Group 1: Photovoltaic Silicon Material Industry - The photovoltaic silicon material industry is expected to accelerate capacity consolidation, with the Ministry of Industry and Information Technology emphasizing the need for high-quality development in the solar industry [1] - By 2027, the industry is projected to enter a stable development phase, with significant advantages in the silicon material segment due to differences in capacity costs and financial strength among companies [1] - Key companies to watch include GCL-Poly Energy, Xinte Energy, Tongwei Co., and TBEA [1] Group 2: Solid-State Battery Industry - The solid-state battery industry is witnessing continuous advancements, with equipment from Winbond Technology successfully delivered to major domestic clients [2] - Material production is ramping up, with significant capacity in oxide electrolytes and expectations for sulfide electrolytes to achieve ton-level shipments by 2025 [2] - Companies of interest in this sector include Xiamen Tungsten, Tianqi Lithium, and others involved in the solid-state battery supply chain [2] Group 3: Offshore Wind Power Development - The central government is promoting the orderly development of offshore wind power, with a focus on enhancing the marine economy and encouraging private investment [3] - Goldwind Technology has secured over 7.7GW of international orders for 2024, with significant revenue growth reported for its international subsidiary [3] - Key players in the wind power sector include Goldwind Technology, Oriental Cable, and Dajin Heavy Industry [3] Group 4: Data Center Investment - Global data center investments are accelerating, with Amazon planning to invest AUD 20 billion (approximately USD 13.1 billion) in Australia and SK Telecom collaborating with Amazon Web Services for a significant data center project in South Korea [4] - The deployment of NVIDIA's GB300 AI systems is underway, indicating a growing demand for AI computing resources [4] - Companies to monitor in the AIDC power equipment sector include Jinpan Technology, Xinte Electric, and others [4] Group 5: Key Company Earnings Forecasts - The report provides earnings forecasts and investment ratings for several companies, with Goldwind Technology rated "Outperform" and projected to have an EPS of 1.28 in 2025 [5] - Jinpan Technology and other companies also received "Outperform" ratings, indicating positive market sentiment [5] Group 6: Industry Performance Overview - The electric power equipment sector outperformed the market in June, with a 6.68% increase compared to a 2.5% rise in the CSI 300 index [13] - The sector's PE ratio at the end of June was 30.3, reflecting a slight recovery in valuations [13] - The report highlights that the electric power equipment industry has shown strong performance across various sub-sectors, including lithium battery materials and wind power [23]

6月30日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在数字货币、机器 人等方面最新情况： 【热点回应】 安克创新：正主动全量召回，发出超8万个防火保护袋，充电宝召回率已达10% 【数字货币】 三未信安：已参与香港地区虚拟货币和稳定币等相关业务 第一创业：目前没有申请稳定币牌照相关计划 华铭智能：暂未开展数字货币业务 【机器人】 鑫铂股份：合资公司专注于拓展人形机器人关节模组等相关业务 方正电机：公司正在研发机器人关节电机产品 【国防军工】 中航沈飞：公司新区建设项目预计年底实现产线贯通及试运行 【汽车】 【电子】 莱宝高科：不涉及小米新发布的AI智能眼镜供货情形 【化工】 北汽蓝谷：积极联合小马智行等伙伴开发Robotaxi车型 松原安全：公司具备参与小米汽车项目的资质，暂未向小米汽车配套供货 江波龙：公司已与众多智能眼镜厂商已达成长期合作 南极光：公司配套的Switch2背光源模组产品已实现规模化稳定交付 红太阳：公司主要生产基地均满负荷运转 容百科技：硫化物电解质中试线预计年底竣工 星云股份：已对头部电池企业完成固态电池检测批量交付 奥克股份：暂不涉及光刻胶等半导体材料规模化生产 ...

实话告诉大家！ 在这样的大背景下，一些同时深度布局军工和固态电池领域且技术全球领先的企业，无疑将成为市场的宠儿。 第一家：中科电气，在固态电池领域凭借石墨烯复合导电剂和硫化物电解质前驱体的研发应用，以及与中科院物理所的合作，已经取得了显著的技术突 破，并成功供货孚能科技。在军工领域，其电磁弹射系统用特种电磁线产品通过军方认证，子公司湖南中科恒源也承接了军工配套的储能系统项目，展现 出强大的技术实力和市场竞争力。 军工领域，作为国家安全的基石，一直是国家重点投入和发展的方向。今年是三年国改的收官之年，同时也是"一四五"政策向"一五五"过渡的关键节点， 军工资产证券化和战略安全领域的产业升级成为重中之重。 从成飞、沈飞到兵装集团，各大军工企业纷纷加快改革步伐，推动资产注入和重组整合，不断提升自身的核心竞争力。而9月份的抗战80周年阅兵庆典， 更是为军工板块带来了绝佳的展示舞台，届时各种"新域新质"的先进装备将惊艳亮相，向世界彰显我国强大的国防实力，也将进一步激发市场对军工股的 投资热情。 与此同时，固态电池行业也正迎来发展的黄金时期。作为新能源领域的前沿技术，固态电池具有能量密度高、安全性好、充电速度快等诸多优势 ...

