证券日报网讯 1月9日，璞泰来在互动平台回答投资者提问时表示，公司锂电和钠电硬碳经过多年潜心 研究，取得了不错的进展，目前客户测评结果良好。钠电池硬碳的研发和产线建设会根据市场发展和技 术需求的变化及时做出规划。 （文章来源：证券日报） ...

Core Insights - The solid-state battery industry is experiencing renewed interest from investors due to clear profitability and order visibility in the supply chain, with a significant focus on achieving mass production by 2027 [2][3][6] - Major automotive companies are targeting 2027 for the application of solid-state batteries in vehicles, with many planning to complete product development or testing by 2026 [4][5] Industry Developments - Companies like Tian Shi Ke Feng have begun to engage with potential investors after overcoming initial funding challenges, with plans to expand production capacity significantly in 2026 [2] - The Ministry of Industry and Information Technology has identified solid-state batteries as a key area for development, aiming to establish 3-5 leading companies by 2027 [3] Technical Challenges - The path to mass production of solid-state batteries is fraught with challenges, including material technology discrepancies and shortages in core equipment [6][8] - The industry is divided on material technology routes, with significant competition between oxide and sulfide electrolytes, each having distinct advantages and challenges [10][12] Material Innovations - Solid-state batteries are recognized for their high energy density and intrinsic safety, making them suitable for various applications, although their cost-effectiveness in electric vehicles remains a concern [7][8] - The development of silicon-carbon and lithium metal anodes is ongoing, with companies reporting progress in small-scale trials [9][10] Equipment and Production - The lack of mature mass production equipment poses a significant barrier, with many companies resorting to self-developed solutions to meet production demands [14][19] - The production process for solid-state batteries requires high precision and specialized equipment, which increases costs and complicates the manufacturing process [20][21] Market Dynamics - The solid-state battery supply chain is characterized by a collaborative approach among suppliers and manufacturers, with a focus on meeting evolving technical requirements from cell manufacturers [23][24] - The competitive landscape is marked by a "race" among cell manufacturers to explore various material suppliers, emphasizing the need for continuous innovation and adaptation [24]

加群注明姓名、公司、职务、部门，通过概率更大。 1月9日消息，财政部、税务总局发布关于调整光伏等产品出口退税政策的公告：自2026年4月1日起，取消光伏等产品增值税出口退税。 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。 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。本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。 能源一号独家，转载请联系后台，得到允许后使用。我们团队的核心成员来自第一财经重要管理层、在美大型上市公司市场公关重要管理层等，具有十年 以上的全球顶尖财经媒体、工商管理业务资深经验。 想要第一时间看到我们的推送，请 | 序号 | 商品代码 | 商品名称 | | --- | --- | --- | | 1 | 8506101110 | 扣式无汞碱性锌锰的原电池及原电池组(汞含量≤电池重量的0.0005%) | | 2 | 8506101210 | 圆柱形无汞碱性锌锰的原电池及原电池组(汞含量<电池車量的0.0001%) | | 3 | 850 ...

关于调整光伏等产品出口退税政策的公告 财政部税务总局公告2026年第2号 | 来源：财政部网站 | | --- | | （文章来源：上海证券报） | 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。 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。 现就调整光伏等产品出口退税政策有关事项公告如下： 四、本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。 特此公告。 财政部税务总局 2026年1月8日 ...

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。本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。 来源：财政部 财政部、税务总局发布关于调整光伏等产品出口退税政策的公告： 自2026年4月1日起，取消光伏等产品增值税出口退税。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。 ...

Core Viewpoint - The Ministry of Finance announced adjustments to the export tax rebate policy for photovoltaic (PV) products, reducing the rebate rate from 13% to 9%, effective December 1, 2024, as part of efforts to address "involution" in the industry and promote healthy development [3][5]. Group 1: Policy Changes - The export tax rebate rate for certain products, including PV and battery products, will be reduced from 13% to 9% starting December 1, 2024 [3]. - From April 1, 2026, the export tax rebate for PV products will be completely eliminated, while the rebate for battery products will be reduced to 6% until the end of 2026, after which it will also be eliminated [5]. Group 2: Industry Context - Discussions about the cancellation of export tax rebates for PV products have been ongoing, with industry experts suggesting that this move could help eliminate outdated production capacity and break the cycle of low pricing [3]. - The State Administration for Market Regulation has highlighted issues of low-quality competition and repetitive construction in the PV industry, which have led to profitability challenges and hindered investment in technological innovation [4]. Group 3: Regulatory Actions - The State Administration for Market Regulation will enhance product quality supervision and enforce laws against unfair competition to maintain fair market order and promote sustainable development in the PV industry [4].

