市值2天暴增万亿，特斯拉股价创新高，固态电池概念股或持续起爆

巨丰投顾09-14

当前，固态电池行业在政策支持、技术进步、下游需求等因素共同推动下正迎来产业化关键期，呈现出市场规模迅速增长、技术路线逐步聚焦和应用场景开始拓展等特点。编辑｜白鹿作者 | 于晓明执业证书编号：A0680622030012特别提示通过本公众号发布的观点和信息仅供陕西巨丰投资资讯有限责任公司（下称“巨丰投顾”）客户中符合《证券期货投资者适当性管理办法》规定的特定客户参考。因本公众号暂时无法设置访问限制，...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2567132829?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-09-14 10:17","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2567132829","market":"us","top_or_hot":-1,"title":"市值2天暴增万亿，特斯拉股价创新高，固态电池概念股或持续起爆","media":"巨丰投顾","content":"<div>\n<p>当前，固态电池行业在政策支持、技术进步、下游需求等因素共同推动下正迎来产业化关键期，呈现出市场规模迅速增长、技术路线逐步聚焦和应用场景开始拓展等特点。编辑｜白鹿作者 | 于晓明执业证书编号：A0680622030012特别提示通过本公众号发布的观点和信息仅供陕西巨丰投资资讯有限责任公司（下称“巨丰投顾”）客户中符合《证券期货投资者适当性管理办法》规定的特定客户参考。因本公众号暂时无法设置访问限制，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914101946952bf240&s=b\">Source Link</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市值2天暴增万亿，特斯拉股价创新高，固态电池概念股或持续起爆</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市值2天暴增万亿，特斯拉股价创新高，固态电池概念股或持续起爆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-14 10:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914101946952bf240&s=b><strong>巨丰投顾</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当前，固态电池行业在政策支持、技术进步、下游需求等因素共同推动下正迎来产业化关键期，呈现出市场规模迅速增长、技术路线逐步聚焦和应用场景开始拓展等特点。编辑｜白鹿作者 | 于晓明执业证书编号：A0680622030012特别提示通过本公众号发布的观点和信息仅供陕西巨丰投资资讯有限责任公司（下称“巨丰投顾”）客户中符合《证券期货投资者适当性管理办法》规定的特定客户参考。因本公众号暂时无法设置访问限制，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914101946952bf240&s=b\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0234570918.USD","symbol_name":"高盛全球核心股票组合Acc Close","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914101946952bf240&s=b","article_id":"2567132829","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914101946952bf240&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2567132829","pubTimestamp":1757816237,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"Risk Disclosure当地时间9月12日，美股三大指数收盘涨跌不一，大型科技股多数上涨。其中，特斯拉报收于395.94美元，涨7.36%，市值1.28万亿美元。值得注意的是，特斯拉股价最近两日已累涨逾13.8%，2个交易日市值累计增加1553亿美元。此外，特斯拉本周一发布了Megapack 3和Megablock储能系统。特斯拉固态电池预计2027年量产特斯拉研发的固态电池原型已实现500Wh/kg能量密度，预计2027年量产。在技术标准制定方面，特斯拉推动的CTP与CTC技术正在成为行业新标杆。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0823411888.USD":"法巴消费创新基金 Cap","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4099":"汽车制造商","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSYW.SI":"TESLA 3xLongSG261006","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4592":"伊斯兰概念","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4550":"红杉资本持仓","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLL":"2倍做多TSLA ETF-Direxion","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","TSLA":"特斯拉"},"translate_title":"The market value soared by trillions in 2 days, Tesla's stock price hit a new high, and solid-state battery concept stocks may continue to explode","themeId":"b067883dc02624c3d3fa83ec5efee988","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1,"TSLL":1},"content_text":"当前，固态电池行业在政策支持、技术进步、下游需求等因素共同推动下正迎来产业化关键期，呈现出市场规模迅速增长、技术路线逐步聚焦和应用场景开始拓展等特点。