中化新网讯 近日，星云股份自主研发的Battery AI大模型通过交通运输部验收，成为国内唯一获得交通 部认证并推广的电池检测人工智能平台。 此次通过认证的Battery AI大模型，实现了电池检测模式的升级。该模型可在用户充电过程中，通过智 能终端实时获取电池系统毫秒级的温度、电压、容量衰减、绝缘阻值等多维数据，通过AI动态分析与 匹配，精准评价电池健康状况、性能衰减趋势及潜在安全风险。与传统检测方式相比，原本需要数小时 的检测过程可缩短至十分钟，评估误差小于2.5%，真正实现了电池检测的"常态化、智能化、高精度"。 从市场空间看，电池检测赛道正处于高速成长期。仅以国内4000万辆新能源乘用车为例，按年检单次 100元计算，当前市场空间已达40亿元；未来若新能源车占比提升至50%，对应2亿辆的检测市场规模将 突破200亿元。此外，电动两轮车及三轮车保有量约4.8亿辆，储能、电动船舶、机器人等新兴领域亦存 在刚性检测需求，整体市场规模有望迈向百亿级。 据悉，当前，动力电池安全性已成为全球新能源产业发展的核心关切。随着全球新能源汽车保有量快速 增加、电池寿命逐步老化，安全检测需求日益凸显。在国际层面，欧盟《新电 ...

Group 1: Company Overview - The company is Fujian Xingyun Electronics Co., Ltd., with the stock code 300648 [1] - The investor relations activity took place on January 16, 2026, from 16:00 to 17:30 [2] Group 2: Solid-State Battery Business - The solid-state battery sector is a key focus, with the company providing high-precision testing equipment for R&D [2] - The company has established deep partnerships with leading lithium battery firms and has achieved mass production capabilities for solid-state batteries since 2025 [2] - Continuous follow-up on solid-state battery technology iterations is in place to enhance testing capabilities [2] Group 3: R&D Investment Focus - R&D is identified as the core competitive advantage, with a focus on advancing battery testing technology towards higher precision and intelligence [3] - The company’s subsidiary, Xingyun Testing, has been recognized as a key pilot platform by the Ministry of Industry and Information Technology [3] - Integration of artificial intelligence with battery testing is being pursued to enhance the transition from R&D to mass production [3] Group 4: Insurance Collaboration - A strategic cooperation agreement has been signed with Ping An Property & Casualty Insurance Company to develop battery insurance products and services [3] - The collaboration aims to create an integrated ecosystem combining battery testing, AI, and insurance services [3] Group 5: Production and Delivery Cycle - The company employs a customized production model based on sales, with varying production cycles depending on product types [3] - For lithium battery testing systems, the production cycle ranges from 2 to 3 months, while automated equipment typically takes 3 to 6 months [3] Group 6: Sales Outlook for 2026 - The company maintains an optimistic outlook for sales in 2026, anticipating a recovery in downstream demand and strong overseas market interest in new energy products [3] - Plans to expand market reach and product development in the energy storage and battery service sectors are in place to foster new growth points [3]

Group 1 - The core business of the company is focused on testing services for consumer batteries, power batteries, and energy storage batteries [2] - The company has established a wide service network, catering to over 2,000 new energy enterprises, including notable clients such as Zhongchuang Xinhang, Ju Wan Technology, and Yiwei Lithium Energy [2] - The company's testing services also extend to new energy vehicle manufacturers like GAC Group, GAC Aion, and Xpeng Motors [2]

Group 1 - The company is currently focused on testing services for consumer batteries, power batteries, and energy storage batteries, and does not involve solid-state battery testing [1] - The company's testing services have been widely utilized by over 2,000 new energy enterprises, including notable clients such as Zhongchuang Xinhang, Ju Wan Technology, Yiwei Lithium Energy, and Honeycomb Energy [1] - The company also provides services to new energy vehicle manufacturers like GAC Group, GAC Aion, and Xpeng Motors [1]

