格隆汇9月11日丨蔚蓝锂芯(002245.SZ)在互动平台表示，公司一直积极推进固态/半固态锂电池的研发， 目前已推出半固态锂电池产品。公司锂电池业务一直聚焦小型动力系统，主要涉及电动工具、智能出 行、清洁电器、机器人、BBU等应用领域，目前无进入汽车领域计划。 ...

Summary of Key Points from Conference Call Records Industry Overview - The conference call discusses the advancements in the **800V HVDC** technology and its implications for the **AIDC (Artificial Intelligence Data Center)** supply architecture, highlighting a significant opportunity for domestic suppliers in China to meet overseas demand [1][2][5]. Core Insights and Arguments - **Adoption of 800V HVDC**: Nvidia plans to gradually adopt 800V HVDC to address the increasing power density in AI computing, which will lead to energy savings and reduced copper usage [1][2][4]. - **Investment Trends**: Major tech companies like Meta and Alphabet are increasing capital expenditures, indicating a strong focus on AIDC investments. Meta's capital expenditure was raised from $64 billion to $66 billion, while Alphabet's was increased to $85 billion [5]. - **Advantages of HVDC**: HVDC systems eliminate the need for AC-DC and DC-DC conversions, resulting in energy savings and reduced losses compared to traditional UPS systems [3][4]. - **Solid-State Transformers (SST)**: SSTs are being developed as future power solutions, currently in pilot testing, with potential applications in data centers and renewable energy generation. Full-scale deployment is expected to take three years [1][7][8]. - **Solid-State Battery Development**: Focus on key components such as dry electrodes and insulation materials, with significant orders already placed for equipment [9][10]. - **Photovoltaic Industry**: The solar industry is in a transitional phase, with clear price recovery trends and a recommendation to focus on silicon materials and auxiliary materials [11]. Additional Important Content - **Investment Opportunities**: Companies like McMitter, Zhongheng Electric, and Shenghong Co. are highlighted as key players in the HVDC space. In the UPS sector, companies like Kstar and Kehua Data are also noted for their technological capabilities [6]. - **Future of SST**: SSTs are expected to play a crucial role in the evolution of power supply systems, particularly in high-power AIDC applications [8]. - **Wind Power Market**: The wind power sector is showing signs of recovery, with a focus on key components and offshore wind developments, indicating strong growth potential [14][15]. - **Investment Strategy**: Current investment strategies should prioritize IDC power systems, solid-state batteries, and the photovoltaic sector, as these areas present significant growth potential [18].

Group 1 - The core viewpoint emphasizes the need for high-quality development and safety in economic operations, focusing on investment expansion, foreign trade stabilization, and consumption promotion [1][2] - The provincial leadership is actively engaging with companies to understand their operational challenges and encourage confidence in development, transformation, and upgrading [1] - There is a strong emphasis on enhancing research and development investments and accelerating project construction to promote high-end, intelligent, and green industrial development [1][2] Group 2 - Continuous optimization of enterprise services and implementation of policies to support businesses in becoming larger, stronger, and better is highlighted [2] - A proactive approach to economic operation analysis is necessary, focusing on addressing difficulties in investment, foreign trade, consumption, and project construction [2] - The commitment to green, low-carbon, and high-quality development is reinforced, with a focus on improving environmental protection measures and capabilities [2]