关注 「电动车公社」 和我们一起重新思考汽车 大家好，我是电动车公社的社长。 众所周知，固态电池是公认的，足以让人们热血沸腾的动力电池终极答案。 不过，随着这几年"固态电池"一词出现频率越来越高，却让人感觉有些头疼。 这不仅仅是因为 雷声大雨点小，永远停留在量产落地的"前一秒" ，还有一点更加关键： 固态电池，成了不少厂商搞文字游戏的重灾区 。里面到底有多少 "水分" ，想要甄别需要耗费大量的精力。 好在，今年 6 月份中国汽车工程学会发布的 《全固态电池判定方法》 (T/CSAE 434-2025) ，首次明确了全固态电池的技术标准—— 通过对电池电解质进行真空烘烤，测算前后的"失重率"。 如果蒸发掉的"水分"含量不超过 1% ，则电池为全固态电池，否则为半固态或液态电池。 虽然明确了全固态电池定义之后，确实能一定程度缓解概念模糊问题。 但，这还不够。 半固态电池，依旧是个抽象的灰色地带。 先来个灵魂拷问，半固态电池到底算不算固态电池？ 肯定有人说是，有人说不是，且公说公有理婆说婆有理。 除此之外，还有一些声音说，要在半固态电池里，再分个 "准固态"电池 出来，表示那些比全固态电池"水分"仅仅多一丢丢的电池 ...

Industry Information - The term "semi-solid battery" is proposed to be renamed as "solid-liquid battery" to avoid confusion with solid-state batteries, which are seen as the future direction due to their higher safety, energy density, lifespan, and faster charging capabilities [9] - Shanghai's Haitong International Automobile Terminal has achieved a record high automobile export volume of 1.109 million units in the first three quarters of this year [10] - The commercial insurance premium income for new energy vehicles exceeded 100 billion yuan, reaching 108.79 billion yuan, with a year-on-year growth of 36.6% [11] - Anhui province ranked first in the country with an automobile production of 2.4044 million units in the first three quarters, significantly outpacing Guangdong [12] - The profit of the automobile manufacturing industry increased by 3.4% year-on-year from January to September [13] - The establishment of 10 measurement talent training centers has been approved, including those focused on new energy vehicles [13] - Huawei's HarmonyOS has delivered over 1 million units in just 43 months [13] - A new project for producing 1.6 million sets of chassis components has officially commenced [13] - The first automotive chip standard verification platform in China has been put into operation [16] - The demand for energy storage has significantly boosted the performance of the lithium battery industry in the third quarter [21] Policy Information - The National Energy Administration has released several important standards related to electric vehicle charging infrastructure [26] - Shenzhen's vehicle replacement subsidy policy will cease after October 28, 2025, due to budget constraints [30] - Guizhou province has implemented a management plan for electric vehicle charging infrastructure construction [30] - The Ministry of Industry and Information Technology is promoting the development of green industries, including new energy vehicles [20] Company Information - Seres Group plans to go public in Hong Kong with a maximum issue price of 131.50 HKD per share, aiming for a total issuance scale of approximately 17 billion USD [43] - Nio has achieved over 90 million battery swaps, with an average daily swap volume exceeding 100,000 [43] - Xpeng Motors has entered the Baltic states and Cambodia markets [43] - BYD's new car registrations in Europe increased nearly fourfold in September [43] - The establishment of Zhejiang Li Auto Battery Co., Ltd. has been completed with a registered capital of 70 million yuan [24]

Core Viewpoint - The potential renaming of "semi-solid battery" to "solid-liquid battery" has sparked significant interest in the industry, highlighting long-standing concerns about terminology confusion and its implications for market clarity and development [2][3]. Industry Terminology and Clarity - The term "semi-solid battery" has been criticized for being vague and easily confused with "solid-state battery," leading to misconceptions among consumers and manufacturers [3]. - The proposed term "solid-liquid battery" more accurately describes the technology, as it retains some liquid electrolyte while incorporating solid electrolyte materials to enhance performance [3]. - Industry experts emphasize the need for clearer terminology to facilitate communication, collaboration, and standardization within the battery sector [5]. Technological Advancements - Solid-liquid batteries theoretically offer improved energy density and charging speed compared to traditional lithium batteries, although they still carry some risks associated with liquid components [3][9]. - In contrast, solid-state batteries utilize entirely solid electrolytes, providing higher energy density, faster charging, and enhanced safety due to the absence of liquid components [4]. Industry Development and Collaboration - The renaming initiative aims to standardize battery classifications, which could foster better communication and cooperation among industry players, including material suppliers, battery manufacturers, and automotive producers [5][6]. - Enhanced clarity in terminology is expected to lead to more precise alignment of development goals across the supply chain, promoting collaborative research and production efforts [6][7]. Market Implications - Solid-liquid batteries are anticipated to play a crucial transitional role in the battery market until solid-state technology matures, addressing consumer demands for higher energy density, faster charging, and improved safety [9]. - The introduction of solid-liquid batteries is expected to alleviate consumer concerns regarding range anxiety in electric vehicles by extending driving range and reducing charging times [9]. Future Prospects - The technological advancements and industry experience gained from solid-liquid batteries are likely to benefit the future development of solid-state batteries, facilitating faster industrialization and scaling of production [10].

