每经记者｜黄辛旭 刘曦 李星 每经编辑｜范文清 裴健如 零下20摄氏度的极寒测试场，寒风裹挟着冰粒抽打在测试车辆上。上汽通用五菱的工程师们紧盯着数据终端，屏幕上跳动的参数关乎着一项关键技术的落 地——搭载半固态电池的测试车，正接受低温续航与充放电稳定性的终极考验。 当车辆顺利完成全流程测试，现场响起短暂的欢呼，这份成绩单不仅为该企业三个月后的半固态电池战略发布会提供了数据基础，更印证着一个行业趋 势：曾被视作"过渡路线"的半固态电池，已进入量产前夜。 截至目前，多家企业已披露半固态电池上车和交付进展，2026年成关键节点。半固态电池凭借高安全性、强环境适应性、产线兼容性及成本控制能力率先 落地，但也面临技术争议。半固态电池的加速落地正引发供应链的深度变革，电池行业将迈入全方位、深层次的变革周期。 竞速量产：从极寒测试到万套装车的突破 "极寒环境中，我们最担心的就是电池在低温下掉链子。"上汽通用五菱副总经理赵奕凡谈到冬标测试时仍心有余悸。这场测试的核心目标，是验证半固态 电池对"新能源车冬季续航焦虑"的破解能力。最终，测试车展现出的稳定充放电性能与超出预期的续航表现，让研发团队吃下了定心丸。 这场极寒中的突破， ...

证券日报网讯1月27日，同兴达（002845）在互动平台回答投资者提问时表示，公司进行布局的固态电 池体系，主要以高分子复合硫化物、氧化物为主体的复合式固态体系；公司深知固态电池非靠单一材料 即可完成变革，遂在模组、电池、材料等层面上做终端式布局，初期以微型智能装置电池为切入点。 ...

Core Insights - The article highlights the significant progress in the commercialization of semi-solid batteries, which are now seen as a viable alternative to traditional liquid batteries, with a focus on their performance in extreme cold conditions [1][2][3] - The industry is moving towards mass production, with several companies, including SAIC-GM-Wuling and Foton, reporting successful tests and production milestones, aiming for a key rollout by 2026 [2][3][5] - The semi-solid battery technology is gaining traction due to its safety, environmental adaptability, and cost control capabilities, leading to a transformative period in the battery supply chain [1][14][18] Group 1: Commercialization Progress - SAIC-GM-Wuling's engineers successfully tested semi-solid battery vehicles in extreme cold, validating their performance and paving the way for a strategic release in three months [1][2] - Foton has already assembled over 10,000 units of vehicles equipped with customized semi-solid batteries, with plans for a production capacity of 60,000 units per year [2][3] - Multiple automakers, including SAIC Group and NIO, have disclosed their progress in integrating semi-solid batteries, with most targeting 2026 for significant deployment [2][3] Group 2: Technical Advantages - Semi-solid batteries offer enhanced safety and environmental adaptability compared to traditional lithium-ion batteries, significantly reducing the risk of thermal runaway [6][9] - The energy density of semi-solid batteries ranges from 300-450 Wh/kg, outperforming traditional lithium batteries [7][8] - The production compatibility of semi-solid batteries with existing manufacturing lines allows for faster scaling without significant capital investment [9][10] Group 3: Industry Dynamics - The supply chain is undergoing a transformation, with a shift towards new materials and processes, particularly in the electrolyte sector, as companies compete for dominance in the semi-solid and solid-state battery markets [14][15] - Key materials such as lithium sulfide are becoming focal points for companies like Tianqi Lithium and Haitian Pharmaceutical, which are ramping up production capabilities [15][16] - The semi-solid battery technology is expected to play a crucial role in various applications, including eVTOLs and high-end consumer electronics, as it meets specific safety and performance requirements [13][14] Group 4: Future Outlook - The industry anticipates that the semi-solid battery will not be the final form of battery technology but will serve as a practical step forward given current technological and market conditions [17][18] - The next few years are expected to see semi-solid batteries occupy a significant position in the power battery sector, potentially driving a wave of technological innovation across the industry [17][18]

