电池制造
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孚能科技:关于增加部分募投项目实施主体及开立募集资金专户的公告
Zheng Quan Ri Bao Zhi Sheng· 2025-11-18 14:06
证券日报网讯 11月18日晚间,孚能科技发布公告称,为加速公司全固态电池研发及产业化进展,加快 全固态电池中试线建设进度,公司拟增加2021年度向特定对象发行A股股票中科技储备资金"高比能 量、高安全性固态电池开发"项目的实施主体,以加快项目推进。本次增加募投项目实施主体为广州孚 能科技有限公司(公司全资子公司,简称"广州孚能科技")。"高比能量、高安全性固态电池开发"项目 实施主体由公司,变更为公司和广州孚能科技。本次增加部分募投项目实施主体已经公司第三届董事会 第五次会议审议通过。为确保募集资金使用安全,公司董事会授权董事长、总经理或其指定人员全权根 据募投项目实施需要与进度办理本次新增的募投项目实施主体开立募集资金存放专用账户,并与公司、 存放募集资金的商业银行、保荐机构签署募集资金专户存储四方监管协议等有关的事宜。 (编辑 任世碧) ...
宁德时代:公司全固态电池技术处于行业领先水平,2027年有望实现小批量生产
Mei Ri Jing Ji Xin Wen· 2025-11-18 12:14
Core Viewpoint - The company is committed to the development of solid-state batteries and aims for small-scale production by 2027, indicating a strong position in the industry [1] Group 1 - The company has confirmed ongoing investment in solid-state battery technology, which is at an industry-leading level [1] - There is a question from investors regarding the timeline for mass production of solid-state batteries and whether liquid batteries will be fully replaced [1]
宁德时代最新公告:2021年股票期权与限制性股票激励计划第四个归属期归属结果暨股份上市
Sou Hu Cai Jing· 2025-11-18 11:52
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 宁德时代(300750.SZ)公告称,公司于2025年10月20日召开董事会和监事会,审议通过《关于2021年股票期权与限制性股票激励计划之限制性股票 首次及预留授予第四个归属期归属条件成就的议案》。近日,公司办理了2021年激励计划第四个归属期股份登记工作,本次归属股票数量为 300,382股,占公司目前总股本的0.01%,归属限制性股票人数共计212人。本次归属股份的上市流通日为2025年11月20日。 ...
溯联股份:产品主要应用在动力电池包的液冷热管理系统中
Zheng Quan Ri Bao Zhi Sheng· 2025-11-18 11:43
(编辑 王雪儿) 证券日报网讯 溯联股份11月18日在互动平台回答投资者提问时表示,公司的产品主要应用在动力电池 包的液冷热管理系统中。固态电池包的设计与现有产品接近,若公司的重要客户如宁德时代、比亚迪、 欣旺达、亿纬锂能等电池企业或各大主机厂的固态电池在PACK中的应用接近量产,公司将积极参与相 关产品的开发和制造。纯固态电池因工作温度更高,对温控提出了更高的要求,公司生产的液冷部件的 价值会较现有电池包更高。 ...
中伟股份:截至目前公司已获得钠电千吨级订单并出货
Zheng Quan Shi Bao Wang· 2025-11-18 09:31
Core Viewpoint - Zhongwei Co., Ltd. is strategically positioning itself in nickel-based, sodium-based, and phosphorus-based materials, aiming to enhance its penetration in the energy storage sector [1] Group 1: Company Developments - The company has received orders for sodium-ion batteries at a scale of thousands of tons and has begun shipping these products [1] - The company has achieved rapid mass production of its phosphorus-based materials, reaching advanced levels in high-pressure density [1] Group 2: Industry Insights - Sodium-ion batteries are becoming an ideal choice for various energy storage scenarios due to their abundant resources, low cost, high safety, and strong low-temperature performance [1] - The global energy storage market is primarily dominated by lithium iron phosphate batteries [1]
圣阳股份(002580.SZ):目前产品进入典型场景市场应用阶段
Ge Long Hui· 2025-11-18 09:28
格隆汇11月18日丨圣阳股份(002580.SZ)在投资者互动平台表示,公司自主研发的固态电池已顺利完成 安全验证及循环稳定性测试,性能指标良好,可广泛应用于通信基站储能、电力储能及工程机械车辆等 多个领域。目前产品进入典型场景市场应用阶段,公司将紧密结合市场需求与技术趋势,加速推进多场 景应用验证,持续优化产品性能和工艺,为未来规模化市场推广奠定坚实基础。 ...
