9月17日，孚能科技披露，依托自主研发的 大叠片工艺平台与创新型金属软包结构技术 ， 成功研制出超大容量的储能电芯 ，兼具成本优势 与模块化灵活度的储能解决方案，解决了方壳电芯鼓包下循环次数低的痛点，同时提升了软包电芯的日历寿命，将 SPS 技术的长循环寿命和 卓越经济性延伸至源网侧储能、工商业储能及家庭储能等全场景应用领域，形成覆盖传统软包与金属软包双技术路线的立体化产品矩阵。 据悉，孚能科技SPS电池为其核心产品，SPS电池及半固态电池已陆续斩获小鹏汇天、广汽集团以及国内某头部新能源商用车客户等优质项目 定点。 （来源：同花顺财经、证券时报等） 往 期 回 顾 | 01 | ｜ | 大动作！宁德时代三连签！ | | --- | --- | --- | | 02 | ｜ | 全球之最！比亚迪首发2710Ah刀片电池！ | | 03 | ｜ | CINE2025固态电池展暨固态电池行业年会定档11月6-8日，广州举办！ | | 04 | ｜ | 2025第十一届起点锂电行业年会、起点用户侧储能电池技术论坛12月17-19日深圳 | | | 举办！ | | 点击阅读原文，即可报名参展！ 扫描右方二维码 加入中国 ...

9 月 18 日，山河智能公告称，公司控股子公司湖南博邦山河新材料有限公司拟与孚能科技（赣州）股份有限公司签署《采购框架协议》， 孚能科技拟向博邦山河采购磷酸铁锂电池负极材料、三元锂电池负极材料，协议总含税金额预计不超过 11750 万元。 同时，其半固态电池产品已获得美国头部 eVTOL 客户、国内头部飞行汽车客户、时的科技、吉利沃飞、一汽解放、三一等多个海内外头部客 户的认可。按照计划，其将在年底实现全固态电池中试线的投产和 60Ah 硫化物全固态电池的小批量交付， 2026 年 ~2027 年推进小批量 量产装车， 2030 年实现大规模量产。 斩获孚能订单的博邦山河成立于 2018 年，是广州工业投资控股集团旗下山河智能装备股份有限公司的控股子公司，与孚能科技为关联企 业。 其产品涵盖多种应用场景，如储能、两轮车、数码产品、动力汽车等。产品具有高容量、高压实、高首效、低膨胀、快充快放等特性，部分产 品克容量可达 355mAh/g 以上，首效超过 93% ，循环寿命长。 仅以目前 锂电负极材料价格 参考 ，取平均值为 2.8 万吨 ，采购量在 4200 吨左右。 生产 1GWh 锂电池通常需要约 120 ...

Macro Summary - As of the end of June, the total installed power generation capacity in the country reached 3.65 billion kilowatts, representing a year-on-year growth of 18.7%. The average utilization hours of power generation equipment from January to June were 1504 hours, a decrease of 162 hours compared to the same period last year [4] - The National Development and Reform Commission is actively taking practical measures to improve the collaborative development system between state-owned and private enterprises, aiming to mitigate excessive competition and expand cooperation in the industrial supply chain [4] - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly issued a notice regarding tax policies for goods entering and exiting the Hainan Free Trade Port [4] Industry Dynamics - The upcoming Global RWA Data Industry Conference will establish the "RWA Global Industry Alliance" to initiate the construction of international standards. Related stocks include GCL-Poly Energy (002015) and Tianyuan Dike (300047) [6] - China Fusion Energy Co., Ltd. has been established in Shanghai, marking an acceleration in the development of the nuclear fusion industry in China. Related stocks include Yongding Co., Ltd. (600105) and Baoli Electric (600468) [6] - The Shanghai Data Exchange held a closed-door seminar titled "New Opportunities in the Capital Market: RDA," introducing the new RDA paradigm for the first time. Related stocks include Shanghai Steel Union (300226) and COSCO Shipping Technology (002401) [6] Company Focus - International Medical (000516) is enhancing its refined operational capabilities and leveraging differentiated advantages to continuously strengthen its overall strength [8] - Funeng Technology (688567) has secured a designated SPS battery cooperation with GAC Group, and its semi-solid batteries have achieved large-scale shipments [8] - AVIC Heavy Machinery (600765) has incorporated a 30% cash dividend minimum into its articles of association, providing a rigid safeguard for shareholder returns [8] - Snowman Group (002639) has proactively developed technical solutions for the concrete temperature control needs of major hydropower projects, which will provide supporting services in subsequent construction [8] Market Review and Outlook - On July 23, the market experienced a high and then a pullback, with the three major indices showing mixed results. The Shanghai Composite Index closed up 0.01%, while the Shenzhen Component Index fell by 0.37% and the ChiNext Index was down 0.01%. Over 4000 stocks in the market declined [10] - The total trading volume for the day was 1.86 trillion, a decrease of 28.4 billion compared to the previous trading day. The market showed signs of divergence as the indices reached new highs, with the Shanghai Composite Index briefly surpassing the 3600-point mark [10] - The market sentiment was cautious, with a lack of leading stocks to drive short-term enthusiasm. The super hydropower concept stocks showed significant divergence, while the financial sector saw activity from brokers, banks, and insurance companies, although most retreated in the afternoon [10] - Technically, after the Shanghai Composite Index's attempt to reach 3600 points, it closed with a long upper shadow, indicating heavy selling pressure above. The short-term moving averages remain in a bullish arrangement, but the MACD indicator shows a reduction in upward momentum [11]

