作为全球科技产业的年度风向标，一年一度的CES展始终是前沿技术的"首发秀场"与行业趋势的"晴雨表"，也正成为中国科技企业走向全球的跳板。 云深处科技的"绝影"系列机器狗已在全球能源巡检市场占据领先地位。CES 2026上，他们展示了最新一代绝影X30，其自主导航能力已能在无GPS的室内 环境实现厘米级定位。 在回答今年CES有哪些主题时，展会主办方美国消费者技术协会执行主席兼CEO夏皮罗（Gary Shapiro）直言："很明显是'以人为本'的AI应用。" 华泰证券分析师则指出，本届CES展会的核心主题或将从传统消费电子展示，转向以AI为中心的系统级技术变革。 另一个值得关注的趋势是，中国企业正逐步走向舞台中央。官方数据显示，本届CES参展商总数超过4000家，其中中国企业参展总数达到942家，占比约 22%，延续了全球第二大参展国的地位。而在部分细分领域，中国企业已经成为绝对主角，比如参展的38家人形机器人展商中，有21家来自中国，占比达 55%；参展的23家AI眼镜品牌中，16家来自中国，占比近七成…… 多家外媒也对中国企业在CES上的表现给予关注，《日经亚洲评论》将中国企业的展示列为值得一看的内容。韩国 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 20% relative to the benchmark index within the next six months [6][14]. Core Insights - The company has successfully completed the design and mass production of consumer-grade steel shell batteries, which offer higher flexibility and efficiency compared to traditional polymer soft-pack batteries. This innovation is expected to enhance applications in consumer electronics such as smartphones and smartwatches [3]. - The company is expanding its market reach into emerging consumer electronics, including smart wearables and drones, and has achieved significant growth in these sectors. Notably, it will supply high-end smartwatch batteries to Samsung using a Cell+Pack supply model by 2025 [4]. - The company is focusing on advanced technologies, including the development of silicon anode batteries and sodium-ion batteries, which are expected to enhance its competitive edge in the battery market. The silicon anode batteries have achieved a high energy density of 900Wh/L, while sodium-ion batteries are being developed for stable power supply in low-temperature scenarios [5]. Financial Projections - Revenue projections for the company are as follows: 2025 at 144 billion yuan, 2026 at 200 billion yuan, and 2027 at 239 billion yuan. Corresponding net profits are expected to be 6.4 billion yuan, 16 billion yuan, and 21 billion yuan respectively [6][10]. - The company is projected to achieve a revenue growth rate of 24.38% in 2025, 38.98% in 2026, and 19.66% in 2027, with net profit growth rates of 48.98%, 154.73%, and 29.01% for the same years [10][11]. - The earnings per share (EPS) are forecasted to be 0.57 yuan in 2025, 1.44 yuan in 2026, and 1.86 yuan in 2027, with a decreasing price-to-earnings (P/E) ratio from 56.82 in 2024 to 11.61 in 2027 [10][11]. Company Overview - The latest closing price of the company's stock is 21.60 yuan, with a total market capitalization of 245 billion yuan. The company has a debt-to-asset ratio of 65.3% and a current P/E ratio of 56.84 [2]. - The largest shareholder is Zhuhai Prida Investment Co., Ltd., which indicates a significant backing for the company's operations and growth strategies [2].

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在固态电池方面有何布局？ 绿发电力（000537.SZ）1月7日在投资者互动平台表示，除风电、光伏外，公司也高度重视储能和光热 项目的投资布局。从储能技术路线来看，公司储能项目类型包括电化学储能、液态压缩空气储能及飞轮 储能等。其中，公司于2025年11月并网的乌海市20万千瓦/80万千瓦时独立储能电站，采用半固态电池 技术。 ...

