开源证券近日发布电力设备行业周报：8月18日，《电动汽车用全固态电池单体规格尺 寸》团体标准正式通过立项审查，列入中国汽车工程学会标准研制计划（起草任务书编号： 2025-035）。该标准由电动汽车产业技术创新战略联盟提出，中国第一汽车集团有限公司牵 头研制，将统一全固态电池单体封装与尺寸规范，为行业规模化落地奠定关键基础。 8月18日-8月22日，固态电池指数+2.2%，2025年累计+32.9%，同期沪深300指数 +11.3%。统计范围内的固态电池相关标的平均+2.5%，所有环节均出现上涨，其中导电剂 以下为研究报告摘要： （+15.8%）、铝塑膜（+4.2%）涨幅靠前。涨幅前五标的分别为道氏技术（+19.2%）、嘉元 科技（+16.0%）、珠海冠宇（+12.5%）、天奈科技（+12.5%）、安孚科技（+10.3%）；跌 幅前五标的分别为海辰药业（-13.0%）、德龙激光（-8.9%）、远航精密（-6.0%）、南都电 源（-3.7%）、冠盛股份（-3.3%）。 风险提示：技术研发不及预期，产业落地进展不及预期，下游需求不及预期。（开源证 券 殷晟路） 《电动汽车用全固态电池单体规格尺寸》团体标准正式立项 ...

Core Viewpoint - The article highlights significant developments in the lithium battery and energy storage sectors, showcasing various companies' investments, partnerships, and technological advancements that are shaping the industry's future [6][10][11][14][19]. Group 1: Industry Events and Collaborations - The 8th Sodium Battery Summit and the 3rd Sodium Battery Anode and Cathode Materials Summit will be held on August 28, 2025, in Shenzhen, with over 500 participants expected [4]. - EVE Energy has entered a deep collaboration with Vbot to advance the mass production of embodied intelligent products [6]. - Zhongqi New Energy signed a memorandum for a 5GWh energy storage battery project with IndiGrid, marking a significant entry into the Indian energy storage market [9]. Group 2: Company Developments and Investments - Juhua Lithium Energy has initiated a lithium battery cell production base project in Tongshan, Hubei, with a total investment of 1.8 billion yuan [7][8]. - Double-Deng Co. is set to list on the Hong Kong Stock Exchange, with projected revenues of 4.26 billion yuan and 4.499 billion yuan for 2023 and 2024, respectively [10]. - Ganfeng Lithium has established a new company focused on battery manufacturing and recycling, indicating a strategic move in the battery supply chain [17][35]. Group 3: Technological Advancements - Researchers have developed lithium-ion batteries with energy densities exceeding 600Wh/kg, significantly improving performance metrics [13]. - A new high-temperature coating system has been launched to enhance battery manufacturing efficiency [32][33]. Group 4: Market Expansion and Production Capacity - Yichun Guoxuan's new project is expected to reach a production capacity of 30GWh annually, contributing significantly to the lithium battery market [20]. - Wanrun New Energy has completed a 120,000-ton lithium iron phosphate project in Shandong, responding to strong downstream demand [22][23]. - The establishment of a 40,000-ton anode material project by Gansu Ruizhi New Materials is underway, with a total investment of 6.6 billion yuan [27]. Group 5: Strategic Partnerships and Agreements - Chuangneng New Energy signed a strategic cooperation agreement with Shanshan Technology for over 10 billion yuan in anode material procurement [19]. - Envision signed agreements with multiple leading energy storage companies, marking a significant expansion in its market presence [14]. Group 6: Regulatory and Environmental Initiatives - Japan plans to enforce mandatory recycling of lithium batteries in smartphones and other devices starting in 2026, reflecting a growing emphasis on sustainability [37][38]. - A new battery recycling project in Henan aims to process 30,000 tons of used lithium batteries annually, focusing on material recovery [40].