中伟股份(300919.SZ):磷系材料已实现3/4代磷酸铁快速量产,高压实密度达行业先进水平
Ge Long Hui· 2025-11-18 09:28
Core Insights - The company is strategically positioning itself in nickel-based, sodium-based, and phosphorus-based materials, aiming to enhance its penetration in the energy storage sector [1] - Sodium-ion batteries are highlighted as an ideal choice for various energy storage scenarios due to their abundant resources, low cost, high safety, and strong low-temperature performance [1] - The company has secured orders for sodium batteries at a thousand-ton level and has commenced shipments [1] - The global energy storage market is primarily dominated by lithium iron phosphate batteries, and the company's phosphorus-based materials have achieved rapid mass production of the 3rd and 4th generation lithium iron phosphate batteries, with high-density performance reaching industry-leading levels [1]
安孚科技(603031.SH):没有布局锂电池材料相关业务
Ge Long Hui· 2025-11-18 08:16
格隆汇11月18日丨安孚科技(603031.SH)在投资者互动平台表示,目前公司没有布局锂电池材料相关业 务,公司始终关注前沿技术趋势,将基于发展战略、技术协同及市场需求等多方面因素进行综合评估, 以确定未来的业务规划。 ...
ETF市场日报 | 传媒、半导体相关ETF领涨!电池主题ETF回调居前
Sou Hu Cai Jing· 2025-11-18 07:49
Market Overview - The A-share market experienced a collective pullback, with the Shanghai Composite Index down by 0.81%, the Shenzhen Component down by 0.92%, and the ChiNext Index down by 1.16% on November 18, 2025. The total trading volume in the Shanghai and Shenzhen markets reached 1.9261 trillion yuan [1]. ETF Performance - The top-performing ETFs included the Soybean Meal ETF with a gain of 2.44%, followed by Media ETFs and Semiconductor Equipment ETFs, which also showed significant increases [2][3]. - Specific ETFs leading the gains were the Media ETF (512980) and the Semiconductor Equipment ETF (561980), among others, indicating strong interest in these sectors [3]. Industry Developments - Alibaba announced the public beta launch of its AI product "Qianwen" APP, which is based on its self-developed large model and adopts a free strategy. This move signifies a shift in Alibaba's AI strategy from enterprise services to the consumer market, intensifying competition in the domestic C-end AI application market [3]. - Dongfang Caifu Securities expressed optimism about the rapid development of leading internet technology companies and the media sector, particularly benefiting from favorable policy changes. The report highlighted potential investment opportunities in gaming companies with rich product pipelines, film companies benefiting from policy support, and advertising firms focusing on interactive new scenarios and programmatic advertising [3]. Battery Sector Insights - In the battery sector, solid-state batteries are gaining attention due to their high energy density, safety, and long cycle life. Major global battery manufacturers are expected to enter mass production between 2027 and 2028, with some already shipping related equipment and validating processes with downstream clients. Companies with complete line delivery capabilities and those benefiting from process changes are recommended for attention [4]. Trading Activity - The Short-term Bond ETF (511360) recorded the highest trading volume of 18.5 billion yuan, followed by other bond ETFs such as the Silver Hua Daily ETF (511880) and the Sci-Tech Innovation Bond ETF (551060) [5]. - The 5-Year Local Government Bond ETF (511060) had the highest turnover rate at 180%, indicating strong trading activity in this segment [5]. ETF Issuance Market - There were no new developments reported in the ETF issuance market for the following day [6].
溯联股份(301397.SZ):固态电池包的设计与现有产品接近
Ge Long Hui· 2025-11-18 07:15
Core Viewpoint - The company, Solian Co., Ltd. (301397.SZ), is actively involved in the development and manufacturing of liquid cooling components for power battery packs, particularly in the context of solid-state batteries, which require enhanced thermal management due to their higher operating temperatures [1] Group 1: Product Application - The company's products are primarily used in the liquid thermal management systems of power battery packs [1] - The design of solid-state battery packs is similar to existing products, indicating a potential for integration and development [1] Group 2: Market Engagement - The company plans to actively participate in the development and manufacturing of products if solid-state batteries from key clients such as CATL, BYD, Xinwangda, and Yiwei Lithium Energy approach mass production [1] - The value of the liquid cooling components produced by the company is expected to be higher for solid-state battery packs compared to existing battery packs due to the increased thermal management requirements [1]