
一 | 在碳中和与能源转型的时代背景下,固态电池凭借其高安全性及高能量密度两大突出优势,成为下一代高性能锂电池。
5倍牛股艾艾精工发布风险提示 8月21日,艾艾精工(603580)股价大涨8.01%,最新收盘价报80.78元/股,再创历史新高(前复权),A股市值首次突破100亿元。 While extensive, international negotiations have now led to the release of four hostages captured by Hamas, scores of foreign nationals in Gaza, including as many as 600 Americans, are still being blocked by the U.S.-designated terrorist group from crossing into Egypt, according to Biden administration officials."To date, at least, Hamas has blocked them from leaving, showing once again its total disregard for civilians of any kind who are stuck in Gaza," Secretary of State Antony Blinken said in a televised interview Sunday.On Monday, State Department spokesman Matthew Miller clarified that the U.S. now assessed that after weeks of negotiations with Egypt and Israel aimed at securing safe passage for the Americans, only Hamas stood in the way."We do believe that Egypt is ready to process American citizens if they can make it to Egyptian authorities. Hamas just has to stop blocking their exit," Miller said.Miller also said that while U.S. officials were not in direct communication with Hamas, they have been urging Hamas to step aside in messages sent through "a number of partners."The Biden administration has been working since soon after the Oct. 7 attacks on Israel to reopen the Rafah gate -- the sole border crossing between Gaza and Egypt -- in order to move aid into the area and allow foreign nationals to leave.While a limited number of trucks carrying food, water and medicine were able to enter Gaza for the first time on Saturday, so far none of the foreign nationals has been allowed to leave.Miller explained that "a number of civilians, some American citizens" flocked to the Gaza side of the Rafah crossing when it was first opened, but none were able to leave because Hamas "was there blocking anyone from coming through the gate from the Gaza side out to the Egyptian side."According to U.S. officials, the Egyptian government has also been hesitant to allow civilians to exit Gaza through the Rafah gate because of the country's intense concern over security threats posed by terrorist activities on the Sinai Peninsula.Egyptian officials are also likely eager to avoid the optics of thousands of people pouring across the border from Gaza -- wary the country might appear complicit in what its president and other Middle Eastern leaders have said would be an "ethnic cleansing" of Gaza.While securing Egypt's cooperation in eventually facilitating the departure of American citizens would be a diplomatic achievement for the administration, it does not yet appear that Cairo has signaled it will extend the same opportunity to the parents, children, siblings, and partners of U.S. nationals in Gaza.Miller said it was still the administration's goal that the immediate family members of American citizens crossing through the Rafah gate would be allowed to depart as well, but that it was "an ongoing conversation" with Egypt.With a potential Israeli ground incursion looming, the already dire circumstances facing Americans and their loved ones inside Gaza may soon get even worse.Abood Okal, a 36-year-old American, has been stranded in Gaza with his wife and 1-year-old son since the beginning of the Israel-Hamas war, told his lawyer, Sammy Nabulsi, that the family has been huddled in a home with 40 other people, sleeping on the floor, sharing meager amounts of food, and that for an entire day, they had been forced to drink salt water to survive.Nabulsi said in an interview with ABC News Live on Monday that Okal's family had been instructed by the State Department to go to the Rafah crossing four different times, but on each occasion no one had been allowed to pass through the gate."I think the holdup is the United States isn't focused on this effort at all," said Nabulsi. "It's unacceptable to me. It should be unacceptable to every single American citizen is this entire country."Although the State Department asserts that Hamas is preventing them from fleeing to safety, Miller said Americans stranded in Gaza are "in a different situation" from the around 220 individuals the Israeli Defense Forces believes are still being held hostage by the group."I am not at all trying to minimize the situation," Miller said, acknowledging Americans like Okal and his family are facing "deplorable" circumstances and vowing that U.S. officials are "working intensively' to get them out.The administration has not provided any number or estimate of how many of the 500 to 600 Americans thought to be trapped in Gaza have reached out to the State Department for help."We have a list of Americans who are registered with us, and when we have any information about the possibility of transiting outside of Gaza, we're providing it to all of them," Miller said.。最新收盘价与年内低点相比,年内涨幅达到500.15%。