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - For industrial silicon, with the cooling of sentiment and hedging pressure on the market, silicon prices have declined and adjusted, but bullish sentiment keeps fluctuating. Short - term silicon prices are expected to consolidate at high levels, and operations require caution. Continued attention should be paid to the resumption dynamics of silicon enterprises [1] - For polysilicon, since the end of June, driven by supply - side reform expectations and spot price increases, the polysilicon market has continued to rise, and prices have repeatedly hit new highs since listing. Although the sentiment has faded recently, it still fluctuates. Prices remain at high levels, the market fluctuates greatly, and operations require caution. Continued attention should be paid to macro - sentiment evolution and warehouse receipt registration [1] 3. Summary by Relevant Catalogs Industrial Silicon and Polysilicon Price Information - **Industrial Silicon Futures and Spot Prices**: The average price of non - oxygenated 553 (East China) remained unchanged at 9,100 yuan/ton, the closing price of the futures main contract rose 2.96% to 8,700 yuan/ton, and the basis (East China 553 - futures main) decreased by 250 yuan to 400 yuan/ton [1] - **Polysilicon Futures and Spot Prices**: The price of N - type polysilicon material remained unchanged at 46 yuan/kg, the closing price of the futures main contract rose 2.02% to 51,345 yuan/ton, and the basis decreased by 1,015 yuan to - 5,345 yuan/ton [1] - **Industrial Silicon Spot Prices**: The average prices of various grades of industrial silicon in different regions remained mostly unchanged, with price ranges from 8,900 yuan/ton to 10,100 yuan/ton [1] - **Polysilicon Spot Prices**: The prices of N - type dense material, N - type re -投料, N - type mixed material, and N - type granular silicon remained unchanged, at 46 yuan/kg, 47 yuan/kg, 45 yuan/kg, and 44.5 yuan/kg respectively [1] - **Silicon Wafer Prices**: The prices of N - type 210mm, N - type 210R, and N - type 183mm silicon wafers remained unchanged at 1.55 yuan/piece, 1.35 yuan/piece, and 1.20 yuan/piece respectively [1] - **Battery Cell Prices**: The price of single - crystal PERC battery cells M10 - 182mm remained unchanged at 0.27 yuan/watt [1] - **Component Prices**: The prices of single - crystal PERC components (single - sided and double - sided, 182mm and 210mm) remained unchanged, ranging from 0.70 yuan/watt to 0.73 yuan/watt [1] - **Organic Silicon Prices**: The price of DMC decreased by 0.81% to 12,300 yuan/ton, the price of 107 glue remained unchanged at 12,750 yuan/ton, and the price of silicone oil decreased by 0.35% to 14,100 yuan/ton [1] Industry News - On July 30, 2025, Boxinyuan (Zibo) New Materials Technology Co., Ltd. is advancing its kiloton - scale solid - state battery silicon - carbon anode material project. The project is expected to invest 200 million yuan, aiming to produce 1,000 tons of new silicon - carbon anode materials annually from 2025 to 2027, with an expected annual output value of over 100 million yuan. Samples have been preliminarily recognized by leading domestic enterprises such as Huawei and CATL [1] - On August 1, 2025, the US Department of Commerce launched a second anti - dumping and countervailing sunset review investigation on crystalline silicon photovoltaic products imported from China and a second anti - dumping sunset review investigation on products imported from Taiwan, China. The US International Trade Commission also launched a second anti - dumping and countervailing sunset review industrial injury investigation on the above - mentioned products [1] Investment Strategies Industrial Silicon - On the supply side, as silicon prices rise, some previously shut - down silicon plants in Xinjiang have resumed production. In the southwest production area, with the arrival of the wet season, power costs have decreased, and enterprise operations have steadily recovered. It is expected that some silicon furnaces will restart in August, and supply will increase steadily [1] - On the demand side, polysilicon enterprises maintain a production - cut state, and some silicon material plants plan to resume production in July, bringing some demand increments. In the organic silicon sector, a large factory has stopped production for rectification due to an accident, supply has tightened temporarily, and organic silicon prices have continued to rise supported by silicon prices. Silicon - aluminum alloy enterprises purchase as needed, and the downstream's willingness to stock up at low levels is insufficient [1] Polysilicon - On the supply side, polysilicon enterprises maintain a production - cut state, and some silicon material plants may have new production capacity put into operation. After offsetting increases and decreases, production is expected to increase slightly, with July's production expected to approach 110,000 tons [1] - On the demand side, the photovoltaic market is weak overall, with rising inventories of silicon wafers and polysilicon. Recently, driven by the expected increase in polysilicon prices, downstream silicon wafer prices have followed suit. Enterprises say they will actively respond to policies, and the trading atmosphere has improved. However, the terminal market remains weak due to the large over - consumption of demand by the rush to install in the first half of the year [1]