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<!-- 标题和简介 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gradient mb-4">固态电池产业与技术发展</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">
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固态电池作为下一代锂电池技术，以其高能量密度、高安全性和宽温域运行等优势，正在从技术验证阶段迈向量产前夜。本报告深入分析固态电池产业的发展现状、技术路径、市场格局及投资机会。
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</p>
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</div>
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<!-- 概念事件 -->
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<div class="card bg-white p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 section-title">概念事件</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3">背景与催化事件</h3>
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<p class="text-gray-700 mb-4">
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固态电池（Solid-State Battery, SSB）是以固态电解质替代传统液态电解液和隔膜的下一代锂电池技术，核心优势在于<strong>高能量密度（理论500-900Wh/kg）</strong>、<strong>高安全性（不可燃、抑制锂枝晶）</strong>和<strong>宽温域运行（-50℃~120℃）</strong>。其产业化进程在2024-2025年显著加速。
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</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-800 mb-2">2024年5月</h4>
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<p class="text-sm text-gray-700">国轩高科发布<strong>金石电池</strong>（硫化物全固态，350Wh/kg，已装车星纪元ET），标志着<strong>全球首款全固态电池量产装车</strong>。</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h4 class="font-semibold text-purple-800 mb-2">2024年11月</h4>
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<p class="text-sm text-gray-700">华为公布硫化物固态电池专利，通过氮掺杂解决界面副反应问题。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h4 class="font-semibold text-green-800 mb-2">2025年6月</h4>
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<p class="text-sm text-gray-700">宝马固态电动车路测、QuantumScape宣布2025年量产500Wh/kg电池，股价盘后涨30%。</p>
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</div>
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<div class="bg-yellow-50 p-4 rounded-lg">
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<h4 class="font-semibold text-yellow-800 mb-2">政策端</h4>
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<p class="text-sm text-gray-700">2024年工信部新增固态电池规范（单体≥300Wh/kg，循环≥1000次），2025年预计推出<strong>第二轮60亿元专项补贴</strong>。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3">时间轴</h3>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="mb-4 timeline-dot">
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<h4 class="font-semibold">2023年</h4>
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<p class="text-gray-600">半固态电池量产元年（蔚来ET7、岚图追光装车）</p>
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</div>
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<div class="mb-4 timeline-dot">
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<h4 class="font-semibold">2024年Q2</h4>
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<p class="text-gray-600">国轩高科全固态装车、华为专利曝光</p>
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</div>
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<div class="mb-4 timeline-dot">
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<h4 class="font-semibold">2024年Q4</h4>
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<p class="text-gray-600">宁德时代/比亚迪明确2027年量产目标</p>
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</div>
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<div class="mb-4 timeline-dot">
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<h4 class="font-semibold">2025年H2</h4>
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<p class="text-gray-600">国家首次验收（9月）、车企装车测试（年底）</p>
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</div>
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<div class="timeline-dot">
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<h4 class="font-semibold">2027年</h4>
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<p class="text-gray-600">全固态电池初步量产（丰田、三星、宁德时代同步推进）</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card gradient-bg text-white p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 section-title">核心观点摘要</h2>
