Market News - US stock indices collectively rose, with the Dow Jones up 1.29%, Nasdaq up 2.21%, and S&P 500 up 1.56%. Notable tech stocks saw significant gains, including Botong up over 9%, Tesla and Oracle up over 5%, and Google up over 3% [1] - Spot gold increased by 2.29% to $4110.02 per ounce, reaching a new high, while spot silver surged by 4.39% to $52.33 per ounce, also a historical high. COMEX gold futures rose by 3.24% to $4130 per ounce, and COMEX silver futures increased by 7.47% to $50.775 per ounce [1] - International oil prices also saw gains, with WTI crude oil up 1.12% to $59.56 per barrel and Brent crude oil up 1.05% to $63.39 per barrel [1] Industry Insights - The storage industry is experiencing a significant upturn, with ADATA's chairman noting that the market conditions are "painfully good." The sudden shortage and price increases for storage products began in late August, with major manufacturers halting DDR4 production, leading to a sustained supply gap and expected price increases of 20%-30% for new contracts [2][3] - The demand for DRAM and NAND Flash storage products is anticipated to recover, driven by limited capacity and unexpected demand, particularly from large cloud service providers shifting NAND supply from consumer to enterprise markets. The DRAM price index has reportedly increased by approximately 72% over the past six months [3] - In the nuclear fusion sector, significant progress has been made with the successful testing of the "Kua Fu" prototype component, which is crucial for the stable operation of fusion reactors. This development is expected to accelerate the growth of the controlled nuclear fusion industry in China, with related materials and components likely to see increased market opportunities [4] - A breakthrough in solid-state lithium batteries has been achieved by a team from the Chinese Academy of Sciences, which could significantly enhance battery performance and safety. The new technology allows for a battery energy density exceeding 500Wh/kg, potentially doubling the range of electric vehicles and eliminating risks associated with liquid electrolytes [5][6] - The solid-state battery market is projected to grow substantially, with expectations of reaching a shipment volume of 614.1GWh by 2030 and a market size exceeding 250 billion yuan. China is anticipated to capture 40% of the global market share, with a projected annual market size of 116.3 billion yuan by 2030 [6]

据中证报报道，中国科学院物理研究所黄学杰团队联合华中科技大学、中科院宁波材料所等机构，通过 在硫化物电解质中引入碘离子，成功解决了全固态金属锂电池中固-固界面接触不良的世界性难题。这 项技术突破的关键在于，电池工作时，电场驱动碘离子迁移至电极界面，形成"富碘层"，像"智能胶 水"般主动吸附锂离子，填补所有缝隙，实现零外部压力下的紧密贴合；原型电池在1.25mA/cm²电流密 度下循环2400次后容量保持率仍达90.7%，远超行业标杆；碘离子固态电池有望实现超过500Wh/kg的电 池能量密度，使电动车续航提升至少两倍，同时彻底消除液态电解液泄漏风险，安全性跃升。 中证报指出，固态电池作为下一代动力电池的核心方向，凭借高能量密度、本质安全性和超长循环寿命 （8000-10000次），正加速替代传统锂离子电池。全球头部企业普遍规划2027年实现全固态电池小规模 量产，2030年进入规模化应用阶段。其中，中国凭借政策支持、技术储备和产业链优势，有望占据全球 40%市场份额。 权威预计，2030年全球固态电池出货量将达614.1GWh，渗透率突破10%，市场规模超2500亿元。中国 作为最大单一市场，届时年市场规模预 ...