贸易结构提质效 内外联动拓宽空间 长沙与220多个国家和地区保持贸易往来，超半数伙伴进出口实现增长。其中，对东盟、拉美、非洲、 中东进出口分别增长10.1%、16.1%、28.9%、20.3%，其中非洲贸易规模创历史新高，稳居中西部第 一。对非"新三样"出口激增，锂电池、电动汽车、光伏产品出口分别增长160.4%、840.4%、62.1%。自 非洲进口农食产品种类更加丰富，进口芝麻、咖啡、海参、干辣椒、可可等特色农产品进口值分别增长 143.7%、33%、454.6%、10.1倍、24.7倍。 长沙对共建"一带一路"国家进出口1754.4亿元，增长10.6%，高于全市增速7.1个百分点，出口工程机械 251.9亿元，增长14.6%。 贸易业态与产品结构同步升级。对非易货贸易首破亿元达1.8亿元，占全国同类贸易值的98.3%。自主品 牌、高技术产品出口分别增长14.8%、38.5%。其中，专用装备、航空航天装备、生物医药、工业机器 人出口分别增长28.2%、955.8%、39.4%、72.6%。 2025年，长沙外贸规模在全国省会城市中居第10位、中部第4位，持续稳居湖南外贸"领头雁"地位。长 沙全年为全省贡献 ...

Core Viewpoint - The A-share market shows signs of recovery with the three major indices collectively rising, indicating a potential shift in market sentiment and investment strategies [5][6]. Market Performance - The Shanghai Composite Index has formed dual support at the 5-day and 10-day moving averages, closing above 4130 points after a V-shaped reversal [5]. - The market experienced a significant decrease in trading volume, with total turnover dropping to 89 trillion, a decline of 10.88%, reflecting a cautious market sentiment [7]. Sector Analysis - The market saw 1928 stocks rise, with a notable performance in gold stocks and the semiconductor and AI computing power supply chain, while sectors like coal, pharmaceuticals, and retail faced declines [6]. - Institutional investors are shifting their focus from sectors like non-ferrous metals and electric grid equipment to hard technology sectors such as semiconductors and communication equipment, while maintaining positions in undervalued defensive stocks like banks and insurance [9]. Investor Sentiment - Mainstream funds showed a net outflow of 559 million, while retail investors experienced a net inflow of 6.3 million, indicating a divergence in investment behavior [8]. - Retail investor sentiment is cautious, with 75.85% of investors adopting a wait-and-see approach, reflecting a decrease in trading enthusiasm and a lower risk appetite [10].

Group 1 - The A-share market experienced a reversal on January 27, with major indices recovering after an early drop, closing in the green despite some late-session control by unidentified forces [1] - The Shanghai Composite Index rose by 0.18% to 4139.9 points, while the Shenzhen Component increased by 0.09%, and the ChiNext Index gained 0.71%. The CSI 300 fell by 0.03%, and the STAR 50 rose by 1.51% [1] - A total of 1856 stocks rose, 3237 fell, and 90 remained unchanged, with a total trading volume of 2.89 trillion yuan, a decrease of approximately 353.22 billion yuan from the previous trading day, and a net outflow of 55.94 billion yuan in major funds [1] Group 2 - Semiconductor sector saw the highest net inflow of major funds, followed by communication equipment, banking, insurance, and aerospace, while non-ferrous metals experienced the largest net outflow [7] - Notable gains were observed in themes such as silver, automotive chips, analog chips, and semiconductors, while declines were seen in lithium sulfide, VC concepts, and epoxy propane [7] - Market analyst Xu Xiaoming noted the current market remains divided, with a significant number of individual stocks declining despite stable index performance, suggesting a cautious approach until market conditions change [7]