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<div class="bg-white bg-opacity-20 p-4 rounded-lg">
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<p class="text-lg">
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固态电池正处于<strong>"技术验证→量产前夜"</strong>的关键拐点。<strong>硫化物路线</strong>因高离子电导率（10⁻² S/cm）成为主流，<strong>2027年量产节点</strong>未变，但<strong>2025-2026年材料（硫化锂）和设备（干法电极）订单</strong>将率先爆发。当前市场仍低估<strong>硫化锂/电解质</strong>的瓶颈价值，预期差显著。
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</p>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="card bg-white p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 section-title">概念的核心逻辑与市场认知分析</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-indigo-50 p-4 rounded-lg">
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<div class="text-indigo-600 mb-2">
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<i class="fas fa-microchip text-2xl"></i>
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</div>
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<h4 class="font-semibold text-indigo-800 mb-2">技术突破</h4>
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<p class="text-sm text-gray-700">硫化物电解质纯度>99.9%（厦钨新能已实现），干法电极工艺（纳科诺尔设备）解决界面接触问题。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<div class="text-green-600 mb-2">
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<i class="fas fa-landmark text-2xl"></i>
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</div>
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<h4 class="font-semibold text-green-800 mb-2">政策强制</h4>
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<p class="text-sm text-gray-700">2025年新能源车续航门槛提升（欧盟2030年500Wh/kg），倒逼技术升级。</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<div class="text-purple-600 mb-2">
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<i class="fas fa-robot text-2xl"></i>
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</div>
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<h4 class="font-semibold text-purple-800 mb-2">场景刚需</h4>
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<p class="text-sm text-gray-700">eVTOL（亿航EH216-S已试飞）和人形机器人（特斯拉Optimus）对能量密度需求刚性。</p>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-800 mb-2">研报密度</h4>
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<p class="text-sm text-gray-700">2024年12月-2025年6月，<strong>中泰/海通/招商等12家券商</strong>发布固态电池专题，频率超2023年3倍。</p>
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</div>
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<div class="bg-orange-50 p-4 rounded-lg">
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<h4 class="font-semibold text-orange-800 mb-2">资金分歧</h4>
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<p class="text-sm text-gray-700">部分机构认为"2027年量产=主题炒作"，但路演显示<strong>宁德时代20Ah样品已下线</strong>（2025年6月招商电新调研），<strong>预期差在于硫化锂产能缺口</strong>（全球仅3家企业吨级供应）。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white border border-gray-200">
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<thead>
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<tr class="bg-gray-50">
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<th class="py-2 px-4 border-b text-left">市场认知</th>
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<th class="py-2 px-4 border-b text-left">实际进展</th>
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<th class="py-2 px-4 border-b text-left">预期差</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="py-2 px-4 border-b">全固态2027年量产</td>
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<td class="py-2 px-4 border-b">国轩高科已装车（2024年5月）</td>
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<td class="py-2 px-4 border-b font-semibold text-red-600">半固态过渡被低估</td>
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</tr>
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<tr>
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<td class="py-2 px-4 border-b">硫化物路线成本高</td>
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<td class="py-2 px-4 border-b">厦钨新能硫化锂成本降至<strong>6万元/吨</strong>（2025年）</td>
