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高工锂电年会前瞻 | 硫化锂赛道接连抛出“上量”信号
高工锂电· 2025-10-04 09:41
倒计时45天 业内指出, 2025 年硫化锂需求有望达到百吨量级;到 2026 年,行业大概率迈向千吨级,比此前业内预计的" 2027 年 2GWh 对应 500 吨需 求",硫化锂需求爬坡节奏显然更快。 2025(第十五届)高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位: 高工锂电、高工产研(GGII) 协办单位: 卡洛维德 总冠名: 海目星激光 年会特别赞助: 大族锂电 专场冠名: 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助: 思客琦 时间&地点: 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作: 陈女士 13560731836(微信同号) 9 月初,硫化锂赛道接连抛出 " 上量 " 信号。 天齐锂业在半年度业绩说明会上披露,年产 50 吨硫化锂中试项目已在四川眉山动工,宣称 " 低风险、可快速量产 " ; 8 月中旬,恩捷股份称其 百吨级高纯硫化锂中试线搭建完成,并已建成 10 吨级硫化物固态电解质产线;更早前的 7 月,上海洗霸竞得有研稀土硫化锂相关资产,并计划合 资扩产。 作为 硫化物固态电解质的关键 材料 , 硫化锂在 高技术壁垒之下 " ...
恩捷股份:公司在半固态电池材料和固态电池材料领域也有长期的关注和投入
(编辑 袁冠琳) 证券日报网讯 恩捷股份9月29日发布公告,在公司回答调研者提问时表示,目前市场普遍认为固态电池 包括半固态电池和全固态电池,但半固态电池的结构实际上与液态电池一样,仍需要正极、负极、电解 液和隔膜。公司认为,半固态电池是走向全固态电池的过渡产品;而全固态电池,从原材料和工艺等与 液态电池不一样,目前处于产业发展初期,成本也较高,未来全固态电池将会更多应用于"三深"(深 空、深海、深地)等领域,与现有的液态电池、半固态电池长期共存。公司在半固态电池材料和固态电 池材料领域也有长期的关注和投入,在半固态电池隔膜业务布局方面,公司下属控股子公司江苏三合电 池材料科技有限公司具备半固态电池隔膜量产供应能力,公司在积极开拓市场。在全固态电池材料布局 方面,公司下属控股子公司湖南恩捷前沿新材料科技有限公司专注高纯硫化锂、硫化物固态电解质和硫 化物固态电解质膜产品的研发和布局,高纯硫化锂产品的中试线已经搭建完成,固态电解质10吨级产线 已经投产,具备出货能力,已在玉溪规划千吨级产线。公司将继续投入研发,积极开拓市场,加深与客 户的合作和技术交流,推动行业技术发展。 ...
恩捷股份(002812) - 2025年9月26日投资者关系活动记录表
2025-09-29 01:20
3、公司怎么看待固态电池的发展? 目前市场普遍认为固态电池包括半固态电池和全固态电池,但半固态电池的结 构实际上与液态电池一样,仍需要正极、负极、电解液和隔膜。公司认为,半固态 电池是走向全固态电池的过渡产品;而全固态电池,从原材料和工艺等与液态电池 不一样,目前处于产业发展初期,成本也较高,未来全固态电池将会更多应用于"三 深"(深空、深海、深地)等领域,与现有的液态电池、半固态电池长期共存。公 司在半固态电池材料和固态电池材料领域也有长期的关注和投入,在半固态电池隔 膜业务布局方面,公司下属控股子公司江苏三合电池材料科技有限公司具备半固态 电池隔膜量产供应能力,公司在积极开拓市场。在全固态电池材料布局方面,公司 下属控股子公司湖南恩捷前沿新材料科技有限公司专注高纯硫化锂、硫化物固态电 解质和硫化物固态电解质膜产品的研发和布局,高纯硫化锂产品的中试线已经搭建 完成,固态电解质 10 吨级产线已经投产,具备出货能力,已在玉溪规划千吨级产线。 公司将继续投入研发,积极开拓市场,加深与客户的合作和技术交流,推动行业技 术发展。 4、公司在固态材料的优势? 首先,得益于公司扎实的研发能力和全链式的"垂直"创新体系, ...
