【DT新材料】 获悉，11月12日， 宁德时代 董事长曾毓群近日发声，谈及全固态电池，以及宁德时代与京东、广汽集团推出的"国民好车"埃安UT super等热点事 项。以及宁德时代正在从四个维度持续探索新的增长空间，包括技术突破、场景拓展、模式创新、零碳生态。 "在材料与结构创新上，我们持续深耕。"曾毓群介绍称， 宁德时代目前量产的第四代磷酸铁锂电池 ，在高比能、长寿命、高功率方面，领先行业主流的第二代、 第三代产品。曾毓群表示，在此基础上， 宁德时代的第五代产品在近期开始量产，在能量密度和循环寿命上实现新的突破。 同时，曾毓群谈及全固态电池。他表示："在全固态电池方面，我们的研究和产业化进度处于全球前列。" 此前，宁德时代接受机构调研称，目前，固态电池行业 的科学问题已经基本解决，但距离供应链等商业化还有一段距离，预计2027年有望实现小批量生产。 近期，多名产业链人士向记者表示，未来，全固态电池将会更多应用于深空、深海、深地等领域，与现有的液态电池、半固态电池将长期共存。 在低空出行领域， 搭载宁德时代电池的 两吨级eVTOL（电动垂直起降飞行器），已在复杂环境下完成多次飞行验证，取得TC（型号合格证）、P ...

Core Insights - The 2025 World Power Battery Conference held in Yibin, Sichuan, showcased 180 signed projects with a total value of 86.13 billion yuan, focusing on key areas in green energy such as power batteries and new energy vehicles [1] - China's power battery industry has seen significant growth, with production increasing from 83.4 GWh in 2020 to over 1000 GWh by 2024, representing a growth of over 10 times [1] - The industry is expanding into new applications such as energy storage and low-altitude economy, driven by technological innovation and global collaboration [2][3] Industry Growth and Market Dynamics - China's power battery industry has improved its global competitiveness, with six Chinese companies in the top ten global power battery manufacturers, holding over 60% market share [2] - In the first three quarters of this year, the cumulative installed capacity of power batteries reached 493.9 GWh, a year-on-year increase of 42.5% [2] - The energy storage sector is emerging as a new growth engine, with domestic lithium battery shipments expected to reach 580 GWh in 2025 [2] Technological Innovations - Companies like GCL are collaborating with tech giants to develop energy models and infrastructure, focusing on distributed energy and virtual power plants [3] - CATL has introduced a fourth-generation lithium iron phosphate battery, leading in energy density and lifespan, and is also producing sodium-ion batteries to reduce reliance on lithium [5] - The industry is witnessing advancements in semi-solid and solid-state batteries, with expectations for commercial viability in the coming years [6][5] Sustainability and Recycling - The recycling of power batteries is becoming crucial for resource stability and environmental protection, with calls for a comprehensive lifecycle management system [7] - The industry is integrating recycling into its operations, enhancing the sustainability of the supply chain and expanding the application of recycled materials [7] Global Integration and Future Outlook - China's power battery industry is deeply integrating into the global supply chain, supplying about 70% of battery materials and over 60% of power batteries globally [8][9] - The export volume of power batteries reached approximately 130 GWh in the first three quarters, marking a year-on-year increase of 32.7% [8] - Future strategies emphasize technological innovation, green development, and international cooperation to strengthen the industry's position as a pillar of the national economy [9]

11月12日至13日，以"新视野·新生态·新机遇"为主题的2025世界动力电池大会在四川宜宾国际展览中心 举行，低空飞行器、电动船舶等创新产品引人驻足。本次大会共签约项目180个，总金额达861.3亿元， 涵盖动力电池、新型储能、光伏、智能网联新能源汽车等绿色新能源关键领域，展现出强劲的产业集聚 效应与发展动能。 随着新能源汽车产业的快速发展，我国动力电池产业在市场规模、技术创新以及配套体系等多方面取得 积极成效。工业和信息化部数据显示，我国动力电池产量从2020年的83.4GWh增长至2024年的超过 1000GWh，几年间增长逾10倍。 接受《证券日报》记者采访的多位业内人士表示，近年来，我国动力电池产业在产销量和出口方面实现 大幅增长，不仅筑牢了新能源汽车发展的核心优势，更在新型储能、低空经济等多元场景中开辟新赛 道。动力电池产业正以技术创新为钥、以全球协同为翼，叩响未来能源革命的大门。 市场增量空间巨大 近年来，我国动力电池产业集中度与全球竞争力显著提升。在全球动力电池装车量排名前十的企业中， 中国企业稳占六席，合计市场份额超过60%。今年前三季度，我国动力电池产业延续增长态势，累计装 车量达493. ...

