10月9日，SNEC ES+第十一届（2025）国际储能和电池技术及装备（上海）大会在上海开幕。作为一 年一度展现储能产业进展的重要窗口，今年与会嘉宾频频提到增速快、场景多两大关键词。 储能与算力成"好搭子" 协鑫中东项目电价低至0.15元 作为"SNEC光储氢产业联盟盟主"，朱共山曾在今年6月的SNEC光伏展上，对光伏产业展开了一番全面 分析。如今在10月的SNEC储能主题展会上，他再次对储能行业的发展趋势进行全面剖析。 协鑫（集团）控股有限公司董事长朱共山表示，未来五年全球新型储能装机年复合增长率高达30%至 40%，并且储能系统正成为算力核心基础设施，协鑫集团正探索"风光储算"项目。 天能控股集团董事长张天任表示，"十五五"将是储能与氢能发展的关键窗口期，市场应用从试点推向刚 需，产业定位也从配套升级为核心。 协鑫（集团）控股有限公司董事长朱共山 天能控股集团董事长张天任 国家能源集团原党组成员、华电集团外部董事冯树臣判断，我国能源转型发展进入"深水区"，走上绿色 转型的"快车道"。截至8月底，全国风电太阳能发电装机总容量突破16.9亿千瓦，达到"十三五"末的三 倍以上，贡献了"十四五"以来80%的新增 ...

10月9日，SNEC ES+第十一届（2025）国际储能和电池技术及装备（上海）大会开幕。作为一年一度 展现储能产业进展的重要窗口，今年与会嘉宾频频提到增速快、场景多两大关键词。 郭晨凯 制图 ◎记者 王玉晴 新型储能未来五年增速可观 展望未来，尤其是未来五年，多位与会嘉宾表达了对储能装机需求的看好。 协鑫（集团）控股有限公司董事长朱共山表示，未来五年，全球新型储能装机年复合增长率将高达30% 至40%，并且储能系统正成为算力核心基础设施，协鑫集团正探索"风光储算"项目。天能控股集团董事 长张天任表示，"十五五"将是储能与氢能发展的关键窗口期，市场应用从试点推向刚需，产业定位也从 配套升级为核心。 储能成为算力"好搭子" 作为"SNEC光储氢产业联盟盟主"，朱共山在今年6月的SNEC光伏展上，对光伏产业展开了一番全面分 析。如今在10月的SNEC储能主题展会上，他对储能行业的发展趋势进行了全面剖析。 朱共山表示，新型储能已从新能源的合规性要求，跃升为新型电力系统的经济性资产，"未来，（电） 源无储不立，（电）网无储不稳，（电）荷无储不灵"，体现出储能在电力系统中具备广泛的应用场 景。 在应用场景方面，朱共山提 ...

前言 券商研报信息复杂？机构调研数据过时？屡屡错失投资机会？那是你不会挖！想知道哪份研报有用？什 么时候该看？《研报金选》满足你！每日拆解热门产业链或核心公司，快市场一步的投研思维+严苛的 研报选择标准+几近偏执的超预期挖掘，游资私募都在用！ 二、钙钛矿+固态电池成双引擎 ，2025-2027年铯铷盐需求CAGR 36.6%，供需剪刀差或 长期 持 续，紧平衡下这两家公司扩产抢占先 。 点击付费阅读，解锁市场最强音，把握投资机会 一、固态电池最佳拍档浮现，CVD法加速硅碳负极产业化，成本有望减半！4家公司有望领跑千亿赛 道 ； ...

点评：璞泰来此次在互动平台的表态，不仅展示了其在固态/半固态电池领域的深厚积累，也彰显了其 作为行业龙头的技术实力与战略眼光。随着固态电池产业化进程加速，璞泰来有望凭借其在材料与设备 领域的双重优势，持续引领行业发展，并在新能源电池赛道占据重要地位。 NO.2赣锋锂业：控股子公司赣锋锂电拟引入投资人增资不超25亿元 丨 2025年9月26日星期五丨 NO.1璞泰来：已实现向国内外头部客户交付干法和固态电池极片设备 9月25日，璞泰来（603659）在互动平台表示，公司在材料类业务中，硅碳负极、锂金属负极、固态电 解质(包括LLZO和LATP)、复合集流体、超强箔、网状打孔铜箔、铝塑包装膜和半固态复合膜等均可运 用于固态/半固态电池领域。固态电池设备方面，公司已在多个制造环节进行发力布局，其中搅拌机、 干法成膜设备、干法复合设备、湿法涂布机、锂金属负极成型设备、叠片机、辊压设备、流化床等设备 实现重点突破或达到可交付状态，并已经实现向国内外头部客户交付干法和固态电池极片设备；后段重 要设备如等静压设备也在积极布局的过程中。 点评：赣锋锂业此次推动赣锋锂电引入外部投资人增资，是一次战略性资本运作，既支持了锂电业务 ...