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<td class="py-2 px-4 border-b font-semibold text-red-600">成本曲线陡峭下降</td>
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</tr>
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<tr>
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<td class="py-2 px-4 border-b">设备需求模糊</td>
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<td class="py-2 px-4 border-b">先导智能已交付<strong>固态涂布设备</strong>（2025年Q2）</td>
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<td class="py-2 px-4 border-b font-semibold text-red-600">设备订单提前兑现</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card bg-white p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 section-title">关键催化剂与未来发展路径</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-red-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1">1</div>
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<div>
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<h4 class="font-semibold">2025年9月国家验收</h4>
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<p class="text-gray-600">首批全固态电池装车测试（比亚迪/上汽参与）。</p>
|
||
</div>
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||
</div>
|
||
<div class="flex items-start">
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<div class="bg-red-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1">2</div>
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<div>
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<h4 class="font-semibold">硫化锂产能瓶颈</h4>
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<p class="text-gray-600">厦钨新能<strong>2万吨扩产</strong>（2025年Q3投产），或引发价格跳涨。</p>
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||
</div>
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||
</div>
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||
<div class="flex items-start">
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<div class="bg-red-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1">3</div>
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<div>
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<h4 class="font-semibold">设备订单落地</h4>
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<p class="text-gray-600">赢合科技/纳科诺尔<strong>GWh级订单</strong>（国轩高科二期招标）。</p>
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||
</div>
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||
</div>
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||
</div>
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||
</div>
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<div>
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<h3 class="text-xl font-semibold mb-3">长期路径（2025-2030）</h3>
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||
<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex flex-col items-center">
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||
<div class="bg-indigo-600 text-white px-4 py-2 rounded-lg mb-4">2025: 半固态量产</div>
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||
<div class="h-8 w-1 bg-indigo-300 mb-4"></div>
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||
<div class="bg-indigo-600 text-white px-4 py-2 rounded-lg mb-4">2026: 硫化锂供需缺口</div>
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<div class="h-8 w-1 bg-indigo-300 mb-4"></div>
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<div class="bg-indigo-600 text-white px-4 py-2 rounded-lg mb-4">2027: 全固态小批量</div>
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<div class="h-8 w-1 bg-indigo-300 mb-4"></div>
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<div class="bg-indigo-600 text-white px-4 py-2 rounded-lg mb-4">2028: 成本<0.8元/Wh</div>
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<div class="h-8 w-1 bg-indigo-300 mb-4"></div>
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<div class="bg-indigo-600 text-white px-4 py-2 rounded-lg">2030: 渗透率10%（200GWh）</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card bg-white p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 section-title">产业链与核心公司深度剖析</h2>
