Group 1 - The solid-state battery sector continues to rise, with companies like HaiXi Communications and DaoShi Technology seeing gains of over 10% [1] - Donut Lab announced the launch of the world's first mass-producible all-solid-state battery at the CES in Las Vegas, boasting an energy density of 400Wh/kg, enabling longer range and lighter structure [1][2] - The all-solid-state battery can be fully charged in just 5 minutes and supports safe, reliable full discharge without significant capacity degradation over its lifespan, which can reach up to 100,000 cycles [1] Group 2 - The battery is designed without flammable liquid electrolytes, eliminating the risk of thermal runaway and dendrite formation, and has been rigorously tested under extreme conditions [2] - Donut Lab claims that the materials used for the solid-state battery are abundant, low-cost, and geopolitically secure, avoiding reliance on rare or sensitive elements [2] - Verge Motorcycles will be the first to use Donut Lab's solid-state battery, allowing for a 10-minute charge that provides up to 60 kilometers of range per minute of charging, with a long-range version capable of 600 kilometers on a single charge [3] Group 3 - Traditional lithium-ion batteries are nearing their theoretical energy density limit of 300Wh/kg, making it difficult to meet the demands for higher energy density and safety in electric vehicles and other applications [3] - Solid-state batteries are recognized as a disruptive technology that can achieve higher energy density and safety, prompting global companies and research teams to innovate to avoid falling behind [3] - The year 2026 is identified as a critical period for equipment localization in the solid-state battery industry [3]

Core Insights - The solid-state battery sector continues to rise, with companies like HaiXi Communications and DaoShi Technology seeing gains of over 10% [1] - Donut Lab announced the launch of the world's first mass-producible all-solid-state battery at CES 2023, boasting an energy density of 400Wh/kg and a design life of up to 100,000 cycles [1][2] - The all-solid-state battery is claimed to be safer than traditional lithium-ion batteries, with no flammable liquid electrolytes and minimal capacity degradation under extreme conditions [1][2] Industry Developments - Donut Lab's solid-state battery is made from abundant, low-cost materials, avoiding reliance on rare or sensitive elements, and is expected to be cheaper than lithium-ion batteries [2] - Verge Motorcycles will be the first to use Donut Lab's solid-state battery, allowing for a 10-minute charge time and a range of up to 600 kilometers on a single charge [2] - The solid-state battery technology is recognized as disruptive, prompting global companies and research teams to innovate to avoid falling behind [3] Company Progress - Companies like CATL and BYD are advancing in solid-state battery technology, with CATL expected to achieve small-scale production by 2027 and BYD planning to start mass demonstration applications around the same time [5] - Various automotive manufacturers, including SAIC and Changan, are also working on solid-state battery integration, with targets for production and vehicle testing set for 2026 and 2027 [6]

格隆汇1月4日｜有投资者在互动平台向孚能科技提问：公司规划2025年底投产全固态电池中试线，2030 年实现大规模量产，而2030年全球机器人电池需求预计达100GWh，请问当前产能布局是否已针对机器 人领域预留柔性生产能力？未来在机器人电池领域的研发投入占比、产能扩张节奏有何具体规划？ 孚能科技回复称，人形机器人是固态电池的重要应用场景，也是公司擅长的技术领域。公司赣州新能 源、广州及镇江基地均可兼容半固态电池生产，半固态电池产能储备充足。在客户拓展方面，公司第一 代硫化物全固态电池已成功送样某头部人形机器人客户，客户反馈产品性能与安全表现均达到预期。未 来，公司将继续坚持在固态电池领域的高强度研发投入，进一步拓展人形机器人、低空经济等新兴应用 边界。 ...

Core Insights - The State Intellectual Property Office of China has granted a patent titled "A Marine Umbilical Cable and Equipment" to several companies including Zhongtian Technology Submarine Cable Co., Ltd. and Jiangsu Zhongtian Technology Co., Ltd. The patent authorization announcement number is CN118335392B, with an application date of April 2024 [1][2]. Company Summaries - Zhongtian Technology Submarine Cable Co., Ltd. was established in 2004 and is located in Nantong City. The company primarily engages in the manufacturing of electrical machinery and equipment, with a registered capital of 1.88 billion RMB. It has invested in 7 companies, participated in 5,000 bidding projects, holds 7 trademark registrations, 599 patents, and possesses 343 administrative licenses [1]. - Jiangsu Zhongtian Technology Co., Ltd. was founded in 1996 and is also based in Nantong City. This company focuses on electrical machinery and equipment manufacturing, with a registered capital of approximately 3.41 billion RMB. It has invested in 58 companies, participated in 5,000 bidding projects, holds 70 trademarks, 2,060 patents, and has 7,371 administrative licenses [1]. - Zhongtian Dafeng Submarine Cable Co., Ltd. was established in 2020 and is located in Yancheng City. The company operates in the electrical machinery and equipment manufacturing sector, with a registered capital of 200 million RMB. It has participated in 19 bidding projects, holds 109 patents, and has 16 administrative licenses [2]. - Shandong Haigong Cable Co., Ltd. was founded in 2022 and is situated in Weihai City. This company is also involved in electrical machinery and equipment manufacturing, with a registered capital of approximately 27.1 million RMB. It has invested in 2 companies, participated in 20 bidding projects, holds 49 patents, and has 18 administrative licenses [2]. - Nanhai Submarine Cable Co., Ltd. was established in 2019 and is located in Shanwei City. The company focuses on electrical machinery and equipment manufacturing, with a registered capital of 700 million RMB. It has invested in 1 company, participated in 145 bidding projects, holds 156 patents, and has 35 administrative licenses [2].

