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固态电池加速变革导入,新能源+AI是核心 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-08-04 01:56
光储产业链核心观点:中期底部将逐步确认 太平洋近日发布新能源+AI行业周报:固态电池加速在下游导入,宁德时代、孚能科技 等受益。1)奔驰 计划五年内量产固态电池版电动车,其与Factorial Energy、辉能科技 合作 研发的固态电池已进入车辆测试阶段。2)辉能科技全球首发第四 代超流化固体电解质,离 子导电率达57 mS/cm,是传统电解质的5-6 倍。 以下为研究报告摘要: 报告摘要 行业整体策略:固态电池加速变革导入,新能源+AI是核心 在目前大底部酝酿的技术变革有望奠定未来长期的格局,AI+、固态电池、可控核聚变 等是核心;机会可能从配套、材料、数据的改变开始,短期重视相关弹性公司;长期特斯 拉、宁德时代仍有望引领趋势。 新能源汽车产业链核心观点:中下游新周期已开启 1、固态电池加速在下游导入,宁德时代、孚能科技等受益。1)奔驰计划五年内量产固 态电池版电动车,其与Factorial Energy、辉能科技合作研发的固态电池已进入车辆测试阶 段。2)辉能科技全球首发第四代超流化固体电解质,离子导电率达57mS/cm,是传统电解 质的5-6倍。3)EVTEKER虔途01GT电摩首发,搭载11kWh全 ...
电新行业周报:高压架构驱动AIDC供电系统升级,电源结构持续转型-20250803
Western Securities· 2025-08-03 07:13
WESTERN 四部的手 行业周报 | 电力设备 高压架构驱动 AIDC 供电系统升级,电源结构持续转型 证券研究报告 2025 年 08 月 03 日 电新行业周报 20250728-20250803 · 核心结论 800V 高压架构驱动 AIDC 供电系统升级,柴发价值迎新一轮重估。英伟达 此前宣布将在 2027 年投产 800V 高压直流供电系统,引发产业链变革。核 心供应商英诺赛科业绩大幅增长。国内 AI 需求持续旺盛,大柴油发电机价 格年内涨幅或达 30%。在供电系统高压化趋势与 AI 算力需求双重驱动下, 柴发与配套零部件迎来新一轮景气周期。Al 数据中心推荐麦格米特,建议 关注联德股份、禾望电气、中恒电气、盛弘股份、欧陆通、潍柴重机。 上半年电源结构持续转型,山东、河南出台 136 号文及辅助服务新政策。本 周河南出台辅助服务细则,山东出台新能源机制电价竞价细则;上半年我国 新能源装机及发电量持续增高,电源结构持续向绿色能源转型;诺瓦聚变获 5 亿元天使轮融资,聚变领域招标超 9700 万元。我们持续推荐:思源电气、 神马电力、国能日新、南网科技、东方电子、东方电气,建议关注协鑫能科、 金杯电工 ...
4亿元固态电池材料大订单签约
DT新材料· 2025-08-02 16:04
产能方面 ,目前欣界能源已建成珠海生产基地(200MWh)。此外,去年5月21日,欣界能源还与 金坛经济开发区签约总投资约30亿元的新一代锂金属固态电池项目。项目计划今年分两期建设, 全 部达产后,将形成年产5GWh新一代锂金属固态电池产能。 产业化合作方面 ,2023年, 亿航智能 对欣界能源进行战略投资并达成合作;2024年11月,欣界 能源研发的氧化物陶瓷电解质固态电池"猎鹰"已搭载亿航智能代表性产品EH216-S,并完成试飞验 证。 目前,EH216-S已获得型号合格证TC、生产许可证PC、单机适航证AC和无人驾驶航空器运营合格 证(OC)"四证",产品将进入交付快车道。 据悉,欣界能源规划的首条GWh级别锂金属电池产线 预计于今年下半年投产,目标为亿航智能的订单进行交付。 钢电池 收流电池 键电池 环境治理 超级电容器 燃料电池 >>> 扫码注册参会《《 2025/12/09-11 × N 1 上海 新国际博览中心 The Ninth International Carbon Materials Conference & Exposition 新材料一站式科技服务平台 品牌传播、研究咨询、投资孵化 ...
