锂电行业需求回暖 - 锂电行业预计回暖，设备采购需求将释放，2025年7月中国电池厂动力+储能产量128GWh，环比减4%，同比增长37%，储能电芯排产占比约30.3%，三元电芯排产占比约17.9% [2] - 2025年1-4月锂电池产业链共规划123个扩产项目，总投资额超3400亿元，国内锂电行业需求回升，电池厂商扩产积极性提升 [2] 固态电池产业化进展 - 电池企业加速布局全固态电池等下一代电池技术，宁德时代、比亚迪、亿纬锂能、国轩高科、赣锋锂业、鹏辉能源等企业在固态电池领域取得阶段性成果 [3] - 宁德时代选择硫化物+卤化物复合电解质体系，能量密度突破500Wh/kg，凝聚态半固态电池已量产，2027年有望实现全固态电池小批量生产 [3] - 亿纬锂能已完成Ah级软包硫化物全固态电池样品开发，百MWh的中试线预计在2025年投入运行，计划于2026年实现全固态电池生产工艺的突破 [3] - 固态电池在低空飞行器、机器人等场景应用有较大潜力 [3] 固态电池设备升级 - 设备是影响固态电池产业化落地的核心瓶颈之一，锂电设备厂商均在相关产品布局 [4] - 先导智能展示新一代全固态电池整线解决方案，覆盖干法混料涂布、湿法制浆涂布、复合转印、叠片、等静压、真空镀锂等关键工序 [4] - 赢合科技已向国内电池企业交付首批固态电池设备，包括固态湿法涂布设备、固态辊压设备以及固态电解质转印设备 [4] - 海目星固态电池业务向欣界能源提供锂金属高能量密度固态电池整线装备，并向某全球领先新能源科技企业提供硫化物固态电池中试线设备 [4] - 杭可科技研发固态电池后段设备 [4]

CANADA - 2025/03/24: In this photo illustration, the QuantumScape logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) QuantumScape's primary commercialization partner is PowerCo, Volkswagen Group's battery subsidiary. Their non-exclusive license agreement, announced last year, allows PowerCo to manufacture up to 40 gigawatt-hours (GWh) per year using QuantumScape's technology, with an option to expand to 80 GWh. This capacity ...

QuantumScape (QS -0.11%) has dramatically underperformed the market over the past year, with shares falling by more than 20%. However, while this remains a pre-revenue business several years after making its publicly traded debut, there are also some impressive signs of progress in the EV battery innovator. With that in mind, here's a look at the current state of QuantumScape's business, where it could be heading over the next couple of years, and whether the stock could be a smart buy today. QuantumScape i ...

Nissan Motor Co., Ltd. (NSANY) , a Japanese multinational automobile manufacturer, is relying on its new e-Power technology for a turnaround. This hybrid system includes both an electric motor and a gasoline engine, similar to Toyota’s Prius. However, unlike the Prius, e-Power doesn’t alternate between the engine and motor while driving. The vehicle is always powered by the electric motor, resulting in a smooth and quiet ride.One of the key benefits of e-Power is that it doesn't require charging like typica ...

【DT新材料】 获悉， 固态电池产业近期利好频传，融资落地提速，各地项目密集上马。当前， 包括惠州、甘肃、内蒙古、四川在内的多地重大项目相继落地或取得新进展。 4月24日，张家口南山汽车产业基地与 三维（陕西）电池技术有限公司 举行三维固态特种电池生产 基地项目签约仪式。 项目将建设第四代智能化电池工厂，计划总投资10亿元，总占地70亩，规划建筑面积10.2万平方米，分两期 实施。 其中，一期投资6亿元，二期投资4亿元，预留产能扩展空间。建成后可新增1GWh三维固态锂电池的 生产能力 （2）甘肃金昌固态电芯项目即将进行设备安装 近日， 中宸距弛（甘肃）新能源有限公司 投资3.2亿元建设的固态电芯生产项目进展顺利，主体厂房建设 已完成，即将进入设备安装阶段。 据悉，该项目主要产品包括高能量聚合物电池、高倍率聚合物动力电池和超低温聚合物电池，广泛应用 于交通工具、储能通讯、应急电源和家用电器等新能源领域。 项目位于金昌经开区，总占地面积 66666.22平方米，规划建设3栋厂房、6条日产2000只固态电芯的生产线。 （3）内蒙古10GW OPzV（纳米硅）固态电池项目备案获批 5月6日，内蒙古中统能源有限公司10 ...