凤凰网财经讯 8月25日，三大指数集体高开，沪指高开0.59%，深成指高开1.03%，创业板指高开 1.41%，算力芯片、CPO、华为昇腾等板块指数涨幅居前。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 张幅% | | 涨跌 涨跌家数 涨速% | | 总手 | 现手 金额 | | 上证指数 | 3848.16 | 0.59 | 22.40 | 1508/434 | -0.02 | 845 / | 845万 145.51亿 | | 深证成指 | 12291.12 | 1.03 | 125.06 | 1886/571 | 0.11 | 1055万 | 1055万 174.87亿 | | 北证50 | 1608.69 | 0.53 | 8.41 | 203/52 | 0.39 | 10.2万 | 10.2万 2.97亿 | | 创业板指 | 2720.28 | 1.41 | 37.73 | 924/308 | 0.07 | 297 万 | 297万 75.33亿 | 机构观点： ...

Core Viewpoint - Guoxuan High-Tech has officially initiated the design work for the mass production line of its first-generation all-solid-state battery, indicating an acceleration in its research and development in the solid-state battery field [1]. Group 1 - Guoxuan High-Tech's all-solid-state battery technology is considered a significant direction for the next generation of power batteries [1]. - Jinshi Battery has entered the pilot production stage, showcasing progress in the solid-state battery sector [1].

Group 1 - The core point of the article is that Guoxuan High-Tech has announced that its Jinshi battery is in the pilot production stage and has officially started the design work for the first-generation all-solid-state battery production line [1]

Group 1 - The core viewpoint is that Ningde Times' listing in Hong Kong aims to support overseas capacity construction, particularly the Hungary factory project, and accelerate global strategic layout, potentially leading to a wave of listings in Hong Kong for domestic battery companies [1] - Recent breakthroughs in solid-state battery technology are highlighted, with BMW's first electric vehicle equipped with all-solid-state batteries (ASSB) undergoing testing, utilizing a battery developed by Solid Power [1] - Guoxuan High-Tech's solid-state battery, "Jinshi Battery," has achieved an energy density of 350Wh/kg and a cycle life exceeding 3000 times, with costs expected to be lower than traditional liquid batteries [1] Group 2 - The battery sector's valuation has reached historical lows since the high adjustments in 2021, with the latest PE-TTM of the CSI Battery Index at 24.98, below 85% of the time in the past decade [2] - Ningde Times' recent listing in Hong Kong saw a significant increase of 16%, positively impacting the entire battery sector, with the battery ETF rising over 1.8% [3] - There are clear signals of profit recovery in the battery sector, with a projected 21% year-on-year growth in net profit for CSI Battery Index constituents in Q1 2025, and Ningde Times reporting a net profit of 13.96 billion yuan, a growth of over 30% year-on-year [5] Group 3 - The technology breakthrough in solid-state batteries is considered the main driving force for the battery sector, with companies that succeed in this technology likely to dominate the market [6] - The battery ETF (561910) has diversified investments in leading battery companies, with nearly 40% of its holdings in solid-state battery concept stocks, making it suitable for the current phase of industry breakthroughs [6]

