宁德时代通过旗下基金投资了一个庞大的供应链网络，起点锂电经观察发现，宁德时代近期对三大领域有兴趣，在此进行了投资。 首先是硅碳负极材料领域。 宁德时代参投的基金 在本月 先后入股兰溪致德与天目先导 两家企业 ，两家公司均聚焦硅碳负极 赛道 ， 硅碳负极的能量密度已经得到了验 证，未来将会大规模搭载于固态电池以及下一代液态电池上，辅助电池性能达到新高度 。 从两家企业的布局情况来看， 天目先导 已进入 规模化生产 阶段 ，兰溪致德则 发力 固态电池高容量硅负极 赛道，且二者的布局与宁德时代 发展战略有着诸多互补之处，例如 天目先导 CVD 工艺 正好契合 宁德时代下一代电池技术路线，兰溪致德 则 可为 宁德时代 欧洲工厂提供 技术支撑 。 其次是布局绿氢装备领域。 宁德时代旗下的宁波梅山保税港区问鼎投资近日投资了上海氢鸾科技，这次投资 是 宁德时代首次涉足 制氢装备领域，氢鸾科技专注于阴离子 交换膜（ AEM ）水电解制氢技术 ，其 核心团队 主要来自 上海交大、佛山仙湖实验室、 中国科学院 大连化物所 ， 已实现从阴离子膜到系 统集成 全产业链 ，先后推出 多个 电解制氢系统。 值得注意的是，宁德时代在氢能领 ...

回复：公司密封胶产品在装饰装修领域应用广泛，包括但不限于门窗接缝 防水、陶瓷大板粘结、踢脚线、厨房/洗手间用具接缝处防水、瓷砖美缝、镜面 粘结、挂饰粘结等。一方面，公司装饰装修胶具备显著的技术优势，依托自研 核心技术，在环保、粘结、耐候等性能方面达到行业领先水平，并通过多项权 威认证，广泛适配建筑工程与家装等多样化场景；另一方面，公司室内装饰用 产品对人体及环境均无危害，全面满足 GB 33372-2020《胶粘剂中挥发性有机 化合物（VOC）限量》标准的规定。随着"好房子、好小区、好社区、好城区" 的建设理念的推进，公司产品在高端建筑、装饰装修领域中发挥重要作用，稳 居建筑胶行业第一品牌。近期，由住房和城乡建设部科技与产业化发展中心组 织开展的关于"好房子"建设适用建材产品审查结果已公示，公司有机硅密封 胶产品成功进入《"好房子"建设适用建材产品（2025 年）》名录。 四、目前公司热熔胶产能有多少？未来是否计划扩充产能？ 回复：公司热熔胶产品主要应用于标签、卫生用品、工业胶带、医疗、防 水卷材、汽车等领域，现有产能 11 万吨/年。目前，公司现有产能可以满足现 阶段热熔胶销售需求，未来公司将根据客户及市场 ...

Group 1 - RuiPu LanJun completed H-share placement, raising approximately HKD 794 million for working capital and business development [6] - The placement involved the sale of 60 million shares at HKD 13.35 per share, representing about 6.86% of the issued H-shares before the placement [5] - The fifth generation of lithium iron phosphate batteries has begun mass production at CATL, achieving breakthroughs in energy density and cycle life [7] Group 2 - Haibo Shichuang signed a ten-year strategic cooperation agreement with CATL, committing to purchase a cumulative total of 200 GWh of electricity from 2026 to 2028 [8] - Pylon Technologies signed a contract for a 2 GWh energy storage battery project in Hefei, with a total investment of CNY 1 billion [9] - Guizhou Zhaoke Energy's lithium battery production project has been completed, with an annual capacity of 2 GWh [10] Group 3 - The first phase of the Times Chang'an capacity expansion project has been put into production in Yibin, increasing CATL's capacity from 180 GWh to 210 GWh [11] - Chuangneng New Energy has entered the automotive sector by acquiring the Weima factory, allowing it to bypass lengthy approval processes for production qualifications [12][13] - Shangtai Technology plans to invest in a 200,000-ton anode material project with an estimated total investment of approximately CNY 4.07 billion [15] Group 4 - Ganfeng Lithium's PPGS lithium salt lake project in Argentina has received a key environmental impact assessment report, marking significant progress [16] - A new silicon-carbon anode material project has been signed in Inner Mongolia, with a planned investment of CNY 5 billion [17] - GCL signed a contract for a 150,000-ton lithium battery cathode material project in Sichuan, expected to be operational by the end of 2025 [18] Group 5 - Haike New Source signed a strategic cooperation agreement with Kunlun New Materials for the supply of 596,200 tons of electrolyte solvents from 2026 to 2028 [20] - CATL invested in a silicon-carbon anode material company, increasing its stake in the industry [21] - Hunan Youneng reported a 64.86% increase in phosphate cathode material sales in the first three quarters, totaling 784,900 tons [22] Group 6 - Zhongding Intelligent has re-applied for listing on the Hong Kong Stock Exchange, with revenue projections showing steady growth from CNY 1.643 billion in 2022 to CNY 1.798 billion in 2024 [24] - Shenzhen Zhongji has initiated IPO counseling for listing on the Beijing Stock Exchange, focusing on lithium battery production automation [25] - Haimeixing has supplied various lithium battery process equipment to Zhongxin Innovation, strengthening their long-term partnership [26] Group 7 - A 400,000-ton battery recycling project has been approved in Anhui, aimed at reusing waste batteries [28] - A new recovery technology developed in South Korea can recover over 95% of nickel and cobalt from used batteries, significantly improving efficiency and environmental impact [29] - Yiwei Lithium Energy's chairman discussed the core challenges in battery technology, emphasizing lifecycle value and performance in extreme cold [30] Group 8 - GAC and CATL signed a comprehensive strategic cooperation agreement to enhance collaboration in the new energy sector [32] - Li Bin has stepped down as chairman of NIO Battery Technology, a move coinciding with the company's push for profitability [33] - XPeng Motors' market capitalization surpassed Geely's, driven by strong performance in AI and robotics product launches [34]