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|
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-800 mb-2">上游</h4>
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<ul class="text-sm text-gray-700 space-y-1">
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<li>硫化锂（厦钨新能）</li>
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<li>氧化锆（东方锆业）</li>
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<li>硅碳负极（贝特瑞）</li>
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</ul>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h4 class="font-semibold text-green-800 mb-2">中游</h4>
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<ul class="text-sm text-gray-700 space-y-1">
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<li>电解质（恩捷股份）</li>
|
||
<li>设备（先导智能）</li>
|
||
<li>电池（国轩高科）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-purple-800 mb-2">下游</h4>
|
||
<ul class="text-sm text-gray-700 space-y-1">
|
||
<li>车企（比亚迪）</li>
|
||
<li>eVTOL（亿航智能）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-2 px-4 border-b text-left">公司</th>
|
||
<th class="py-2 px-4 border-b text-left">技术路线</th>
|
||
<th class="py-2 px-4 border-b text-left">进展</th>
|
||
<th class="py-2 px-4 border-b text-left">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">厦钨新能</td>
|
||
<td class="py-2 px-4 border-b">硫化锂龙头</td>
|
||
<td class="py-2 px-4 border-b"><strong>吨级出货</strong>+成本6万/吨</td>
|
||
<td class="py-2 px-4 border-b">产能爬坡不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">纳科诺尔</td>
|
||
<td class="py-2 px-4 border-b">干法设备</td>
|
||
<td class="py-2 px-4 border-b"><strong>国轩独供</strong>+订单翻倍</td>
|
||
<td class="py-2 px-4 border-b">技术路线被颠覆</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">国轩高科</td>
|
||
<td class="py-2 px-4 border-b">全固态</td>
|
||
<td class="py-2 px-4 border-b"><strong>已装车</strong>+2027年量产</td>
|
||
<td class="py-2 px-4 border-b">硫化物路线稳定性</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">先导智能</td>
|
||
<td class="py-2 px-4 border-b">整线设备</td>
|
||
<td class="py-2 px-4 border-b"><strong>整线交付能力</strong>+客户覆盖80%</td>
|
||
<td class="py-2 px-4 border-b">竞争加剧（赢合科技）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-red-800 mb-2">证伪点</h4>
|
||
<p class="text-sm text-gray-700">丰田2027年量产计划<strong>推迟至2030年</strong>（2024年12月路演），但国内企业进度<strong>超预期</strong>（比亚迪2027年目标未变）。</p>
|
||
</div>
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-800 mb-2">验证点</h4>
|
||
<p class="text-sm text-gray-700">硫化锂价格从2023年<strong>10万/吨</strong>降至2025年<strong>6万/吨</strong>（厦钨新能调研），印证成本下降逻辑。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 section-title">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-2 px-4 border-b text-left">风险类型</th>
|
||
<th class="py-2 px-4 border-b text-left">具体表现</th>
|
||
<th class="py-2 px-4 border-b text-left">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">技术风险</td>
|
||
<td class="py-2 px-4 border-b">硫化物电解质<strong>空气敏感</strong>（需手套箱）</td>
|
||
<td class="py-2 px-4 border-b">
|
||
<span class="bg-red-100 text-red-800 px-2 py-1 rounded text-sm">高</span>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">商业化风险</td>
|
||
<td class="py-2 px-4 border-b">全固态电池<strong>成本>1元/Wh</strong>（2025年）</td>
|
||
<td class="py-2 px-4 border-b">
|
||
<span class="bg-yellow-100 text-yellow-800 px-2 py-1 rounded text-sm">中</span>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">政策风险</td>
|
||
<td class="py-2 px-4 border-b">美国IRA法案<strong>补贴退坡</strong></td>
|
||
<td class="py-2 px-4 border-b">
|
||
<span class="bg-green-100 text-green-800 px-2 py-1 rounded text-sm">低</span>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">信息矛盾</td>
|
||
<td class="py-2 px-4 border-b">丰田推迟量产 vs 国内企业加速</td>
|
||
<td class="py-2 px-4 border-b">
|
||
<span class="bg-blue-100 text-blue-800 px-2 py-1 rounded text-sm">需跟踪</span>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card gradient-bg text-white p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 section-title">综合结论与投资启示</h2>
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">结论</h3>
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<p class="text-lg">
