证券日报网讯1月7日，维科技术（600152）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东人数为53735户。 ...

CINE2026（第三届）固态电池及钠电国际展 一、 展会论坛组织架构 展会 活动 名称： CINE2026（第三届）固态电池及钠电国际展 同期活动： 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+ 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： 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 ...

Core Viewpoint - The article discusses the emergence of innovative battery technologies showcased at the 2026 CES, highlighting the potential of solid-state batteries to revolutionize the electric mobility sector, while also addressing skepticism regarding their feasibility due to undisclosed technical details [2][4]. Group 1: Donut Lab's Solid-State Battery - Donut Lab claims to have developed the world's first mass-producible all-solid-state battery with an energy density of 400 Wh/kg, capable of full charge in 5 minutes and maintaining over 99% capacity in extreme temperatures from -30°C to above 100°C [4]. - The battery is set to be integrated into Verge Motorcycles' TS Pro and Ultra models, with the upgraded TS Pro expected to be delivered in Q1 2026 [4][5]. - Despite the promising specifications, the lack of disclosed core technology and mass production details has led to widespread skepticism within the industry [4]. Group 2: Other Innovations at CES - A new generation solid-state battery module was jointly presented by Huineng Technology and Germany's FEV Group, based on Huineng's all-inorganic solid-state lithium ceramic battery technology, which is currently at the prototype stage [7]. - This module aims for a target range of 1000 kilometers and offers flexibility for vehicle manufacturers through its integration of solid-state cell technology and advanced system design [9][10]. - Electra Vehicles introduced the EVE-AI™ battery control layer, which supports over-the-air optimization of charging strategies and energy management, aiming to extend battery life by 25% and improve energy utilization by 10% [12]. Group 3: Trends in Battery Technology - The CES showcased three core trends in battery innovation: acceleration of solid-state battery mass production, the rise of software-defined batteries for enhanced lifecycle value, and the development of customized battery solutions for specific applications like robotics and electric vehicles [17]. - Companies are focusing on tailored solutions to meet the unique demands of different sectors, unlocking new application potentials [17].

Core Viewpoint - The company, EVE Energy, has submitted an updated listing application to the Hong Kong Stock Exchange, focusing its fundraising on a 30GWh cylindrical battery project in Hungary, while removing the previously planned 38GWh energy storage project in Malaysia due to existing funding support [1] Financial Performance - In 2025, EVE Energy reported a concerning "revenue without profit" trend, with a revenue of 45 billion yuan, a year-on-year increase of 32.17%, but a net profit of 2.82 billion yuan, a year-on-year decrease of 11.17% [2] - The company's energy storage business is experiencing significant pressure on gross margins, with revenue of 10.3 billion yuan in the first half of 2025 and a gross margin of only 12.03%, down 2.32 percentage points year-on-year [2] Business Segments - In contrast, the company's power battery business achieved a gross margin of 17.60%, an increase of 6.92 percentage points year-on-year [3] - The energy storage market is growing rapidly, with a cumulative new bidding volume of 218.54GWh from January to August 2025, a year-on-year increase of 125.37% [3] - EVE Energy is betting on cylindrical batteries, expecting its Jingmen factory to reach full production by 2026, and plans to invest 1.9 billion yuan in a 21GWh cylindrical passenger car battery project [3] Risks and Challenges - The company faces risks related to its investment in cylindrical batteries, as market demand may not grow as expected, leading to significant depreciation pressure on large-scale capacity investments [3] - The overseas expansion strategy, which includes building production bases in Hungary and Malaysia, presents challenges such as geopolitical issues, cultural differences, and supply chain restructuring [4] Financial Health - EVE Energy's financial situation is concerning, with total liabilities reaching 73.86 billion yuan and a debt-to-asset ratio of 63.47%, a historical high [5] - Current liabilities amount to 44.55 billion yuan, with 4.65 billion yuan due within one year, while cash and cash equivalents total only 9.45 billion yuan, insufficient to cover short-term debts [5] - The company raised 5 billion yuan through convertible bonds in 2025, primarily for battery projects [5] Market Perception - The company's intensive financing activities and major shareholder sell-offs have raised market concerns regarding its valuation and actual funding needs [6] - The chairman has emphasized the need to "slow down" the balance sheet amidst intense industry competition and ongoing technological pressures [7]

