经济观察报采访多位固态电池供应商后了解到，从负极材料、 电解质的技术路线分歧，到核心设备供应短缺，整个供应链距 离量产目标还有不小的差距。更关键的是，部分电芯生产所需 材料，目前仍停留在"真空手套箱"实验室制备阶段，不具备量 产条件。 作者：潘俊田 封图：图虫创意 巩辰绪是四川全固态新材料有限公司融资负责人，2025年加盟该公司前，他在一家主要投资电池 新兴技术的基金做投资人。2025年初，在这家基金从电池赛道转向AI（人工智能）赛道后，他随 之离职。但2025年底，巩辰绪发现很多投资人重新将眼光投向固态电池，原因很明确："固态电 池产业链企业有订单，甚至还能盈利，产业化方向较为明确。" 武汉天石科丰新能源科技有限公司（下称"天石科丰"）创始人王硕说，公司目前已经接触了一些 有意向的投资机构。王硕所在的公司以硫化物电解质为主要产品。2025年上半年，因为没有投资 机构愿意投固态电池，王硕一度举债维持企业运营。目前公司已经实现吨级出货，按照现有订单， 王硕准备在2026年分批次扩建年产能300吨的产线。 投资机构"回流"的主要原因是：作为买家的电芯厂，正在下订单。 由于下游电芯企业普遍将全固态电池产量作为商业机 ...

证券日报网讯 1月6日，道氏技术在互动平台回答投资者提问时表示，公司硅碳负极产能建设工作正有 序推进，符合预期进度。 （文章来源：证券日报） ...

方大炭素（600516）1月4日晚间公告，决定终止参与杉杉集团有限公司及其全资子公司宁波朋泽贸易有 限公司的实质合并重整事项。这一决定距公司首次公告拟参与重整仅过去一个多月，引发市场关注。 方大炭素核心业务聚焦炭素制品，近年来正积极布局新能源材料赛道，试图突破传统业务增长瓶颈。 此前业内曾预期，若参与杉杉集团重整成功，方大炭素可借助杉杉股份（600884）在负极材料、偏光片 等领域的优质资产，强化"炭素+新能源材料"协同效应。 此次终止参与重整后，公司明确表示，未来将继续围绕既定战略目标开展经营管理，积极关注合适的投 资与合作机遇，通过多措并举提升公司业绩，切实维护股东利益。 方大炭素2025年第三季度报告显示，公司前三季度实现营业收入26.22亿元，同比下降16.79%；实现归 母净利润1.13亿元，同比下降55.89%，业绩面临一定压力。 方大炭素已在硅碳负极、固态电池领域积累多项技术储备，且与宁德时代（300750）达成战略合作，携 手研发锂电负极与固态电池电解质。业内人士认为，随着新能源产业持续高景气，公司新能源材料业务 有望成为未来核心增长引擎。 图片来源：公司公告 核心原因系尽调不充分 2025年 ...

Investment Rating - The report maintains an "Overweight" rating for the silicon-based anode industry, highlighting the breakthrough in CVD technology and the increasing mainstream adoption of silicon-carbon anodes [1]. Core Insights - Silicon-based anodes are identified as the next-generation anode material for lithium batteries, addressing the performance limitations of traditional graphite anodes, which are nearing their performance limits [4][19]. - The demand for silicon-based anodes is expected to accelerate with the promotion of new battery technologies, particularly in the electric vehicle sector, where consumer expectations for range and fast charging are rising [4][30]. - The industrialization of silicon-based anodes is approaching a critical turning point, driven by advancements in CVD technology, which enhances performance metrics such as capacity and cycle life [4][44]. Summary by Sections 1. Silicon-based Anodes as a New Direction - Lithium battery anode materials are categorized into carbon-based and non-carbon-based materials, with silicon-based anodes emerging as a key focus due to their high theoretical capacity and fast charging capabilities [18][21]. - The theoretical capacity of silicon-based materials is significantly higher than that of traditional graphite, reaching up to 4200 mAh/g, which is over ten times that of graphite [22][25]. 2. New Battery Promotion Accelerating Demand - The application of silicon-based anodes is expanding into the power battery sector, with major automotive manufacturers like Tesla and BYD integrating these materials into new models [29][30]. - The compatibility of silicon-based anodes with solid-state batteries is highlighted, as they are expected to meet the high energy density requirements of next-generation batteries [32][33]. 3. Approaching Industrialization Turning Point - CVD technology is recognized as a breakthrough in the production of silicon-carbon anodes, effectively addressing issues such as volume expansion and enhancing overall stability [44][45]. - Over 30 companies are competing in the silicon-based anode market, with leading firms like BETTERRY and PULITECH making significant advancements in CVD technology [46][47]. 4. Beneficiaries in the Silicon-based Anode Supply Chain - The report outlines the key players in the silicon-based anode supply chain, emphasizing the importance of companies that can leverage CVD technology and lead in production capabilities [48].