Domestic News - In April, the production of new energy vehicles and charging piles increased by 38.9% and 43.1% respectively [4] - The Buick Envision family is set to roll out its 1.8 millionth vehicle on May 23, achieving a sales growth of 100,000 units in just six months [5] - Equation Leopard announced the delivery of 100,000 vehicles in 18 months, ranking among the top three new force brands for fastest delivery [6] - GAC Haobo launched a mobile service vehicle for trial operation, providing on-site maintenance services for eligible vehicle owners in Beijing and Guangzhou [7] - Chery established a smart technology company with a registered capital of 1.28 billion yuan, enhancing its innovation capabilities in the new energy and smart travel sectors [8] - Changan Automobile Group founded a lightweight technology company with a registered capital of 550 million yuan, focusing on energy management and new energy vehicle sales [10] - Guoxuan High-Tech's G-Yuan solid-state battery has gained recognition from major domestic and international automakers, offering solutions for long-range and high-safety electric vehicles [11] - Guoxin Technology partnered with Aptiv to promote the localization of core automotive chips, enhancing the domestic automotive electronics landscape [12] International News - North America's Q2 automotive production is expected to decrease by approximately 126,000 units due to tariffs [13] - The Ontario provincial government in Canada plans to invest an additional 73 million CAD over the next four years to support the local electric vehicle and battery supply chain [14] - Tata Motors has deployed its first 10 TATA.ev MegaCharger supercharging stations in India, with plans to build up to 500 stations nationwide [15] - Waymo received approval to expand its autonomous taxi services in the San Francisco Bay Area, enhancing its operational footprint [16] Commercial Vehicles - The world's first sodium-ion power battery for commercial vehicles passed rigorous testing, demonstrating significant performance capabilities [18] - Beiqi Foton delivered 300 Truck Mate micro trucks to Nigeria, expanding its market presence in Africa [20] - Feiyue Automobile held a launch event for its new energy product line, showcasing various models designed for green logistics [21] - Suzhou Jinlong's autonomous bus service is set to launch in Yangcheng Shugu, offering free trial rides to the public [22]

Group 1: Industry Overview - The electric vehicle (EV) battery industry is experiencing a competitive race focused on increasing battery energy density [1][2] - Solid-state batteries are highlighted for their advantages in safety and energy density compared to traditional liquid batteries, potentially alleviating consumer range anxiety [2][3] Group 2: Company Developments - Guoxuan High-Tech (002074) has launched multiple new battery products, including the "Gyan Solid-State Battery" with an energy density of 300Wh/kg, enabling electric sedans to achieve a range of 1000 kilometers [1] - Guoxuan High-Tech plans to establish a production line with an annual capacity of approximately 12GWh for solid-state batteries [1] - The "Jinshi Battery," developed by Guoxuan High-Tech, has seen a 150% increase in single-cell capacity after a year of extreme testing [1] Group 3: Competitor Innovations - Delong Automotive Parts Co., Ltd. (300473) has developed a solid-state battery sample with an energy density of 260Wh/kg and aims for a next-generation product with a target of 400Wh/kg [2] - Jiangxi Ganfeng Lithium Co., Ltd. has developed a second-generation hybrid solid-state lithium battery with an energy density of 420Wh/kg and a cycle life exceeding 700 times, along with a sample reaching 500Wh/kg [2] Group 4: Market Insights - The widespread adoption of solid-state battery technology could significantly enhance the range of electric vehicles, addressing consumer concerns about mileage [2] - Solid-state batteries are designed with safety features, such as Guoxuan High-Tech's "nano-level bulletproof" design, which can withstand punctures without catching fire or exploding [2] - Despite advancements, the high production costs of solid-state batteries remain a significant barrier to large-scale commercialization [3] - Future improvements in production technology and scaling may lead to reduced costs for solid-state batteries, potentially making them competitive with traditional liquid lithium batteries [3]

编号：2025-003 投 资 者 关 系 活 动 类 别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □一对一沟通 □券商策略会 ■其他__投资者电话交流会__ 参 与 单 位 名 称 及 人 员姓名 与会投资者约 300 人 时 间 2025 年 5 月 19 日 15:00-16:00 地 点 电话交流会 上 市 公 司 接待人员 董事会秘书：汪泉 首席科学家：朱星宝 博士 全固态电池研发负责人：潘瑞军 博士 证券事务代表兼 IR 总监：徐国宏 博士 投资者关 系活动主 要内容介 绍 1、G 垣准固态电池优势？ G 垣准固态电池以 300Wh/kg 的能量密度，成功将纯电轿车的续航 里程提升至 1000 公里以上，突破了续航与安全难以兼顾的行业瓶颈。其 通过多项严苛的安全测试，即使在 3mm 钢针穿刺的情况下，也能保持"不 起火、不爆炸"的绝对安全。同时，独创闭孔固态电解质、自适应固固 界面以及氧气三重防护技术，保障电池全生命周期稳定高效运行。目前， 公司已规划建设 12GWh 准固态电池产线，搭载 G 垣准固态电池的"001" 号样车总里程已经超过一万 ...