固态电池产业化趋势清晰，设备厂商优先受益 20250622 摘要 固态电池产业化加速，头部企业锚定 2027-2030 年量产目标，二线及 非上市企业积极推进，产业链发展节奏超预期，2026 年或可见小批量 推动，设备厂商有望优先受益。 固态电池设备变化集中在前道和中道，半固态增加固体电解质涂布和滚 压，全固态涉及干法工艺，干法混料、叠片、等静压设备是关键，保证 界面致密均匀性至关重要。 先导智能作为锂电设备龙头，在固态电池领域具备技术领先性和整线解 决方案，核心设备为干法混料机，已获头部客户订单；银河磁体在干法 和湿法工艺方面均有技术储备。 曼恩斯特在固态电池极片制造领域拥有领先技术，尤其在涂布头和干法 混合设备方面，采用陶瓷双螺杆现量化技术提高电极一致性，产品布局 覆盖电极制备、电解质涂布和整线集成。 纳科诺尔在管压设备制造方面具有细分市场优势，并在干法电极设备、 硫化物电解质成膜及锂金属界面优化等方面有较强技术储备，重点关注 其干法电极设备的优势。 Q&A 当前电信板块的主要投资机会是什么？ 当前阶段，光伏电池是值得在现价布局的新赛道。近期市场的边际催化频率较 高，特别是在固态电池领域。从今年年初以来， ...

证券代码：301246 证券简称：宏源药业 答：您好，公司固态硫化物电解质已完成公斤级实验，正处 于工艺优化的开发阶段，没有量产供货。感谢您的关注！ 5、董秘，请问公司在固态电池方面，有何布局，目前进展如何？ 答：您好，公司固态硫化物电解质已完成公斤级实验，正处 于工艺优化的开发阶段，后续的相关进展或变化，公司将严格按 照相关规定及时履行披露义务。 感谢您的关注！ 湖北省宏源药业科技股份有限公司 投资者关系活动记录表 编号：2025-002 | | | □特定对象调研□分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | | 类别 | □新闻发布会□路演活动 | | | | □现场参观 | | | | 年湖北辖区上市公司投资者网上集体接待日活动）  其他（2025 | | | 参与单位名称及 | 线上参与"2025 年湖北辖区上市公司投资者网上集体接待日活 | | | 人员姓名 | 动"的全体投资者 | | | 时间 | 2025 年 6 月 12 日 (周四) 下午 14:30~16:50 | | | 地点 | 全景网"投资者关系互动平台"（htt ...

1、固态电池的意义与行业趋势 固态电池的降本意义:当前液态电池成本已压缩到极限，单耗和单价难以进一步降低，而固 态电池可通过更换电化学体系，选择更高电压平台、更高容量的正负极，使单位千瓦时各环 节单耗大幅下降。虽初始单价可能较高，但随着产业链完善，单价也会降低，从而实现成本 大幅降低。例如，液态电池 1000 瓦时需 5 公斤物料，而宁德下一代电池可能仅需 2 公斤物 料，可降低 60%的单耗。固态电池的意义在于降本，而非单纯追求安全，只有具备降本趋势， 才能全面迭代液态电池，成为市场主流方案行业趋势:技术收敛与进程加快:固态电池技术方 向收敛，化物成为主流趋势。全球主流电池企业和头部车企大多选择硫化物路线，如宁德、 比亚迪、一汽、蔚来、LG 等企业都在向硫化物方向转变。同时，产业进展比预期更快，海 外企业如 SES、QS 三星、松下和丰田等进展迅速，已达到 60 安时的应用状态，可进行路测。 国内工信部和财政部也提供 60 亿资金支持相关项目，宁德、比亚迪等企业的 6030 项目趋 于成熟部分企业的中试线已搭建完成，如宁德、金龙鱼、国电高科等。此外，硫化物电解质 相关企业增多，导电率表现良好，但生产硫化物电 ...

Group 1 - The company maintains its leading position in the ternary cathode market, with continuous growth in shipment volume and a focus on new product development such as solid-state batteries, manganese iron lithium, and sodium-ion cathodes, which are expected to drive performance improvement [1][3] - In Q4 2024, the company reported better-than-expected performance, while Q1 2025 results fell short of expectations, with a revenue of 150.88 billion yuan in 2024, a year-on-year decline of 33.4%, and a net profit of 2.96 billion yuan, down 49.0% year-on-year [2] - The company shipped approximately 120,000 tons of ternary cathode materials in 2024, achieving a year-on-year growth of 20%, with a global market share exceeding 12%, indicating a significant increase compared to the industry average [3] Group 2 - The company invested approximately 1.75 billion yuan in strategic businesses such as precursors, manganese iron lithium, and sodium-ion materials in 2024, with continued investments in Q1 2025, indicating a strong commitment to expanding its product portfolio [3] - The company achieved a profit of 5.04 billion yuan from its ternary cathode business in 2024, with Q1 2025 profits estimated at around 68 million yuan, reflecting ongoing profitability despite market challenges [3] - The solid-state battery materials and sulfide electrolyte materials have received recognition from multiple domestic and international clients, with production expected to ramp up in early 2026, showcasing the company's innovation and market readiness [3]