硫化物掺碘、氧化物掺锂,固态电解质“升级”进行时
高工锂电· 2025-09-27 10:51
Core Viewpoint - The article highlights the advancements in solid-state battery technology, particularly focusing on the doping modification of existing solid electrolytes to enhance overall performance, which is crucial for the commercialization of solid-state batteries [1][2]. Group 1: Sulfide Route - The introduction of iodine in sulfide solid electrolytes is becoming a significant direction, improving compatibility with lithium metal anodes and suppressing lithium dendrite growth [3][6]. - The ionic conductivity of iodine-doped sulfide electrolytes has reached 10 mS/cm, operating under pressures below 5 MPa, meeting key application demands [5]. - The supply chain risk is highlighted, as each GWh of solid-state battery requires approximately 90 tons of iodine, contrasting with the 10 tons needed for 1 GW of perovskite solar panels [6][7]. Group 2: Oxide Route - The technology iteration in oxide solid electrolytes is shifting from LATP (Lithium Aluminum Titanium Phosphate) to LLZO (Lithium Lanthanum Zirconium Oxide), with LLZO showing superior performance metrics [8][9]. - LATP is favored for its lower cost, while LLZO offers higher ionic conductivity, a larger electrochemical window, and better chemical stability [9][10]. - The supply chain considerations for LLZO are complex, as it relies heavily on rare earth materials, with China dominating the supply of lanthanum but being highly dependent on imports for zirconium [10][11]. Group 3: Mass Production Challenges - The mass production of LLZO faces significant challenges, particularly in achieving "sintering densification" due to lithium volatility during high-temperature processing [15][16]. - Innovative approaches like ultra-fast sintering (UFS) and pressure-assisted methods are being explored to enhance densification while minimizing lithium loss [17][18]. - Companies are also investigating cost-effective methods, such as direct wet coating of electrolyte slurries on electrodes, to streamline production processes [20]. Group 4: Industry Progress - Companies like Dingsheng Technology have established pilot production lines for sulfide solid electrolytes, indicating progress in scalable supply capabilities [4]. - Domestic firms are actively pursuing innovations to address the challenges of solid-state battery commercialization, paving the way for more robust industrial applications [21].
当升科技(300073) - 2025年9月24日投资者关系活动记录表
2025-09-24 13:34
Group 1: Company Overview and Financial Performance - The company achieved a revenue of 443,249.77 million yuan in the first half of 2025, representing a year-on-year growth of 25.17% [15] - The net profit attributable to shareholders was 31,115.43 million yuan, with a year-on-year increase of 8.47% [15] Group 2: Solid-State Lithium Battery Materials - The company has developed solid-state lithium battery cathode materials with high energy density and safety, achieving batch shipments of 10 tons [3] - The solid electrolyte has been successfully developed with high ionic conductivity and stability, with production capacity established for both oxide and sulfide electrolytes [5][6] Group 3: Lithium Manganese-Based Materials - Lithium manganese-based materials are positioned as a key development direction, with industry-leading performance in density, capacity, and cycle life [4] - The company has established a comprehensive layout for lithium manganese-based materials, covering both liquid and solid-state battery applications [4] Group 4: Three-Dimensional Materials Business - The company has established deep cooperation with international giants like LGES and SK on, securing orders exceeding 100 billion yuan for the next three years [9] - The products are integrated into high-end electric vehicle supply chains, including partnerships with major brands like Volkswagen and BMW [9] Group 5: Lithium Cobalt Oxide and Lithium Iron Phosphate - High-rate lithium cobalt oxide products dominate markets in electronic cigarettes and drones, while high-capacity variants have shown significant performance improvements [10] - Lithium iron phosphate products have seen a substantial increase in sales, with monthly shipments nearing 10,000 tons [12] Group 6: International Market Development - The company has expanded its international customer base, with a growing proportion of international clients contributing to revenue growth [14] - The Finnish base construction is underway to enhance local supply capabilities for international clients [15]
固态电池关键材料技术大会举行,产业链进程再提速
Xuan Gu Bao· 2025-09-23 14:45
Industry Overview - The 7th High Energy Density Solid-State Battery Key Materials Technology Conference was held in Suzhou on September 23-24, focusing on solid electrolytes, anode and cathode materials, interface engineering, smart manufacturing, and industrialization progress [1] - The conference aimed to provide a platform for information exchange among companies, research institutions, and end-users in sectors such as new energy vehicles, energy storage, and consumer electronics, promoting collaboration in production, learning, and research [1] Market Trends - According to Guotai Junan, the industrialization of solid-state batteries is expected to accelerate from 2025 onwards, with a collaborative model emerging between automakers and battery manufacturers in China [1] - The development of materials, including main materials like solid electrolytes, anode and cathode materials, and auxiliary materials such as binders and additives, is rapidly advancing [1] - Multiple automakers and battery manufacturers have announced plans for mass production of solid-state batteries, with 2027 projected to be a pivotal year for the industry [1] Company Developments - Tianqi Materials is currently in the pilot testing stage for its sulfide-based solid electrolyte [1] - Funeng Technology has completed sample delivery of sulfide all-solid-state batteries to a leading humanoid robot client [1]
方正富邦汤戈:固态电池打开行业第二增长曲线 需警惕三大风险
Zheng Quan Shi Bao· 2025-09-20 15:18
从量产前景看,氧化物与聚合物因工艺成熟有望率先量产;硫化物虽具能量密度优势,但仍面临硫化氢 抑制、界面优化及高纯原料制备等技术瓶颈。这种差异化进展决定了固态电池产业将呈现"多元并行、 渐进落地"的发展格局,既保障短期商业化确定性,又为长期技术迭代留出空间。 在汤戈看来,技术与商业化的联动正重塑固态电池投资逻辑——从技术愿景转向量产与应用导向的务实 评估。半固态电池在主流车型的渗透,既传递了市场需求信号,又为全固态技术发展积累了工艺数据与 供应链经验。 证券时报记者 赵梦桥 近期,创业板行情由芯片半导体和锂电池两大主力"承包",宁德时代更是股价创下近四年来新高,固态 电池频出的产业利好是促使锂电池板块"老树发新芽"的重要原因,Wind数据显示,固态电池指数8月以 来已经上涨23.31%,今年累计涨幅已超过50%。 经过多年探索,固态电池的发展路径与材料体系的脉络已经基本确定,作为过渡产品,当前准固态、半 固态的实际装车能力已得到产业认证,并为投资价值提供了现实支撑。"今年新能源行业整体见底回 升,锂电池行业中固态电池相当于第二增长曲线,从现在时点看具有持续性,也符合我们均值回归的投 资策略。"方正富邦基金基金经 ...
