Core Viewpoint - Sichuan Wofei Changkong Technology Development Co., Ltd. and Ganfeng Lithium Industry are collaborating on eVTOL battery technology, focusing on sustainable supply systems and lifecycle management [1] Group 1: Company Collaboration - The CTO of Wofei Changkong visited Ganfeng Lithium to discuss potential cooperation on eVTOL battery projects [1] - Both companies aim to establish a sustainable eVTOL battery supply system and collaborate on battery inspection and recycling [1] Group 2: Product Development - Ganfeng Lithium's Zhejiang Fengli has developed a high-energy density eVTOL battery with a capacity of 320Wh/kg, which has been successfully integrated into Wofei Changkong's AE200-100 model [1] - The first phase of manned test flights for the AE200-100 is scheduled to be completed by December 2025 [1] Group 3: Future Plans - Ganfeng Lithium is fully supporting Wofei Changkong in the next phase of test flights, indicating a strong commitment to the partnership [1]

摘要 灵鸽科技攻克硫化物固态电解质量产难题，中标百吨级整线项目，多项技术创新筑牢固态电 池产业化设备根基。 当前，全固态电池产业化进程已步入加速落地的关键阶段，硫化物路线凭借核心性能优势成为全固态电池的主流技术方向，而设备端的技术突破与工 程化落地，正成为破解其规模化量产难题的核心抓手。 在此背景下， 灵鸽科技 凭借三十余年物料精准处理领域的技术积淀与系统集成能力，与 四川赛科动力科技有限公司合作成功中标首条百吨级硫化 物固态电解质连续化整线项目 。 实现该材料从实验室小批量制备到工业化百吨级量产的跨越式突破，为全固态电池商业化落地筑牢装备根基，也为固态电池设备板块的发展提供了关 键实践方案。 产业提速在即 硫化物固态电解质量产遇多重行业卡点 固态电池的产业化发展已形成清晰路线图，成为全球新能源产业竞争的核心赛道。 据高工产研（GGII）预测， 2035年全球锂电池总出货量将达10TWh级别，其中固态电池渗透率有望达5%—10%，2027年更是成为硫化物车规级 全固态电池小批量装车的核心节点。 企业端布局持续提速，广汽集团已建成国内首条大容量全固态电池产线并启动小批量测试，宁德时代、弗迪电池等头部企业也同步推 ...

固态设备的奇点时刻 20260210 摘要 固态电池渗透率有望快速增长，尤其在高端新能源汽车、高安全性储能 等领域。预计到 2030 年，固态电池能量密度可达 400~500 Wh/kg， 显著提升续航和储能能力，固态设备环节将最先受益，其市场规模预计 在未来 6 年内复合增长率达到 74%。 中央政策定调与地方试点推进形成立体化支持体系，自 2025 年以来， 固态及半固态电池地方投资约 240 亿元，涉及 60GW 产能，主要投向 新能源汽车和高端储能。车企计划 2027 年小批量上车，2030 年实现 规模化量产。 下游积极扩产带动设备需求，2025 至 2027 年是实验室到中试过渡关 键期，总投资额超 2000 亿元，预计 2030 年整体市场规模超 1,000 亿 元。国内设备企业如先导智能、杭可科技等布局整线生产， Nano、Mano 等推进干法设备导入。 干法工艺适配硫化物路线，无需溶剂与烘干，可降低成本并提升环境效 益，提高极片压实密度与厚度极限值。LG 统计显示，干法工艺有望降低 整体生产成本 17%~30%，并提高活性材料活跃度。 Q&A 未来几年内固态设备市场的发展趋势如何？ 随着下游 ...