11月13日，A股各大指数集体上涨，个股涨多跌少。其中，福建板块大幅拉升，厦工股份、龙洲股份直线涨停，平潭 发展、宁德时代、金龙汽车等纷纷跟涨。午后，合兴包装也大幅异动，该股从拉升动作开始，至涨停板，用时仅2分 钟。截至下午收盘时，福建板块涨停的个股多达12只。 存储芯片概念股今日也集体走强，天奥电子、诚邦股份等多股涨停；佰维存储盘中一度大涨超19%，股价再创历史新 高。有分析指出，DRAM与NAND供给紧张，价格持续上行，存储芯片产业正迎来结构性繁荣期。 福建板块再度异动 在高位横盘近10个交易日后，福建板块今日（11月13日）再度迎来大涨行情，通达信福建板块指数涨幅接近4%，创出 历史新高。 个股方面，开盘10分钟内，厦工股份、龙洲股份就被资金直线拉升至涨停板；下午13时16分，合兴包装也直线拉升， 至13时18分，该股封死涨停板；紧随其后，海欣食品也在10分钟内拉升至涨停板。 | l | 分时 1分钟 5分钟 15分钟 30分钟 60分钟 更多 > | 莞价 叠加 重播 统计 | | 画线 F10 标记 +自选 返回 | | 厦工股份 600815 | | | 工程机械 | | --- | --- | ...

Group 1: Investment Rating - Not provided Group 2: Core Viewpoints - The short - term price of lithium carbonate futures is expected to fluctuate, and it is still bullish in the medium term. The short - term basis still has regression pressure, but considering the strong spot demand and continuous inventory reduction, the callback space of futures prices is also limited [8] Group 3: Summary by Directory 1. Market Review and Operation Suggestions - Lithium carbonate futures fluctuated. The selling sentiment in the A - share market and polysilicon was transmitted to lithium carbonate during the day, causing the futures price to fall to around 85,000 and then rebound at the end of the session. The total open interest increased by 11,156 lots, indicating strong capital entry willingness. The spot price of lithium carbonate rose by 1,000 to 83,300, and the basis has regressed. The prices of 6F, Australian ore, mica, ternary materials, and lithium iron phosphate all increased, and the price increase in the industrial chain continued, but the upward trend of electrolyte slowed down [8] 2. Industry News - Core Lithium optimized the mining plan for the Grants deposit in its Finniss lithium project, reducing pre - production capital expenditure by 35 - 45 million Australian dollars and advancing the production time of the first batch of ore. The ore reserves increased by 33% to 1.53 million tons, and the contained lithium oxide metal increased by 44% [11] - CATL's Chairman and CEO Zeng Yuqun said that the mass - produced fourth - generation lithium iron phosphate battery leads the mainstream second - and third - generation products in the industry, and the fifth - generation product has begun mass production, achieving new breakthroughs in energy density and cycle life [11] - The Jiangxi Natural Resources Department publicized the evaluation report of the mining right transfer income of the Jianxiawo lithium mine. According to the evaluation results, CATL may need to pay an additional 177 million yuan [12]

11月12日，2025世界动力电池大会在四川宜宾开幕，大会签约项目180个，总金额达861.3亿元，涵盖动 力电池、新型储能、光伏、智能网联新能源汽车等绿色新能源领域，展现出强劲的产业集聚效应与发展 动能。宁德时代董事长曾毓群在2025世界动力电池大会上表示，目前量产的第四代磷酸铁锂电池，在高 比能、长寿命、高功率方面，全面领先行业主流的第二代、第三代产品。在此基础上，近期第五代产品 已经开始量产，在能量密度和循环寿命上实现了新的突破。 政策面方面，11月12日，国家能源局发布《关于促进新能源集成融合发展的指导意见》（以下简称《指 导意见》）提出，到2030年，集成融合发展成为新能源发展的重要方式，新能源可靠替代水平明显增 强，市场竞争力显著提升，有力支撑经济社会发展全面绿色转型，为加快中国式现代化建设提供更加安 全可靠的绿色能源保障。 此前，国务院发布《碳达峰碳中和的中国行动》白皮书，强调大力发展风电等可再生能源，推进新型能 源体系和新型电力系统建设。山西证券认为，该政策将进一步强化清洁能源发展预期，带动储能配套需 求增长，从而拉动锂电池在发电侧和电网侧的应用拓展。与此同时，六氟磷酸锂作为电解液核心原料， ...

多位接受上证报记者采访的参会嘉宾表示，《中共中央关于制定国民经济和社会发展第十五个五年规划 的建议》提出加快新能源、新材料、航空航天、低空经济等战略性新兴产业集群发展，为未来五年发展 新质生产力擘画了蓝图、指明了方向。与此同时，人工智能新技术、车电分离新模式、车能融合新业态 等，也为动力电池的产业创新带来了新机遇。 技术引领 动力电池迈入高品质时代 中国科学技术协会主席万钢在本次大会致辞时表示，作为新能源、新材料等新兴产业融合发展的重要载 体，动力电池产业已经成为新质生产力的典型代表。 从无到有再到优，近年来我国动力电池产业发展势头迅猛，产业规模已经连续8年稳居世界第一。统计 数据显示，今年前三季度，中国动力电池的销量达到了786GWh，出口量超过了129GWh，同比分别增 长48.9%和32.7%。 2025世界动力电池大会现场 ◎记者 李少鹏 "我们量产的第四代磷酸铁锂电池，在高比能、长寿命、高功率方面，全面领先行业主流的第二代、第 三代产品。在此基础上，我们的第五代产品近期已经开始量产，在能量密度和循环寿命上实现了新突 破。"宁德时代董事长曾毓群说。 11月12日，2025世界动力电池大会在四川宜宾举行 ...

