B[The concept of solid-state batteries has repeatedly strengthened, Zizhu Hi-Tech 4-connected board] On October 9th, the concept of solid-state batteries has repeatedly strengthened, with Zizhu Hi-Tech 4-connected board, Fengyuan Shares, Longpan Technology, Keheng Shares, Haike Xinyuan, Menguli, etc. following the rise. According to the news, the "15th Five-Year Plan for the Development of the New Battery Industry" jointly issued by seven departments including the Ministry of Industry and Information Technology: The plan proposes that by 2030, all-solid-state batteries will initially achieve large-scale application and the cycle life of long-life lithium batteries will reach 15,000 times. The plan will continue to carry out the construction of lithium battery standard systems and promote the development of standards in key areas such as all-solid-state batteries and sodium batteries. A[Solid-state battery concepts continue to rise, Liwang shares and other stocks have hit their daily limit] On October 8, solid-state battery concepts continued to rise during the session, with Liwang shares hitting the daily limit of 30cm. Previously, Jinyinhe, Zizhu Hi-Tech, Fengyuan shares, Xiongtao shares, Chuanyi Technology and other stocks hit the limit. Wuhan Blue Electric rose by more than 20%, and Nakonol and Lingge Technology both rose by more than 10%. According to the news, the "15th Five-Year Plan for the Development of New Battery Industry" jointly issued by seven departments including the Ministry of Industry and Information Technology, the plan proposes that by 2030, all-solid-state batteries will initially achieve large-scale application and the cycle life of long-life lithium batteries will reach 15,000 times. The plan will continue to carry out the construction of lithium battery standard systems and promote the development of standards in key areas such as all-solid-state batteries and sodium batteries. A[Seven departments: By 2030, all-solid-state batteries will initially achieve large-scale application] On September 28, the "15th Five-Year Plan for the Development of New Battery Industry" jointly formulated by seven departments including the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Transport was officially released (hereinafter referred to as the "Plan"). The "Plan" proposes to coordinate development and safety, with the theme of promoting high-quality development, to accelerate the construction of a new battery industry system that is innovation-led, safe, efficient, resilient, smart and green, to promote a comprehensive improvement in the level of technological innovation, product added value, corporate competitiveness, and industrial chain modernization, and to provide strong support for the development of new productivity and the advancement of new industrialization. The goal is that by 2030, the scale of China's new battery industry will achieve steady growth; the innovation capabilities of the entire chain will continue to increase, new breakthroughs will be made in advanced materials, new system battery research and development will make significant progress, all-solid-state batteries will initially achieve large-scale application, the cycle life of long-life lithium batteries will reach 15,000 times, and the product defect rate of leading companies will reach the PPB (parts per billion) level; the construction of a full-scenario application ecosystem will be accelerated, battery technology, clean energy, and energy-consuming terminals will accelerate the integration of innovation and development; the integration of international trade and investment will be further advanced to serve global green and low-carbon development. B[Two departments: Strengthen the research and development and industrialization of high-safety lithium batteries, high-specific energy solid-state batteries, and low-cost long-life sodium batteries] On September 15, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "15th Five-Year Plan for the Development of Electronic Information Manufacturing Industry." It mentioned that key materials such as high-voltage, high-stable and large-capacity cathode materials, high-capacity and low-expansion silicon-carbon anode materials, highly stable and high-ion conductivity solid electrolytes, and composite current collectors should be developed, and the research and development and industrialization of high-safety lithium batteries, high-specific energy solid-state batteries, and low-cost long-life sodium batteries should be strengthened. B[Chen Wenhui: The personal insurance business model should be promoted from "funding-based" to "protection-based and service-based"] September 12th, at the third longevity risk and capital market solutions conference today, Chen Wenhui, former vice chairman of the China Banking and Insurance Regulatory Commission, pointed out that due to over-reliance on businesses with strong savings and investment attributes, China's life insurance industry continues to be under the pressure of asset-liability mismatch and interest rate loss risks. In 2025, the total premium of China's personal insurance industry will be approximately 4.36 trillion yuan, of which life insurance accounts for 81.5%, and health insurance and accident insurance combined account for only 18.5%. In the first half of 2026, the proportion of life insurance has further increased to 83.4%, and the proportion of health insurance and accident insurance has dropped to 16.6%. Structural differentiation continues. Even if health insurance and accident insurance operated by property and casualty insurance companies are included, the proportion of related businesses in the personal protection business in the first half of 2026 will only be 22.5%. Chen Wenhui said that the personal insurance business model should be promoted from "funding-based" to "protection-based and service-based". (Reporter Xia Shuyuan)
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