二 | 8月21日晚间,艾艾精工发布风险提示公告称,公司股价短期上涨幅度较大,目前已累积较大交易风险,严重偏离上市公司基本面,未来存在快速下跌的风险。
此外,公司还收到收购方上海誉升的一份说明,未来36个月内不存在通过公司借壳上市的计划或安排,未来12个月不存在与公司开展业务合作的计划;上海誉升及其控股股东、实际控制人亦无通过重大资产重组向公司注入资产的计划。 艾艾精工发布的2026年半年报显示,公司主要从事轻型输送带业务、精密金属结构件及电子元件业务。今年上半年,公司实现营收2.19亿元,同比增长114.15%;实现净利润567万元,同比下滑38.15%。截至二季度末,公司股东户数为3129户,降至上市以来各报告期新低。 我国牵头固态电池首项国际标准正式立项 据央视新闻,近日,由我国提出的国际标准提案《电动汽车驱动用二次锂离子电池固态电池应用指南、测试项目及条件》在国际电工委员会(IEC)成功立项。该标准是固态电池领域全球首个国际标准。 这项国际标准依托我国固态电池研发积累,将清晰界定固态电池的测试规范。

三 | 该国际标准将使未来全球车企在研发和生产固态电池时拥有统一的“标尺”,有助于加速更安全、长续航的电动车走进千家万户,推动新能源产业快速发展。

四 | 该标准由我国牵头提出,法国、韩国、日本等多国专家参与研制。该标准的制定有利于向全球分享我国先进电池技术理念,为全球电池产业技术升级和能源转型贡献更多中国力量。 固态电池是指以固态电解质取代传统液态电解质的新型电池技术。

五 | 从技术路线看,全球呈现硫化物、氧化物、聚合物三条主流路径并进格局,其中硫化物离子电导率最高,被业内视为实现全固态电池的终极方向。
固态电池进入量产冲刺阶段 今年以来,固态电池产业化节奏不断加快,国内外多家车企明确固态电池装车验证及量产时间表,技术路线从“概念竞争”转向“落地比拼”;电池及材料企业开展多项扩产及配套项目建设,积极抢占新能源赛道新高地。业内有观点指出,固态电池已进入量产冲刺阶段,未来,伴随着在关键材料、生产工艺、成本管控等方面的持续突破,固态电池有望在多个领域大放异彩。 根据EVTank数据,2024年全球固态电池设备市场规模约40亿元,当前全固态产线主要处于实验室及中试阶段;预计到2030年市场规模将增长至约1079亿元,其中半固态和全固态设备分别约624亿元和455亿元。 据中国能源报,受访分析师普遍认为,固态电池大规模量产或在2030年以后。上海有色网电池分析师杨朝兴表示,2030年前实现百万辆级全固态电池装车难度极大,2027年至2029年有望出现高端车型小批量示范装车。TrendForce集邦咨询分析师曾佑鹏同样预测,全固态电池小规模量产预计在2028年左右,大规模量产预计会在2030年后。

六 | 光大证券研报认为,固态电池生产可划分为前段(材料制备)、中段(电芯成型)和后段(性能激活)三大环节,与传统液态锂电池相比,全固态体系的设备变化主要集中在前中道工序,将带来设备端新的增量需求。 27只概念股上半年业绩大幅增长 据证券时报·数据宝统计,截至8月21日,按照已披露的半年报、业绩快报、预告净利润下限(若未披露下限则取公告数值)计算,2026年上半年净利润同比增长20%以上(含扭亏为盈)的固态电池概念股有27只。8只概念股净利润扭亏为盈,分别为赣锋锂业、丰元股份、天华新能、恩捷股份、鹏辉能源、龙蟠科技、容百科技、石大胜华。 赣锋锂业预计2026年上半年净利润为36.5亿元至46亿元,同比扭亏为盈。公司现有硫化锂产品性能指标对标行业标准,硫化锂产线正逐步释放产能。

七 | 公司固态电池产品正处于机器人客户送样测试阶段。

八 | 非扭亏股中,天齐锂业、天赐材料、多氟多、中一科技、德福科技净利润增速靠前。 从股价表现来看,截至8月21日收盘,以最新收盘价与年内高点相比,上述业绩高增长的固态电池概念股平均回撤39.48%。

九 | 回撤幅度最高的是厦钨新能,达到55.03%。该公司上半年实现净利润4.91亿元,同比增长46.62%。

十 | 公司专注于固态电池正极材料和固态电解质关键材料的研发和储备。

十一 | 正极材料方面,公司和头部企业紧密合作中,其中高容量固态正极材料实现稳定批量供货,多款新型号正极材料也逐步通过大客户小试认证;固态电解质关键材料方面,高纯度硫化锂材料进入试生产阶段,已实现连续化制备且品质稳定,通过多家行业头部客户评测验证。 道氏技术回撤幅度为50.26%。

十二 | 现阶段公司依托已建成的固态电解质中试产线,积极与多家头部客户开展技术对接与产品验证,对部分客户实现小批量供货,持续推进客户端测试与认证。
(文章来源:数据宝)。

十三 |
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