（记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：公司暂缓相关项目后，资金和精力得到释放，后续在 固态电池关键材料（如固态电解质、硅碳负极等）的研发落地、客户合作拓展上，有没有新的进展或计 划可以分享？这些进展对公司长期发展有何重要意义？ 道氏技术（300409.SZ）9月24日在投资者互动平台表示，为顺应新能源行业技术发展的趋势，把握行业 发展机遇，公司经综合权衡，决定暂缓相关项目，将进一步聚焦于固态电池材料与AI算力两大核心战 略业务，依托公司在实体产业多年的经验，融合原子级计算技术的成果，赋能材料创新与研发，全力推 进单壁碳纳米管、硅碳负极、固态电解质、金属锂负极等固态电池关键材料的研发与产业化，提升公司 综合竞争力。目前，公司单壁碳纳米管的产能扩建正在有序推进，我们有信心在2026年第一季度实现50 吨/年产能，接下来一年内完成120吨/年产能建设，以更快满足下游高端领域对国产单壁碳纳米管的需 求。随着产能的释放，公司单壁碳纳米管生产成本将进一步下降，从而提高利润空间与市场竞争力。 ...

Core Viewpoint - The solid-state battery anode materials are primarily silicon-based and lithium metal anodes, with silicon-based anodes currently advancing faster in industrialization. The development of lithium metal anodes is slower compared to silicon-based anodes. Solid-state electrolytes offer wider electrochemical windows and higher chemical stability, which can effectively suppress lithium dendrite formation, indicating a short to medium-term trend towards silicon-based anodes in solid-state batteries, with future iterations expected for lithium metal anodes [2][10]. Summary by Sections Anode Materials Overview - The main types of solid-state battery anode materials are silicon-based and lithium metal anodes, with silicon-based anodes showing faster industrialization progress. Lithium metal anodes have high capacity and low electrochemical potential, potentially achieving energy densities above 400 Wh/kg when paired with suitable battery designs [2][10]. Advantages and Disadvantages of Anode Materials - **Graphite**: Good stability and long cycle life, but low energy density and weak fast charging capabilities [3]. - **Silicon-based Anodes**: High energy density and abundant resources, but significant volume expansion, short cycle life, and high costs [3]. - **Metal Aluminum**: High energy density and fast charging advantages, but can produce lithium dendrites [3]. Current Trends in Silicon-based Anodes - Silicon-carbon anodes are currently the preferred choice for solid-state batteries, offering high energy density, safety, and system compatibility. With over 30% silicon content in solid-state batteries, energy density can exceed 500 Wh/kg [5][6]. Safety and Compatibility - Silicon-based anodes have a lower lithium embedding potential of approximately 0.5V, reducing the likelihood of lithium plating during fast charging and preventing dendrite penetration that could cause short circuits. The mechanical modulus of solid electrolytes can buffer the volume changes of silicon-based materials, reducing interfacial resistance and enhancing battery performance [6]. Industry Players and Developments - Numerous companies are emerging in the silicon-based anode market, including established players like BetterRay, Sanyuan, and Puli, which have rapid verification and marketization speeds. New entrants like Tianmu Xian Dao and He Chuang Energy are also making strides [6][7]. Industrialization Progress of Silicon-based Anodes - Companies like BetterRay and Sanyuan are advancing their production capabilities, with BetterRay expected to achieve mass supply by 2025 and Sanyuan completing trial production by the end of 2024. Other companies are also establishing production lines and expanding capacities [7][8]. Lithium Metal Anode Potential - Lithium metal anodes have significant potential in solid-state batteries due to their low density, low chemical potential, and high specific capacity. However, challenges such as lithium dendrite growth need to be addressed for commercial viability. Companies like Ganfeng Lithium and Ningde Times are already working on lithium metal anode-based solid-state batteries [10][11].