据介绍，传统锂离子电池使用液态电解质来促进充放电循环过程中的离子移动，其能量密度约为200- 300瓦时/公斤，充电循环次数约1000-2000次，通常可以在30分钟左右将电量从10%充至80%，但如果过 快充电会导致电池内枝晶生长，有安全风险并损害电池寿命。而固态电池是由聚合物、硫化物或氧化物 制成的固体材料取代了液态电解质，不但可以解决续航里程和充电焦虑的问题，同时还能显著提高电池 在极端天气下的性能、安全性和使用寿命。 Donut Lab首席执行官莱赫蒂迈基表示，相比其他固态电池技术还局限于实验室和原型机阶段，Donut Lab的技术已经直接应用于量产车辆。"尽管全固态电池的优势显而易见，但长期以来，每当人们问及各 大企业该技术的落地时间时，得到的答案总是不断推迟，仿佛其商业化前景遥不可及。而在Donut Lab，我们给出的答案是：全固态电池现已具备配套整车厂量产车型的条件，就在当下，绝非遥不可 及。我们研发的这款高性能Donut全固态电池已具备大规模量产能力，今年第一季度，搭载该电池的电 动摩托车就将正式上路，投入实际使用。" 根据该公司的说法，安装固态电池的无轮毂电机电动摩托车续航可达350公里，充 ...

Core Viewpoint - The solid-state battery sector in China is expected to experience a financing boom in 2025, driven by technological breakthroughs and policy support, transitioning from the "laboratory stage" to "industrialization" [2] Financing Cases Summary - A total of 17 typical financing cases in the solid-state battery field have been identified, showcasing significant capital influx and diverse investment strategies [2][3][4] Group 1: Financing Characteristics - The current capital layout is primarily focused on semi-solid state batteries, with a relatively lower proportion of financing directed towards all-solid state projects, indicating a pragmatic investment approach [5] - A diversified investment matrix has formed, combining industrial capital, government funds, and VC/PE, with each type of investor focusing on different aspects of the industry [5] - The focus on specific technological routes is evident, with sulfide electrolyte routes becoming a financing hotspot among both leading companies and startups [6] - Most financing is directed towards production line construction and mass production validation, reflecting a shift from R&D to engineering delivery in the industry [6] Group 2: Reasons for Capital Interest - Performance advantages and technological maturity of solid-state batteries drive investment interest, as they significantly enhance energy density and safety, addressing consumer concerns about range anxiety [7] - Policy incentives provide confidence for capital investment, with government support including subsidies for vehicles equipped with semi-solid state batteries and the establishment of standards for solid-state batteries [7] - Growing market demand for high-performance batteries, particularly in the electric vehicle sector, is expected to support the growth of solid-state batteries as a mainstream technology [8] Group 3: Future Development Trends - The solid-state battery sector is anticipated to see semi-solid state batteries dominate the market in the near term, with energy density potentially reaching 450 Wh/kg and cycle life exceeding 6000 cycles within 3-5 years [9] - The industry will witness a concentrated effort in the construction of pilot lines for all-solid state batteries, with some leading companies expected to achieve small-scale production by 2027 [9] - The industry landscape will continue to evolve, with a focus on collaboration across the supply chain and the emergence of specialized companies in high-nickel cathodes and new solid-state electrolytes [9] - Applications for solid-state batteries will diversify beyond electric vehicles, expanding into sectors such as energy storage, humanoid robots, and low-altitude flying vehicles [9] Conclusion - The concentrated capital investment is accelerating the industrialization of the solid-state battery sector, with semi-solid state battery commercialization and all-solid state battery technological advancements progressing in parallel [10]

证券日报网讯1月5日，维科技术（600152）在互动平台回答投资者提问时表示，公司钠离子电池项目进 展顺利；也始终密切关注新能源领域技术发展趋势及市场需求变化，目前正结合自身技术储备与研发规 划，包括对半固态电池、固态电池研究。 ...