Core Viewpoint - Contemporary Amperex Technology Co., Limited (CATL) has received approval from the China Securities Regulatory Commission (CSRC) for the issuance of corporate bonds totaling up to RMB 5 billion, aimed at professional institutional investors [1] Group 1: Bond Issuance Details - The bond issuance is registered under the name "26CATLK1" with the bond code "524672" [1] - Each bond has a face value of RMB 100, with an issuance price also set at RMB 100 per bond [1] - The bonds have a maturity period of 5 years, featuring an issuer's option to adjust the coupon rate at the end of the third year and an investor's put option [1] Group 2: Interest Rate Information - The coupon rate inquiry range for the bonds is set between 1.60% and 2.20% [1]

（文章来源：第一财经） 宁德时代在港交所公告，公司于2月6日发行了2026年度第一期绿色科技创新债券，发行总额为人民币50 亿元，募集资金已于2026年2月9日到账。债券简称26宁德时代MTN001(科创债)，债券代码102680526， 发行利率1.70%，发行价格为100元/百元面值，起息日2026年2月9日，兑付日2031年2月9日。 ...

智通财经APP讯，宁德时代(03750)发布公告，宁德时代新能源科技股份有限公司2026年面向专业投资者 公开发行科技创新公司债券(第一期)发行规模不超过50亿元(含50亿元)，票面利率询价区间为 1.60%-2.20%。本期公司债券募集资金扣除发行费用后主要用于项目建设、补充营运资金、偿还有息负 债等符合法律、法规及监管规定的用途。 ...

Core Viewpoint - CATL (宁德时代) announced the issuance of corporate bonds aimed at professional investors, with a total scale not exceeding 5 billion yuan, to support various financial needs [1] Group 1: Bond Issuance Details - The bond issuance is part of the company's strategy to raise funds for project construction, working capital, and repayment of interest-bearing debts [1] - The coupon rate for the bonds is expected to be in the range of 1.60% to 2.20% [1] - The total issuance scale is capped at 5 billion yuan, including the full amount [1]

格隆汇2月9日丨宁德时代(300750.SZ)公布2026年A股员工持股计划，本持股计划的股份来源为公司回购 专用证券账户回购的宁德时代A股普通股股票。本持股计划将在股东会审议通过后通过非交易过户等法 律法规允许的方式获得公司回购专用证券账户所持有的公司A股普通股股票。本持股计划规模不超过 404.6802万股，占目前公司总股本的0.09%。本持股计划的首次授予参加对象为公司（含合并报表范围 内的子公司）中层管理人员及核心骨干人员，首次授予参加本持股计划员工总人数4,956人，最终参加 人数根据实际缴款情况确定。 ...

(本文来自第一财经) 汽车制造商斯泰兰蒂斯(STLA.N)正寻求退出其与韩国三星SDI共同成立的美国电池合资企业。此前，公 司在逐步收缩电动车布局、力图保留现金之际，于上周宣布计提逾220亿欧元（约260亿美元）的资产减 值。退出合资企业的成本可能较高，且过程漫长。斯泰兰蒂斯也可能将其所持股份出售给第三方。在特 朗普采取削弱插电式汽车的政策举措后，电动车和电池项目给公司带来压力，CEO安东尼奥·菲洛萨正 致力于遏制相关亏损。斯泰兰蒂斯与三星于2021年成立了印第安纳州合资企业，承诺投资25亿美元，并 在科科莫市创造1400个新就业岗位。该工厂是三星在美国唯一的电池工厂，于2024年投产，并已开始生 产部分用于储能的电池单元。 ...

Core Viewpoint - Stellantis is seeking to exit its joint venture with Samsung SDI in the U.S. amid a strategic reduction in its electric vehicle (EV) operations and a significant asset impairment of over €22 billion (approximately $26 billion) [1] Group 1: Joint Venture and Financial Implications - The exit from the joint venture may incur high costs and a lengthy process, with the possibility of selling its stake to a third party [1] - Stellantis and Samsung established the joint venture in Indiana in 2021, committing to an investment of $2.5 billion and creating 1,400 new jobs [1] Group 2: Market and Operational Context - The company is facing pressure on its EV and battery projects following policy measures by former President Trump that weakened plug-in vehicle incentives [1] - The Indiana factory, which is Samsung's only battery plant in the U.S., is set to begin production in 2024 and has already started producing some battery cells for energy storage [1]