每经记者｜杨建 每经编辑｜彭水萍 近期，固态电池领域频频取得突破，产业进程持续提速。多家固态电池巨头在2025年三季报中表示，将加码固态电池。与此同时，基 金也在加码对固态电池概念股的布局，狂买相关核心龙头。尤其自10月以来，多只电池主题ETF（交易型开放式指数基金）获得资金 青睐，持续吸金。 视觉中国 《每日经济新闻》记者注意到，永赢新材料智选混合型基金在2025年三季报中指出，深度关注固态电池产业链，积极挖掘其中的投资 机会。在全产业链的通力协作下，全固态电池技术进步明显加速，2026年有望成为全固态电池的量产元年。 多家巨头强调加码投入 2025年以来，中国锂电池产业链多家上市公司在固态电池领域纷纷取得突破性进展。 10月23日，欣旺达在"2025新能源电池产业发展大会"上宣布推出新一代聚合物全固态电池"欣·碧霄"，引发行业广泛关注。据悉，该电 池能量密度高达400Wh/kg，较主流液态电池提升超过30%，且低温性能同样优异。此外，欣旺达预计在2025年底建成0.2GWh聚合物固 态电芯中试线，为固态电池大规模量产和商业化应用奠定基础。 国轩高科在2025年三季报中特别强调了固态电池的进展。国轩高科在财 ...

2025.10. 27 示，但另一方面，固态电池发展面临很多挑战，大规模取代液态锂电池更是难上加难，所以大家不要 盲目地去相信、跟风不切实际的预测，应该理智地看待商业化产品培养的过程。 本文字数：3085，阅读时长大约5分钟 作者 | 第一财经 肖逸思 不论是在产学研、资本，还是消费领域，固体电池无疑都成为了近期最热的话题之一。 从今年4月9日的低点1288.8至10月9日的高点2426.32，固态电池（BK0968）指数在半年时间内出现 了几近翻倍的行情。10月24日，固态电池指数收涨1.67%至2277.83。 固态电池资本市场的狂飙伴随着政策面的支持。今年2月，工信部等八部门明确将固态电池列为重点 攻关方向。近半年时间里，中央及地方主管部门又多次在产业政策文件、公开会议和标准制定中，提 及并支持固态电池的发展。 10月以来，中国科研机构在固态电池领域取得密集突破，让其商业化更进一步。对于消费市场而 言，近期接二连三的电动车燃爆事故，也让固态电池上车的呼声高涨。 "不断提高电池的能量密度是我们电池人的宿命，从电池发展的大趋势上来说，固态电池肯定是大势 所趋。"近日，欣旺达（300207.SZ）副总裁兼首席 ...

不论是在产学研、资本，还是消费领域，固体电池无疑都成为了近期最热的话题之一。 从今年4月9日的低点1288.8至10月9日的高点2426.32，固态电池（BK0968）指数在半年时间内出现了几 近翻倍的行情。10月24日，固态电池指数收涨1.67%至2277.83。 固态电池资本市场的狂飙伴随着政策面的支持。今年2月，工信部等八部门明确将固态电池列为重点攻 关方向。近半年时间里，中央及地方主管部门又多次在产业政策文件、公开会议和标准制定中，提及并 支持固态电池的发展。 10月以来，中国科研机构在固态电池领域取得密集突破，让其商业化更进一步。对于消费市场而言，近 期接二连三的电动车燃爆事故，也让固态电池上车的呼声高涨。 "不断提高电池的能量密度是我们电池人的宿命，从电池发展的大趋势上来说，固态电池肯定是大势所 趋。"近日，欣旺达（300207.SZ）副总裁兼首席可持续发展官梁锐在接受第一财经记者采访时表示，但 另一方面，固态电池发展面临很多挑战，大规模取代液态锂电池更是难上加难，所以大家不要盲目地去 相信、跟风不切实际的预测，应该理智地看待商业化产品培养的过程。 资本的热闹 与液体锂电池相比，固态电池能在更加安 ...

