Core Viewpoint - The article discusses a groundbreaking research on high-voltage, anode-free sodium-sulfur batteries, which could provide a sustainable energy storage solution, overcoming limitations of traditional lithium-based systems [3][5]. Group 1: Research Breakthrough - The research team transformed the low-valence reaction path (S0/S2-) of traditional sodium-sulfur batteries into a high-valence reaction path (S0/S4+), creating a new battery system that operates at a significantly higher discharge voltage of 3.6 V [3][5]. - This new battery design eliminates the need for metallic sodium during production, enhancing safety and cost-effectiveness [5]. Group 2: Performance Metrics - The new sodium-sulfur battery achieves an energy density of up to 1198 Wh/kg and a power density of 23773 W/kg, based on total electrode mass calculations [5]. - The introduction of an 8 wt% bismuth-coordinated covalent organic framework catalyst in the sulfur cathode significantly improves the discharge capacity to 1206 mAh/g (sulfur + catalyst), leading to an energy density of 2021 Wh/kg [5]. Group 3: Cost and Application Potential - The estimated cost of the anode-free sodium-sulfur battery is $5.03 per kWh, indicating excellent scalability and potential for widespread application [7]. - This technology presents significant opportunities in energy storage for power grids and wearable electronic devices, addressing key performance limitations of traditional alkali metal-sulfur battery systems [7].

Market Overview - The battery sector experienced a decline of 0.75% on the previous trading day, with Greeenme leading the drop [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] Stock Performance - Anfu Technology (603031) saw a significant increase of 9.99%, closing at 52.50 with a trading volume of 193,000 shares and a turnover of 981 million [1] - Shanshan Co., Ltd. (600884) rose by 4.56%, closing at 14.00 with a trading volume of 1,293,500 shares and a turnover of 1.777 billion [1] - In contrast, Greeenme (002340) fell by 5.89%, closing at 8.78 with a trading volume of 6,204,100 shares and a turnover of 553.6 million [2] - Zhongwei Co., Ltd. (300919) decreased by 5.69%, closing at 53.90 with a trading volume of 336,100 shares and a turnover of 1.826 billion [2] Capital Flow - The battery sector saw a net outflow of 4.369 billion from institutional investors, while retail investors contributed a net inflow of 3.603 billion [2] - The main capital inflow and outflow for specific stocks included: - Xian Dao Intelligent (300450) had a net inflow of 5.90 billion from main capital [3] - Fulin Precision (300432) experienced a net outflow of 96.438 million from main capital [3] - Shanshan Co., Ltd. (600884) had a net inflow of 16.3 million from main capital [3]

| 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手）▼ 总成交额（亿元）▼ | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 主工凝景 | 4.83 | 4737.13 | 1428.47 | 122.72 | 79 | 2 | | 2 | 幸工电子 | 4.36 | 4243.84 | 1103.35 | 0.25 | 57 | ഗ | | 3 | 光伏设备 | 3.04 | 3226.88 | 666.83 | 32.08 | ୧୧ | ਰੇ | | 4 | 风电设备 | 2.73 | 1462.98 | 314.11 | 1.51 | 28 | 3 | | 5 | IT服务 | 2.35 | 6237.54 | 954.18 | 69.69 | 109 | 17 | | 6 | 教育 | 2.23 | 921.01 | 58.36 | 6.12 | 16 | 0 | | 7 | 互联网电商 | 2.14 | 290.02 | 41.53 | 4.16 | 14 | র্ম | ...

2026.01. 08 本文字数：2293，阅读时长大约4分钟 作者 | 第一财经 刘佳 封图 | Donut Lab称推出全球首款可量产、可应用于实际车辆的全固态电池 当地时间1月7日下午，当第一财经记者来到一家名为Donut Lab公司位于CES（国际消费电子展） 展台时，看到一位与人交谈的Donut Lab员工连声说道。 根据Donut Lab官方发布的数据，这款固态电池的能量密度为400瓦时/公斤，支持5分钟内充满 电，并允许反复完全放电而不会衰减——它在高达10万次的充电循环后电池容量衰减极小，并且在 零下30摄氏度至100摄氏度以上的温度范围内仍能保持99%以上的容量。 "Big News、Big News。"（"大新闻，大新闻。"） 今年CES上，这家名为Donut Lab的初创公司凭借全固态电池的颠覆性成果引爆全球关注。 这家起源于芬兰、总部在爱沙尼亚的公司声称，他们已成功推出"全球首款可量产、可应用于实际车 辆的全固态电池"。这意味着被视为下一代电池技术方向、长期停留在实验室阶段的固态电池，可能 正以出人意料的速度走向现实——这甚至比特斯拉、丰田这些汽车巨头还要快一步。 此外，这种固态电池由 ...

Group 1 - China Chemical (601117) and the Physical Power Source Industry Association have approved the release of the group standard "Technical Requirements for Sodium-ion Batteries for Energy Storage" (T/CIAPS0052-2026), which includes definitions, general requirements, testing methods, inspection rules, labeling, packaging, transportation, and storage for sodium-ion batteries and modules [1] - According to QYResearch's report "Global Sodium-ion Battery Market Report 2025-2031," sodium-ion batteries operate similarly to lithium-ion batteries and are expected to partially replace lithium batteries, with a projected global market size of $5.11 billion by 2031 and a compound annual growth rate (CAGR) of 32.2% in the coming years [1] Group 2 - Guohai Securities states that sodium-ion batteries have advantages such as low-temperature performance and excellent economic potential, with leading manufacturers actively advancing product development and industrialization, indicating significant growth opportunities in the sector [2] - Recommended companies for investment in the sodium-ion battery industry include Rongbai Technology, Zhenhua New Materials, Dangseng Technology, and Zhongke Electric, as well as leading battery manufacturers like CATL, Yiwei Lithium Energy, and Penghui Energy [2]