每日速递|固态电池企业4亿元采购铜锂复合带
高工锂电· 2025-07-30 10:09
Event Announcement - The 2025 (15th) High-tech Lithium Battery Annual Conference will be held from November 18-20, 2025, at JW Marriott Hotel in Shenzhen [1] Battery Sector - Honeycomb Energy has successfully delivered its short-blade batteries to VinFast in Vietnam, providing core power support for the Limo Green model. The batteries utilize Honeycomb's innovative thermal composite stacking technology, offering higher energy density, safety, power, and long cycle life compared to traditional battery designs [2][3] Company Establishment - Jingmen Yiwei Comprehensive Energy Service Co., Ltd. was officially established on July 23, with a registered capital of 5 million yuan. The company will focus on energy storage technology services, battery leasing, and sales [4][5] IPO Progress - Shenzhen Hailei New Energy Co., Ltd. is preparing for an IPO on the Beijing Stock Exchange, focusing on lithium-ion battery research and production, particularly for light vehicle battery swapping and energy storage applications [6][7] Material Development - Zhejiang Qiyuan New Materials Co., Ltd. has received public notice for its project to produce 50 tons of new silicon-carbon anode materials, with an investment of 24.85 million yuan. This project is part of a broader strategy by its parent company, Zhejiang Xin'an Chemical Group, to develop an integrated lithium battery industry chain [8][9] Major Orders - Tian Tie Technology announced a 400 million yuan order for copper-lithium composite strips from Zhuhai Xinjie, with a total order quantity of 100 tons. This order is linked to the production of solid-state batteries [10][11][12] Equipment Development - Yifei Laser's lithium battery laser manufacturing equipment headquarters project has been completed, with a total investment of approximately 500 million yuan. The facility aims to enhance smart equipment manufacturing capabilities and support the development of advanced industries [13][14] International Collaboration - LG Energy Solution and Yahua Group are collaborating to build a lithium refining plant in Morocco, with an investment of 5.5 billion dirhams [15][16] Supply Contracts - LG Energy Solution has signed a significant contract worth 5.9442 trillion won (approximately 30.9 billion yuan) for lithium iron phosphate (LFP) batteries, which is expected to account for 23.2% of its projected sales for 2024. The contract may involve supplying batteries for Tesla's energy storage systems [17][18][19]
7月30日早间重要公告一览
Xi Niu Cai Jing· 2025-07-30 04:47
Group 1 - Tian Tie Technology's wholly-owned subsidiary signed a procurement order worth 400 million yuan with Zhuhai Xinjie Energy Technology [1] - Shenli Co., Ltd. announced the termination of a share transfer agreement due to the buyer's failure to pay [1] - *ST Tianwei expects a net profit of 30.06 million yuan for the first half of 2025, a significant increase compared to the previous year [2] Group 2 - Weisheng Information reported a net profit of 305 million yuan for the first half of 2025, up 12.24% year-on-year [3] - Fudan Microelectronics anticipates a net profit decline of 39.67% to 48.29% for the first half of 2025 [3] - Jinbei Electric achieved a net profit of 296 million yuan for the first half of 2025, a 7.46% increase year-on-year [4] Group 3 - Huaneng International reported a net profit of 9.262 billion yuan for the first half of 2025, a 24.26% increase year-on-year [4] - Quzhou Development is planning to issue shares to acquire assets, leading to a temporary stock suspension [4] - Huaye Fragrance's controlling shareholder plans to reduce their stake by up to 3% [5] Group 4 - Zhongbei Communication's subsidiary terminated a planned acquisition due to a lack of consensus on key issues [6] - Saiwei Electronics' major shareholder reduced their stake by 1.06% [7] - Suzhou Planning's shareholders plan to collectively reduce their stake by up to 4.5% [7] Group 5 - *ST King Kong received court approval for a new 100 million yuan debt during its pre-restructuring period [8] - Anche Detection's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [9] - Ruishun Technology's shareholders plan to reduce their stake by up to 3.0013% [11] Group 6 - Guanghuan New Network's controlling shareholder's associates plan to reduce their stake by up to 0.08% [13] - Shanghai Auto Parts' shareholders plan to reduce their stake by up to 1.75% [14] - Aosaikang's shareholder plans to reduce their stake by up to 1.48% [14] Group 7 - Edifier's director plans to reduce their stake by up to 850,810 shares [14] - Xintian Pharmaceutical elected a new chairman and vice chairman [15] - Sanbaisuo adjusted its investment plan to increase investment in its subsidiary in Vietnam by 20.52 million USD [17]