固态电池三元前驱体

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固态电池大会密集召开 产业或迎爆发拐点
Zheng Quan Ri Bao Wang· 2025-06-26 14:06
Group 1: Industry Events - Multiple conferences related to solid-state batteries are being held, indicating a rapid acceleration in the industrialization of solid-state batteries driven by policy and market factors [1] - The Fifth China International Solid-State Battery Technology Conference and the 2025 Advanced Battery Materials and Intelligent Equipment Technology Exhibition took place in Hefei on June 19, followed by the first Lithium Sulfide and Sulfide Solid-State Battery Forum in Suzhou on June 25 [1] Group 2: Policy Developments - Since 2025, China has been implementing policies to accelerate the development of the solid-state battery industry, including the "New Energy Storage Manufacturing Industry High-Quality Development Action Plan" which identifies solid-state batteries as a key focus area [2][3] - The Ministry of Industry and Information Technology (MIIT) has introduced new safety standards for electric vehicle batteries, effective from July 1, 2026, emphasizing the importance of safety performance in solid-state batteries [2] Group 3: Industry Standards - In April 2025, MIIT included solid-state batteries in its overall planning and initiated the development of a standard system for solid-state batteries to expedite their industrialization [3] - The China Automotive Engineering Society introduced a method for determining solid-state batteries, clarifying definitions and testing methods, which is crucial for technological upgrades and industrial applications [3] Group 4: Corporate Developments - Companies in the solid-state battery supply chain are accelerating technological breakthroughs and industrialization, with CATL revealing plans for small-scale production of solid-state batteries by 2027 [4] - Guoxuan High-Tech has launched new technologies and products, including the second-generation Jinshi solid-state battery, currently in trial production [4] - Jiangsu Longpan Technology is developing solid-state battery precursors, with some materials already sent for testing to leading companies [5] Group 5: Market Outlook - Despite current challenges in technology and cost, solid-state batteries are expected to gain market penetration once these issues are resolved, with a potential market acceleration in the next five years [5] - A report indicates that 2026 to 2028 will be critical for the mass production of various solid-state battery technologies, with the sulfide route likely to achieve mass production first in 2026 [5]
6月25日晚间新闻精选
news flash· 2025-06-25 14:03
Group 1 - The Chinese government aims to accelerate the construction of a unified national market, expand domestic demand to boost consumption, and develop a new model for real estate development to promote high-quality economic growth [1] - China will lead the establishment of the world's first international standard system for quantum network security protocols in the data communication field [2] - The China Chamber of Commerce for Import and Export of Machinery and Electronic Products predicts that China's automobile export scale is expected to reach 7 million units this year, with a forecast of 10 million units by 2030 [3] Group 2 - Guotai Junan International announced an upgrade of its existing Type 1 (securities trading) license to provide virtual asset trading services through a comprehensive account arrangement on a licensed platform [4] - Longpan Technology, which has seen two consecutive trading limit increases, is involved in the development of solid-state battery ternary precursors, currently in the R&D trial phase [5] - The Great Fund II has reduced its holdings in Sitaiwei by 2.612 million shares, while Anlu Technology's shareholding ratio has decreased to 5.94% [5] - Xiangtan Chemical, which has seen five consecutive trading limit increases, is collaborating with several solid-state battery companies for R&D, but has not yet generated operating income [5] - Nord Shares, with seven consecutive trading limit increases, reports that revenue from its copper foil business applied in the solid-state battery field accounts for less than 1% of total operating income [5] - The company Zhina Compass states that its operational situation is normal and there are no significant undisclosed matters [5]
龙蟠科技:公司固态电池三元前驱体仍处于研发试用阶段
news flash· 2025-06-25 10:30
Group 1 - The core viewpoint of the article highlights that Longpan Technology (603906) has observed significant market interest in solid-state battery concepts [1] - The company's wholly-owned subsidiary, Jiangsu Sanjin Lithium Battery Technology Co., Ltd., is involved in the development of solid-state battery ternary precursors, which are currently in the research and trial phase [1] - Some precursor materials have been sent in small batches to leading companies for testing, but no external sales have generated revenue yet, thus not significantly impacting the company's overall performance [1] Group 2 - The research project faces risks related to industrialization and commercialization due to factors such as macroeconomic conditions, industry policies, and market environment changes [1]