Market Overview - A-shares' three major indices collectively rose, with the Shanghai Composite Index approaching the 4000-point mark, reaching a new 10-year high at 3996.94 points, up 1.18% with a trading volume of 1.0434 trillion yuan [1] - The Shenzhen Component Index rose 1.51% to 13489.40 points, with a trading volume of 1.2967 trillion yuan, while the ChiNext Index increased by 1.98% to 3234.45 points, with a trading volume of 615.4 billion yuan [1] - The total trading volume of the Shanghai and Shenzhen markets was 2.34 trillion yuan, an increase of 365.9 billion yuan compared to the previous trading day [1] Sector Performance - The storage chip sector saw significant gains, with companies like Jiangbolong, Tuojing Technology, and Zhaoyi Innovation reaching historical highs [2] - The small metals sector also performed well, with Xiamen Tungsten and Dongfang Tantalum both hitting the daily limit [2] - The computing hardware sector remained active, with companies such as Xinyisheng and Shengyi Technology reaching new highs [2] - Conversely, the gaming sector experienced declines, with stocks like Youzu Network and Giant Network falling [2] - The wind power equipment sector also lagged, with companies like Haili Wind Power and Pangu Intelligent seeing significant drops [2] Institutional Insights - Jifeng Investment noted that the market is in a strong rebound phase, driven by both expectations and fundamentals, with the possibility of breaking through the 4000-point mark increasing [3] - The firm highlighted the importance of focusing on sectors with expected earnings growth, particularly in semiconductors, consumer electronics, artificial intelligence, and low-altitude economy [3] - Rongzhi Investment pointed out that despite the market reaching new highs, caution remains prevalent among investors, as indicated by low sentiment indicators [3] - The firm emphasized the need for quality stock selection and allocation in light of upcoming important meetings and policy directions [3] Future Outlook - Huafu Fund anticipates that strategic emerging industries such as new energy, new materials, and aerospace will see significant market growth, potentially creating trillion-level markets [4] - The fund highlighted that sectors like quantum technology and hydrogen energy could become new economic growth points over the next decade [4] - Overall, the technology sector is expected to be a focal point for investment, with defensive asset combinations being beneficial [4] Regulatory News - Relevant authorities are reportedly preparing to standardize the naming of "semi-solid batteries" to "solid-liquid batteries" to avoid market confusion [5] Economic Data - According to the National Bureau of Statistics, profits of large-scale industrial enterprises in China grew by 3.2% year-on-year in the first nine months of 2025, totaling 53,732 billion yuan [6] - State-owned enterprises saw a slight decline in profits, while private enterprises experienced a growth of 5.1% [7]

0:00 #】更名"固液电池"：电池产业的"去模糊化"关键一步。 主管部门拟将"半固态电池"统一更名为"固液电 池"，这一举措精准切中动力电池产业的认知痛点，是行业从概念炒作走向规范发展的重要标志，其意 义堪比"辅助驾驶"与"自动驾驶"的命名厘清。 当前"半固态电池"的命名存在天然模糊性，1%-99%的液 态电解质占比均可套用这一概念，导致市场认知混乱。部分企业借机将含5%-10%液态电解质的产品包 装成"固态电池"，利用消费者对新技术的信任夸大宣传，既干扰了理性消费决策，也让技术成熟度与安 全性的判断失去标准。这种"概念搭车"与此前智能汽车领域混淆"辅助驾驶"功能的乱象如出一辙，本质 都是通过模糊定义攫取市场溢价。 "固液电池"的新命名直击核心矛盾。从技术本质看，它精准点明 了"固态与液态电解质共存"的特征，彻底与"全固态电池"划清界限，明确了其过渡技术的定位。从市场 价值看，统一名称相当于给行业立起"透明标尺"，消费者可直观理解产品特性，企业也无法再靠命名游 戏掩盖技术差异，竞争焦点将回归固态电解质含量、安全性能等核心指标。 对产业而言，更名更是一 次"去泡沫"的校准。明确的命名标准能引导产业链资源向务实 ...

据第一财经，记者从知情人士处获悉，为了防止市场把半固态电池和固态电池混淆，相关主管部门正在酝酿出台一个新文件， 将"半固态电 池"统一命名为"固液电池"。 ...

Group 1 - The relevant authorities are planning to issue a new document to prevent market confusion between semi-solid batteries and solid-state batteries, proposing to unify the term "semi-solid battery" as "solid-liquid battery" [1]

（文章来源：第一财经） 第一财经记者从知情人士处获悉，为了防止市场把半固态电池和固态电池混淆，相关主管部门正在酝酿 出台一个新文件，将"半固态电池"统一命名为"固液电池"。 ...