2025上海车展上周开幕，众多车企密集发布新产品、新技术。那么，除了新车，行业内还有哪些信息值得关注？ 实现新突破 宁德时代发布3款电池新品 安全性能方面，华为全液冷兆瓦级超充采用浸没式液冷技术，使用寿命达10年，有效解决高功率充电时的热失控问题，并能在-30℃至60℃的极端环境 下稳定运行。此外，该超充系统搭载自主研发的SiC芯片，能量密度是传统硅基器件的3倍，配合智能功率分配算法，可动态调节输出功率，避免对电网造成 冲击。 4月21日，宁德时代发布三款动力电池产品——钠新乘用车动力电池、骁遥双核电池、第二代神行超充电池，以及一款蓄电池产品——钠新24V重卡启 驻一体蓄电池。 钠新电池包含两类产品，分别是钠新乘用车动力电池和钠新24V重卡启驻一体蓄电池，均可实现零下40℃至零上70℃的全温域适配。据介绍，钠新乘用 车电池在零下40℃的环境下，仍能保持90%的可用电量。在仅剩10%SOC（剩余电量）的极端状态下，钠新乘用车电池仍可做到零下40℃整车动力基本不衰 减。该电池的能量密度达175Wh/kg，支持峰值5C的充电速率和500公里续航，实现超1万个循环的寿命，同时大幅降低维护成本。 骁遥双核电池是宁德时代 ...

"新造车"时代，汽车产业链的角色正悄然转变。在2025上海车展上，除汽车科技及供应链展区的面积占 比升至近1/3外，23家供应商更"闯"入整车馆，相比2021年上海车展增长16家。同时，首次集体登场的 跨国供应链，也让本届车展充满全球竞速的味道。 智能驾驶、动力电池、智能座舱等已成为汽车行业转型的重要抓手。从幕后到台前，一众动力电池、智 能驾驶等供应商，未来将在造车领域扮演更加重要的角色。 随着车企与电动化、智能化解决方案供应商深度捆绑，各供应商也希望通过上海车展寻找更多合作机 会。 据2025上海车展组委会相关人士介绍，索尼、英特尔、Momenta、杜比实验室、萨玛、3M、Mobileye 等近50家国际知名企业都是首次亮相本届上海车展。中国汽车工业协会常务副会长付炳锋表示，科技公 司及供应链参展企业在上海车展的数量明显增多，智能网联新能源时代科技与汽车的深度融合进一步加 速。 据了解，2025上海车展期间，动力电池巨头宁德时代发布钠新乘用车动力电池、骁遥双核电池、第二代 神行超充电池，以及钠新24V重卡启驻一体蓄电池。其中，骁遥双核电池是宁德时代双核架构、自生成 负极技术深度融合的产品。宁德时代相关人士表 ...

宁德时代超级科技日——12C超充、钠电技术 &产业趋势点评 五矿证券研究所 新能源行业 分析师：张鹏 登记编码：S0950523070001 邮箱：zhangpeng1@wkzq.com.cn 联系方式：18373169614 联系人：吴依凡 邮箱：wuyf3@wkzq.com.cn 证券研究报告|行业点评 2025/04/28 | 电气设备行业 | | | --- | --- | | 投资评级 | 看好 | 事件描述 2025年4月21日，宁德时代（CATL）在上海举办"边界觉醒"超级科技日技术发布会，公布了系列新产品与新技术。 事件点评 1.宁德时代本次超级科技日主要发布了4款新产品和2项新技术。新产品方面，主要发布（1）二代神行超充电池：全球首款兼具800km续航和峰值12C超充的磷酸铁 锂电池；（2）钠新24V重卡启驻一体蓄电池：-40℃正常启驻，8年寿命，计划2025年6月正式量产。（3）钠新乘用车动力电池：全球首个大规模量产钠离子动力 电池，混动车纯电续航>200km,纯电车续航>500km，计划2025年12月量产。（4）骁遥双核电池：可实现跨体系、跨电量、跨电压的双核电池系统。新技术方面 ，主 ...