|
||
固态电池已从<strong>主题炒作</strong>进入<strong>基本面驱动阶段</strong>，<strong>2025-2026年材料/设备订单</strong>是核心验证指标。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<div class="bg-white text-indigo-600 rounded-full w-8 h-8 flex items-center justify-center mr-3">1</div>
|
||
<h4 class="font-semibold">硫化锂</h4>
|
||
</div>
|
||
<p class="ml-11">厦钨新能（<strong>2万吨扩产</strong>+成本优势）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<div class="bg-white text-indigo-600 rounded-full w-8 h-8 flex items-center justify-center mr-3">2</div>
|
||
<h4 class="font-semibold">干法设备</h4>
|
||
</div>
|
||
<p class="ml-11">纳科诺尔（<strong>国轩独供</strong>+技术壁垒）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<div class="bg-white text-indigo-600 rounded-full w-8 h-8 flex items-center justify-center mr-3">3</div>
|
||
<h4 class="font-semibold">电池龙头</h4>
|
||
</div>
|
||
<p class="ml-11">国轩高科（<strong>全固态装车</strong>+2027年量产）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-chart-line mr-2"></i>
|
||
<span><strong>硫化锂价格</strong>（2025年Q3是否跌破5万/吨）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-clipboard-list mr-2"></i>
|
||
<span><strong>设备订单</strong>（先导智能/赢合科技2025年H2订单增速）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-car mr-2"></i>
|
||
<span><strong>车企装车量</strong>（比亚迪/上汽2026年固态车型销量）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card bg-white p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 section-title">关联股票数据</h2>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-2 px-4 border-b text-left">股票名称</th>
|
||
<th class="py-2 px-4 border-b text-left">分类</th>
|
||
<th class="py-2 px-4 border-b text-left">业务相关</th>
|
||
<th class="py-2 px-4 border-b text-left">项目</th>
|
||
<th class="py-2 px-4 border-b text-left">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">三祥新材</td>
|
||
<td class="py-2 px-4 border-b">电解质原材料</td>
|
||
<td class="py-2 px-4 border-b">锆原料</td>
|
||
<td class="py-2 px-4 border-b">新车型催化</td>
|
||
<td class="py-2 px-4 border-b">公司涉及固态电池电解质原材料锆的供应，受益于上汽新车型催化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">元力股份</td>
|
||
<td class="py-2 px-4 border-b">电解质原材料</td>
|
||
<td class="py-2 px-4 border-b">活性炭</td>
|
||
<td class="py-2 px-4 border-b">新车型催化</td>
|
||
<td class="py-2 px-4 border-b">提供固态电池电解质所需活性炭，受益于上汽新车型催化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">天奈科技</td>
|
||
<td class="py-2 px-4 border-b">电解质原材料</td>
|
||
<td class="py-2 px-4 border-b">碳纳米管</td>
|
||
<td class="py-2 px-4 border-b">新车型催化</td>
|
||
<td class="py-2 px-4 border-b">碳纳米管导电剂用于固态电池，受益于上汽新车型催化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">容百科技</td>
|
||
<td class="py-2 px-4 border-b">正极</td>
|
||
<td class="py-2 px-4 border-b">高镍三元</td>
|
||
<td class="py-2 px-4 border-b">新车型催化</td>
|
||
<td class="py-2 px-4 border-b">高镍三元正极材料用于固态电池，受益于上汽新车型催化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">当升科技</td>
|
||
<td class="py-2 px-4 border-b">正极</td>
|
||
<td class="py-2 px-4 border-b">高镍三元</td>
|
||
<td class="py-2 px-4 border-b">新车型催化</td>
|
||
<td class="py-2 px-4 border-b">高镍三元正极材料用于固态电池，受益于上汽新车型催化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">纳科诺尔</td>
|
||
<td class="py-2 px-4 border-b">设备</td>
|
||
<td class="py-2 px-4 border-b">辊压机</td>
|
||
<td class="py-2 px-4 border-b">新车型催化</td>
|
||
<td class="py-2 px-4 border-b">提供固态电池生产所需辊压机设备，受益于上汽新车型催化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">利元亨</td>
|
||
<td class="py-2 px-4 border-b">设备</td>
|
||
<td class="py-2 px-4 border-b">卷绕机</td>
|
||
<td class="py-2 px-4 border-b">新车型催化</td>
|
||
<td class="py-2 px-4 border-b">提供固态电池生产所需卷绕机设备，受益于上汽新车型催化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">赢合科技</td>
|
||
<td class="py-2 px-4 border-b">设备</td>
|
||
<td class="py-2 px-4 border-b">涂布机</td>
|
||
<td class="py-2 px-4 border-b">新车型催化</td>
|
||
<td class="py-2 px-4 border-b">提供固态电池生产所需涂布机设备，受益于上汽新车型催化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">先导智能</td>
|
||
<td class="py-2 px-4 border-b">设备</td>
|
||
<td class="py-2 px-4 border-b">整线设备</td>
|
||
<td class="py-2 px-4 border-b">新车型催化</td>
|
||