Group 1 - The solid-state battery industry is accelerating towards commercialization, with significant advancements expected in the near future [6][8] - A Finnish startup, Donut Lab, has announced the world's first commercially viable solid-state battery, set to be showcased at CES 2026, which promises to surpass traditional lithium battery technology in energy density, charging speed, and lifespan [8] - The industry consensus is moving towards reducing liquid electrolyte content and increasing solid electrolyte usage, which is seen as a disruptive technology that will drive innovation and competition among global companies [8][9] Group 2 - Companies involved in solid-state battery technology, such as Tianqi Lithium (002460), Enjie (002812), and others, are expected to see significant profit growth, with some projected to double their net profits this year [11][12] - Research indicates that solid-state battery manufacturers will benefit first from the industry's acceleration, with new equipment opening up additional growth opportunities [9] - Key players like Tianqi Materials (002709) and Xiamen Tungsten (厦钨新能) are making strides in solid-state battery materials, with advancements in sulfide electrolytes and oxide-based materials [10][12]

Group 1: LCP Business Developments - The company has begun mass production of LCP film products for leading clients in the consumer electronics sector, marking a significant breakthrough in domestic applications from 0 to 1 in mobile terminal devices [1] - LCP film products are suitable for use as flexible electrode materials in brain-computer interfaces due to their low water absorption, excellent high-frequency transmission performance, and good biocompatibility [1][2] - The company is the only domestic enterprise capable of large-scale production of LCP films, with ongoing clinical trials and collaborations with overseas clients in the brain-computer interface field [2] Group 2: Modified Materials Production - Current production capacity for modified materials stands at 550,000 tons, with an additional 150,000 tons expected to come online in Q1 2026, raising total capacity to 700,000 tons [3] - The company is expanding its market share in modified materials, focusing on sectors such as energy storage systems, home appliances, power tools, and robotics [3] Group 3: Commercial Aerospace and New Energy Progress - The company supplied LCP fiber materials for a low-orbit satellite's flexible solar wing core layer in April 2025, positioning itself to benefit from the growing demand in the commercial aerospace sector [4] - The sodium-ion battery has achieved mass production and is leading in sales within the industry, with applications in energy storage, start-stop power, and data centers [6] - The company is set to increase sodium-ion battery production capacity in Q3 2026, enhancing its ability to fulfill customer orders and solidifying its market position [6]

证券之星消息，1月7日电池板块较上一交易日下跌0.35%，天际股份领跌。当日上证指数报收于 4085.77，上涨0.05%。深证成指报收于14030.56，上涨0.06%。电池板块个股涨跌见下表： 从资金流向上来看，当日电池板块主力资金净流出47.45亿元，游资资金净流入6.64亿元，散户资金净流 入40.81亿元。电池板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002340 | 格林美 | = 12.50 Z | 17.49% | -8.66 Z | -12.12% | -3.84 Z | -5.37% | | 600478 | 科力远 | 9879.05万 | 15.69% | -399.15万 | -0.63% | -9479.90万 | -15.05% | | 688006 杭可科技 | | 9296.86万 | 9.79% | -3455.34万 | -3.64% | -584 ...