技大会"，全固态电池已实现装车，车型：星纪元 ET。5 月 20 日，金龙羽新能源(深圳)有限公司迎来高 光时刻，成功与客户签订无人机用高能量密度固态电芯采购订单，该订单所采购的电芯为 EC01系列超 能固态电芯，其能量密度高达 500Wh/kg。可见，汽车及无人机都已经在加速催化固态电池。 【解剖大盘】 桥水基金创始人达利欧发话：美联储处境艰难，不应当降息，警告"不合适的降息"后果。美股出现滞 涨，港股则继续往上，恒指收盘涨 0.62%。 昨天的降息对市场的利好持续发酵，中国对外拓展也很顺利。5 月 21 日讯，商务部网站显示，5 月 20 日，中国—东盟经贸部长特别会议以线上方式举行，双方经贸部长共同宣布全面完成中国—东盟自贸区 3.0 版谈判。3.0 版包含数字经济、绿色经济、供应链互联互通、标准技术法规与合格评定程序、海关程 序与贸易便利化、卫生与植物卫生措施、竞争和消费者保护、中小微企业、经济技术合作等 9 个新增章 节，有利于双方在新形势下推进更宽领域、更深层次的区域经济一体化。把东盟经营好，减少对美国的 依赖，全球逐步在形成这个共识，东方海外国际(00316)、中远海控(01919)、招商局港口 ...

而且电池板块盈利能力的修复信号也很明显。2025年一季度中证电池指数成分股归母净利润同比增长 21%，宁德时代单季净利润达139.6亿元，同比增幅超三成，毛利率环比持续攀升。电解液、铁锂等环 节产能利用率预计在2025年第四季度回升至80%以上，行业库存周期或已进入上行拐点。 产业技术方面，这几天固态电池又有新突破了。 就在昨天，首批搭载全固态电池（ASSB）的宝马电动汽车已正式上路进行测试，采用的是美国固态电 池企业 solid power 研发的硫化物电解质棱柱电池，电池模块经重新设计适配现有第五代电驱平台。 要知道，全固态电池可是电动汽车电池技术的"圣杯"：小空间、高密度、长续航能够同时满足，全球各 个国家都在争分夺秒地抢占先地。 最近国轩高科的全固态电池"金石电池"也已经实现装车测试，能量密度达350Wh/kg，循环寿命超3000 次，且成本还有望低于传统液态电池！这是什么牛掰的成本控制啊！ 而且国轩另一款"G垣"准固态电池已经凭借300Wh/kg的能量密度获得多家主流车企的认可，规划建设的 12GWh产线即将进入量产阶段。预计会为电池板块带来新一轮上行区间。 其实现在整个电池板块自2021年高位调整 ...

Group 1: Company Overview and Strategic Initiatives - The company established a subsidiary in 2021 for solid-state battery materials, focusing on sulfide routes with three products developed: high-purity lithium sulfide, sulfide solid electrolyte, and sulfide electrolyte membrane [2] - The pilot production line for sulfide solid electrolyte materials in Yuxi, Yunnan, is designed for an annual capacity of approximately 1,000 tons, with phased construction [2] - The market for solid-state batteries is currently limited due to high costs, with liquid lithium batteries and semi-solid batteries dominating, although niche applications in military, aerospace, and deep-sea sectors are anticipated [2] Group 2: Production and Supply Agreements - In November 2021, the company formed a joint venture for semi-solid battery separator production, with two production lines currently operational [3] - A procurement framework agreement was signed in January 2025 with Beijing Weilan, committing to supply 80% of its material needs for semi-solid and solid-state battery electrolytes from the company [3] - From 2025 to 2030, the expected total orders for semi-solid and solid-state battery electrolyte separators are projected to exceed 300 million square meters and 100 tons, respectively [3] Group 3: Product Development and Performance - The company has achieved a purity of 99.9% for its lithium sulfide products, with production capacity reaching the hundred-ton level [4] - Recent advancements in solid electrolyte technology have reduced particle size to 300 nm while maintaining an ionic conductivity of over 6 mS/cm, which is considered high in the industry [5] - Smaller particle sizes enhance battery performance by reducing interfacial resistance and increasing energy density, while also minimizing lithium dendrite formation [6] Group 4: Manufacturing Techniques and Quality Control - The solid electrolyte membrane is produced by mixing sulfide solid electrolyte, solvent, and binder, then applying it to a PET film using a roller pressing method, achieving a thickness of 30 µm and ionic conductivity above 3 mS/cm [7] - The optimal porosity for solid electrolyte membranes is below 5% to effectively prevent lithium dendrite formation [8] - The company employs solid-phase synthesis for electrolyte preparation, which is safer and environmentally friendly, resulting in higher conductivity compared to liquid and gas-phase methods [9]