登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ●会议召开时间：2025年12月03日（星期三）15:00-16:00 ●会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） ●会议召开方式：上证路演中心网络互动 ●投资者可于2025年11月26日 （星期三） 至12月02日 （星期二）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱dshbgs@tianneng.com进行提问。公司将在说明会上对投资者普遍 关注的问题进行回答。 天能电池集团股份有限公司（以下简称"公司"）已于2025年10月29日发布公司2025年第三季度报告，为 便于广大投资者更全面深入地了解公司2025年第三季度经营成果、财务状况，公司计划于2025年12月03 日（星期三）15:00-16:00举行2025年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召 ...

（图片来源：摄图网） 11月21日，广汽集团董事长冯兴亚在2025广州车展上透露，广汽全固态电池中试产线已建成试产，率先具备 60Ah以上车规级批量制造条件，向小批量装车搭载的目标迈出了关键一步。这意味着，在固态电池从实验 室走向市场的漫长征途上，中国企业正跨过最关键的关卡——中试产线。 2022年以来，固态电池产业化明显提速。卫蓝新能源、赣锋锂电等中国企业已实现半固态电池量产装车，标 志着半固态电池在2023年实现了经济学意义上的产业化。 全固态电池是公认具有颠覆性优势的下一代电池技术，被业界视作解决电动汽车里程焦虑和安全焦虑的"终 极方案"。近4年国内规划产能超 450GWh，但全固态电池仍面临固 - 固界面阻抗、锂金属负极稳定性等技术 瓶颈，阻碍着其大规模量产。 国轩高科首席科学家朱星宝更是泼出冷水：根据国轩的研发进度，硫化物与卤化物互配的技术路线，在2030 年前看不到商用希望。他指出，该路线遭遇良品率低、生产效率低、成本高等难以逾越的产业化障碍。这条 被部分企业寄予厚望的技术路径，在工程化面前显得步履维艰。 放眼全球，固态电池竞赛中，中国企业与来自欧、美、日、韩等国的竞争对手几乎站在同一起跑线上，均 ...

每经AI快讯，天眼查App显示，近日，成都闪聚电池有限公司成立，法定代表人为任向飞，注册资本 5000万元人民币，经营范围包括电池销售、电池制造、电池零配件生产、电池零配件销售等。股东信息 显示，该公司由浙江吉利汽车零部件产业有限公司全资持股。 ...

宁德时代(300750.SZ)近日公告，公司股东黄世霖先生询价转让已实施完毕，询价转让股份数量为 4563.24万股，占公司总股本的1.00%；询价转让的价格为376.12元/股，交易金额171.63亿元。本次权益 变动后，出让方及其一致行动人持股比例由10.29%下降至9.29%，其权益变动触及5%的整数倍。 香港联交所最新资料显示，11月25日，宁德时代（300750）(03750)股东将股票由高盛(亚洲)证券转入香 港上海汇丰银行，转仓市值14.68亿港元，占比2.02%。 ...

Core Insights - China's power battery shipments are expected to exceed TWh in 2025, with nearly threefold growth potential over the next decade, marking the entry into the "TWh era" for the industry [1] - The industry is witnessing a surge in diverse technological pathways, including breakthroughs in sodium batteries and solid-state batteries, accelerating the pace of industrialization [1][2] Industry Development - Significant advancements have been made in China's power battery industry over the past five years, particularly in material innovation, which supports the global electrification process [2] - The installed capacity of power batteries in China increased from 63.6 GWh in 2020 to 548.8 GWh in 2024, with 493.9 GWh achieved in the first three quarters of 2025 [2] - Battery energy density has improved by 10%, and fast-charging technology has reduced charging times by over 20 minutes [2] - The average driving range of pure electric passenger vehicles is approaching 500 kilometers, and the cost of battery cells has decreased by 30% [2] Technological Advancements - Solid-state battery research has made critical progress, with some companies completing small-scale testing and vehicle integration [2][6] - Sodium-ion batteries are being commercialized in energy storage and low-speed electric vehicle applications [2] - The global lithium battery shipment is projected to reach 10 TWh by 2035, with solid-state battery penetration expected to be 5%-10% [5] Competitive Landscape - Companies like CATL are advancing sodium-ion battery technology, while semi-solid state batteries are moving towards mass production [4] - The potential of liquid lithium batteries has not been fully realized, indicating ongoing opportunities for innovation in this area [7] Strategic Recommendations - To achieve high-quality development in the power battery industry during the 14th Five-Year Plan, there is a need for collaborative innovation in technology and materials [9] - Emphasis should be placed on the industrialization of new battery technologies and the expansion into emerging application scenarios [9] - Enhancing the competitiveness of the supply chain through resource recovery and reducing reliance on foreign mineral resources is crucial [9] - Establishing a comprehensive regulatory framework and improving product quality and safety standards will help foster a fair competitive market environment [9]