随着新能源转型进入深水区、智能网联技术加速迭代，全球车企与供应链巨头纷纷携压箱底成果集结，其中中国车企的集体发力与AI技术在出行场景的全 域渗透，更有望影响全球汽车产业的竞争格局。 从核心动力技术突破到智能驾驶生态完善，从整车产品革新到供应链技术升级，这场科技盛宴将勾勒出未来出行的清晰轮廓。 图片系 AI 生成 作为全球科技产业的年度风向标，一年一度的CES展始终是前沿技术的"首发秀场"与行业趋势的"晴雨表"。2026年的CES，汽车板块无疑将成为展会核心焦 点。 来源：长城汽车官方 作为率先官宣参展的中国车企，长城汽车将以"GO With More Life"为主题，携全产品线与核心技术矩阵亮相2026 CES，这被视为其提升全球品牌认知度的关 键一步。 展会期间，魏牌将携高山9、全新蓝山智能进阶版、全新坦克500 Hi4-T智享版及灵魂S2000 CL摩托车将组成"全明星"参展阵容。 技术层面将重点展示Hi4-Z架构、半固态电池、氢燃料电池发动机三个新能源技术，同时发布ASL 2.0智能体与VLA全场景大模型等前沿成果。 其中ASL 2.0智能体可实现基于路况、用户需求的全维度信息处理与自主决策，VLA大 ...

（来源：内蒙古日报） 这一突破性技术从实验室走向量产应用，离不开清陶能源在产业端的深度布局与硬核支撑。作为固态电 池领域的领跑者，清陶能源布局广泛，在乌海、昆山等地均建有生产基地。 其中位于海勃湾高新技术产业开发区的清陶（乌海）能源科技有限公司深度参与了半固态电池材料中试 试验，在核心技术转化与量产落地环节发挥重要作用。据清陶（乌海）能源科技有限公司综合办主管李 万江介绍，名爵MG4半固态安芯版车型搭载的半固态电池中的新型锰系正极材料正是由乌海清陶基地 自主生产。 近年来，海勃湾区聚焦新能源、新材料等战略性新兴产业，通过精准招商引资、优化营商环境、强化政 策扶持等一系列举措，成功吸引一批优质企业落地生根。接下来，海勃湾区将持续深化产业集群化发 展，推动固态电池产业与本地风光等新能源、储能产业高效深度融合，全力打造西北地区固态电池产业 新高地。 转自：内蒙古日报 本报乌海1月3日电 （记者 郝飚 通讯员 时宇豪）近日，全球首款搭载半固态电池的量产车型——上汽名 爵MG4半固态安芯版在乌海市海勃湾区完成交付。值得一提的是，这款车型搭载的半固态电池中的新 型锰系正极材料正是由海勃湾区企业生产。 这款备受行业关注的新 ...

这一年，电池领域的固态化转型重构竞争维度，智能化的L3落地叩响规模化大门，车市在利润率低谷 中完成从降价内卷到价值创造的觉醒，出海征程实现从量的突破到根的深植，合资品牌则在市场格局重 塑中开启系统性本土化突围。 当技术迭代的节奏突破实验室围墙，当市场竞争的逻辑告别单纯价格博弈，当全球化布局从产品输出升 级为生态扎根，2025年的中国汽车产业来到了新旧范式交替的关键路口。 宁德时代、比亚迪、国轩高科、蜂巢能源等头部企业均加速推进半固态电池量产，同时持续加码全固态 研发投入。车企端落地成效显著，蔚来150kWh电池包、上汽智己L6等车型实现半固态电池批量交付， 全年国内乘用车氧化物半固态电池出货量预计达3GWh，标志着技术商业化进入实质性阶段。 对于全固态电池，中国全固态电池产学研协同创新平台副理事长吴志新强调其研发的长周期属性，呼吁 行业脚踏实地深耕创新。他预测，半固态电池将拥有5—7年商业窗口期，全固态电池大概率在2032年— 2033年进入商业使用期。当前全固态电池材料成本高达常规液态电池的3—5倍，成本控制成为产业化最 核心的挑战。因此，2025年行业所有战略动作均围绕"降本"展开，从技术路线选择到供应链 ...

近日，国家标准计划《电动汽车用固态电池 第1部分：术语和分类》已经进入征求意见阶段。征求意见 稿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，此前业内常 提及的半固态电池未在其中。而这也与此前有关方面透露的消息一致，在术语和分类中，不再有"半固 态电池"的表述。 ...