每经AI快讯，振华新材1月9日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 将出现亏损，预计实现归属于母公司所有者的净利润-5亿元到-4亿元，与上年同期相比净利润亏损将减 少2770.63万元~1.28亿元，同比减亏幅度5.25%~24.2%。公司原有产品市场需求萎缩而新产品尚未形成 批量订单，产能利用率偏低，导致单位产品分摊的折旧、人工等固定成本相对较高，闲置产能停工损失 直接计入成本对整体利润形成较大压力。同时公司为保持技术领先优势并拓展新市场，公司持续加大研 发投入，除投向传统锂离子电池正极材料外，还有钠离子电池正极材料、固态电池材料等前沿技术领 域，研发费用同比上升。以上原因综合导致报告期业绩出现亏损。 每经头条（nbdtoutiao）——独家对话特斯拉FSD跨美第一人：4400公里"零接管"，手没碰过方向盘！作 为激光雷达销售员，他为何站队马斯克的"纯视觉"？ （记者 曾健辉） ...

（文章来源：证券日报） 证券日报网讯 1月5日，双环科技在互动平台回答投资者提问时表示，公司的钠离子电池正极材料中试 线目前正在调试，预计1月开车。 ...

人民财讯1月5日电，双环科技（000707）1月5日在互动平台回复称，当前钠离子电池正极材料中试线已 经在调试，预计1月开车。 ...

双环科技（000707.SZ）1月5日在投资者互动平台表示，当前钠离子电池正极材料中试线已经在调试， 预计1月开车。 每经AI快讯，有投资者在投资者互动平台提问：问一下有没有完成本月底钠离子电池正极材料中试基 地建设项目进入开车调试阶段？ （记者 王晓波） ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：问一下公司钠离子电池正极材料中试基地建设项目是 否已经完成开车调试？ 双环科技（000707.SZ）1月5日在投资者互动平台表示，公司的钠离子电池正极材料中试线目前正在调 试，预计1月开车。 ...

每经AI快讯，有投资者在投资者互动平台提问：同兴皓升（宜宾）新能源科技有限公司一期年产1万吨 钠离子电池正极材料及配套设施项目备案获四川屏山县发改委批复，这个是真的吗？ 同兴科技（003027.SZ）12月29日在投资者互动平台表示，1万吨钠离子电池正极材料及配套设施项目的 项目备案已经获得批复。 （文章来源：每日经济新闻） ...

摘要 在动力电池年需求迈入TWh、储能市场持续翻倍的"第三轮扩产"周期中，供应链的稳定与协同价值已从竞争优势，升级为生存发展的战略必需。 锂电池行业正处在一个需求逻辑发生根本性转变的关键节点。 高工锂电董事长张小飞博士将当下定义为 "非同一般的行业周期"，其核心特征在于增长引擎的多元化 。 行业驱动力已从单一的电动汽车，强劲扩 展至 eVTOL 、船舶、工程机械及储能等广阔场景，标志着"第二波高增长"的全面启动。 这一判断基于确定性的数据预期。 一方面，动力电池年需求将于 2025 年首次突破 TWh 大关，并在未来十年保持近 3 倍的增势；另一方面，储能市场未来五年预计持续翻倍，正 从配套角色跃升为独立的产业主赛道。 长单潮锁定 "确定性" 结构件价值凸显 行业的这一共识已迅速转化为具体行动。 2025 年以来，头部电池企业掀起了一场锁定上游核心资源的"长单潮"，其范围之广、金额之大、绑定 之深，均属空前。 | 电池 | 供应商 | 类别 | 核心内容 | | --- | --- | --- | --- | | | 嘉元科技 | 负极集流体(铜箔) | 2026-2028年,优先保障不 低于62.6万吨供应 ...