编辑｜白鹿作者 | 于晓明执业证书编号：A0680622030012特别提示通过本公众号发布的观点和信息仅供陕西巨丰投资资讯有限责任公司（下称“巨丰投顾”）客户中符合《证券期货投资者适当性管理办法》规定的特定客户参考。因本公众号暂时无法设置访问限制，若您并非巨丰投顾客户，为控制投资风险，请您取消关注，请勿订阅、接收或使用本公众号中的任何信息。对由此给您造成的不便表示诚挚歉意，感谢您的理解与配合！Risk Disclosure当地时间9月12日，美股三大指数收盘涨跌不一，大型科技股多数上涨。其中，特斯拉报收于395.94美元，涨7.36%，市值1.28万亿美元。值得注意的是，特斯拉股价最近两日已累涨逾13.8%，2个交易日市值累计增加1553亿美元（约合人民币11064亿元）。什么利好消息刺激股价大涨从最近的消息看，特斯拉已获得美国内华达州的批准，可在该州的公共道路上测试Robotaxi服务，该消息推动了特斯拉股价周四收涨6%。股价表现显示，投资者对特斯拉在自动驾驶和AI领域的扩张前景充满期待。特斯拉CEO马斯克9月曾表示，特斯拉可能从人形机器人Optimus业务中获得80%的长期价值，同时公司正努力扩展其新兴的Robotaxi业务。特斯拉在中国推出的加长轴距版六座纯电SUV车型，Model Y L，10月份在中国市场已售罄，新订单显示最早预计交付时间为2025年11月。此外，特斯拉本周一发布了Megapack 3和Megablock储能系统。此后有分析师认为，这些新品是颠覆储能业务的Game Changer。政策和资本的加持近期，随着工信部《电子信息制造业2025-2026年稳增长行动方案》的发布，全固态电池等前沿技术方向获得明确支持，工信部计划于2025年9月对2024年启动的60亿元固态电池重大研发专项进行中期审查，通过审查的项目将获得后续拨款，并可能启动第二轮补贴申报窗口。在政策等其他多重利好推动下，固态电池板块在资本市场表现强劲。9月份以来，万徳固态电池指数大涨超11%，固态电池相关股份涨幅更为可观，先导智能阶段涨幅超60%，厦钨新能、上海洗霸、天赐材料等多只个股涨幅超30%。特斯拉固态电池预计2027年量产特斯拉研发的固态电池原型已实现500Wh/kg能量密度，预计2027年量产。这种电池可能率先应用于长续航版，将CLTC续航提升至1000公里级别。2025款Model Y已搭载基于FSD芯片的电池管理系统，通过144TOPS算力实现每秒百万次的电芯状态监测。这种系统可提前72小时预测电池衰减，并自动调整充电策略。未来，随着Dojo超级计算机的接入，电池管理将进入预测性维护阶段。在技术标准制定方面，特斯拉推动的CTP与CTC技术正在成为行业新标杆。2025年发布的《电动汽车电池包结构安全规范》，将电池与车身的一体化设计纳入强制认证范围，这直接源于Model Y的技术实践。多家企业积极推动全固态电池落地应用9月2日，亿纬锂能固态电池研究院成都量产基地正式揭牌，“龙泉二号”全固态电池成功下线，其能量密度高达300Wh/kg、体积能量密度为700Wh/L，主要面向人形机器人、低空飞行器以及AI等高端装备应用领域。孚能科技表示，近日已完成向某头部人形机器人客户送样硫化物全固态电池，并计划于今年年底交付60Ah硫化物全固态电池。产业链迎来新机遇中信建投指出，固态电池作为下一代高性能电池技术，凭借高能量密度、高安全性等显著优势，受到市场高度关注。当前，固态电池行业在政策支持、技术进步、下游需求等因素共同推动下正迎来产业化关键期，呈现出市场规模迅速增长、技术路线逐步聚焦和应用场景开始拓展等特点。固态电池设备作为产业链最重要的上游环节，在固态电池行业大发展过程中必将最先受益。招商证券指出，近两年全固态电池研发加快，产品逐渐从实验室走向中试线，容量也提升到60-70Ah。头部电池厂也已实现中试线级别生产，车端预计26年将实现陆续装车。目前硫化物成为主要路线，对界面接触要求更高，配套设备工艺变化主要体现在干法电极、叠片+软包、等静压、高压化成分容等方面。部分设备企业已有所突破，有望助力固态电池规模化应用。民生证券称，随着传统锂离子电池能量密度接近理论上限，全固态电池凭借其高能量密度(有望突破500Wh/kg)、不可燃性及更高耐热极限等优势，正成为下一代电池技术的重点攻关方向。热点固态电池概念股一览：宁德时代：全球唯一同时布局硫化物、氧化物、聚合物三条技术路线的企业，2027年规划产能达100GWh，能量密度目标350-400Wh/kg。凝聚态电池能量密度达500Wh/kg，已启动电动飞机项目；2025年与特斯拉合作供应Optimus Gen-3人形机器人电池，市占率预计达60%。赣锋锂业：公司采用半固态电池采用氧化物厚膜技术，全固态电池布局硫化物体系。2022年全球首批搭载半固态电池的东风E70车型交付，能量密度超260Wh/kg；2023年发布“新锋”超级半固态电池，循环寿命超3000次。2022年启动国内最大固态电池生产基地建设，2025年半固态电池成本较液态电池仅高5%-10%。*** ***：晶石系列全固态电池能量密度350Wh/kg，2027年量产；与中核集团合作开发梯度电极技术，5C快充下容量保持率提升30%。半固态电池已进入蔚来供应链，2025年规划产能2GWh；发布金石全固态电池，首条0.2GWh中试线核心设备100%国产化。*** ***：2024年吨级氧化物电解质产线稳产，2025年竞拍有研新材硫化物资产，完成“硫化物+氧化物+卤化物”全路线布局。硫化锂电解质成本较初期下降80%，产品已通过比亚迪、宁德时代验证。... ...扫码回复“8-固态电池”限时免费领取龙头股资料，还可免费诊股！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2567132829","isCrawlerRequest":true}