界面新闻记者 | 庄键

jijiangfabuquangutaidianchichanpindexiaoxi，shidepenghuinengyuan(300438.sz)gujiazhixianlasheng。

8yue21ri，penghuinengyuankaipanbujiujixuangaozhangting。jiezhixiawushoupan，gaigongsigujiashangzhang19.99%，bao19.69yuan。

dangtianshangwu，penghuinengyuanguanweifabuxiaoxicheng，jiangzai8yue28rijuxingjishufabuhui，fabuxiliezhongbangxinpin，bingjutoucheng，“penghuinengyuanquangutaidianchizhongdatupo！shiwushouxiu！”

dangtianxiawu，jiemianxinwenjiugaikuanquangutaidianchisuocaiyongdejishuluxian、nengliangmidu、liangchanshijiandengxinxicaifangpenghuinengyuanzongcaizhenshaoqiang，tahuiyingcheng，jutixinxigongsihuizai8yue28ridexianshangfabuhuishanggongbu。

penghuinengyuandongmibanyejiucihuiyingjiemianxinwencheng，muqianbingbuzhangwogaikuanquangutaidianchidejutiqingkuang，xiangguanxinxiyijishufabuhuideneirongweizhun。

zongbuweiyuguangzhoudepenghuinengyuanzhuyingxiaofei、chunenghedonglidianchi。qunianyingshou69.3yiyuan，jinglirun4310wanyuan。

yuchuantongdeyetailidianchixiangbi，quangutaidianchifangqileyiranyibaodeyetaidianjiezhi，caiyonggutaidianjiezhicailiao，beishiweidiandongqichede“youxiguizegaibianzhe”，yebeichengweilidianzhongjijishu。

jinnianyilai，guoneiduojialidianchishangshigongsiluxugongbuquangutaidianchiyanfajinzhan。

quanqiudonglidianchilongtouningdeshidai(300750.sz)jinnian4yueshoucigongbulequangutaidianchideyanfajinzhan，jihuazai2027nianshixianxiaopiliangliangchan。ningdeshidaishouxikexuejiawukaitoulu，ningdeshidaizaiquangutaidianchiyanfafangmianyiyoushiduoniandejilei，zujianlejiejinqianrendegutaidianchihexintixidianchiyanfatuandui。

5月举行的国轩高科科技大会上，国轩高科fabucaiyongquangutaidianchijishudejinshidianchi。shoucixiaoxiyingxiang，guoxuangaokegujiazaidangtianzhangting，zhangfudadao10.02%，bao20.42yuan。

jinshidianchidianxinnengliangmiduda350 wh/kg，bichuantongdeyetaisanyuanlidianchitisheng40%yishang。nengliangmidugenggao，yiweizhedazaiquangutaidianchidediandongqichejiangnengyongyouchaozhangdexuhanglicheng。

guoxuangaokequangutaidianchixiangmuzonggongchengshipanruijundangshicheng，gaigongsidequangutaidianchijihua2027nianxiaopiliangshangcheshiyan，ruguoceshishunli，suizhechanyelianzhubujianli，yujizai2030nianshixianliangchan。

欣旺达(300207.SZ)则计划在2026年实现全固态电池量产，其第一代全固态电池能量密度达400 Wh/kg。亿纬锂能(300014.SZ)yeguihuazai2026niantuichuzhuyaozhenduihunhedonglilingyudequangutaidianchi。

penghuinengyuanciqiancengzaitouzizhehudongpingtaihuiyingcheng，gaigongsibangutaidianchihe(quan)gutaidianchiyouzijideyanfaluxiantu，muqianchanpinchuyusongyangceshijieduan，xiayouyingyonglingyuyishumaleichanpinweizhu，zanwuliangchanchanpin。

与全固态电池相比，半固态电池仍保留了部分液态电解质，用于解决固固界面问题，目前的加注比例约为10%。在安全性提升的情况下，半固态电池也可以通过采用高镍正极材料和硅碳负极，提升能量密度。半固态电池被业内视为全固态电池产业化过程中的一个必然发展阶段。

jinnian7yue，penghuinengyuancenggongbubangutaidianchitouzixiangmu，jihuazaineimengguzizhiquwulanchabushixinjiannianchan1 gwhdebangutaidianchixiangmu，touziewei5yiyuan。gaidianchixiangmujihuayu2025nian5yuekaigong，2026nian7yuetouchan。

genjujiemianxinwenjiezhijinnian6yuedetongji，zi2023nianyilai，guoneinitouzi(qianyue、kaigong、guanxuandeng)debangutaihequangutaidianchixiangmuleijichaoguo11ge，zongtouziedadao664.3yiyuan。zheihaibubaokuozhongguotaiwanqiyehuinengkejijihuazaifaguoxinjiandegutaidianchigongchang，gaixiangmutouzieyujichaoguo400yiyuan。