Core Viewpoint - Solid-state batteries have become a hot topic in various sectors, with significant capital inflow and policy support driving interest in their development and commercialization [2][3][4]. Capital Market Dynamics - The solid-state battery index (BK0968) nearly doubled from 1288.8 on April 9 to 2426.32 on October 9, with a recent close at 2277.83, reflecting strong market interest [2]. - Major companies in the solid-state battery sector, such as Penghui Energy, Guoxuan High-Tech, and CATL, have seen stock price increases of over 54%, 73%, and 55% respectively since the second half of the year [3]. - Shanghai Washba transformed into a solid-state battery concept stock after collaborating with the Chinese Academy of Sciences, resulting in a nearly fourfold increase in its stock price over the past year [3]. Fund Investments - Numerous funds have heavily invested in solid-state battery themes, with several funds focusing on battery technology, indicating a strong belief in the sector's future [4]. - The newly established Yongying New Materials Fund emphasizes solid-state battery technology as a key direction, predicting 2026 as a potential year for mass production [4]. Academic and Technological Advancements - Recent breakthroughs in solid-state battery research include reducing interface impedance to levels comparable to liquid batteries and achieving flexibility without performance degradation [5][6]. - The advancements suggest a potential increase in battery range, with new technologies allowing for over 1000 kilometers of range with a 100 kg battery [6]. Industry Caution - Despite the excitement in capital and academia, industry players express caution regarding the commercialization timeline of solid-state batteries, with estimates suggesting small-scale production may not occur until 2027 or later [7][8]. - Companies like CATL acknowledge the disparity between market enthusiasm and actual technological readiness, emphasizing the need for a realistic approach to commercialization [7]. Competitive Landscape - Major players in the battery industry, including CATL, Guoxuan High-Tech, and others, are racing to establish a foothold in the solid-state battery market, with significant investments from both domestic and international firms [9]. - The competitive dynamics suggest that while there may be variations in technological advancements, leading companies are likely to maintain their market positions due to their established expertise and resources [9][10]. Strategic Considerations for Companies - Companies aiming to lead in solid-state battery technology must focus on scale, talent acquisition, and collaboration with research institutions to translate innovations into commercial applications [10]. - The unique characteristics of the lithium battery industry necessitate that each company develops its own proprietary knowledge and processes to succeed in the solid-state battery market [10].

工信部：系统布局全固态电池、金属空气电池等新一代电池研发工作 10月23日，工业和信息化部装备工业发展中心党委书记、副主任柳新岩在2025新能源电池产业发展大会上表示，全球电池 出货量前10的企业中，中国企业占据6席，占总出货量的比重达69%。工信部建议强化技术创新引领，系统布局新型材料体系、 全固态电池、金属空气电池等新一代电池研发工作；提升产业链、供应链韧性；优化产业发展环境，完善政策法规、规范市场 秩序；深化国际交流合作。 深圳无人车月送单量突破百万 深圳近期发布城市《功能型无人车月度运行与发展报告》。报告显示，9月份，深圳市功能型无人车运营总里程为20万公 里，环比增长21%；累计完成102万单配送，环比增长13%；运营车辆798辆，环比新增32辆，主要分类为无人物流车、无人环卫 车和无人巡检车。其中值得一提的是，无人物流车总量为432辆，占比超过54%。 前9个月我国邮政寄递业务量完成1582.6亿件 10月23日，从国家邮政局获悉，前9个月，我国邮政行业寄递业务量累计完成1582.6亿件，同比增长15%。其中,快递业务量 累计完成1450.8亿件，同比增长17.2%。当日，国家邮政局公布邮政行业运 ...

Group 1 - The main cause of the Itaewon crowd crush incident was the insufficient police presence during the event, which was linked to the relocation of the presidential office to Yongsan [3][4] - The South Korean government conducted a joint audit of the police and local authorities starting in July, leading to the release of the investigation results on October 23 [3] - The investigation revealed that police focused their resources on managing gatherings near the presidential office instead of deploying adequate security in the Itaewon area [3][4] Group 2 - The Itaewon tragedy resulted in 159 fatalities and 196 injuries, according to statistics released by the South Korean Ministry of the Interior and Safety [4] - The South Korean government expressed hope that the investigation results would help alleviate the concerns of the victims' families and the public [4] Group 3 - Xiaomi's Vice President denied rumors regarding the "SOS 1-second connection" claim, stating that the information was false and defamatory [5] - The second-hand trading platform has seen listings for "Louvre authentic" jewelry, raising concerns about potential false advertising [6] - Cainiao has officially entered the "hourly delivery" era, expanding its logistics services to major cities in China [6]

Core Insights - XINWANDA announced the launch of its new generation polymer all-solid-state battery "XIN·BIXIAO" with an energy density of 400Wh/kg, exceeding current mainstream liquid batteries by over 30% [1][4] - The Ministry of Industry and Information Technology emphasized the need for technological innovation in solid-state batteries, particularly focusing on all-solid-state and metal-air batteries to accelerate their commercialization [1] - Solid-state battery concept stocks experienced volatility, initially dropping 1.75% but closing up 0.39%, with notable gains in companies like SHENGXIN LITHIUM ENERGY and XINWANDA [1] Company Developments - XINWANDA's "XIN·BIXIAO" battery boasts a cycle life of 1200 weeks under ultra-low external pressure of <1MPa, outperforming traditional liquid batteries [4] - The company plans to establish a 0.2GWh polymer solid-state battery pilot line by the end of 2025, with 80% compatibility with liquid battery production equipment to reduce mass production costs [4] - XINWANDA has developed a laboratory sample of a lithium metal super battery with an energy density of 520Wh/kg, aiming to achieve 700Wh/kg by 2027 for applications in new energy vehicles, low-altitude economy, and humanoid robots [4] Industry Trends - Global research institutions are competing in the development of all-solid-state battery technology, with China striving to lead in this field [5] - Recent advancements reported by CCTV indicate that Chinese scientists have overcome significant challenges in all-solid-state lithium batteries, potentially doubling the range from 500 km to over 1000 km [5] - CITIC Securities and Kaiyuan Securities highlight that solid-state batteries are transitioning from laboratory research to commercialization, with expectations for small-scale vehicle testing by the end of 2025 and broader applications in emerging sectors like low-altitude and robotics [6]