根据喜娜AI异动分析，孚日股份涨停原因可能如下，股东增持+业务拓展+产品创新： 1、公司公告显 示，大股东及一致行动人累计增持比例达0.32%-0.17%，显示出对公司长期价值的认可。部分股东承诺 12个月锁定期，减少了短期抛压，增强了股东稳定性，这些举措提升了市场对公司的信心。 2、公司在 业务拓展和产品创新方面表现积极。埃及年产6127吨毛巾项目获备案，有助于增强国际竞争力；家纺新 品上市及功能性产品开发取得进展。此外，公司2万吨硅碳负极项目处于中试阶段，虽目前对营收、利 润影响较小，但显示了公司在新能源材料领域的布局。 3、从行业板块来看，同花顺数据显示，当日纺 织家纺板块部分个股表现活跃，形成一定的板块联动效应。技术面上，该股当日突破短期均线压制， MACD指标绿柱缩短，显示短期多头力量增强。资金流向方面，东方财富数据显示，当日主力资金净流 入明显，推动股价涨停。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数 ...

有投资者在互动平台向孚日股份提问，公司2万吨硅碳负极项目现在处于什么阶段？是处在中试阶段还 是在设备安装阶段？孚日股份回复称，目前该项目处于中试阶段，对公司的营收、利润影响比较小。 ...

近年来，惠城区大力发展新能源、智能装备制造、生产性服务业等产业，构建了具有惠城特色的现代产 业体系，形成了涵盖30余家企业、年产值预计230亿元的新型储能产业集群，能够为企业提供良好的产 业配套。惠城还拥有丰富的人才资源、广阔的发展空间和"无事不扰、有事必到"的贴心服务。惠城区将 持续优化营商环境，全力支持储氢材料等战略性新兴产业发展，诚挚邀请企业落户扎根，共筑产业高 地。 本次大会搭建了产学研用协同创新的重要平台，明确了AI赋能储氢产业的发展路径。与会嘉宾纷纷表 示，将以此次会议为契机，共同推动储氢产业高质量发展，助力绿色能源转型。 作为中心区，惠城立体交通网络四通八达：公路方面，长深、莞惠等7条高速公路穿境而过，市区10分 钟内即可接入高速路网，快速连通湾区各城市；航空方面，惠州机场距中心区仅30分钟车程，已开通11 条航线，通达38个城市，覆盖全国80%的省会城市，空中出行便捷高效；铁路方面，两条高铁干线贯穿 城区，25分钟直达深圳、40分钟抵达广州、60分钟通达香港，深度融入粤港澳大湾区一小时生活圈；港 口方面，国家一类口岸惠州港与深圳盐田港（000088）构建组合港模式，年吞吐能力达1.5亿吨，形成 ...