Summary of Key Points from the Conference Call Company and Industry Overview - **Company**: 星云股份 (Xingyun Co., Ltd.) - **Industry**: Battery testing and insurance for electric vehicles and energy storage systems Core Insights and Arguments - **Strategic Partnership**: Xingyun Co., Ltd. has established a strategic partnership with China Ping An, marking the commercialization of its AI model for battery testing, which spans various sectors including new energy vehicles, energy storage devices, two-wheeled vehicles, drones, and robots [2][3] - **Data Accumulation**: The company has over 20 years of experience in battery testing and possesses more than 90% of the market's battery testing data, providing a competitive edge in the industry [2][6] - **Preemptive Testing Model**: Xingyun proposes a preemptive testing model that collects battery status data during charging or at 4S shops, using AI to analyze this data to optimize insurance premiums and reduce claims for high-risk vehicles [2][8] - **Insurance Product Expansion**: New insurance products include battery degradation insurance, battery value insurance, and extended insurance, aimed at covering all brands and models, which is expected to significantly enhance market acceptance [4][12] Additional Important Content - **AI Laboratory**: The partnership includes the establishment of an AI laboratory to explore data deeply and create a new insurance ecosystem covering the entire lifecycle of vehicles, including second-hand car transactions and battery recycling [2][11] - **Insurance Revenue Model**: The collaboration involves various revenue streams, including DTA service fees for car insurance and personalized analysis for energy storage property insurance, which helps insurance companies achieve excess returns [2][9] - **Solid-State Battery Development**: The company is closely working with major clients on solid-state battery equipment, currently in the pilot testing phase, with expectations for more progress by 2026 [4][14] - **Data Collection Mechanism**: Data is primarily collected through 4S shops and charging stations, which are crucial for accumulating data for insurance premium pricing [10] - **Commercial Vehicle Applications**: Progress has been made in exploring applications for commercial vehicles, with ongoing discussions and developments in collaboration with major insurance companies [16] This summary encapsulates the key points discussed in the conference call, highlighting the strategic initiatives, competitive advantages, and future directions of Xingyun Co., Ltd. in the battery testing and insurance industry.

Core Viewpoint - Xingyun Co., Ltd. has signed a strategic cooperation agreement with Ping An Property & Casualty Insurance Company of China to develop battery insurance products and enhance after-sales services in various battery sectors [1] Group 1: Strategic Cooperation - The partnership will focus on comprehensive collaboration in insurance business scenarios [1] - Areas of cooperation include the development of battery insurance products for new energy vehicle batteries, energy storage batteries, electric ship batteries, electric two-wheeler batteries, and drone batteries [1] Group 2: After-sales Services - The collaboration aims to jointly promote the development of battery testing and maintenance services [1]

Core Insights - The first "Power Battery General Hospital" and Saike Testing Battery Intelligent Testing Verification Center was inaugurated in Yibin with a total investment of 300 million yuan [1] - The laboratory covers an area of approximately 20 acres and is equipped with 15,000 electrical performance testing channels and 15,000 storage testing channels [1] - The center focuses on the core scenarios of electrical performance verification for energy storage and power batteries, marking it as the first third-party intelligent and unmanned testing center in China [1] Industry Implications - Yibin's municipal government emphasizes that intelligent testing verification has become a core support for technological iteration and industrial upgrading [1] - The establishment of Saike Testing's "Battery General Hospital" aims to create a closed-loop testing system covering the entire lifecycle of batteries, addressing multiple testing gaps in the industry [1]

