【掘金新质生产力，投资中国版"纳斯达克"】 作为硬科技宽基，双创龙头ETF（588330）标的指数50只成份股，不仅覆盖"易中天"，还包含"宁王"、"寒王"。盘面上，先导智能领涨超15%，"宁王"宁德时代跌近1%；"易中天"方面，中际 消息面上，固态电池板块的异动，主要源于近期利好消息的刺激，具体包括： ①8月29日，全球首款半固态电池电车全新MG4正式上市，起售价6.58万元，标志着半固态电池技术商业化迈出关键一步； ②近日宝马集团在慕尼黑启动了搭载大尺寸固态电池的BMW i7实车道路测试，预示该技术正向现实应用过渡； ③8月30日华中科技大学与东风汽车联合研究院首次会议签约六个科研项目，涵盖固态电池领域，规划从半固态过渡至全固态电池，能量密度目标达350Wh/kg至500Wh/kg。 分析人士指出，商业化落地和实车测试加速了技术产业化进程，提升了市场对未来应用的预期，利好板块整体估值。同时，联合研发项目强化了技术储备，推动产业链协同，有利于长线布局。 当前，科技行情拥挤了吗？据兴业证券统计，8月28日，TMT成交额占全部成交额的比例为40.8%。2025年年初Deepseek行情驱动时，占比最高达到46. ...

Core Viewpoint - The collaboration between BMW, Solid Power, and Umicore aims to advance solid-state battery technology, marking a significant step towards commercial application and industry transformation [1][2][3]. Group 1: Collaboration and Innovation - Solid-state batteries replace traditional liquid electrolytes with solid electrolytes, offering advantages in safety, efficiency, and energy density [2]. - Umicore is actively pushing the development of advanced cathode materials for next-generation battery cells through its partnership with Solid Power [2]. - The BMW i7 vehicle's testing with solid-state batteries represents a key outcome of this collaboration [2][3]. Group 2: Testing and Validation - BMW plays a crucial role in validating solid-state battery technology through real-world driving tests of the BMW i7 in Munich [3]. - The testing aims to comprehensively assess the performance of solid-state batteries in actual driving conditions [3]. - Umicore's strategy emphasizes early partnerships to drive sustainable and scalable applications in the solid-state battery market [3]. Group 3: Industry Leaders' Perspectives - Umicore's Vice President, Karena Cancilleri, highlights the potential of solid-state batteries to surpass traditional lithium-ion batteries, enhancing electric mobility's performance and sustainability [3]. - BMW's Vice President, Martin Schuster, underscores the importance of open technological thinking and collaboration in advancing new battery technologies [3]. - Solid Power's Vice President, Berislav Blizanac, expresses pride in contributing to the significant milestone of the BMW i7 testing vehicle powered by their solid-state battery technology [3].

Domestic News - Beijing will allocate 118,400 family new energy vehicle indicators on May 26, 2025, with a total of 340,172 valid applications for family indicators and 532,942 for personal indicators [5] - In the first four months, Shaanxi's automobile production reached 630,000 units, a year-on-year increase of 33.3%, with new energy vehicle production growing by 44.8% [6] - Dongfeng Motor and Huawei signed a comprehensive strategic cooperation agreement to enhance collaboration in automotive intelligence and digital transformation [7] - GAC Group officially entered the Brazilian market, launching five new energy models and planning to invest 60 billion Brazilian Reais (approximately 7.612 billion RMB) [8][9] - Lexus launched an official used car direct sales business, becoming the first brand to collaborate with the China Automobile Circulation Association [10] - Seres Group signed a memorandum of cooperation with TÜV Rheinland for long-term strategic collaboration in vehicle certification and quality management [11] - SAIC-GM-Wuling celebrated the global production of its 3 millionth new energy vehicle, with a significant market share in Indonesia [12] - CATL signed a strategic cooperation agreement with Suizhou to build a zero-carbon city, focusing on zero-carbon transportation and electric vehicle technology [14] International News - Malaysia's new car sales in April 2025 reached 60,527 units, a slight increase of 1% year-on-year, while total sales for the first four months fell by 5% [15] - Indonesia's new car sales in April 2025 were 51,205 units, marking a 5% increase year-on-year, although total sales for the first four months decreased by 3% [16] - Honda plans to strengthen hybrid vehicle production in its Indiana plant, with 60% of the 2024 production expected to be hybrid models [17] - BMW initiated road testing for its first vehicle equipped with solid-state batteries, marking a significant advancement in battery technology [19] Commercial Vehicles - Jiangling completed initial verification of unmanned logistics operations and launched new pure electric commercial vehicles [20] - Dongfeng Liuzhou's new generation of electric heavy trucks is nearing completion, focusing on modular architecture and performance improvements [21] - CATL and Shaanxi Heavy Duty Automobile signed a strategic cooperation agreement to develop battery swap technology for heavy trucks [22] - Geely's new electric hybrid pickup truck, named Radar King Kong EM-P, is set to launch soon, featuring advanced performance enhancements [24]

新浪科技讯 5月23日下午消息，近日，宝马集团宣布全球首辆搭载全固态电池（ASSB）的BMW i7测试 车型在慕尼黑正式启动道路实测。此举标志着宝马集团与固态电池技术企业Solid Power的合作进入全新 阶段，全固态电池技术从实验室验证跨越至实车应用。 此次测试的BMW i7车型搭载由Solid Power提供的大尺寸全固态电芯，并采用了创新的模组结构，从而 更好地适配宝马现有电驱系统。测试将重点关注电芯膨胀管理、运行压力控制及温度调节等核心课题， 为后续量产积累关键数据。 宝马集团电芯与模组副总裁Martin Schuster表示："BMW i7全固态电池测试车的上路，充分体现了宝马 的技术开放战略。我们始终以用户需求为核心，通过与全球顶尖伙伴的深度协作，持续推动电芯技术迭 代。" Solid Power是一家专注于全固态电池研发的企业，宝马集团与Solid Power的合作始于2016年，此后在 2021年，宝马通过战略投资进一步强化双方联合开发协议。2022年，双方共建全固态电池原型产线，并 于帕尔斯多夫电芯制造技术中心（CMCC）启动试制。 Solid Power总裁兼首席执行官John Van ...