6月25日晚，vivo X Fold5发布，记者了解到，该机行业首发第二代半固态电池技术，可实现-30℃电池 正常供电，另外，该机还行业首发第四代硅负极技术，能量密度至高达866Wh/L。(人民财讯) ...

化工板块表现活跃，草甘膦、氟化工、环氧丙烷等板块涨幅居前， "制冷剂双雄"三美股份、巨化股份 盘中股价均创历史新高 。另外，港口航运、煤炭、油气开采、民爆等板块也上涨。 上午收盘，上证指数下跌0.06%，深证成指下跌0.18%，创业板指下跌0.48%。 | | | | 康生化 融 300804 | 48.30 | 7.76% | 13.3亿 | | --- | --- | --- | --- | | 联化科技 融 002250 | 12.86 | 7.44% | 117亿 | | 7天5板 | | | | | 美邦股份 605033 | 20.89 | 6.42% | 28.2亿 | | 丰山集团 603810 | 16.91 | 5.89% | 27.9亿 | | 利尔化学 融 002258 | 11.88 | 4.95% | 94.9 Z | 近两日新消费行情回调，其他板块迎来机会。昨天大科技反弹， 今天上午，轮到周期股表现 。 具体看，有色金属板块涨幅居前，贵金属、锌、铅等板块大涨。随着投资者对贵金属避险属性的需求从 黄金扩展到白银，白银期货价格最近走强。白银概念股上午表现突出，兴业银锡、盛达资源等个股 ...

孚能科技易主，迎来定局！ 5月8日， 孚能科技正式发布关于 控股股东及实际控制人变更完成的提示性公告。 公告称， 5月7日孚能科技召开了公司2025年第二次临时股东大会，审议通过了董事会换届选举相关议案， 公司控股股东由 Farasis Energy（Asia Pacific）Limited变更为广州工业投资控股集团有限公司（以下简称：工控集团），公司实际控制人由YUWANG、Keith D. Kepler 变更为广州市人民政府。 相关资料显示， 工控集团为市管国企， 由广州市人民政府和广东省财政厅分别持股90%、10%。 分产品来看， 孚能科技电芯毛利率达到30.57%，同比增加13.27个百分点；模组 毛利率增加了9.21个百分点；电池包 毛利率增加了6.96个 百分点。 孚能科技对此表示， 本次控制权变更不会对日常生产经营产生实质性影响， 工控集团有望在战略层面、市场拓展层面、研发层面、融资层面 及管理支持层面给公司提供全方位的支持。 行业认为， 工控集团的入局，将对 孚能科技业务拓展带来较大的助力， 有利于其长期稳健发展。 01 2024年 大幅减亏82.22% 孚能科技是 全球三元软包动力电池龙头企 ...

Core Viewpoint - Company Fudi Technology (孚能科技) has significantly reduced its losses in 2024, achieving a revenue of 11.68 billion yuan and a net loss of 0.332 billion yuan, marking an 82.22% reduction in losses year-on-year. The company is positioned as a leader in the global soft-pack power battery market and is set to benefit from a strategic partnership with Guangzhou Industrial Control Group, enhancing its capital strength and business expansion capabilities [1][2][5]. Financial Performance - In 2024, Fudi Technology's revenue reached 11.68 billion yuan, with a net loss of 0.332 billion yuan, reflecting an 82.22% reduction in losses compared to the previous year. The first quarter of 2025 shows a further narrowing of losses [1][2]. - The company reported a significant improvement in key financial metrics, with basic and diluted earnings per share losses narrowing by 82.35%, and cash flow from operating activities increasing by 36.86% year-on-year [2][3]. Product Development - Fudi Technology launched its SPS large soft-pack product in 2024, which features a high-integration battery system that enhances vehicle space efficiency while ensuring safety [3][7]. - The company has developed a super-fast charging lithium iron phosphate (LFP) battery capable of over 6C charging and more than 5000 cycles, suitable for various applications including PHEV and BEV [3][7]. Market Expansion - Over half of Fudi Technology's revenue comes from international clients, with significant partnerships established with companies like Mercedes-Benz and Mahindra Group. The company ranked third in China for power battery exports in 2024 [4][5]. - The establishment of a 6GWh production line in Turkey by Fudi's joint venture Siro supports its international operations and market expansion efforts [4][5]. Strategic Partnership - The acquisition of a controlling stake by Guangzhou Industrial Control Group is expected to enhance Fudi Technology's capital strength and facilitate collaboration within the local automotive supply chain, particularly with GAC Group [5][6]. - Guangzhou Industrial Control Group aims to leverage its resources to support Fudi Technology's growth in the low-altitude economy and enhance its financing capabilities [6][7]. Future Outlook - Fudi Technology is advancing its semi-solid and solid-state battery technologies, with plans to start mass production of its second-generation semi-solid battery in 2025 and to commercialize solid-state batteries in the coming years [7]. - The company anticipates that new capacity releases and product innovations in the next three years will significantly enhance its market position and growth trajectory [7].