Core Viewpoint - Silicon Treasure Technology (300019) focuses on the research, production, and sales of high-end organic silicone sealants and other new materials, emphasizing its commitment to the new materials industry [1] Group 1: Company Overview - The company has enhanced its business layout through years of technological innovation, mergers and acquisitions, and capacity construction [1] - The product portfolio includes high-end organic silicone sealants, hot melt adhesives, silane coupling agents, and silicon-carbon anode materials [1] Group 2: Application Areas - Construction adhesives are primarily used in building curtain walls, insulated glass, energy-saving doors and windows, prefabricated buildings, interior decoration, and airport bridges [1] - Industrial adhesives are applied in electronics, automotive manufacturing, new energy, power batteries, energy storage, electricity, and aerospace [1] - Hot melt adhesives are utilized in label printing, hygiene products, waterproof materials, medical supplies, tapes, footwear, and packaging [1] - Silane coupling agents are used in sealants, photovoltaic EVA films, fiberglass, casting resins, coatings, modified plastics, modified powders, and metal surface treatment agents [1] - Silicon-carbon anode materials are mainly used in lithium-ion batteries [1]

Group 1: Company Overview and Product Applications - The company focuses on the new materials industry, specializing in the research, production, and sales of high-end silicone sealants and other new materials [2] - The product range includes high-end silicone sealants, hot melt adhesives, silane coupling agents, and silicon-carbon anodes, with applications in construction, electronics, automotive, and renewable energy sectors [2][3] Group 2: Sales Growth Factors - The increase in sales of construction adhesives in the first half of 2025 is attributed to: 1. Industry consolidation due to market exit of smaller companies, enhancing competitive advantage [3] 2. Upgrading consumer demands in the decoration and renovation sectors, leading to increased adhesive usage [3] 3. Government initiatives like the "Urban Renewal Plan" providing new sales opportunities [3] Group 3: Product Performance and Innovations - The electronic adhesives exhibit superior electrical insulation, chemical stability, and moisture resistance, ensuring long-term protection for electronic components [3] - The company has developed low-density silicone flame-retardant sealing materials for use in power batteries and drone modules, addressing challenges in lightweight applications [3][4] Group 4: Market Expansion and Strategy - The company is expanding its silicon-carbon anode production capacity, with a 50 tons/year pilot production line established in 2019 and a planned 50,000 tons/year project underway [5] - In response to tariff policies affecting hot melt adhesive sales, the company is innovating products, enhancing brand recognition, and diversifying sales networks to mitigate risks [5]

Core Insights - The company is actively advancing its solid-state battery materials technology and is making progress in research and market promotion [1] - The company has successfully supplied single-walled carbon nanotubes and silicon-carbon anodes to downstream solid-state battery manufacturers [1] - Collaborations with leading companies for solid and semi-solid electrolytes are ongoing, with some clients having passed testing and are now focusing on capacity construction to meet demand [1]

Core Viewpoint - The company has established a comprehensive layout for solid-state battery core materials, demonstrating significant technological advancements and competitive advantages in the industry [1]. Group 1: Solid-State Battery Materials - The company has developed a full material solution for solid-state batteries, including single-walled carbon nanotubes, high-nickel ternary precursors, lithium-rich manganese-based precursors, silicon-based anodes, solid electrolytes, and metallic lithium anodes [1]. - The performance of the company's single-walled carbon nanotube products is comparable to imported products in terms of purity, specific surface area, and G/D value, with superior viscosity and solid content metrics due to self-developed dispersants [1]. - The company has successfully overcome the challenge of scaling up the production of high-quality and low-cost single-walled carbon nanotubes, establishing a stable mass production technology [1]. Group 2: Silicon-Carbon Anodes - The company's new gas-phase silicon-carbon anode features a self-developed porous carbon matrix, which provides advantages such as high initial efficiency, low expansion, and long lifespan, placing it at an industry-leading level [1]. - The product layout for silicon-carbon anodes covers various fields, including consumer batteries, digital batteries, power batteries, and solid-state batteries [1]. Group 3: Solid Electrolytes - The company has achieved high ionic conductivity and good chemical compatibility with its sulfide and oxide electrolytes, which maintain high capacity and efficiency after multiple cycles, showcasing excellent rate performance and long cycle stability [1]. - Client feedback indicates that the performance metrics of the solid electrolytes are at an advanced level within the industry [1]. Group 4: Metallic Lithium Anodes - The company has innovatively adopted a slurry coating process similar to that used for lithium-ion battery anode sheets, moving away from traditional methods [1]. - This liquid-phase coating technology enables efficient production of ultra-thin lithium anodes, offering lower costs, strong adhesion to copper foil substrates, and superior electrochemical performance compared to other technologies [1].