Group 1: Industry Insights - CATL launched sodium-ion and dual-core batteries, with the sodium-ion battery expected to reduce lifecycle costs by 61% compared to traditional lead-acid batteries[11] - The lithium battery industry on the Beijing Stock Exchange has 17 companies with a total market capitalization of 67.028 billion yuan as of April 25, 2025[21] - Naconor achieved a revenue of 1.054 billion yuan in 2024, representing a year-on-year growth of 11.42%, and a net profit of 162 million yuan, up 30.69%[24] Group 2: Market Performance - Five major industries, including high-end equipment and information technology, experienced average declines of -3.28% to -4.50% in the week of April 21 to April 25, 2025[27] - The median P/E ratio for the automotive industry increased to 35.7X, while the median for the information technology sector decreased to 74.3X[41] - The total market capitalization of 148 companies in the technology sector decreased from 427.983 billion yuan to 417.134 billion yuan during the same period[44] Group 3: Financial Performance of High-Growth Companies - BiKang Instruments reported a Q1 2025 revenue increase of 19.07% and a net profit increase of 44.91%[64] - LiJia Technology achieved a net profit growth of 64.13% in 2024, with total revenue of 382 million yuan[64] - Jianbang Technology reported a Q1 2025 revenue growth of 22.51% and a net profit increase of 49.72%[66] Group 4: Risk Factors - Risks include macroeconomic fluctuations, market competition, and data statistical errors[67]

Group 1 - Ningde Times launched three new battery products including sodium-ion batteries and dual-core batteries, with the sodium-ion battery being the world's first large-scale production model [2][11] - The sodium-ion 24V heavy truck battery is set to begin mass production in June 2025, offering a lifespan exceeding 8 years and a total cost reduction of 61% compared to traditional lead-acid batteries [11][12] - The lithium battery industry chain within the Beijing Stock Exchange consists of 17 companies, with a total market capitalization of 67.028 billion yuan as of April 25, 2025 [21][24] Group 2 - The five major industries on the Beijing Stock Exchange experienced an average decline, with high-end equipment, information technology, chemical new materials, consumer services, and pharmaceutical biology showing average declines of -3.28%, -2.56%, -3.89%, -4.50%, and -3.81% respectively [3][27] - The automotive industry saw an increase in the median TTM price-to-earnings ratio, rising to 35.7X, while the overall market capitalization of 148 companies in the technology new industry decreased from 427.983 billion to 417.134 billion yuan [41][44][56] Group 3 - Several companies reported significant growth in Q1 2025, including BiKang Instruments with a revenue increase of 19.07% and a net profit increase of 44.91%, and Tonghui Electronics with a revenue increase of 23.84% and a net profit increase of 125.39% [5][64] - Nako Nor achieved a revenue of 1.054 billion yuan in 2024, reflecting an increase of 11.42%, and a net profit of 162 million yuan, up 30.69%, with a gross margin of 24.15% [24][26]