首先是技术突破，打开性能与品质的上限。宁德时代已布局多元前沿电池技术：量产的第四代磷酸铁锂 电池，在高比能、长寿命、高功率方面，全面领先行业主流的第二代、第三代产品；三元体系凭借领先 性能，在宁德时代麒麟、骁遥等电池中广泛应用；钠离子电池大幅降低锂资源依赖，提升安全性与低温 性能，有利于北方高纬度地区新能源车普及；骁遥"双核"电池支持多材料体系自由组合，实现电池"定 制化"；全固态电池研究和产业化进度也处于行业前列。 其次，只有拓展更多使用场景，才能形成真正的"全域增量"。宁德时代正将电池应用从乘用车延伸至商 用车、电动船舶、电动飞机等领域。在商用车领域，新能源重卡渗透率创下历史新高，宁德时代天行电 池已成为纯电重卡首选，针对矿区、工程机械等高强度工况，推出了专用高强度版本；在电动船舶领 域，搭载宁德时代电池的各类船只已近900艘；在低空出行领域，两吨级eVTOL已在复杂环境下完成多 次飞行验证，已经取得TC（型号合格证）、PC（生产许可证）、AC（单机适航证），正在取得OC （运营合格证），展示了电能驱动的全新可能。 模式创新将释放能源服务新价值。曾毓群介绍，宁德时代正在推动"车电分离"的换电模式，让电池从 ...

【导读】宁德时代董事长曾毓群最新发声，提及全固态电池、"国民好车" 中国基金报记者 邱德坤 11月12日，宁德时代董事长曾毓群在2025世界动力电池大会上发声，谈及全固态电池，以及宁德时代与京东、广汽集团推出的"国民好车"埃安UT super等 热点事项。 来源：宁德时代 截至11月12日收盘，宁德时代A股股价报386.38元/股，涨幅达0.2%，总市值为1.78万亿元。 透露多款电池产品进展 回应全固态电池 "在材料与结构创新上，我们持续深耕。"曾毓群介绍称，宁德时代目前量产的第四代磷酸铁锂电池，在高比能、长寿命、高功率方面，领先行业主流的第 二代、第三代产品。 曾毓群表示，在此基础上，宁德时代的第五代产品在近期开始量产，在能量密度和循环寿命上实现新的突破。 同时，曾毓群谈及全固态电池。他表示："在全固态电池方面，我们的研究和产业化进度处于全球前列。" 目前，市场认为的固态电池包括半固态电池和全固态电池，其中半固态电池的结构与液态电池一样，是走向全固态电池的过渡性产品。 同时，曾毓群提及宁德时代正在从四个维度持续探索新的增长空间，包括技术突破、场景拓展、模式创新、零碳生态。 探寻模式创新与场景拓展 "技术创 ...

Core Viewpoint - The chairman of CATL, Zeng Yuqun, emphasized the company's advancements in solid-state batteries and the launch of the "National Good Car" Aion UT super in collaboration with JD and GAC Group at the 2025 World Power Battery Conference [2][4]. Group 1: Battery Technology Advancements - CATL is exploring new growth areas through four dimensions: technological breakthroughs, scenario expansion, model innovation, and zero-carbon ecology [4]. - The company has successfully mass-produced its fourth-generation lithium iron phosphate battery, which leads the industry in high energy density, long lifespan, and high power compared to second and third-generation products [8]. - The fifth-generation product has recently begun mass production, achieving new breakthroughs in energy density and cycle life [9]. - CATL's research and industrialization progress in solid-state batteries is among the global leaders, with over ten years of R&D investment [10]. Group 2: Solid-State Battery Development - The solid-state battery sector is seen as a transitional phase with semi-solid batteries leading to full solid-state solutions [10]. - The scientific challenges in the solid-state battery industry are largely resolved, but commercial supply chain issues remain, with small-scale production expected by 2027 [10]. - Future applications of solid-state batteries are anticipated in deep space, deep sea, and deep earth, coexisting with existing liquid and semi-solid batteries [10]. Group 3: Innovative Business Models - CATL is promoting a battery-as-a-service model through its "battery swapping" initiative, transforming batteries from products into services [12]. - The "Chocolate Battery Swapping Alliance" currently covers 45 cities, with plans to establish 1,000 swapping stations by the end of 2025 [12]. - The Aion UT super integrates CATL's battery technology and swapping ecosystem, with a battery rental purchase price of 49,900 yuan [13]. Group 4: Ecosystem Development - CATL is actively building a battery swapping ecosystem, which is compatible with solid-state batteries, allowing users to access cutting-edge technology [14]. - The company is involved in pioneering projects such as the first pure electric passenger ship and the first cargo ship battery swapping project in the country [14]. - The development of the new energy industry is transitioning from rapid growth to high-quality development, indicating a broader and more systematic growth era ahead [14].