1、行情 节前倒数第二个交易日，指数在金融的带动下集体走强。 题材方面，固态电池开盘大涨，天际股份2连板，丰山集团、多氟多、石大胜华、万润新能（20CM）、湘潭电化、佛塑科技、天赐材料先后涨 停，湖南裕能、天奈科技、海科新源、华盛锂电、中一科技涨超10%； 黄金、白银及有色集体大涨，盛达资源、兴业银锡、博迁新材等涨停； 午后金融板块集体大涨，国盛金控、华泰证券、汇金股份（20CM）、新黄浦、广发证券（未封住）、湘财股份（炸）等纷纷涨停，指南针、中 信证券、东方证券、东方财富、同花顺、财富趋势、银之杰等集体大涨； 此外，内存、钛白粉、创投等均有局部强势表现。 截至收盘，沪指、深成指、创业板指分别收涨0.9%、2.05%、2.74%，市场超3500股上涨，1600余股下跌，两市成交量超2.1万亿。 就连此前秀肌肉压单的中信证券，午后都一度冲击涨停板。 我其实有点懵圈的…… 懵圈的不是为什么拉金融，因为金融、券商什么的感觉早就可以涨了，之前还一直再想为啥成交量上来了但却一直不涨呢？ 2、金融 今日早盘其实没什么大花头，和上周并无太大差别，又是创业板指数先行，大部分股票都没啥波澜。 但没想到，午后金融板块却突然迎来爆 ...

Market Overview - The market experienced a strong upward trend on September 29, with all three major indices rising. The Shanghai Composite Index increased by 0.90%, the Shenzhen Component Index rose by 2.05%, and the ChiNext Index gained 2.74% [1] - Over 3,500 stocks in the market saw gains, with total trading volume in the Shanghai and Shenzhen markets reaching 2.16 trillion yuan, an increase of 146 billion yuan compared to the previous trading day [1] Sector Performance - The securities, non-ferrous metals, and solid-state battery sectors led the gains, while education, pork, and coal sectors saw declines [1] - The securities sector experienced a significant increase of 4.40% on the same day, although it remains down 2.67% for the month [2] Market Sentiment and Expectations - The recent performance of the securities sector, often seen as a "bull market leader," has shifted, potentially signaling a change in market sentiment [6] - Analysts suggest that the upcoming holiday may lead to a "red envelope" market, indicating a positive outlook for the days following the holiday [6] Investment Opportunities - The semiconductor, new energy, humanoid robots, innovative pharmaceuticals, and non-ferrous metals sectors are highlighted as key areas for investment due to their structural growth potential [6] - The new energy sector, particularly in energy storage, has shown strong performance, with significant demand and production capacity among leading battery companies [9][10] - The solid-state battery industry is also gaining traction, with advancements in technology and increasing market demand expected to drive growth [9] Future Projections - The domestic energy storage market is projected to see substantial growth, with a target of reaching 180 million kilowatts of new energy storage capacity by 2027, leading to an estimated investment of 250 billion yuan [9]

Core Viewpoint - The research team from Tsinghua University has made significant advancements in solid-state battery technology, specifically in developing a new fluorinated polyether electrolyte that addresses key challenges in achieving high safety and energy density in solid-state lithium batteries [1][2][3]. Group 1: Solid-State Battery Technology - Solid-state batteries primarily have four technical routes: sulfides, oxides, polymers, and halides, with sulfides currently being the mainstream choice [1][5]. - The Tsinghua team focuses on polymer electrolytes, which are considered the most mature among the four routes, having been developed over many years [7][10]. - The main challenges for solid-state batteries include ionic conductivity and the solid-solid interface, which are critical for battery performance [1][2][10]. Group 2: Challenges and Solutions - The Tsinghua team's new electrolyte addresses both ionic conductivity and solid-solid interface issues, which are significant barriers to commercializing solid-state batteries [2][3]. - The solid-solid interface problem arises when there are gaps between the solid electrolyte and the electrodes, hindering lithium ion movement [2][6]. - The team utilized in-situ polymerization technology to allow the polymer to grow and fill any gaps that may form at the solid-solid interface [2][3]. Group 3: Market Dynamics and Commercialization - Currently, about 37% of global solid-state battery R&D is focused on sulfide technology, particularly among Japanese and Korean companies [5]. - The high cost of sulfide solid electrolytes, which can reach 3 million to 4 million yuan per ton, poses a significant barrier to widespread adoption [6][7]. - The commercialization of solid-state batteries is still in its early stages, with expectations for significant developments by 2027 [10][11]. Group 4: Future Prospects - If the Tsinghua team's polymer electrolyte can overcome the low ionic conductivity issue, it may replace sulfide and oxide solid electrolytes, leading to a new direction in solid-state battery technology [10][11]. - The potential for polymer electrolytes to provide better solid-solid interface contact, simpler manufacturing processes, and lower costs makes them a promising alternative [10].