Core Viewpoint - The solid-state battery industry faces significant challenges in commercialization, including immature supply chains, higher costs compared to lithium batteries, and reliance on imported key materials [1][5][6] Group 1: Industry Developments - Recent events have catalyzed interest in solid-state batteries, with companies like Better Ray (贝特瑞) launching new materials and Guoxuan High-Tech (国轩高科) expected to unveil new products at an upcoming conference [1][2] - Institutional investors have been actively visiting companies in the solid-state battery supply chain, with many firms projecting 2027 as the timeline for mass production [1][3] Group 2: Production and Technology - Battery manufacturers generally anticipate 2027 for the scale-up of solid-state battery production, with companies like CATL (宁德时代) and Guoxuan High-Tech aiming for small batch production and testing by that year [3][4] - The solid-state battery production cost is projected to decrease significantly but will still be five times higher than conventional lithium-ion batteries, with S&P forecasting a cost of USD 500/kWh by 2025 [5][6] Group 3: Market Dynamics - The solid-state battery sector is currently divided into two camps: those pursuing semi-solid-state solutions aiming for mass production within two years, and those committed to all-solid-state technologies targeting the post-2027 market [5][6] - The materials segment is still in a phase of multiple technological approaches, with no single method demonstrating a clear cost or efficiency advantage [5][6] Group 4: Future Outlook - Analysts predict that by 2025, there will be batch deliveries of semi-solid-state batteries and accelerated development of all-solid-state solutions, with the automotive industry entering a competitive phase [7]

负极材料厂商贝特瑞将在5月13日召开"未来能量引擎"发布会，发布会海报信息显示，贝特瑞新品除了 可用于汽车之外，还可用于人形机器人及飞行器等。记者从业内人士处获悉，贝特瑞此次发布的新品或 与固态电池相关。4月23日，在2024年度业绩说明会上，贝特瑞方面称，在固态电池材料领域，公司布 局了氧化物固体电解质、聚合物固体电解质和硫化物固态电解质三大技术路线，目前相关产品的开发取 得了不错的进展，部分产品已经应用到客户的半固态电池中。 固态电池又火了！ 电池厂商国轩高科将在本周举办2025全球科技大会，记者获悉，此次大会的主题之一就是固态电池。在 今年3月举办的2025中国电动汽车百人会论坛上，国轩高科首席科学家朱星宝也曾表示，国轩高科将于5 月17日发布全新高安全固态电池，能量密度为300Wh/kg。国轩高科在2022年发布首款半固态电池，能 量密度360Wh/kg，续航达到1000公里。2024年5月，国轩高科发布了首款全固态电池产品"金石电池"， 可以实现350Wh/kg的能量密度，PACK能量密度达到280Wh/kg，续航里程1000公里。 5月12日，第一财经记者从多方信息获悉，本周将有多家电池产业链公司 ...

证券代码：002074 证券简称：国轩高科 国轩高科股份有限公司 投资者关系活动记录表 编号：2025-002 投 资 者 关 系 活 动 类 别 □特定对象调研 □分析师会议 □媒体采访 ☑业绩说明会 □新闻发布会 □路演活动 □现场参观 □一对一沟通 □券商策略会 □其他______ 参 与 单 位 名 称 及 人 员姓名 参与国轩高科 2024 年度网上业绩说明会的广大投资者 时 间 2025 年 5 月 8 日 15:00-17:00 地 点 深圳证券交易所互动易平台"云访谈"栏目 上 市 公 司 接待人员 董事长兼总经理：李缜 董事会秘书：汪泉 财务负责人：张一飞 独立董事：王枫 投资者关 系活动主 要内容介 绍 1、公司如何确保电池的安全性，避免因电池故障导致的安全事故？ 您好，公司始终将电池安全作为核心准则，通过以下多维度举措， 构建起全方位、多层次的安全保障体系：1、技术创新驱动安全升级，持 续优化电池材料体系与结构设计，确保电池产品的安全；2、成熟完善的 产品开发与质量管理体系进行全流程管控，从材料筛选、电芯设计到系 统集成均实施严苛的安全标准，严格按照国标/企标要求分别对电芯/模组 /整包 ...