格隆汇1月9日丨当升科技(300073.SZ)在投资者互动平台表示，公司与芬兰Donut Lab暂无合作关系。公 司始终对全球固态电池技术发展保持关注，并与国内外多家固态电池领先企业保持着密切的沟通与合 作。 ...

Core Viewpoint - The article discusses the current state and future potential of solid-state batteries, emphasizing that polymer-based solid-state batteries may offer a more feasible path to commercialization compared to inorganic alternatives due to their manufacturing compatibility and lower costs [2][8][18]. Group 1: Industry Developments - The CES 2026 showcased a collaboration between Verge electric motorcycles and Donut Lab on solid-state batteries, reigniting discussions on the readiness for mass production [2]. - A national standard for solid-state batteries in China is in the public consultation phase, establishing definitions and classifications for future standards [2]. Group 2: Research Insights - A report from Morgan Stanley highlights safety testing as a significant hurdle for solid-state batteries, with some testing results being less favorable than high-end liquid lithium batteries [5][6]. - The research team from Huazhong University of Science and Technology emphasizes the need to shift the evaluation of solid-state batteries from laboratory metrics to industrial constraints, focusing on scalability, supply chain maturity, and lifecycle costs [9]. Group 3: Technical Challenges and Solutions - The article identifies three main challenges for solid-state batteries: safety concerns, the need for high pressure to maintain solid-solid interface contact, and the cost being potentially more than double that of liquid batteries despite only a modest increase in energy density [6]. - The research team presents advancements in polymer electrolytes, achieving room temperature ionic conductivity of 10⁻³ S·cm⁻¹, enhancing electrochemical stability beyond 5V, and improving thermal stability through engineering solutions [12][13]. Group 4: Manufacturing and Supply Chain Advantages - Polymer-based solid-state batteries are noted for their manufacturing advantages, including compatibility with existing lithium-ion battery production processes, requiring minimal equipment modifications and significantly lower capital investment [15]. - Over 90% of the raw materials for polymer systems can be sourced from existing chemical supply chains, reducing reliance on scarce strategic metals [15]. Group 5: Comparative Analysis of Battery Technologies - The article contrasts the challenges faced by inorganic solid-state batteries, which require complex manufacturing processes and have higher production costs, with the more straightforward upgrade path of polymer systems [16]. - Investment in dedicated production lines for inorganic systems can reach $100 million to $200 million per GWh, significantly higher than the costs associated with polymer systems [17]. Group 6: Future Outlook - The research team concludes that polymer-based solid-state batteries are likely to achieve large-scale commercial application by 2026, driven by their technical maturity and industrial adaptability [18].

版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 财政部、税务总局发布关于调整光伏等产品出口退税政策的公告： 自2026年4月1日起，取消光伏等产品增值税出口退税。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。 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。本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。 来源：财政部 责编：叶舒筠 校对：彭其华 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 A股，大涨！沪指突破4100点！这些板块，批量涨停！ 丨 美联储，突发！特朗普发声 丨 深夜！ 军工股集体飙涨！ 丨 "预计降息150个基点"！美联储理事，最新发声！ 丨 万科：郁亮辞职！ 丨 重 大突发！国务院批准：中国石化、中国 ...

Core Viewpoint - The Hong Kong IPO market has shown a strong recovery in 2025, with 115 companies completing listings and raising a total of 285.3 billion HKD, a 224% increase compared to 88.1 billion HKD in 2024, making it the largest IPO fundraising exchange globally [1][4]. Group 1: IPO Market Performance - The top ten IPO projects accounted for 1,555 billion HKD, representing 55% of the total fundraising for the year [1][4]. - Notably, CATL led the IPOs with a fundraising amount of 41 billion HKD, marking the largest IPO in Hong Kong in nearly four years and the second largest globally in 2025 [2][5]. Group 2: A-Share Companies Going Public - A total of 19 A-share companies listed in Hong Kong, making up 17% of the total IPOs, but they raised 1,400 billion HKD, which is 49% of the total IPO fundraising in Hong Kong [3][6]. - The trend of A-share companies going public in Hong Kong is driven by the advantages of international capital access and financing convenience [3][6]. Group 3: Notable IPOs and Trends - Zijin Mining's spin-off, Zijin Gold International, raised 28.7 billion HKD, benefiting from favorable gold market conditions [3][7]. - The return of Chinese concept stocks to Hong Kong, exemplified by Pony.ai's 6.7 billion HKD IPO, indicates a trend of capital flow back to the Hong Kong market [3][7]. Group 4: Market Composition and Future Outlook - The top ten IPOs primarily consist of familiar names, with six being A to H listed A-share companies, two being spin-offs, and one being a returning Chinese concept stock, while Chery Automobile is the only new entrant [4][8]. - The Hong Kong market is expected to continue attracting high-quality new listings to enhance its market vitality and financing capabilities [4][8].