Core Viewpoint - Company is advancing its battery technology with plans for mass production of second-generation semi-solid batteries with an energy density of 330Wh/kg and third-generation batteries reaching 400Wh/kg, while also exploring solid-state battery technologies with energy densities of 400-500Wh/kg [2] Group 1: Battery Technology Development - Company is developing multiple battery technologies including semi-solid, solid-state, lithium iron phosphate, high-voltage fast charging, and sodium-ion batteries [2] - The company’s products can support high-voltage fast charging, with SPS products achieving a full-system 6C fast charge [2] Group 2: Production Capacity and Profitability - Company has designed production capacities of 15GWh each for its Ganzhou and Guangzhou bases, with some production lines already operational and the rest expected to ramp up in the second half of the year [2] - The company anticipates a significant reduction in unit manufacturing costs as production capacity utilization increases in the second half of the year, leading to improved profitability [2] - Starting next year, as the utilization rate of new production bases increases, the company expects to see enhanced cost reduction effects and a significant improvement in gross margin [2] Group 3: Pricing and Cost Structure - The price of lithium carbonate has stabilized, and the company expects limited room for price reductions in downstream batteries [3] - The company anticipates a slight decrease in the overall average selling price of its products due to a shift in product mix towards lithium iron phosphate [3] - The company is implementing various cost reduction measures across manufacturing, management, and supply chain, which are expected to maintain a high gross margin [3] Group 4: Impact of Tariffs - Company indicated that the impact of U.S. tariffs on its exports and overseas market demand is minimal, with U.S. export revenue accounting for only about 5%-7% in the first quarter of 2024 and 2025 [3]

固态电池方面，公司第二代半固态电池（330Wh/kg）预计2025年量产，第三代半固态电池（400Wh/kg）引入高电导率固态电解质、快离 子环技术、超高镍正极及负极材料表面固态化技术、负极膨胀抑制技术，极大降低电解液用量，电池热稳定性及安全性得到显著提升，当前正 在进行车规级认证及产业化开发。 （ 来源：综合报道） 往 期 回 顾 4月30日，孚能科技披露2024年年报，公司实现营业收入116.8亿元，归母净利润-3.32亿元，同比减亏15.38亿元。据，公司2024年度动 力电池出口销量位居全国第三。 近年来，孚能科技秉承"投产一代、储备一代、开发一代"的技术开发思路。在报告期内，公司产品研发取得多项突破。例如，公司SPS大软包 产品正式量产，实现SPS产品的突破。开发出了超级快充铁锂体系，LFP电池实现超过6C的快充能力，且具备5000次以上循环寿命，兼具高 放电倍率、高能量密度、高安全、低成本特性，适用于PHEV、BEV、储能领域，该产品目前已通过国标认证，已经应用在部分项目上。 01 ｜ GWh订单频现！锂电企业奔向这块"热土" 02 ｜ 新进展！4大电池厂齐聚马来西亚 03 ｜ 隔膜行业再现重磅联 ...

（文章来源：证券日报） 4月30日，孚能科技（赣州）股份有限公司（以下简称"孚能科技"）披露2024年年报，公司实现营业收 入116.8亿元，归母净利润-3.32亿元，同比减亏15.38亿元。据中国汽车动力电池产业创新联盟统计，公 司2024年度动力电池出口销量位居全国第三。 近年来，孚能科技秉承"投产一代、储备一代、开发一代"的技术开发思路。在报告期内，公司产品研发 取得多项突破。例如，公司SPS大软包产品正式量产，实现SPS产品的突破。开发出了超级快充铁锂体 系，LFP电池实现超过6C的快充能力，且具备5000次以上循环寿命，兼具高放电倍率、高能量密度、高 安全、低成本特性，适用于PHEV、BEV、储能领域，该产品目前已通过国标认证，已经应用在部分项 目上。 固态电池方面，公司第二代半固态电池（330Wh/kg）预计2025年量产，第三代半固态电池 （400Wh/kg）引入高电导率固态电解质、快离子环技术、超高镍正极及负极材料表面固态化技术、负 极膨胀抑制技术，极大降低电解液用量，电池热稳定性及安全性得到显著提升，当前正在进行车规级认 证及产业化开发。 展望2025年，孚能科技将针对绿色出行、智慧储能以及 ...

摘要 eVTOL动力电池加速迈向规模验证 孚能科技近日宣布，成功获得小鹏汽车旗下小鹏汇天下一代eVTOL原型机的高压动力电池供应商定 点。本周早些时候，亿纬锂能亦确认将为小鹏汇天下一代原型机提供低压锂电池。两家供应商的确 定，标志着国内低空经济加速发展，也凸显了先进电池技术在这一新兴领域的核心作用。 这一进展恰逢小鹏汇天迎来重要的监管节点。中国民用航空局已开始就其"陆地航母"项目中飞行部 分——X3-F型eVTOL的适航专用条件公开征求意见。 在低空经济加速落地的背景下，孚能科技近年来积极布局eVTOL电池市场，并已向该领域客户供应 其第二代半固态电池。这款电池能量密度高达330Wh/kg，快充能力超过3C，循环寿命超4000次， 并能在-20℃环境下保持90%的放电能力，已完成设计验证（DV）和产品验证（PV）测试，进入小 批量量产推进阶段。 国内市场中，孚能此前已获得上海时的、零重力等国内企业的定点，并与吉利旗下沃飞长空达成战 略合作。 同时，孚能科技在海外eVTOL领域也占据先发优势。2023年，该公司向一家领先的美国客户交付了 电池，产品能量密度为285Wh/kg，支持最高时速320公里、巡航里程25 ...