Core Insights - Shanghai is continuously optimizing its business environment, attracting more foreign talent to settle in the city [1][3][13] Group 1: Company and Industry Development - The company, a German battery testing institution, has been operating in China for nearly 35 years and is experiencing accelerated growth due to the rapid rise of the new energy industry in China [3] - The company has established multiple battery testing laboratories in the Yangtze River Delta region, leveraging Shanghai's robust industrial foundation and talent pool for its development [3] - The demand for electric vehicle battery testing has significantly increased, reflecting the ongoing advancements in battery technology [5] Group 2: Employee Experience and Lifestyle - The employee, Fang Yifan, appreciates the vibrant work pace in China and the friendly atmosphere in Shanghai, which enhances his living experience [5][7] - Shanghai's "15-minute living circle" concept provides convenience, allowing easy access to various amenities and services [9] - The city's green governance is evident, with well-maintained parks and trees, contributing to a sustainable urban environment [11][13] Group 3: Foreign Talent and Investment - Shanghai has recognized 1,060 regional headquarters of multinational companies and 631 foreign-funded research and development centers, indicating a growing presence of foreign enterprises and talent [13] - The employee expresses admiration for Shanghai's soft power, highlighting opportunities for professional growth and high-quality living [13]

Group 1: Financial Performance - The company's revenue for Q3 is approximately 300 million yuan, with a cumulative revenue of 800 million yuan for the first three quarters, showing growth compared to the same period last year [2] - Revenue from the equipment sector increased by 8.5% year-on-year, attributed to the expansion of new clients in East and South China [2] Group 2: Electric Vehicle Battery Services - The company’s electric vehicle battery testing service center utilizes advanced battery testing equipment and the proprietary "Battery Health AI Model" to provide professional battery health testing services [3] - The battery after-service market includes collaborations with insurance companies, used car assessment agencies, and regulatory authorities, covering electric vehicles, electric two-wheelers, energy storage, electric aircraft, and robotics [3] Group 3: Solid-State Battery Development - Solid-state batteries are a key focus area, with the company establishing deep partnerships with leading lithium battery enterprises and maintaining long-term collaborations with emerging solid-state battery companies [3] Group 4: Contract Liabilities and Order Status - The increase in contract liabilities primarily reflects customer prepayments, indicating the status of current orders [3] - The delivery schedule for equipment varies by type, but the overall inventory turnover cycle remains stable [3]

Core Viewpoint - The article discusses the ongoing 2025 China Solid-State Battery Industry Golden Award selection, highlighting the participation of Shenzhen Ruineng Industrial Co., Ltd. (Ruineng) in the category of "2025 China All-Solid-State Battery Cell Equipment Technology Innovation Award" [3][20]. Group 1: Company Overview - Shenzhen Ruineng Industrial Co., Ltd. was established in 2003 and specializes in the research, development, production, and sales of battery testing systems, providing automated testing line design and construction [4]. - The company has developed into a leading smart service provider for the entire lifecycle of batteries, focusing on "testing technology + data intelligence + energy management" [4]. - Ruineng has applied for over 400 patents and is a full member of the Ministry of Industry and Information Technology's lithium-ion battery safety standard working group [4][5]. Group 2: Main Products and Services - Ruineng offers comprehensive testing product solutions throughout the battery lifecycle, including automated production lines for cell formation and capacity, testing equipment for cells and modules, and energy storage solutions [6]. - The company has proactively developed specialized testing equipment for solid-state batteries, addressing the industry's bottleneck in specialized formation and performance testing equipment [6][19]. Group 3: Product and Technology Advantages - Ruineng provides a complete solution for solid-state battery testing, including specialized equipment for formation, capacity testing, and various critical process equipment [8]. - The production line features modular flexible design, allowing adjustments based on customer development progress and accommodating different sizes and types of solid-state batteries [8][9]. - The high-precision testing equipment developed by Ruineng is optimized for solid-state battery characteristics, enabling accurate measurement of key performance parameters [16]. Group 4: Recent Developments - Since 2023, Ruineng has successfully delivered complete solid-state battery formation and capacity production lines and high-precision testing equipment to several leading battery manufacturers [19]. - The company has established significant technical advantages and brand influence in the solid-state battery sector, providing reliable technical support for clients from research and trial production to large-scale manufacturing [19].