Core Viewpoint - The battery sector is experiencing a significant upward trend driven by rising demand in both the power battery and energy storage markets, alongside a recovery in material prices due to supply chain dynamics and technological advancements in solid-state batteries [5][6][10]. Group 1: Market Performance and Trends - The A-share market is showing a fluctuating upward trend, with the battery sector experiencing mixed performance among its constituent stocks, including notable gains from companies like Zhongwei Co. and Greeenmei, while others like Ningde Times and Tianqi Lithium faced declines [3][6]. - The battery 50 ETF (159796) is maintaining stability around the flatline, reflecting the overall market sentiment in the battery sector [3]. Group 2: Demand Dynamics - Demand for power batteries is expected to grow steadily, driven by stable growth in domestic passenger vehicles and rapid penetration of commercial vehicles, with overseas new model cycles exceeding expectations [6][7]. - Energy storage demand is anticipated to enter a sustained high-growth cycle globally, with significant increases in installations projected for both domestic and international markets [6][7]. Group 3: Supply Dynamics - The supply side is expected to remain in a tight balance by 2026, with industry profitability likely to recover as demand increases, particularly if growth rates exceed 30% [7][9]. - The lithium battery materials sector is witnessing positive changes, with the electrolyte chain showing upward trends due to storage demand and rising lithium carbonate costs [7][8]. Group 4: Investment Opportunities - The battery 50 ETF (159796) is highlighted as a strategic investment vehicle, with a significant focus on energy storage and solid-state battery technologies, which are expected to benefit from upcoming market trends [10][12]. - The ETF's composition includes a high proportion of battery chemicals, which positions it well to capitalize on the recovery of upstream material prices and overall industry health [12][14].

出品：新浪财经上市公司研究院 作者：喜乐 2025年12月26日，欣旺达公告称子公司欣旺达动力被吉利控股集团旗下的威睿电动汽车技术（宁波）有限公司起诉，索赔金额高达23.14亿元，案由为2021 年6月至2023年12月交付的电芯存在质量问题。目前，这一案件尚未开庭，后续判决结果存在不确定性。对于欣旺达来说，这次诉讼金额巨大，不仅会影响 公司与主机厂的合作，也会对后续的资本运作造成影响。 根据财报数据，欣旺达 2023 年和 2024 年的归母净利润总和约为 25.44 亿元，这次的索赔金额几乎相当于其过去两年的净利润总和。事发至今，欣旺达股价 跌超 10%，市值蒸发约 60 亿元。 前期高频募资 近三年资本运作遇阻 作为2011年登陆深交所的上市公司，欣旺达此前一直保持较为高频的融资节奏：2018年定增募资近26亿元，2020年发行11亿元可转债，2021年再获39亿元定 增（瑞银、巴克莱、易方达等中外知名机构均参与），2022年更通过GDR在瑞士上市，募资约合4.4亿美元。根据欣旺达2025年7月公告，2020年可转债、 2021年定增分别仅结余1.3亿元、3.2亿元，2022年GDR募资则已全部耗尽。 ...

Group 1 - The visit of South Korean President Lee Jae-myung to China has garnered significant international attention, breaking traditional diplomatic norms and seeking new development opportunities for South Korea amid global economic turmoil [1] - Following Lee's arrival, the South Korean stock market reacted positively, with Samsung Electronics' stock rising over 5% and SK Hynix's stock increasing nearly 3%, indicating a favorable response to Lee's push for China-South Korea cooperation [1] - Lee's support for the One China principle during a pre-visit call with the Chinese Foreign Minister signals a strategic shift in South Korea's foreign policy, aiming for a diplomatic balance without antagonizing China due to its growing economic influence [3] Group 2 - Lee's visit included over 200 business representatives, focusing on finding new growth opportunities in various sectors, including traditional industries and high-tech fields like semiconductors and batteries, highlighting South Korea's ambition to secure a competitive position in the future [3] - The interest in the Chinese market from the business community during Lee's visit reflects a broader optimism regarding future China-South Korea relations, as well as a recognition of China as a key partner in global economic restructuring [5] - The increasing cooperation requests from Western leaders, such as the UK and Germany, towards China indicate a rising importance of China in the global political and economic landscape, which could redefine international relations in the 21st century [7]