Core Viewpoint - The first national standard for solid-state batteries has been publicly solicited for opinions, marking a significant step towards the industrialization of solid-state battery technology [1] Industry Summary - The national standard titled "Solid State Batteries for Electric Vehicles Part 1: Terminology and Classification" was released for public consultation on December 30 [1] - This standard clarifies the terminology, classification, and coding related to solid-state batteries, indicating a transition from laboratory research to industrial application [1] - A total of 54 listed companies in the A-share market are involved in the solid-state battery industry chain, reflecting growing interest and investment in this sector [1] Company Summary - In the fourth quarter, 22 concept stocks related to solid-state batteries have been investigated by institutions, with 16 of these stocks receiving attention from 10 or more research institutions [1] - Companies such as Rongbai Technology, Dandefluorine, and Dangseng Technology have attracted the most institutional research, with 267, 183, and 157 institutions respectively conducting investigations [1]

Core Viewpoint - The first national standard for solid-state batteries has been publicly solicited for opinions, marking a significant step towards the industrialization of solid-state battery technology [1][2]. Group 1: National Standard Development - The national standard titled "Solid-State Batteries for Electric Vehicles Part 1: Terminology and Classification" has been released for public consultation, defining key terms, classifications, and coding related to solid-state batteries [2]. - The standard will be developed in four parts: terminology and classification, performance specifications, safety specifications, and lifespan specifications [4]. - The draft categorizes solid-state batteries based on the type of electrolyte, ion conduction type, and application area, including categories such as sulfide, oxide, polymer, and halide solid-state batteries [6]. Group 2: Stricter Classification and Standards - The draft specifies that solid-state batteries must have a weight loss rate of no more than 0.5%, which is stricter than the previous group standard of less than 1% [6]. - The standard aims to eliminate the concept of semi-solid batteries, focusing on clear definitions and classifications [5]. Group 3: Industry Implications - The establishment of a national standard is expected to unify technical standards, enhance industry collaboration, and strengthen China's position in international regulations, facilitating the transition from laboratory to mass production [7][8]. - The solid-state battery industry in China is experiencing significant capital investment, with major companies completing substantial financing rounds, indicating strong market confidence in the technology [9]. Group 4: Market and Investment Trends - A total of 54 listed companies in A-shares are involved in the solid-state battery supply chain, attracting institutional interest [10]. - In the fourth quarter, 22 concept stocks received institutional research, with companies like Rongbai Technology and Dandeng Technology being the most frequently researched [12]. - Companies are increasing their R&D investments, with several solid-state battery stocks reporting significant growth in R&D expenses as a percentage of revenue [13][14].

固态电池首个国家标准公开征求意见，标志着固态电池技术开始由实验室走向产业化。 固态电池首个国家标准出炉 证券时报·数据宝从全国汽车标准化技术委员会获悉，12月30日，固态电池首个国家标准——《电动汽车用固态电池第1部分：术语和分类》公 开征求意见（以下简称"征求意见稿"）。征求意见稿明确了固态电池的相关术语、分类、编码等基础内容。 据悉，《电动汽车用固态电池》系列标准拟分为4个部分进行编制，包括术语和分类、性能规范、安全规范、寿命规范。此外，《电动汽车固 态电池用固体电解质技术规范》目前也已进入起草阶段。 固态电池分类明确，判定标准更加严格 上述征求意见稿显示，根据电池单体内部传递离子方式不同，将电池分为液态电池、混合固液电池和固态电池。这与此前中国汽车技术研究中 心透露的消息一致，即不再有半固态电池的说法。 另外，征求意见稿对固态电池根据电解质种类、传导离子种类、应用领域不同再次分类。 根据固体电解质种类不同，分为硫化物固态电池、氧化物固态电池、聚合物固态电池、卤化物固态电池、复合电解质固态电池等；根据传导离 子种类不同，分为固态锂离子电池、固态钠离子电池等类型；根据应用领域不同，分为高能量固态电池、高功率 ...

Group 1 - The core viewpoint of the articles emphasizes the significant role of private investment in stabilizing growth, employment, and expectations in China, with a focus on the optimization of investment structure towards new and practical sectors [1][5] - The automation and intelligent production lines in companies like Anhui Shunyu Precision Intelligent Co., Ltd. have led to a threefold increase in production efficiency, highlighting the impact of technological advancements on operational costs and productivity [1] - The investment in infrastructure by private sectors has shown positive growth, with a reported 3.5% year-on-year increase in private investment in infrastructure for the first 11 months of the year, particularly in water management and aviation sectors [1] Group 2 - New technologies such as big data and artificial intelligence are creating new investment opportunities, as seen in the upgrade of Beijing Zhongyi Zhikong Technology Co., Ltd.'s intelligent production base to meet the needs of grain quality detection [2] - The body intelligence industry, represented by humanoid robots, is experiencing rapid growth, with a projected market size exceeding one trillion yuan by 2035, indicating substantial investment potential [3] - Various regions are implementing policies to enhance private sector participation in investment, such as lowering entry barriers in sectors like renewable energy and artificial intelligence, which is expected to stimulate private investment [4]