【DT新材料】获悉，来自钠电池企业钠科能源的信息显示，12月9日，该公司与南平市绿色产业投资基金有限公司（简称"南平绿色产业基金"）正式签署 股权投资协议，成功完成数千万元A轮战略融资。 钠科能源称，本轮融资将主要用于建设年产1GWh新型电池系统集成产线及年产1万吨高性能钠离子电池正极材料生产线，并配套建设研发中心，进一步 夯实钠科能源在钠电材料领域的产能布局与技术创新实力。 自2023年成立以来，已累计完成多轮融资。2023年获得国联金投致源天使轮投资；2024年7月完成Pre-A轮融资，由无锡润创私募基金管理有限公司独家投 资；2025年12月，公司进一步获得南平市绿色产业基金战略注资，融资金额达数千万元。 值得一提的是，在本次股权投资签约仪式上，钠科能源还与苏州雪珠商贸有限公司、泉州市好料联盟商贸有限公司就钠电启停产品签署了产品购销协议， 实现了资本引入与市场订单的双重突破。 资料显示，钠科能源专注于钠离子电池正极材料研发，已实现百吨级/年的规模化生产与销售，客户包括盘古新能源、青钠科技等头部企业，并获得数千 吨级订单。 ...

Group 1 - The 2026 Future Industry New Materials Expo (FINE) will feature six major exhibition areas focusing on common needs in future industries such as robotics, automotive, drones, data centers, aerospace, AI, and new energy [1] - The N3 Advanced Battery and Energy Materials Exhibition Area will concentrate on solid-state batteries, sodium batteries, perovskite, flow batteries, and capacitors [1] Group 2 - Sodium battery company Sodium Energy has successfully completed a strategic financing round of several million yuan with the signing of an equity investment agreement with Nanping Green Industry Investment Fund on December 9 [2] - The financing will primarily be used to establish a new battery system integration production line with an annual capacity of 1GWh and a production line for high-performance sodium-ion battery cathode materials with an annual capacity of 10,000 tons, along with a research and development center [2] - Sodium Energy has achieved large-scale production and sales of sodium-ion battery cathode materials at a scale of hundreds of tons per year, with clients including leading companies such as Pangu New Energy and Qingnan Technology [2]

Core Insights - Traditional companies are actively pursuing cross-industry collaborations to create new growth opportunities in emerging industries, driven by economic pressures and dual carbon goals [1][6] - Companies like Wuliangye and Ningde Times are signing strategic agreements to integrate traditional sectors with new energy technologies, aiming to build zero-carbon factories [1] - The trend of traditional companies entering the new energy sector is becoming more pronounced, with various firms leveraging their existing capabilities to enhance their competitive edge in high-growth areas [2][4] Cross-Industry Integration - Wuliangye Group and Ningde Times have signed a strategic cooperation agreement to deepen the integration of the liquor industry with new energy technology, focusing on project co-construction, capital collaboration, and supply chain integration [1] - Xue Tian Salt Industry is directly entering the new energy sector by acquiring a 41% stake in Meite New Materials, which specializes in lithium battery materials, indicating a strategic shift towards sodium battery materials [2] - Analysts suggest that traditional consumer companies have a potential foundation for entering high-growth sectors like new energy due to their accumulated manufacturing capabilities and supply chain management experience [1][2] Emerging Growth Opportunities - Companies that have previously engaged in cross-industry initiatives are beginning to see positive results, with Lianhua Holdings reporting a 75.32% year-on-year increase in revenue from its computing power services [3] - Huaren Power and Yueda Investment have established two new energy companies in Jiangsu, focusing on wind and solar power services, indicating a strategic pivot towards renewable energy [4] - Yueda Investment has shifted its business focus to new energy, new materials, and intelligent manufacturing, with its core growth areas now centered on energy storage and photovoltaics [4] New Production Capacity Development - In the context of the real estate industry's adjustment, several listed real estate companies are increasingly investing in new energy sectors, such as distributed photovoltaics and green energy in industrial parks [6] - Jiangxi Fengyuan Thermal Energy Co., established by Ganfeng Lithium and Sehon Real Estate, is entering the clean energy production sector, reflecting a commitment to technological innovation and sustainable development [6] - Wolong New Energy has announced an investment of 804 million yuan in a key energy storage project, marking a significant step in its strategic layout in the new energy sector [6][7]