"Big News、Big News。"（"大新闻，大新闻。"） 当地时间1月7日下午，当第一财经记者来到一家名为Donut Lab公司位于CES（国际消费电子展）展台时，看到一位与人交谈的Donut Lab员工连声说道。 今年CES上，这家名为Donut Lab的初创公司凭借全固态电池的颠覆性成果引爆全球关注。 这家起源于芬兰、总部在爱沙尼亚的公司声称，他们已成功推出"全球首款可量产、可应用于实际车辆的全固态电池"。这意味着被视为下一代电池技术方 向、长期停留在实验室阶段的固态电池，可能正以出人意料的速度走向现实——这甚至比特斯拉、丰田这些汽车巨头还要快一步。 根据Donut Lab官方发布的数据，这款固态电池的能量密度为400瓦时/公斤，支持5分钟内充满电，并允许反复完全放电而不会衰减——它在高达10万次的充 电循环后电池容量衰减极小，并且在零下30摄氏度至100摄氏度以上的温度范围内仍能保持99%以上的容量。 此外，这种固态电池由于不含易燃的液态电解质，消除了热失控、枝晶形成风险，即便电池发生损坏，也不会起火燃烧。并且，这款电池已经装配在Verge Motorcycles的电动摩托车上，并计划在今年开始 ...

Core Viewpoint - The China Chemical and Physical Power Industry Association has approved and announced the release of the group standard "Technical Requirements for Sodium-ion Batteries for Energy Storage" (T/CIAPS0052—2026), which will be implemented starting February 1, 2026 [1] Group 1 - The document specifies terminology and definitions, abbreviations, general requirements, testing methods, inspection rules, labeling, packaging, transportation, and storage related to sodium-ion batteries for energy storage [1] - The standard applies to individual sodium-ion battery cells, battery modules, and battery clusters [1]

Core Insights - The core viewpoint of the article is the rapid growth and potential of the sodium-ion battery industry, with significant increases in production and market penetration expected in the coming years [2][9]. Group 1: Industry Overview - The global sodium-ion battery shipments are projected to rise from 3.6 GWh in the previous year to 9 GWh in 2025, marking a year-on-year growth of 150% [2]. - Key application areas for sodium-ion batteries include energy storage, light electric vehicles, start-stop power sources, electric engineering vehicles, new energy vehicles, and AI data centers, with notable increases in market share and penetration rates [2]. - Major players in the sodium-ion battery market include leading Chinese companies such as CATL, BYD, and EVE Energy, as well as international firms like LG Energy, Volkswagen PowerCo, and Acculon Energy [2]. Group 2: Market Dynamics - The average market price for mainstream sodium-ion cells in 2025 is expected to be between 0.50 and 0.6 yuan/Wh, with an average of 0.55 yuan/Wh. By 2030, prices are anticipated to drop to 0.25 yuan/Wh, making them cheaper than lithium-ion and lead-acid batteries [6]. - The sodium-ion battery market is expected to reach a scale of 1051 GWh by 2030, driven by factors such as reduced production costs, increased penetration in energy storage markets, and the growth of applications in electric vehicles and data centers [9]. Group 3: Competitive Landscape - The top 10 companies in global sodium-ion battery shipments for 2025 include Weike Technology, Haishida Sodium Star, CATL, BYD, and others, while the next tier includes companies like Sodium Beauty New Energy and Huana Xineng [3][4].

Core Viewpoint - Leoch International (00842) shares surged over 15% following the announcement of a plan to spin off its U.S. listing, with shares currently trading at 2.49 HKD and a trading volume of 31.75 million HKD [1] Group 1: Spin-off Announcement - The shareholders' meeting approved the proposal for the spin-off of Leoch Energy Inc, which is set to file Form 20-F with the U.S. Securities and Exchange Commission by December 30, 2025 [1] - The ex-dividend date for trading shares based on the adjusted basis is January 9, 2026, with the record date for trading shares on a cum-rights basis set for January 8, 2026 [1] - Following the spin-off, the company will no longer hold any shares in the spun-off entity, resulting in the complete separation of the subsidiary and the termination of consolidation in the financial statements [1]

时代万恒今年以来股价涨0.48%，近5个交易日涨1.82%，近20日跌3.67%，近60日涨2.69%。 1月8日，时代万恒盘中上涨2.07%，截至13:09，报8.39元/股，成交3098.07万元，换手率1.27%，总市值 24.69亿元。 资金流向方面，主力资金净流入9.25万元，特大单买入0.00元，占比0.00%，卖出164.69万元，占比 5.32%；大单买入427.30万元，占比13.79%，卖出253.36万元，占比8.18%。 资料显示，辽宁时代万恒股份有限公司位于辽宁省大连市中山区港湾街7号，成立日期1999年3月29日， 上市日期2000年11月28日，公司主营业务涉及新能源电池的研发、生产和销售。主营业务收入构成为： 商品销售业务98.04%，其他(补充)1.49%，房产租赁业务0.47%。 分红方面，时代万恒A股上市后累计派现9369.08万元。近三年，累计派现0.00元。 责任编辑：小浪快报 时代万恒所属申万行业为：电力设备-电池-锂电池。所属概念板块包括：微盘股、东北振兴、小盘、国 资改革、锂电池等。 截至9月30日，时代万恒股东户数2.02万，较上期减少44.00%；人均流通股 ...