Core Insights - CATL has established its 1000th "Chocolate" battery swap station in Nanchang and the 300th "Qiji" battery swap station in Hangzhou, marking significant milestones in its expansion efforts [1] - In just one year, CATL has built a total of 1020 "Chocolate" and 305 "Qiji" battery swap stations, demonstrating rapid growth in both passenger vehicle and commercial vehicle logistics sectors [1] - This expansion signifies CATL's advancement in creating a scalable network for battery swapping services, enhancing its service capabilities in the energy supply landscape [1]

2026未来产业新材料博览会 （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等未 来产业共性需求特设6大展区， N3 先进电池与能源材料展区 聚焦 固态 电池 、钠电池、钙钛矿 等 ， 欢迎咨询：18957804107 【DT新材料】 获悉， 近日， 上海格派镍钴材料股份有限公司 （以下简称"格派镍钴"）宣布完成F轮融资，获投金额近亿元。 近年来，公司加速向固态电池下游延伸，已建成标准化固态电解质固相反应中试线，具备从材料合成到电芯制备的全流程开发能力。 在固态电解质方面 ，格派镍钴开发了复合固态电解质（SSE）和准固态复合电解质（QSSE）。其准固态电解质在室温下电导率可达10⁻² S/cm，锂离子迁移数高达 0.75，电化学窗口约4.8 V。借助PTFE复合薄膜，该材料在锂金属/ LiFePO₄全电池中实现133 mAh/g的比容量及98.6%的库仑效率。 同时，公司研发的MOF原位聚合复合电解质膜，在室温下离子电导率超过10⁻⁴ S/cm，锂离子迁移数0.77，电化学窗口高达5.67 V，并能有效抑制锂枝晶生长，使 电池在1.0 C倍率下达到124.2 mAh/g的比容量，库仑 ...

证券日报网讯 12月30日，雄韬股份在互动平台回答投资者提问时表示，算力中心与数据中心UPS电源 是公司最核心的发展战略，公司专注于算力中心与数据中心UPS电源领域，致力于提供不同产品解决方 案，例如高倍率高能量密度锂电池、免维护高功率铅酸蓄电池、氢能源电池替代柴发与清洁能源发电。 （文章来源：证券日报） ...

Core Viewpoint - The company, Delong Holdings (德尔股份), has successfully passed various safety tests for its solid-state batteries, indicating a high level of safety and reliability in its products [1]. Summary by Categories Safety Testing - The company's solid-state batteries have undergone third-party testing for puncture, heating, and overcharging, achieving the necessary UN38.3 certification for international shipping of lithium batteries [1]. Material Composition - The high safety level of the solid-state batteries is attributed to the avoidance of flammable materials during the manufacturing process, which enhances the overall safety of the batteries [1]. Technology Route - The company primarily utilizes an oxide electrolyte technology route, which inherently possesses high chemical and mechanical stability, further contributing to the safety of the batteries [1].

Core Viewpoint - CATL has successfully completed its annual goals for both passenger and commercial vehicle battery swap stations, exceeding expectations in both segments [1] Group 1: Battery Swap Stations - The "Chocolate Battery Swap" network for passenger vehicles has established 1,020 stations, surpassing the annual target [1] - The "Qiqijie Battery Swap" network for commercial vehicles has built 305 stations, also exceeding its annual goal [1] - The battery swap network now covers key economic areas and logistics routes across the country [1] Group 2: Future Plans - By 2026, the "Chocolate Battery Swap" plan aims to establish over 3,000 stations across more than 140 cities, with a simultaneous launch of a highway network and an open franchise plan, targeting a long-term goal of 30,000 stations [1] - The "Qiqijie Battery Swap" plan aims to have 900 stations by 2026, expanding its routes to a "five horizontal and five vertical" network, with a long-term goal of an 180,000 km "eight horizontal and ten vertical" national battery swap green network by 2030, covering 80% of the national trunk transport capacity [1]

证券日报网讯 12月30日，同兴科技（003027）在互动平台回答投资者提问时表示，目前，公司研发的 钠电正极材料已通过公司中试线试生产，具有低比表面积、高加工性能、高电化学性能、高安全性等综 合优势，但目前暂未大规模量产，请投资者注意风险。 ...