Core Viewpoint - The company plans to produce solid-state battery pilot lines by the end of 2025 and aims for large-scale production by 2030, aligning with the projected global demand for robot batteries of 100 GWh by 2030 [1] Group 1: Production Capacity and Planning - The company has indicated that humanoid robots are a significant application for solid-state batteries and are within its technical expertise [1] - The company's facilities in Ganzhou, Guangzhou, and Zhenjiang are capable of producing semi-solid batteries, with sufficient capacity reserves [1] - The company has successfully delivered samples of its first-generation sulfide solid-state batteries to a leading humanoid robot client, receiving positive feedback on performance and safety [1] Group 2: Research and Development Focus - The company will maintain a high level of R&D investment in the solid-state battery sector [1] - Future efforts will focus on expanding into emerging applications such as humanoid robots and low-altitude economy [1]

Core Viewpoint - The company has achieved significant recognition in the semi-solid battery sector, with a substantial volume of shipments reaching GWh levels, indicating strong market acceptance and demand for its products [1]. Group 1: Company Performance - The company has received widespread customer recognition for its semi-solid batteries, with shipment volumes now at GWh levels [1]. - The semi-solid battery shipments represent a high proportion of the company's overall output, showcasing its competitive position in the market [1]. Group 2: Client Base - The company's semi-solid batteries have been recognized by leading clients across various sectors, including SANY Heavy Truck, FAW Liberation, top eVTOL clients in the U.S., and companies like Xiaopeng Huitian and Wofei Chang Kong [1].

Core Viewpoint - The company has successfully developed its second-generation sulfide all-solid-state battery with an energy density exceeding 500Wh/kg, targeting a launch in 2026 [1] Group 1: Product Development - The second-generation sulfide all-solid-state battery utilizes a lithium-rich manganese-based/high-nickel ternary cathode and a lithium metal anode [1] - The battery features a thermal runaway self-shutdown function, enhancing safety and performance [1] Group 2: Market and Customer Engagement - The company is currently focusing on further optimizing the product for robotic applications, particularly in terms of size reduction and fast charging capabilities [1] - Future updates regarding product progress and customer situations will be disclosed through the company's information releases [1]

Core Viewpoint - Company Fudi Technology has provided updates on its solid-state battery progress and operational status in response to investor inquiries, indicating that official announcements should be referenced for accurate information [2] Group 1 - Company has made advancements in solid-state battery technology [2] - Company emphasizes the importance of referring to official announcements for detailed information [2]

北京大成（广州）律师事务所 关于孚能科技(赣州) 股份有限公司 2025 年 第 四 次 临 时 股 东 大 会 的 大成 DENTONS 大成 is Dentons' Preferred Law Firm in China. 2025 年第四次临时股东大会的 法律意见书 致：孚能科技（赣州）股份有限公司 北京大成（广州）律师事务所（以下简称"本所"）接受孚能科技（赣州）股份有限 公司（以下简称"公司"）的委托，就公司召开 2025 年第四次临时股东大会（以下简称 "本次股东大会"）的有关事宜，根据《中华人民共和国律师法》《中华人民共和国证券 法》（以下简称"《证券法》"）、《中华人民共和国公司法》（以下简称"《公司法》"）、中 国证券监督管理委员会《上市公司股东会规则（证监会公告〔2025〕7 号）》（以下简称 "《股东会规则》"）、《上海证券交易所上市公司自律监管指引第 1 号--规范运作（2025 年 5 月修订）》（以下简称"《规范运作》"）等法律、法规和其他规范性文件以及《孚能 科技（赣州）股份有限公司章程》（以下简称"《公司章程》"）的有关规定，就本次股东 大会的相关事宜进行见证，出具法律意见书。 ...

证券代码：688567 证券简称：孚能科技 公告编号：2025-071 孚能科技（赣州）股份有限公司 2025年第四次临时股东大会决议公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 12 月 30 日 （二） 股东大会召开的地点：江西省赣州经济技术开发区金岭西路北侧彩蝶路 西侧孚能科技行政楼三楼会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 214 | | --- | --- | | 普通股股东人数 | 214 | | 2、出席会议的股东所持有的表决权数量 | 452,585,015 | | 普通股股东所持有表决权数量 | 452,585,015 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例 | 39.1224 | | （%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（% ...