记者丨何煦阳 编辑丨叶映橙 固 态 电 池 概 念 股 早 上 一 度 下 跌 1.75% ， 午 后 爬 升 ， 收 盘 时 上 涨 0.39% ， 其 中 盛 新 锂 能 （002240.SZ）、雄韬股份（002733.SZ）、常铝股份（002160.SZ）、多氟多（002407.SZ） 涨停，欣旺达（300208.SZ）涨1.71%。 10月23日， 欣旺达在2025新能源电池产业发展大会上宣布，推出新一代聚合物全固态电 池"欣·碧霄" ， 能量密度达400Wh/kg，较当前主流液态电池（250-300Wh/kg）提升超30%。 同日，工信部提出关于固态电池的建议：强化技术创新，重点布局全固态电池、金属空气电 池等前沿技术，加速新技术的落地转化、产业化进程。 开源证券认为，当前固态电池正逐步从实验室阶段到量产验证阶段发展，预计2025年底小批 量装车试验，2026-2027年普遍装车试验，此外，低空、机器人、AI等新兴应用场景打开固态 电池市场空间，产业化落地有望提速。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品 | 2 1财经客户端 南财快讯工作室 编辑 | 江佩佩 ...

Core Insights - XINWANDA announced the launch of its next-generation polymer all-solid-state battery "XIN·BIXIAO" with an energy density of 400Wh/kg, exceeding current mainstream liquid batteries by over 30% [1][3] - The Ministry of Industry and Information Technology emphasized the need for technological innovation in solid-state batteries, particularly in all-solid-state and metal-air battery technologies [1] - Solid-state battery concept stocks experienced volatility, initially dropping 1.75% but closing up 0.39%, with several stocks hitting the daily limit [1] Company Developments - XINWANDA's "XIN·BIXIAO" battery can achieve a cycle life of 1200 weeks under ultra-low external pressure of <1MPa, outperforming traditional liquid batteries [3] - The company plans to establish a 0.2GWh polymer solid-state battery pilot line by the end of 2025, with 80% compatibility with liquid battery production equipment to reduce mass production costs [3] - XINWANDA has developed a laboratory sample of a lithium metal super battery with an energy density of 520Wh/kg, aiming to reach 700Wh/kg by 2027 for applications in new energy vehicles, low-altitude economy, and humanoid robots [3] Industry Trends - The solid-state battery sector is transitioning from laboratory research to commercialization, driven by policy support, market demand, and ongoing technological advancements [4] - Analysts predict that small-scale vehicle testing of solid-state batteries will begin by the end of 2025, with widespread testing expected in 2026-2027, alongside emerging applications in low-altitude, robotics, and AI [4] - China's efforts in solid-state battery research are gaining momentum, with recent breakthroughs reported in overcoming key challenges in all-solid-state lithium batteries [3]

10月23日，A股市场探底回升，三大指数全线收红。截至收盘，沪指涨0.22%，深成指涨0.22%，创业板 指涨0.09%。沪深两市成交额1.64万亿，较上一个交易日缩量239亿。 苹果概念股下跌 农业银行14连阳终结 大金融异动，瑞达期货（002961）盘中一度拉升涨停，截至收盘涨超6%；哈投股份（600864）涨超 6%，中信证券、华泰证券快速翻红。 市值超2万亿元的农业银行（601288.SH/01288.HK）在A股市场上演戏剧性一幕。当日开盘，农业银行 盘中涨幅一度超过2%，股价继续创出历史新高，然而随后出现大幅跳水。截至收盘，农业银行报7.99 元/股，下跌1.24%，日K线收阴，终结了此前连续14个交易日的上涨行情。 对此，工业和信息化部信息通信经济专家委员会委员盘和林向21财经·南财快讯记者表示，此前农行涨 势较为迅猛，回调属于意料之中的事情，今天股价跳水属于阶段性调整，后续农行股价走势可能会逐步 走稳。 iPhone Air刚开售就减产 板块方面，深圳国企改革、煤炭、能源金属等板块涨幅居前，培育钻石、工程机械、油气等板块跌幅居 前。具体来看，深圳本地股全天领涨两市，特力A、深赛格（000058 ...