每日速递|亿纬锂能打入小鹏MONA电池供应体系
高工锂电· 2025-09-18 11:01
Group 1: Industry Events - The 2025 High-Performance Lithium Battery Annual Conference will be held from November 18-20, 2025, at JW Marriott Hotel in Shenzhen [1] Group 2: Company Developments - Sichuan Yahua Industrial Group has confirmed the synthesis process for lithium sulfide and plans to establish a pilot line by 2026, with sample production expected by the end of this year [4] - EVE Energy has successfully entered the battery supply system for Xiaopeng's MONA model, providing traditional square batteries which offer better adaptability and lower development costs compared to BYD's blade batteries [5] - Greeenme has signed a strategic cooperation framework agreement with Lvtong Technology to focus on the recycling and utilization of new energy vehicles and power batteries, creating a closed-loop industrial chain [8] - Xingheng Power and Niu Electric have signed a strategic cooperation agreement for micro-blade electric motorcycle lithium batteries, with a collaboration scale of 3 GWh [9] - Tianqi Lithium has commenced the construction of a pilot project for 50 tons of lithium sulfide, utilizing new technology for rapid mass production [11] - Hebei Kuntian New Energy has launched its first phase of a silicon-carbon anode material production line, with plans for a second phase to reach an annual capacity of 5,000 tons [12][14] - Hailiang Co. has developed new copper foil products suitable for solid-state batteries, which are now ready for mass production [16] Group 3: International Developments - InoBat has received €53.8 million in subsidies and a €456,000 loan from the Spanish government to support the construction of a battery factory in Valladolid, with a total investment of approximately €712 million [17][19]
恩捷股份:高纯硫化锂产品的中试线已经搭建完成,固态电解质10吨级产线已经投产
Zheng Quan Ri Bao Wang· 2025-09-17 09:41
Core Viewpoint - The company is actively expanding its business in semi-solid and all-solid-state battery materials, demonstrating significant production capabilities and ongoing market development efforts [1] Group 1: Semi-Solid Battery Separator Business - The company's subsidiary, Jiangsu Sanhe Battery Materials Technology Co., Ltd., has the capacity for mass production of semi-solid battery separators [1] - The company is actively exploring market opportunities in this segment [1] Group 2: All-Solid-State Battery Materials - The company's subsidiary, Hunan Enjie Frontier New Materials Technology Co., Ltd., focuses on the research and development of high-purity lithium sulfide, sulfide solid electrolytes, and sulfide solid electrolyte films [1] - A pilot production line for high-purity lithium sulfide has been established, and a 10-ton production line for solid electrolytes has been put into operation, indicating readiness for shipment [1] - The company has plans for a thousand-ton production line in Yuxi, further enhancing its production capabilities [1] Group 3: R&D and Market Development - The company will continue to invest in research and development, deepen cooperation with customers, and enhance technical exchanges to promote industry technological advancement [1]
恩捷股份(002812) - 2025年9月16日投资者关系活动记录表
2025-09-17 01:34
证券代码:002812 证券简称:恩捷股份 债券代码:128095 债券简称:恩捷转债 云南恩捷新材料股份有限公司 投资者关系活动记录表 编号:2025-011 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名 | 嘉实基金、Bernstein、Qatar Investment Authority、Capital international | | 称及人员姓 | Investors、Munro lnvestment、Carrhae Capital LLP、Springs Capital(Hong Kong) | | 名 | Ltd 等机构 | | 时间 | 2025 年 9 月 16 日 | | 地点 | 上海恩捷行政楼 | | 上市公司接 | 恩捷股份副总经理禹雪、投资者关系经理徐晶晶 | | 待人员姓名 | | | | 公司就投资者以下问题进行回复: | | | 1、公司海外市场优势? | | | 公司有海外产能、众多海外客户 ...