公 司 研 究 国轩高科（002074.SZ）：多项新品 发布，固态电池产业化进程提速 事件：5 月 16-17 日，公司举办国轩高科 2025 全球科技大会，在大会上集中 发布包括"G 垣"准固态电池、"启晨"二代电芯、"G 行"重卡电池标准箱、 "乾元智储"20MWh 储能电池系统、Axtrem 数智化解决方案与"金石"全固 态电池共 6 款新品及产品进展情况更新。 点评： 公司固态电池产业化进程持续提速。本次公司科技大会上共发布 2 款固态电池 技术相关产品，其中新发布的"G 垣"准固态电池，采用 197Ah 方形电芯设 计，电芯能量密度可达 300Wh/kg 以上，系统能量密度超 235Wh/kg，搭载新 能源车可实现 1,000km 续航里程，同时应用场景覆盖 eVTOL、人形机器人等 新领域，目前该产品已进入客户验证阶段，完成超 5 家客户电芯送样测试与超 4 家客户上车测试，搭载 G 垣准固态电池的"001"号样车总里程已经超 1 万 公里；公司在大会上还宣布去年发布的硫化物"金石"全固态电池的产业化已 取得明显进展，现阶段该产品电芯与电池能量密度分别可达 350/280Wh/kg 并 且已开始 ...

Group 1: Core Insights - The report highlights four major industry opportunities at Computex 2025: smart computing & robotics, next-generation technology, future mobility, and B5G & space technology [4][11][25] - The solid-state battery industry is accelerating in China, with Guoxuan High-Tech leading the market by launching multiple new battery products, including the G-Guang solid-state battery [4][40][51] Group 2: Industry Trends - Computex 2025 will take place from May 20 to May 23 in Taipei, Taiwan, focusing on advanced communications, e-sports, consumer electronics, and industrial IoT [11][12] - Guoxuan High-Tech's G-Guang solid-state battery has an annual production capacity of approximately 12 GWh, with successful testing completed for over five clients [4][40][51] - The solid-state battery's energy density exceeds 300 Wh/kg and volume energy density exceeds 720 Wh/L, with a lifespan of 10 years or 500,000 kilometers [40][47] Group 3: Policy Tracking - The report emphasizes the importance of urban renewal policies, with a focus on improving living environments and urban development mechanisms by 2030 [4][6] - Recent policies support the solid-state battery industry, aiming to establish a complete industrial chain by 2030 through tax incentives and research subsidies [50][51] Group 4: Market Dynamics - The global stock market showed mixed performance, with technology, consumer discretionary, and financial sectors performing well [4] - The report identifies five key sectors for short-term focus: robotics, self-control, domestic demand, precious metals, and innovative pharmaceuticals [4]