Group 1 - The core announcement from CATL's Super Technology Day includes the launch of three new battery products: sodium-ion passenger vehicle battery, Xiaoyao dual-core battery, and the second-generation Shenxing supercharging battery, along with a sodium-ion 24V heavy truck battery [2][3] - The Xiaoyao dual-core battery is described as a continuation of the AB battery technology introduced in 2020, allowing for the integration of two different battery chemistries within a single battery pack, enhancing performance and safety [3][4] - CATL's chairman emphasized that the dual-core to multi-core innovation will extend beyond passenger vehicles to electric buses, heavy trucks, aircraft, ships, and industrial applications, accelerating the industrialization of new energy across various scenarios [4] Group 2 - The sodium-ion battery technology has reached significant breakthroughs, addressing previous limitations in energy density, lifespan, safety, and cycling, thus facilitating the arrival of the multi-core era [5] - The first sodium-ion product, the sodium-ion 24V heavy truck battery, is set to begin mass production in June 2023, while the sodium-ion power battery will be launched in December 2023 [5] - The second-generation Shenxing supercharging battery can achieve over 520 kilometers of range with just 5 minutes of charging and has improved low-temperature performance, enhancing charging efficiency by 100% compared to current industry standards [5] Group 3 - CATL maintains a dominant position in the power battery sector, holding a market share of 37.9% as of the end of 2024, and has reported a revenue of 84.7 billion yuan and a net profit of 13.96 billion yuan for Q1 2025, reflecting a year-on-year growth of 32.9% [6] - The company is actively exploring a "second growth curve" in areas such as battery swapping, energy storage, and international markets to counteract the slowing growth in its core battery business [6][7] - In the energy storage sector, CATL achieved a sales volume of 93 GWh in 2024, with a market share of 36.5%, and its energy storage systems generated revenue of 57.29 billion yuan, surpassing power batteries as the primary profit contributor [8] Group 4 - CATL has signed a framework agreement with Sinopec to build a nationwide battery swapping network, aiming to establish at least 500 swapping stations by 2025, with a long-term goal of expanding to 10,000 stations [7] - The company is also pursuing international expansion through a secondary listing in Hong Kong, aiming to raise approximately 50 billion yuan to support overseas capacity expansion and international business development [8]

以下文章来源于财经涂鸦 ，作者公司情报专家 财经涂鸦 . 公司情报专家，关注账号获取一手情报 " 宁德时代2024年研发投入近200亿，为海外申请专利数最多的中国企业。 " 作者： 苏打 编辑：tuya 出品：财经涂鸦（ID：caijingtuya） "当下，' 低垂的果子 '几乎 已被摘完，接下来 的果实都 非常难 摘。宁德时代的核心价值观是 修己 、 达 人 、 奋斗 、 创新 ，这非常符合当下的时代特征。 " 公司情报专家《财经涂鸦》获悉， 4月21日，宁德时代在首个超级科技日发布 钠新乘用车动力电池、骁遥 双核电池、第二代神行超充电池三款动力电池产品 ，及一款蓄电池产品钠新 24V重卡启驻一体蓄电池 ， 开启新能源行业的 "多核时代"。 宁德时代董事长兼 CEO曾毓群表示，之所以要开启多核时代，源于宁德时代的长期积淀——1 0 年间，公 司研发投入总计超过 7 00 亿， 2024年 达到近 200亿 的 历史新高 ，成为 海外申请专利数最多的中国 企业 。截至目前，公司已 在宁德、溧阳、上海、厦门、香港以及德国慕尼黑设立了六大研发中心，研发人 员超过 20000人，其中21C创新实验室已成为全球能源 ...

【DT新材料】 获悉， 4月21日， 宁德时代 首个超级科技日重磅发布了三款动力电池产品—— 钠 新乘用车动力电池 、 骁遥双核电池 、 第二代神行超充电池 ，以及一款蓄电池产品—— 钠新 24V重卡启驻一体蓄电池 ，以颠覆式创新突破技术边界，开启新能源行业的多核时代！ 宁德时代钠新电池作为全球首款大规模量产的钠离子电池，打破了资源边界，夯实了新能源的基 础；骁遥双核电池开创了跨化学体系的全新设计，打破单一路线的技术边界，满足用户的定制化 需求；第二代神行超充电池凭借峰值12C充电倍率，再次刷新全球超充纪录。 （1）钠新电池 宁德时代钠新电池突破了材料本身的性能边界，首次将钠离子电池推向大规模量产，凭借钠的本征 安全和丰富储量，将有效降低对锂资源的依赖，夯实新能源的基础，推动能源利用从"单一资源依 赖"迈向"能量自由"。 钠新电池包含两类产品， 分别是钠新乘用车动力电池和钠新24V重卡启驻一体蓄电池，均可实现零 下40℃至零上70℃的全温域适配，重新定义了电池的极限温域。 其中，钠新乘用车电池可在零下 40℃的环境下，仍能保持90%的可用电量。在仅剩10%SOC（剩余电量）的极端状态下，钠新乘用 车电池仍可做 ...