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Data treasure
Less stocks are troublesome
The solid batteries of many companies have continued to advance in performance improvement and production progress, and accelerate the industrialization process.
The trend of the market in the early market is differentiated, the GEM index opens low, and the Shanghai index is relatively weak.Baijiu, dairy, Hainan, coal and other sectors have fallen first.
The Moore thread concept stocks have rose sharply, Donghua Software, Hetai, Life daily, Hongxin Electronics and other multiple shares rose more than 10%.On the news, the domestic GPU unicorn Moore thread is about to start the IPO counseling.
The whole line of the semiconductor chip industry chain, the equipment direction has risen collectively.Academicword#1->, Jiangfeng Electronics, core source, Youyan new materials have risen by more than 10%. rose more than 6%.
On the message surface, according to the microblog, TSMC has sent a formal email to all Chinese AI chip customers currently, announced that since November, it was announced that since NovemberStarting from the 11th, it was suspended to provide all 7 nanometer and more advanced chips to mainland AI/GPU customers.
Multiple high stocks fell, Daily Fashion, Huaxia Happiness, , Sinochemical rock soil, black sesame seeds, ShuangchengPharmaceutical bidding daily limit; Shanghai Electric, Lanfeng Biochemical, Yijiahe low in early trading exceeds 9%.
Huaxia Happiness The limit of the closing of the closure, the number of orders was closed by 2.506 million hands, equivalent to 907 million yuan.
Jiebao frequency transmission
The concept of solid battery concept againPull up
The concept of solid-state batteries has risen again, , China Power, Duofluoro , You Research New Materials Cut 3 consecutive boards, Fineng Oriental, Liyuanheng and other stocks rose more than 10%.Share and other rose over 5%.
On the message, the (semi -) solid -state batteries of many companies have continued to advance in performance improvement and mass production progress. It is expected to accelerate the industrialization process of (semi -) solid -state batteries.
GAC Group said on the interactive platform that the company has initially opened the full -solid battery process manufacturing process. It is expectedEssence
Changan Automobile Unite Tailan New Energy officially released the non -septum solid -state lithium battery technology.Under the premise of the safety of the core, the concept of unlimited stacking protection measures is subverted, and a number of key technologies for all solid -state lithium batteries are achieved.
Xinwangda said that the companys first generation of semi -solid batteries has been developed.The battery sample of the second -generation semi -solid battery has begun testing.The third -generation polymer composite all -solid -state battery has completed laboratory verification and is expected to complete product development in 2025.The fourth -generation full solid battery is also under development, and it is expected to complete laboratory sample production in 2027.
Ningde Times In this year, the R & D investment of all -solid -state batteries has been increased, and the all -solid -state battery research and development team has been expanded to over 1,000.The full -solid -state battery has entered the test stage and is expected to achieve small batch production in 2027.
In addition to the automotive field, the low -altitude economy field is gradually becoming an important landing scenario of solid -state batteries.CITIC Construction Investment stated that by 2025, various solid battery market spaces in the world may reach dozens of GWH to hundreds of GWH and 100 billion yuan.
Eastern Securities released a research report that the full solid -state battery is expected to be the first to be applied to consumer electronics, aerospace and high -end electric vehicle markets.The penetration rates reached 2%and 10%, respectively.
CITIC Securities said that the recent progress of the entire vehicle manufacturer has the progress in the field of solid -state batteries, and the industry is expected to welcome catalysis.The aviation field is gradually becoming an important landing scenario for solid -state batteries. Lithium -battery equipment manufacturers are expected to open up the second growth curve in the solid battery field.Battery factories, solid electrolyte companies, and companies related to solid battery industry chain are expected to benefit full benefits.
The agency has unanimously predicted in the past two years
The concept of performance growth is only 14
