固态电池粘合剂

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【金牌纪要库】固态电池粘合剂大换血!原为湿法工艺配备的粘合剂或不再适配固态电池干法工艺,这些企业已开发新型粘合剂产品
财联社· 2025-06-13 01:47
①固态电池粘合剂大换血!原为湿法工艺配备的粘合剂或不再适配固态电池干法工艺,这些企业已开发新 型粘合剂产品;②固态电池硫化物价格持续高涨,且具备高技术壁垒,这几家企业已找到相应硫化物产品 制备方式;③大量固态电池集流体方案不再使用传统铜箔和铝箔,不锈钢集流体研发企业已开始进行送 样。 前言 《金牌纪要库》是财联社VIP倾力打造的一款高端会议纪要类产品,结合财联社的媒体资源和行业圈层 优势,为投资者提供全面、深入的市场及行业洞察,以及专业分析和解读。 栏目专注于捕捉投资市场 的最新题材机会,通过一线记者的即时报道、资深编辑的专业整理,以及行业资深专家的深度访谈,为 投资者提供前瞻性、独家性、热门性及专业性的市场分析。 ...
创新药概念股走强,海辰药业股价涨停
Zheng Quan Zhi Xing· 2025-05-21 07:36
Group 1 - The A-share innovative drug sector is experiencing renewed activity, with Haitian Pharmaceutical's stock price hitting the daily limit, closing with a transaction amount of 5.03 billion yuan and a turnover rate of 24.22% [1] - The market enthusiasm is driven by multiple industry catalysts, including the global rights cooperation between 3SBio and Pfizer for the PD-1/VEGF bispecific antibody SSGJ-707, highlighting the internationalization trend of domestic innovative drug technology [1] - Haitian Pharmaceutical's strong performance is closely related to its dual business layout, with ongoing advancements in its high-end generic drug R&D pipeline and a new materials segment making breakthroughs through technical cooperation [1] Group 2 - Industry data supports optimistic expectations for the innovative drug sector, with Wanlian Securities reporting strong valuation recovery momentum for domestic innovative drugs driven by policy support and industrial upgrades [2] - According to Frost & Sullivan, the Chinese innovative drug market size has increased from 132.5 billion USD in 2019 to 159.2 billion USD in 2024, maintaining a global market share of around 15% [2] - In 2024, there were 94 licensing transactions in China's innovative drug sector, totaling 51.9 billion USD, a year-on-year increase of 26%, with the first quarter of 2025 continuing this explosive trend with 41 transactions worth 36.9 billion USD [2]