Core Viewpoint - The new materials sector is facing both opportunities and challenges, particularly in solid-state batteries and semiconductor materials, as highlighted during the 2025 New Materials Entrepreneurs Conference held in Shanghai [1][3]. Group 1: Solid-State Battery Materials - The solid-state battery industry is experiencing a "complex situation," with significant interest from capital markets but also facing safety concerns due to frequent electric vehicle accidents, leading to a challenging environment [3]. - High-nickel ternary and semi-solid/solid-state batteries are expected to see significant development opportunities due to automotive industry restructuring and new consumption tax policies [3]. - The cost of electrolyte materials in solid-state batteries is projected to rise to 20%-30%, indicating a shift in the industry's focus towards solid-state electrolytes [4]. - Innovations in high-performance polyimide materials are crucial for enhancing battery safety, with new designs showing excellent thermal stability and rapid electrolyte wetting capabilities [4]. - The scalability of MXene production has been achieved, showcasing its potential in next-generation high-energy solid-state battery anodes [5]. - The silicon-carbon anode is identified as essential for achieving high energy density in solid-state batteries, but challenges such as volume expansion and high costs must be addressed [6]. Group 2: Semiconductor and Advanced Packaging Materials - The semiconductor industry is at a critical juncture where material innovation is essential for upgrading technology as traditional limits are approached [9]. - The need for domestic alternatives in semiconductor packaging materials is emphasized, with collaborative innovation across the supply chain being vital [9]. - Key breakthroughs in photolithography resin technology are necessary to address current industry pain points [10]. - The integration of advanced packaging technologies with material innovation is crucial for meeting the evolving demands of the semiconductor industry [10][11]. - Quality control systems are increasingly important for driving upgrades in semiconductor materials and processes [10][11]. Group 3: Industry Trends and Insights - The discussions at the forums indicate a shift towards systematic solutions in material innovation, emphasizing the need for integration with process advancements and application demands [13]. - Collaborative innovation across the supply chain is essential for overcoming industrial bottlenecks in both solid-state batteries and semiconductor materials [13]. - Companies must balance specialization in specific fields with the ability to integrate across disciplines to seize innovation opportunities [13].

Core Viewpoint - Solid-state batteries are transitioning from technological frontiers to industrial breakthroughs, becoming a core engine for the electrification of transportation, safety upgrades in energy storage systems, and the cleaning of energy structures [2]. Group 1: Industry Trends - The global energy transition is accelerating, with solid-state batteries playing a crucial role in this transformation [2]. - Key materials such as solid electrolytes, silicon-carbon anodes, and MXene are being discussed for their technological breakthroughs and industrial challenges [2]. Group 2: Event Overview - The "New Materials Create Future" 2025 New Materials Entrepreneurs Conference will focus on solid-state battery material application trends, featuring leaders from academia, industry, and investment sectors [2]. - The event aims to promote the transition of solid-state batteries from technological advancements to large-scale market applications, marking the beginning of a "solid-state new era" in energy storage [2].

Core Viewpoint - The Carbontech 2025 International Carbon Materials Conference and Industry Exhibition will be held from December 9-11, 2025, in Shanghai, focusing on advancements in carbon materials and their applications in energy storage and battery technologies [22]. Group 1: Conference Overview - The conference will cover topics such as silicon-carbon anodes, solid-state batteries, and sodium batteries, discussing the latest research and industrialization paths for carbon materials [3][22]. - The event will feature various sessions, including keynote speeches, expert panels, and product launches, aimed at fostering collaboration and innovation in the carbon materials sector [21][22]. Group 2: Supporting Organizations - The conference is organized by DT New Materials and supported by several institutions, including the National Engineering Research Center for Vehicle Supercapacitors and various leading companies in the new energy and battery sectors [4][22]. - Notable supporting media include DT New Materials, Carbontech, and other industry-specific publications, highlighting the event's significance in the carbon materials industry [4]. Group 3: Agenda Highlights - Key sessions include discussions on cutting-edge battery materials, the outlook for the new materials industry, and advancements in silicon-based anodes [5][6][8]. - The agenda features presentations from prominent experts in the field, covering topics such as carbon nanotubes, graphene applications, and the development of high-performance silicon-based anode materials [6][8][10]. Group 4: Exhibition Details - The exhibition will showcase a wide range of carbon materials, including porous carbon, silicon-carbon composites, and carbon fibers, along with production and processing equipment [22]. - The event aims to connect industry players, researchers, and investors, facilitating knowledge exchange and potential partnerships in the carbon materials domain [22].