需、保民生等经济薄 弱环节。当前我国经济仍面临有效需求不足、部分行业产能过剩、社会预期偏弱等挑战，扩大内需与保 障民生成为稳定经济大盘的关键。取消强势产业的出口退税，财政资源可以"做优增量、盘活存量"。释 放的财政资金可精准投向消费补贴、就业扶持、教育医疗保障等领域，既能够增强居民消费能力、激活 国内大市场，又能补齐民生短板、稳定发展预期。"投资于物"和"投资于人"紧密结合，可以让每一笔财 政资金都能发挥更大的战略效能。 出口退税税率从最高一档13%降至9%，再到完全取消出口退税，这是光伏和电池产品全球竞争力提升 的结果。出口退税能够降低企业的出口成本，提升竞争力，这对处于发展初期的行业作用 ...

证券日报网讯 1月12日，回天新材在互动平台回答投资者提问时表示，公司已针对钙钛矿、异质结等新 型电池技术推出适配性更强的解决方案，顺利完成阻水胶、丁基胶等系列产品线的储备与布局，并在多 家客户处验证通过。 （编辑 袁冠琳） ...

Core Viewpoint - The A-share market experienced a significant surge on January 12, with over 4,100 stocks closing in the green and a record trading volume of 3.64 trillion yuan, surpassing the previous high on October 8, 2024. The adjustment of export tax rebate policies for batteries has influenced market dynamics, leading to a notable increase in trading activity for the Battery 50 ETF (159796), which closed down 0.69% despite a trading volume nearing 600 million yuan [1][3]. Group 1: Market Performance - The Battery 50 ETF (159796) saw most of its constituent stocks decline, with notable drops including Sunshine Power and Xian Dao Intelligent, both down over 3%, while Ningde Times and Guoxuan High-Tech fell over 2% [3]. - The trading volume of the Battery 50 ETF (159796) surged to nearly 600 million yuan, indicating heightened investor interest despite the ETF's decline [1][3]. Group 2: Policy Impact - On January 9, two departments announced adjustments to export tax rebate policies, effective from April 1, 2026, which will reduce the VAT export rebate rate for battery products from 9% to 6%, and eliminate it entirely by January 1, 2027 [4][5]. - The previous reduction in export tax rebates for certain photovoltaic and battery products from 13% to 9% in November 2024 had already triggered a rush in exports, and the latest adjustments may lead to a similar surge, benefiting the lithium carbonate sector [5]. Group 3: Industry Outlook - Global demand for energy storage is expected to grow steadily, with projections indicating that global energy storage installations will reach 404 GWh by 2026, representing a 38% year-on-year increase [5]. - The battery sector is experiencing a sustained upward trend, driven by the growth of the global electric vehicle market, with domestic battery installations expected to maintain high growth rates through 2026 [5][6]. - Solid-state battery technology is advancing, with potential for significant industry upgrades, as companies that can provide stable supply and mature processes are likely to benefit [6]. Group 4: Investment Strategy - The Battery 50 ETF (159796) is positioned to benefit from its high content in energy storage (18.7%) and solid-state batteries (45%), making it a strong candidate for investors looking to capitalize on these growing segments [7][9]. - The ETF's focus on battery chemicals, which account for 31% of its weight, positions it well to benefit from the recovery of upstream material prices, enhancing the overall industry outlook [9][12].

（来源：电池工业网） 本网讯 1月10日，合源锂创淮安固态电池制造基地投产仪式暨新产品发布交付仪式隆重举行，标志着固 态电池产业化进程迈出了坚实而关键的一步。 据介绍，合源锂创淮安制造基地作为全国首座纯粹量产固态电池的基地，已于2025年Q4正式投入使 用，该基地集研发、生产、测试于一体，致力于实现高性能、高安全固态电池的规模化稳定交付。 合源锂创新能源科技有限公司是一家聚焦固态锂离子电池产品研发、生产及销售的科技创新型企业，目 前建有苏州、淮安两大产业基地。其中，苏州基地主要承担固态电池技术研发、中试生产等工作，淮安 基地则专注于固态电池的规模化生产。 2023年12月，合源锂创与淮安区政府就固态电池10GWh智慧工厂项目合作完成签约；2024年2月，合源 锂创固态电池10GWh智慧工厂在淮安区开工建设；同年12月，公司首期固态电池智慧量产基地封顶仪 式在江苏淮安市淮安区举办。 该项目总投资约50亿元，总用地面积400亩，分三期建设10GWh固态电池生产线。其中，首期1GWh生 产线的建设投资5亿元，二期将在一期基础上再增加2GWh的产能，预计总年产值可达30亿元；第三期 建设将进一步扩展至7GWh的产线， ...

Core Viewpoint - The company is involved in a legal case regarding a fire incident at its Shenzhen warehouse, which was determined to be caused by lithium batteries from Zhuhai Guanyu Battery Co., Ltd, leading to a claim for compensation of RMB 64.5264 million [1] Group 1: Incident Details - The fire occurred in December 2015 at the Shenzhen warehouse of the company [1] - The fire was caused by lithium batteries stored at the identified fire point, which were determined to be from Zhuhai Guanyu Battery Co., Ltd [1] - The court ruling has assigned 30% of the responsibility for the damages to Zhuhai Guanyu [1] Group 2: Legal Actions - The company's subsidiary, Shenzhen Xinning Modern Logistics Co., Ltd, has filed a lawsuit against Zhuhai Guanyu in the People's Court of Pingshan District, Shenzhen [1] - The lawsuit seeks compensation for losses amounting to RMB 64.5264 million, along with interest [1] - The case has been accepted by the court, but the hearing has not yet taken place, leaving the impact on the company's current or future profits uncertain [1]