固态电解质领域，容百科技的硫化物固体电解质已经可实现从微米到纳米级的均匀粒径分布，利用其制 备的超薄、高离子导电解质膜，已匹配高镍正极实现了能量密度的重大突破。目前，中试产线建设正在 快速推进，为未来规模化量产奠定坚实基础。容百科技卤化物电解质在1000圈循环后容量维持率依旧稳 定，目前已具备公斤级的稳定制备与送样能力。 李琮熙介绍，容百科技在固态正极材料方面"双线并举"。超高镍体系通过独特的预氧化、高熵掺杂与快 离子导体原位构筑技术，成功解决了固—固界面接触不稳定的行业共性难题。目前，8系高镍固态正极 材料已实现10吨级出货，9系固态正极材料实现吨级出货，在量产能力和实用性方面都获得了市场认 可。 更高能量密度的富锂锰基正极方面，容百科技通过技术攻关，凭借精细调控层状相与富锂相结构，实现 在高电压下的高容量输出，且已获得头部电芯企业认可。 同时，容百科技已开发出多款适用于硫化物全固态体系的新型粘结剂，并获得国内主流客户认可并送样 验证。硫化锂材料方面，也通过创新工艺与供应链优化大幅降低了生产成本，建成全自动量产线并实现 高纯度、高一致性的稳定供应。 在全球电池产业向高安全、高能量密度转型的关键期，容百科技( ...

Core Viewpoint - The company indicates that graphite-based anode materials are applicable in both liquid and solid-state lithium-ion batteries, with varying requirements based on different battery technologies and specifications [1] Company Developments - The company has developed and positioned products in silicon-carbon anodes and lithium metal anodes for solid-state batteries [1] - A pilot production line for silicon-carbon anode materials has been completed, with products passing evaluations from multiple clients and preparing for mass production [1]

人民财讯11月12日电，中科电气（300035）11月12日在互动平台回复称，公司在面向固态电池的硅碳负 极和锂金属负极等方面均有开发和产品布局，其中硅碳负极材料目前已建设完成中试产线，且有产品在 多家客户测评通过，准备进入量产导入阶段。 ...

（记者 王晓波） 中科电气（300035.SZ）11月12日在投资者互动平台表示，按照目前公司所了解的相关信息，石墨类负 极材料在液态及固态锂离子电池中皆可适用，不同电池技术及规格，对负极材料需求和使用方法有所差 异。此外，公司在面向固态电池的硅碳负极和锂金属负极等方面均有开发和产品布局，其中硅碳负极材 料目前已建设完成中试产线，且有产品在多家客户测评通过，准备进入量产导入阶段。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司负极产品用于。半固态电池目前的产量是 多少呢？ ...

活动现场，华宜清创先后与宜宾市南溪区政府、普什集团签署硅碳负极项目合作协议，与超威电源集 团、广州融捷能源科技有限公司达成战略合作，在产业链协同与市场拓展方面迈出关键一步。 人才是企业发展创新的第一生产力。活动上，还举行了"欧阳明高院士工作站青年人才发展基金2025年 支持计划"颁奖仪式，共计5位青年教师与14位学生获奖。同时，普什集团与华宜清创宣布共同向"欧阳 明高院士工作站青年人才发展基金"捐赠50万元，专项用于支持青年科技人才的培养与发展，彰显企业 对科技创新与社会责任的双重担当。 普什集团作为四川100强企业，正积极从传统配套业务向绿色科技与新兴材料领域拓展。此次与华宜清 创的合作，是集团在绿色低碳和科技创新方向上的具体实践，将持续为地方经济高质量发展贡献务实力 量。（徐丹宁） （文章来源：新华财经） 中国科学院院士、清华大学教授欧阳明高在致辞中强调，科技创新的精彩故事，必须要和地方合作、必 须要有落地成果。本次发布的硅碳负极材料，融合企业双方"生物质碳资源化利用"与"高性能硅碳负极 材料制备技术"，实现了生物质碳的高效利用与负极材料成本的有效降低，具有重要的产业与环保价 值，是创新链与产业链深度融合 ...

Core Insights - The project for the production of silicon-based anode materials has been announced with an investment of 1 billion yuan, marking a significant development in the industry [1] - The project will be located in Danling County, Meishan, Sichuan, which is noted for its strategic position and development potential [1] - The production lines will have an annual capacity of 2,000 tons and 3,000 tons of lithium battery silicon-carbon anode materials, respectively [1] - Once fully operational, the project is expected to generate an annual output value of 1.5 billion yuan [1]

Core Viewpoint - The company has developed silicon-carbon anode material production technology and is preparing for small-scale trial production by 2025 [1] Group 1 - The company has the basic conditions for industrialization of silicon-carbon anode materials [1] - Related products have been handed over to multiple battery manufacturers for testing [1] - Small-scale trial production is planned for 2025 [1]