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index up 0.18% closing at 4139.90 points, the Shenzhen Component Index up 0.09% at 14329.91 points, and the ChiNext Index up 0.71% at 3342.60 points [3] - The total trading volume in the Shanghai and Shenzhen markets was 29.217 trillion yuan, a decrease of 359.3 billion yuan compared to the previous day [3] Market Indicators - Key indicators to assess market cooling include index movements, individual stock performance, and trading volume [4] - Despite a significant drop in the morning, all indices managed to recover by the close, indicating resilience in the market [4] - Approximately 1800 stocks rose while about 3200 fell by the end of the day, with a peak of 4400 stocks declining during the session [4] Sector Performance - The commercial aerospace and photovoltaic sectors showed a V-shaped reversal, recovering after significant morning declines [5] - Strong sectors included precious metals, semiconductors, and insurance stocks, while banking and securities sectors faced declines [5] - The market saw a significant outflow of funds from the non-ferrous sector, while semiconductor hardware stocks attracted substantial inflows [5] Trading Volume and Market Sentiment - Today's market trading volume was 2.88 trillion yuan, a notable decrease from over 3 trillion yuan in previous days, reflecting cautious trading sentiment [5] - The recent rise in the market is viewed as a B-wave rebound, with expectations of further declines following this rebound [5] Regulatory Environment - Recent discussions around the "Dragon and Tiger List" indicate that regulatory authorities will focus on improving and refining the system rather than abolishing it [6] - The management has recognized the misuse of the list for profit-making and is expected to implement targeted regulatory measures [6] Investment Strategy - The core principle for current market operations is to "go with the flow," emphasizing the importance of understanding regulatory intentions and market dynamics [7] - Investors are advised to align their strategies with market trends to avoid significant asset depreciation, even in a narrow trading range around 4100 points [7]

家人们今天的行情是不是有点意思？成交额比昨天少了3592亿，典型的缩量上涨，但创业板硬是探底回 升涨了0.71%，芯片和光伏直接逆势疯涨，你持仓是跟上吃肉了还是还在弱势板块里纠结？我是帮主郑 重，做20年财经记者专做中长线，今天就把这缩量上涨的门道聊透，还得给大伙说说明日怎么操作不踩 坑。 其实缩量上涨一点不奇怪，帮主见得多了，这说明资金没在瞎折腾，而是在悄悄抱团有硬逻辑的赛道。 就说芯片板块，华虹公司都创出历史新高了，这可不是瞎炒，机构早就预测2026年中国半导体市场规模 能到5465亿美元，现在AI算力、汽车智能化都离不开芯片，国产替代的逻辑摆在这里，资金自然愿意 长期拿着。还有光伏，马斯克的200GW光伏计划还在发酵，人家要建太空光伏和地面数据中心供能， 这直接打开了光伏的新赛道，赛伍技术、金辰股份封板也就不意外了，这就是产业趋势的力量。 反观下跌的白酒、电池板块，不是说它们不好，而是短期逻辑没那么硬，白酒面临消费复苏不及预期， 电池则是产能过剩的问题还没解决，资金自然会暂时用脚投票。这里给大家一个中长线的核心知识点， 市场资金永远跟着"确定性"走，缩量行情里更是如此，没有硬逻辑支撑的板块，很难扛住震荡 ...

Core Viewpoint - The company, ZhiJian Electronics, anticipates a significant decline in net profit for the fiscal year 2025, projecting a profit of 6 million to 9 million yuan, representing a year-on-year decrease of 88.78% to 92.52 [1] Financial Performance - The net profit attributable to shareholders is expected to drop sharply, with a forecasted range of 6 million to 9 million yuan [1] - The net profit after deducting non-recurring gains and losses is projected to be a loss of 12 million to 15 million yuan, indicating a year-on-year decline of 124.79% to 119.84% [1] Contributing Factors - The decline in performance is primarily attributed to increased investment in research and development [1] - The new consumer battery projects and the construction phase of the Vietnam factory have not fully released their production capacity [1] - Significant increases in the prices of key raw materials have also impacted profitability [1]

Group 1 - The core point of the article is that Guoxuan High-Tech reported its shareholder count as of January 20, 2026, which stands at 266,364 households [2]