7月23日，孚能科技公告，公司收到广州汽车集团股份有限公司（以下简称"广汽集团"）的某车型零部 件《定点开发通知书》，广汽集团选择公司为其开发和供应电池组箱总成，根据客户销售预测和安排， 公司将于本年内开始供货。 此前，阿联酋企业Autocraft与上海时的科技在上海签署采购协议，订单金额高达10亿美元，用于采购 350架E20eVTOL，这是截至目前中国最大的单笔eVTOL意向采购订单，此次签单的E20为上海时的科技 旗舰型号eVTOL，孚能科技向其独家供应配套于E20机型的第二代半固态eVTOL电池。 福建华策品牌定位咨询创始人詹军豪分析认为，"押注SPS电池产品和固态电池对于孚能科技至关重 要，SPS电池产品在性能和成本上具备显著优势，而布局固态电池是孚能科技的重要发展战略，公司将 其视为改变行业格局弯道超车的重要机会。" SPS电池产品今年大规模量产 2022年9月，孚能科技正式推出全新动力电池解决方案——SPS（SuperPouchSolution），提出一整套从 电芯到系统，从制造到回收的创新解决方案，在续航里程、充电效率、降本增效和适配车型等方面实现 了全面升级。 "在结构创新上，公司SPS超级 ...

Group 1 - The company received a development notification from GAC Group for a specific vehicle component, indicating that GAC Group has chosen the company to develop and supply battery pack assemblies [2] - The project will utilize a lithium iron phosphate battery based on the Super Punch Solution design, which signifies an enhancement in market recognition for the company's SPS battery products [3] - This notification marks a deepening of the strategic partnership between the company and GAC Group, reflecting a positive development in their collaboration [3] Group 2 - The company is expected to start supplying the battery packs within the current year based on customer sales forecasts and arrangements [2] - The notification does not constitute a supply agreement, and there are uncertainties regarding the project's progress and sales outcomes, which may affect the company's operational performance for the year [4]

重要的消息有哪些 1．外交部发言人郭嘉昆22日在例行记者会上就中美经贸相关问题答问时表示，在关税问题上，中方立 场是一贯和明确的。希望美方同中方一道，落实两国元首通话达成的重要共识，发挥中美经贸磋商机制 的作用，通过对话沟通，增进共识、减少误解、加强合作，推动中美关系稳定、健康、可持续发展。具 体情况请向主管部门询问。 2．国家外汇管理局副局长、新闻发言人李斌7月22日在国新办新闻发布会上表示，上半年，企业和居民 等非银行部门的跨境资金净流入1273亿美元，延续了去年下半年以来净流入态势，其中，二季度净流入 环比增长46%。分项看，上半年货物贸易项下净流入保持高位，外资整体净增持境内的股票和债券。 3．国家知识产权局起草了《知识产权促进民营经济发展实施办法（征求意见稿）》（以下简称《办 法》），现就《办法》向社会公开征求意见。意见稿提出，鼓励、支持民营经济组织采取符合自身特点 和发展需求的知识产权转化运用策略，采取自行实施、入股、转让、许可、质押等方式推动知识产权高 效转化运用。鼓励、支持民营经济组织探索建立专利池、专利开源等知识产权转化运用合作新模式，充 分利用开放许可方式实施专利，提升知识产权转化运用效益 ...

Group 1 - Guizhou Moutai plans to establish a research institute company with its controlling shareholder, Moutai Group, with a registered capital of 1 billion yuan, where Guizhou Moutai will contribute 490 million yuan for a 49% stake [3] - Zhejiang Fu Holdings' subsidiary focuses on the research, design, manufacturing, and service of large and medium-sized hydropower turbine generator sets, with a significant project in the Yarlung Zangbo River area currently in the early construction phase [4] - Geer Software intends to acquire over 51% of Shenzhen Weipin Zhiyuan Information Technology Co., a leading digital transformation service provider in China [5] Group 2 - Sichuan Chengyu is part of a consortium that is the first candidate for the G5 Jingkun Expressway expansion project, with an estimated total investment of approximately 28.55 billion yuan, and the company plans to invest 4.902 billion yuan [6] - Sichuan Road and Bridge's subsidiary is participating in the same G5 Jingkun Expressway project, holding a 4% stake, with a total project investment of 28.55 billion yuan [7] - Xining Special Steel confirmed that there are no undisclosed significant information after its stock price experienced unusual fluctuations [8] Group 3 - Sanbo Brain Science's chairman has had his detention lifted and is now under investigation, returning to work [9][10] - Anke Intelligent Electric reported no significant changes in its operating environment and plans to disclose its semi-annual report on August 26 [11] - Funeng Technology received a development notice from GAC Group for battery supply, indicating increased market recognition for its SPS battery products [12] Group 4 - China Nuclear Power plans to invest 1 billion yuan in China Fusion Energy Company, acquiring a 6.65% stake, as part of a forward-looking strategy in the nuclear fusion energy sector [13] - Anfu Technology reported a net profit of 107 million yuan for the first half of 2025, a year-on-year increase of 14.38% [15] - Jieput's net profit is expected to increase by 57.03% to 82.6% in the first half of 2025, driven by rising demand for laser devices [16] Group 5 - Microelectrophysiology anticipates a net profit increase of 76.34% to 105.73% in the first half of 2025, supported by strong overseas sales of its heart electrophysiology products [17] - Zhongman Petroleum signed a gas exploration and development contract in Algeria, with a 90% investment share in the Zerafa II block, which has an estimated gas resource of 109.257 billion cubic meters [20] - Guizhou Gas shareholders plan to reduce their holdings by up to 6% through various trading methods [22]