电车续航翻倍不是梦！清华大学最新固态电池研究出炉。 车东西9月28日消息，日前，清华大学化工系张强教授团队拿出固态电池研发最新进展，合作提出"富阴离子溶剂化结构"设计新策略，成功开发出一种新 型含氟聚醚电解质。 这种材料可以使固态电池实现高达604Wh/kg的重量能量密度和1027Wh/L的体积能量密度，这些数据几乎是当今最先进商用锂离子电池能量密度的两倍。 目前，该研究已被国际顶级期刊《自然》收录。 ▲该篇论文被《自然》收录 在高能量密度的基础上，这款电池的寿命表现和安全性也很好。电池可以实现在超过500次循环后仍保持高容量，且在满电状态下成功通过了针刺测试。 可以说，这项工作为制造实用、安全且具备超高能量密度的电池提供了一份经过验证的科学路线图，有望加速交通运输及更广泛领域的电气化转型进程。 01.解决电池不稳定性，清华大学拿出创新手法 研究显示，这项突破的核心创新在于一种新型的"原位构筑"含氟聚醚基聚合物电解质（FPE-SPE）。 通过对锂离子周围的"溶剂化结构"进行精密调控，研究人员成功解决了长期困扰高容量富锂锰基氧化物（LRMO）正极的关键性界面不稳定性问题。 ▲氟聚醚基聚合物电解质的设计原理图 L ...

Core Insights - A research team led by Professor Zhang Qiang from Tsinghua University has made significant advancements in polymer electrolytes for lithium batteries, providing new strategies and technical support for the development of practical high-safety, high-energy-density solid-state lithium batteries [1][2] Group 1: Research Findings - The current challenges in solid-state batteries include poor interface contact due to rigid solid-solid materials and the difficulty of electrolytes to withstand extreme chemical environments with high voltage cathodes and strong reducing anodes [1] - The team proposed a new strategy called "anion-rich solvent structure design," successfully developing a novel fluorinated polyether electrolyte that enhances physical contact and ionic conductivity at solid-state interfaces [1] - The polymer battery assembled with this electrolyte demonstrated excellent electrochemical performance, achieving an energy density of 604Wh/kg under 1MPa external pressure, significantly surpassing current commercial batteries [1] Group 2: Safety and Future Implications - The battery successfully passed safety tests, including puncture and exposure to a 120°C heat chamber for 6 hours without combustion or explosion, showcasing its superior safety performance [2] - The research outcomes are expected to provide important technical references for the development of mature solid-state battery products in the future [2]

新进展。 据科技日报报道，日前，清华大学化工系教授张强领衔的团队在锂电池聚合物电解质研究领域取得重要进 展，为开发实用化的高安全性、高能量密度固态锂电池提供了新思路与技术支撑。相关成果已在线发表于 《自然》。 值得一提的是，工业和信息化部、国家市场监督管理总局日前联合印发的《电子信息制造业2025—2026 年稳增长行动方案》明确指出，通过国家重点研发计划相关领域重点专项，持续支持全固态电池等前沿技 术方向的基础研究。 得益于优化的界面性能，采用该电解质组装的富锂锰基聚合物电池表现出一系列优异的电化学性能。基于 该电解质构建的8.96Ah（安时）聚合物软包全电池在施加1MPa（兆帕）外压下，能量密度实现跨越式提 升，达到604Wh/kg，远超当下商业化电池。 此外，该电池在满充状态下顺利通过针刺与120摄氏度热箱（静置6小时）安全测试，未出现燃烧或爆炸现 象，展现出优异的安全性能。未来，该研究成果有望为成熟的固态电池产品研发提供重要技术参考。 另据武汉大学消息，该校集成电路学院杨培华课题组在聚合物固态电池领域取得新进展。 该课题组通过构建新型阳离子—两性离子聚合物电解质，为发展安全、高能量密度的固态电池提供了 ...

