Core Viewpoint - The article discusses Xiaomi's strategic response to the trust crisis following the SU7 incident, emphasizing the importance of solid-state battery technology in restoring consumer confidence and enhancing competitiveness in the electric vehicle market [1][2][3]. Group 1: SU7 Incident and Its Impact - The SU7 incident led to a significant decline in the delivery of Xiaomi's vehicles, with cumulative deliveries exceeding 258,000 units [3]. - This trust crisis prompted Xiaomi to reassess its battery technology, particularly focusing on solid-state batteries [4]. Group 2: Advantages of Solid-State Batteries - Solid-state batteries are recognized as the next-generation battery technology, offering several advantages, including a high energy density of 500Wh/kg, which is nearly double that of Tesla's current battery technology, enabling a range of up to 1,000 kilometers [5]. - They are smaller in size, only half that of traditional lithium batteries, providing more design flexibility [6]. - Solid-state batteries significantly enhance safety by avoiding common issues associated with traditional lithium batteries, such as overheating and short circuits, and have a lifespan of up to 20 years [6]. - They operate over a wider temperature range and meet new national standards for safety, such as "non-flammable and non-explosive" [6]. Group 3: Xiaomi's Strategic Goals and Industry Competition - Xiaomi aims to double its vehicle sales to 350,000 units by 2025, with a current completion rate of 28% based on approximately 100,000 units delivered in the first four months [7]. - The company recognizes the competitive pressure from industry leaders like Tesla and BYD, particularly in battery technology [7]. - Xiaomi has invested in over 20 related companies in the battery sector, including those focused on solid-state battery technology [8]. Group 4: Investment in Hefei's Solid-State Battery Sector - Xiaomi's recent investment in Hefei's Hanxing New Materials Technology Co., Ltd. marks a strategic move to enhance its capabilities in solid-state battery technology [1][15]. - Hefei has emerged as a hub for solid-state battery innovation, with companies like CATL and Guoxuan High-Tech making significant advancements [11][13]. - The local government supports the industry through funding and favorable policies, fostering a conducive environment for growth [21]. Group 5: Hefei's Solid-State Battery Industry Cluster - Hefei has developed a complete industrial chain for solid-state batteries, integrating material research, battery production, and system integration [20]. - The presence of numerous universities and research institutions in Hefei provides strong technical support and talent for the solid-state battery industry [20]. - Collaboration among local companies and government support enhances operational efficiency and innovation within the industry [20].

Core Viewpoint - The Fourth Solid-State Battery Conference and Silicon-Based Anode Industry Innovation Conference aims to accelerate commercialization and upgrade the industry chain in the context of global energy transition and emerging markets such as electric vehicles and AI [1]. Group 1: Conference Overview - The conference will be held from July 3-5, 2025, in Ningbo, Zhejiang, focusing on solid-state batteries and silicon-based anodes, addressing the core demands of low cost and high performance [1]. - The event will feature top experts, entrepreneurs, and capital market participants to share innovations and explore deep cooperation [1]. Group 2: Key Participants and Innovations - Dongfeng Motor Corporation has made significant advancements in solid-state battery technology, showcasing a semi-solid-state battery and planning to test full solid-state batteries in models by August 2025, aiming for over 1000 km range [2][3]. - GAC Aion is focusing on solid-state battery development, with plans to disclose progress at an upcoming technology day, emphasizing the importance of core technology breakthroughs [4]. - Zhongke Goneng has developed the world's first rollable sulfide solid-state electrolyte membrane, marking a significant milestone in mass production capabilities [5]. - Wanxiang OneTwoThree has achieved safety breakthroughs in semi-solid-state battery technology, with a self-developed energy density of 350 Wh/kg [6]. - Jinyu New Energy has introduced high-power semi-solid-state batteries and a no-anode battery series, achieving energy densities exceeding 300 Wh/kg [7]. - Jiangsu Guxin Energy focuses on solid-state batteries for specialized applications, producing batteries that can operate in extreme temperatures and have high energy density [8]. - Sichuan Huayi Qing Innovation Materials specializes in low-cost, high-capacity silicon-based materials for lithium-ion batteries, recently completing a financing round to enhance R&D [9]. Group 3: Conference Agenda Highlights - The conference will include roundtable discussions on the current status of solid-state battery industrialization and applications, advancements in solid-state sodium batteries, and key material developments [14]. - Special sessions will focus on the industrialization of silicon-based anodes and innovative preparation methods for low-cost porous carbon [14].

Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [51]. Core Insights - The Wind New Materials Index closed at 3504.57 points, up 1.44% week-on-week, with notable increases in semiconductor materials and carbon fiber indices [3][11]. - Domestic manufacturing upgrades are expected to drive demand for high-standard and high-performance materials, leading to rapid development in the new materials industry [4]. - Key companies such as Tongcheng New Materials and Huate Gas are highlighted for their significant progress in import substitution and integrated industrial chain development [4]. Market Overview - The semiconductor materials index rose to 5944.57 points, up 1.41%, while the carbon fiber index increased by 5.65% to 1239.4 points [3][11]. - The top gainers for the week included Runyang Technology (19.07%) and Akole (10.75%), while the biggest losers were Changyang Technology (-5.83%) and Ruile New Materials (-4.82%) [25][26]. Recent Industry Highlights - Tianqi Materials has made advancements in PEEK material production, with small batch orders already in supply, indicating a strong potential for domestic substitution in the chemical sector [4][29]. - Zhongke Goneng announced a breakthrough in sulfide all-solid-state batteries, enhancing the mechanical stability of solid electrolyte films, which is expected to accelerate the industrialization of solid-state batteries [4][29]. - Invista has decided to retain its nylon fiber business, focusing on the nylon 66 value chain, which positions it strongly in the market [29][30].

【DT新材料】 获悉，4月23日，全固态电池企业 中科固能 发布消息称，为了应用于更大尺寸的全 固态电池，提高硫化物固态电解质薄膜的机械稳定性，中科固能研究团队基于自主设计和改装的连续 化生产设备与生产环境， 开发出新产品——硫化物全固态电解质膜。 该产品具有六大核心优势： 1. 超高机械强度：确保在大尺寸和大规模生产中的稳定性； 2. 超薄厚度：仅为15-25微米，有助于提高电池的能量密度； 3. 超高离子电导率：达到3.82 mS/cm，显著提升电池性能； 4. 宽幅尺寸：幅宽拓展至400毫米，满足更大尺寸电池的需求； 5. 连续成卷生产：长度大于1000米，实现大规模连续化生产； 6. 高纯度硫化物固态电解质含量：超过95%，确保卓越的电化学性能。 中科固能称， 该硫化物全固态电解质膜为全固态电池产业注入强劲动力。未来，中科固能始终以技 术创新为驱动，以客户需求为导向。高离子电导率、超薄、宽幅、连续化生产的卷对卷硫化物全固态 电解质膜将进一步推动全固态电池产业化进程。 资料显示， 中科固能 成立于2022年10月，全称溧阳中科固能新能源科技有限公司，由吴凡教授联 合中科院物理所、溧阳市政府联合创办。自成 ...