技术颠覆与资本加持正推动固态电池赛道进入产业化竞速阶段。 近日，诞生于星空计划的固态电芯及电池系统解决方案企业晶核能源，正式宣布完成数千万天使轮融资，由天空工 场创投基金领投。据悉，本轮资金将用于固态电池技术商业化落地、核心团队人才引进以及全球商业化版图快速拓 展。此次融资标志着我国固态电池自主创新进入产业化加速关键期。 固态电池技术虽前景广阔，但工艺复杂性高、成本昂贵，且核心技术层面始终难以突破。作为赛道"技术派"新锐， 晶核能源聚焦行业痛点，已经实现三大核心技术突破性进展。 首先，晶核能源自主研发的全固态电芯能量密度显著高于主流液态锂电池，能够有效缓解新能源汽车"续航焦虑"与 储能设备"容量瓶颈"；其次，晶核能源开发的AI BMS电池管理系统，具备高精度电芯状态监测与健康度识别能力， 核心性能高于行业平均水准；此外，通过CTP4.0架构设计的先进PACK技术，能够提升电池包空间利用率、降低生产 成本，为规模化应用筑牢基础。 这三项技术协同发力，使晶核能源成为全球少数可同时提供"固态电芯+智能管理+高效集成"全栈解决方案的企业， 构建起"材料-算法-集成"的核心技术护城河。 随着硬科技投资热度持续，拥有核心 ...

Core Insights - The article discusses a strategic partnership between Shaanxi Forestry Industry Group Co., Ltd. (陕林集团) and Beijing Weilan New Energy Technology Co., Ltd. (卫蓝新能源) to establish Shandong Yunshi Weilan New Materials Co., Ltd. This collaboration aims to advance the research, production, and market application of solid-state battery technology, marking a significant step in their cooperation within the new energy sector [1]. Group 1 - The partnership will leverage the strengths of both companies in industrial resources, capital investment, and core solid-state battery technology [1]. - A procurement agreement has been signed between Guohai (Tianjin) Trading Co., Ltd., a subsidiary of Shaanxi Forestry, and Weilan New Energy for 4GWh of solid-state battery cells and energy storage equipment, with a total contract value of approximately 4 billion RMB [1].

Core Viewpoint - Recent developments in energy storage capacity by multiple companies, both domestic and international, indicate a significant expansion in the sector, with a total capacity exceeding 27GWh from various projects [2]. Group 1: Chinese Companies - Foxconn's energy storage brand "Fuchu Kenen" aims for an annual production capacity of 3GWh, establishing a "lighthouse factory" in Zhengzhou [4][6]. - Shengyun Energy's project in Jiangxi province is set to achieve an annual production capacity of 10GWh for energy storage systems, contributing to the clean energy transition [7][10]. - Deqing Taixin New Materials plans to invest 320 million yuan in a project to produce 1GWh of lithium-ion, sodium, and solid-state battery cells [13][16]. - Guangdong Xintao Garden's project focuses on producing aluminum alloy battery shells and energy storage cabinets, with a total investment of 500 million yuan [11]. Group 2: International Companies - International Power Systems (IPS) has launched a battery energy storage system factory in Bulgaria, with a phased capacity plan starting at 1.5GWh and aiming for 5GWh by mid-2026 [17][19]. - Prime Batteries Technology (PBT) is expanding its factory in Romania, increasing its annual capacity from 2.5GWh to 8.5GWh, with a focus on lithium-ion battery storage systems [20][21]. - PBT has delivered 226MWh of energy storage systems for renewable energy projects and expects to deliver a total of 605.8MWh by the end of the year, down from an initial target of 800MWh [23].

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors, 2,000 participating companies, and 20,000 professional attendees expected [1][3]. - The event will feature the 2025 Qidian Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council meeting [1]. - A list of first batch exhibitors and sponsors includes major companies such as CATL, BYD, GAC, and others, indicating strong industry participation [1]. Group 2 - The Deqing County People's Government in Zhejiang Province approved an environmental impact assessment for a project aimed at producing 1GWh of lithium-ion, sodium, and solid-state battery cells, with an investment of 32 million yuan [2]. - Deqing Taixin New Materials Technology Co., Ltd. plans to establish a facility covering approximately 42.77 acres, including new production lines for lithium, sodium, and solid-state batteries [2]. - The company was established in September 2023 and focuses on battery manufacturing, new materials technology, and recycling of used power batteries [2].

Battery - Jiangsu Jieyuan's 20GWh energy storage lithium battery project is progressing as planned, with the first phase expected to be completed and operational by Q3, involving a total investment of 5 billion yuan and an annual production capacity of 20GWh, which will reduce CO2 emissions by 500,000 tons per year [2] - Zhongchen Juchi's solid-state battery project in Gansu has completed the main plant construction and is entering the equipment installation phase, with a total investment of 320 million yuan and a production capacity of 2,000 solid-state cells per day [4] - Honeycomb Energy's overseas battery shipments have surged, with April shipments reaching 0.77GWh, a 72% year-on-year increase, and cumulative shipments from January to April totaling 2.76GWh, up 126% year-on-year [5] Materials - Argentina's lithium production is expected to increase by 77% by 2025, reaching 13.18 million tons of LCE [8] - Jinlongyu New Energy's solid-state battery material project has commenced with a total investment of 1.2 billion yuan, including 870 million yuan for construction and a projected construction period of up to three years [10] - Hangzhou Xingkeyuan has completed a multi-million yuan angel+ financing round to develop next-generation silicon-carbon anode materials and solid-state battery technologies [12] - A 110 billion yuan project for producing 200,000 tons of iron phosphate annually has been announced in Hubei, with construction divided into two phases [13]