国轩高科生产车间 本报记者 李媛媛 摄 ...

Core Viewpoint - The Chinese power battery industry is entering the "TWh era" with a projected shipment volume exceeding 1 TWh by 2025, indicating significant growth potential over the next decade [1] Industry Development - The power battery industry in China has made remarkable progress, with innovations in material systems leading to breakthroughs in high-capacity cathodes, high-pressure anodes, high-performance separators, and new electrolytes [1] - The installed capacity of power batteries in China surged from 63.6 GWh in 2020 to 548.8 GWh in 2024, with 493.9 GWh achieved in the first three quarters of 2025 [1] - The energy density of mass-produced battery cells has improved by 10%, and fast-charging technology has reduced charging times by over 20 minutes [1] Technological Advancements - Significant advancements in battery technology have been reported, including a 30% reduction in the cost of battery cells and an average driving range of nearly 500 kilometers for pure electric passenger vehicles [2] - Solid-state battery research has made key progress, with some companies completing small-scale testing and vehicle integration [2] - Sodium-ion batteries are being commercialized for applications in energy storage and low-speed electric vehicles [2] Diverse Technological Pathways - Multiple technological pathways are emerging, with companies like CATL launching sodium-ion batteries and solid-state batteries moving towards commercial production [2] - By 2035, global lithium battery shipments are expected to reach 10 TWh, with solid-state batteries projected to have a penetration rate of 5%-10% [2] - Solid-state batteries are not expected to significantly disrupt the established supply chain of liquid lithium batteries in the near term [2] Challenges and Future Directions - Full commercialization of solid-state batteries faces challenges such as low ionic conductivity of solid electrolytes and stability at solid-solid interfaces [3] - The potential of liquid lithium batteries remains untapped, with companies like Guoxuan High-Tech continuing to focus on their development [3] - To enhance the competitiveness of the power battery industry, there is a need for collaborative innovation in technology and materials, as well as a focus on resource recycling and reducing dependence on foreign mineral resources [3]

Core Viewpoint - The company has established a partnership with a new energy enterprise to provide a complete line solution for sulfide electrolyte technology, and the project is progressing normally [1] Group 1: Company Developments - The subsidiary Zhejiang Ruankong is collaborating with a new energy company for sulfide electrolyte technology [1] - The company primarily supplies material conveying and mixing equipment for the lithium battery front-end process to its major client, CATL [1] - The company is committed to investing in research and development for solid-state battery equipment in alignment with downstream customer needs and industry trends [1]

证券日报网讯 雄韬股份（002733）11月25日在互动平台回答投资者提问时表示，公司致力于算力中心 和数据中心领域的锂离子电池、高性能铅酸蓄电池、氢燃料电池替代柴发等，是公司最核心的发展战 略。公司氢能业务始终保持与相关方的积极沟通与协同，共同探索发展新机，积极推进相关事项进度， 公司会依规适时予以披露。 ...

证券日报网讯湖南裕能11月25日发布公告，在公司回答调研者提问时表示，受益于下游动力电池和储能 电池旺盛的需求，公司目前满产满销，产能利用率保持行业领先。在产能规划方面，公司将根据市场情 况谨慎地把控好布局节奏。 （文章来源：证券日报） ...