Group 1 - The official account "Xibei Taste Morning Reading" has set its content to private due to online harassment faced by customers and employees [2] - Xibei's chairman was emotionally moved by a story shared on the platform about a child learning to eat at their restaurant [2] - The account serves as an internal communication platform for Xibei employees, showcasing the company's culture and has published 1,952 original pieces of content as of September 27, 2025 [2] Group 2 - Nezha Auto's restructuring process has seen only one potential investor submit complete materials and pay the required deposit of 50 million yuan [5] - The restructuring management has raised the entry threshold for potential investors, requiring a deposit to ensure serious applications [5] Group 3 - McDonald's has faced criticism over the pricing of bottled water, with prices varying significantly across different locations [6] - The pricing is determined by Coca-Cola and the company, with local stores unable to modify it [6] Group 4 - The International Paralympic Committee has fully restored the membership status of Russia and Belarus, allowing their athletes to compete under their national flags in upcoming events [10] Group 5 - Hefei Youai Intelligent Robot Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, aiming to become the first stock in the mobile operation robot sector if successful [13] - The company focuses on embodied intelligence technology and aims to scale its applications in robotics [13] Group 6 - Google has launched its advanced robotics reasoning model, Gemini Robotics-ER 1.5, which enhances robots' perception and interaction capabilities [14] - This model is designed to interpret complex visual data and execute spatial reasoning based on natural language commands [14] Group 7 - Recent adjustments in credit card overdraft rates by several banks have introduced rates as low as 0%, potentially benefiting high-quality credit card users [11] - At least six banks have publicly announced changes to their credit card overdraft rate standards [11] Group 8 - Significant progress has been made in solid-state battery research by a team from Tsinghua University, developing a new fluorinated polyether electrolyte [15] - This advancement aims to enhance the physical contact and ionic conductivity of solid-state interfaces, supporting the development of high-safety, high-energy-density solid-state lithium batteries [15]

Group 1 - Tsinghua University’s research team led by Professor Zhang Qiang has made significant advancements in polymer electrolytes for lithium batteries, providing new ideas and technical support for the development of practical high-safety, high-energy-density solid-state lithium batteries [1] - The team proposed a "rich anion solvation structure" design strategy, successfully developing a new fluorinated polyether electrolyte that enhances solid-state interface physical contact and ionic conductivity, significantly improving lithium battery high-voltage performance and interface stability [1] - A polymer soft-pack battery constructed with this electrolyte achieved an energy density of 604Wh/kg under 1MPa external pressure, surpassing current commercial batteries, and demonstrated excellent safety performance during puncture and thermal tests [1] Group 2 - The research team at Wuhan University, led by Yang Peihua, has made progress in polymer solid-state batteries by developing a new cation-anionic polymer electrolyte, providing new pathways for safe, high-energy-density solid-state battery development [2] - The innovative electrolyte enhances lithium ion migration and conductivity, showcasing excellent electrochemical stability and successfully powering drones [2] - The Ministry of Industry and Information Technology and other departments have emphasized support for solid-state battery technology in their recent action plans, aiming to foster the development of leading global enterprises in this field by 2027 [2]

Core Viewpoint - Chinese scientists have made significant progress in the field of lithium battery polymer electrolytes, providing new ideas and technical support for the development of practical high-safety, high-energy-density solid-state lithium batteries [1][3] Group 1: Research Breakthrough - A team led by Professor Zhang Qiang from Tsinghua University has developed a novel fluorinated polyether electrolyte using a "rich anion solvation structure" design strategy [3] - The new electrolyte enhances physical contact and ionic conductivity at the solid-solid interface, significantly improving the high-voltage performance and interface stability of lithium batteries [3] Group 2: Performance Metrics - A polymer soft-pack full battery constructed with the new electrolyte achieved an energy density of 604 Wh/kg under 1 MPa external pressure, surpassing current commercial batteries [3] - The battery successfully passed safety tests, including puncture and exposure to a 120°C heat chamber for 6 hours, without any incidents of combustion or explosion [3] Group 3: Future Implications - The research findings are expected to provide important technical references for the development of mature solid-state battery products in the future [3]

Core Insights - Tsinghua University's research team has developed a new fluorinated polyether electrolyte that achieves an energy density of 604 Wh kg⁻¹, significantly higher than the typical range of 150-320 Wh kg⁻¹ for current batteries [1][9] - The research addresses the critical challenges of solid-state batteries, particularly the interface issues that hinder performance and safety [3][4] Group 1: Research Breakthrough - The new electrolyte design utilizes a "rich anion solvation structure" strategy, enhancing the physical contact and ionic conductivity at the solid-solid interface [5][7] - The electrolyte can withstand high voltage up to 4.7 V, allowing compatibility with high-voltage lithium-rich manganese-based cathodes and lithium metal anodes [5][7] Group 2: Performance Metrics - The developed polymer battery exhibits a first-cycle coulombic efficiency of 91.8% and a specific capacity of 290.3 mAh g⁻¹, maintaining a capacity retention of 72.1% after 500 cycles at a 0.5 C rate [7][9] - The battery successfully passed safety tests, including puncture and thermal stability tests at 120°C, without any combustion or explosion [9] Group 3: Industry Implications - This research provides a new approach and technical support for the development of practical high-safety, high-energy-density solid-state lithium batteries, which are crucial for advanced applications in electric vehicles and other high-energy-demand sectors [1][9] - The findings could potentially lead to a shift in the battery industry, moving towards safer and more efficient energy storage solutions [1][3]