<td class="py-2 px-4 border-b">提供固态电池生产整线设备，受益于上汽新车型催化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">国轩高科</td>
|
||
<td class="py-2 px-4 border-b">电池</td>
|
||
<td class="py-2 px-4 border-b">固态电池</td>
|
||
<td class="py-2 px-4 border-b">5月16日发布全固态电池</td>
|
||
<td class="py-2 px-4 border-b">5月16日发布能量密度300Wh/kg的全固态电池</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">赣锋锂业</td>
|
||
<td class="py-2 px-4 border-b">电池</td>
|
||
<td class="py-2 px-4 border-b">固态电池</td>
|
||
<td class="py-2 px-4 border-b">与杭州热电合作</td>
|
||
<td class="py-2 px-4 border-b">与杭州热电签署合作协议，建设高比能固态电池生产基地</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">恩捷股份</td>
|
||
<td class="py-2 px-4 border-b">电解质</td>
|
||
<td class="py-2 px-4 border-b">固态电解质</td>
|
||
<td class="py-2 px-4 border-b">5月7日签约固态电解质项目</td>
|
||
<td class="py-2 px-4 border-b">子公司苏州捷力与宁德时代签订固态电解质供货协议</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">金龙羽</td>
|
||
<td class="py-2 px-4 border-b">电解质</td>
|
||
<td class="py-2 px-4 border-b">固态电解质</td>
|
||
<td class="py-2 px-4 border-b">5月20日签订固态电池采购订单</td>
|
||
<td class="py-2 px-4 border-b">与供应商签订固态电池采购订单，布局固态电池领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">星源材质</td>
|
||
<td class="py-2 px-4 border-b">电解质</td>
|
||
<td class="py-2 px-4 border-b">固态电解质</td>
|
||
<td class="py-2 px-4 border-b">4月28日固态电池项目投产</td>
|
||
<td class="py-2 px-4 border-b">固态电池关键材料量产线项目正式投产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">德尔股份</td>
|
||
<td class="py-2 px-4 border-b">电解质</td>
|
||
<td class="py-2 px-4 border-b">固态电解质</td>
|
||
<td class="py-2 px-4 border-b">4月28日固态电池产品下线</td>
|
||
<td class="py-2 px-4 border-b">采用氧化物复合固态电解质的固态电池产品已通过第三方检测</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">壹石通</td>
|
||
<td class="py-2 px-4 border-b">电解质</td>
|
||
<td class="py-2 px-4 border-b">氧化铝</td>
|
||
<td class="py-2 px-4 border-b">4月30日固态电池正极材料投产</td>
|
||
<td class="py-2 px-4 border-b">公司固态电池正极材料已用于半固态锂电池</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">贝特瑞</td>
|
||
<td class="py-2 px-4 border-b">负极</td>
|
||
<td class="py-2 px-4 border-b">硅基负极</td>
|
||
<td class="py-2 px-4 border-b">5月13日发布固态电池产品</td>
|
||
<td class="py-2 px-4 border-b">发布新一代硅基负极材料，适配固态电池</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">璞泰来</td>
|
||
<td class="py-2 px-4 border-b">负极</td>
|
||
<td class="py-2 px-4 border-b">石墨负极</td>
|
||
<td class="py-2 px-4 border-b">4月24日签署合作协议</td>
|
||
<td class="py-2 px-4 border-b">与Bollore旗下公司签署协议，推动固态电池材料研发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">杉杉股份</td>
|
||
<td class="py-2 px-4 border-b">正极</td>
|
||
<td class="py-2 px-4 border-b">高镍三元</td>
|
||
<td class="py-2 px-4 border-b">合作开发固态电池</td>
|
||
<td class="py-2 px-4 border-b">与宁德时代合作开发高镍三元正极材料用于固态电池</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">振华新材</td>
|
||
<td class="py-2 px-4 border-b">正极</td>
|
||
<td class="py-2 px-4 border-b">高镍三元</td>
|
||
<td class="py-2 px-4 border-b">合作开发固态电池</td>
|
||
<td class="py-2 px-4 border-b">与孚能科技合作开发高镍三元正极材料用于固态电池</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">道氏技术</td>
|
||
<td class="py-2 px-4 border-b">导电剂</td>
|
||
<td class="py-2 px-4 border-b">碳纳米管</td>
|
||
<td class="py-2 px-4 border-b">合作开发固态电池</td>
|
||
<td class="py-2 px-4 border-b">碳纳米管导电剂用于固态电池，与多家企业合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">瀚川智能</td>
|
||
<td class="py-2 px-4 border-b">设备</td>
|
||
<td class="py-2 px-4 border-b">卷绕机</td>
|
||
<td class="py-2 px-4 border-b">合作开发固态电池</td>
|
||
<td class="py-2 px-4 border-b">提供固态电池生产所需卷绕机设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">联赢激光</td>
|
||
<td class="py-2 px-4 border-b">设备</td>
|
||
<td class="py-2 px-4 border-b">激光焊接</td>
|
||
<td class="py-2 px-4 border-b">合作开发固态电池</td>
|
||
<td class="py-2 px-4 border-b">提供固态电池生产所需激光焊接设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">杭可科技</td>
|
||
<td class="py-2 px-4 border-b">设备</td>
|
||
<td class="py-2 px-4 border-b">化成分容</td>
|
||
<td class="py-2 px-4 border-b">合作开发固态电池</td>
|
||
<td class="py-2 px-4 border-b">提供固态电池生产所需化成分容设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">粤桂股份</td>
|
||
<td class="py-2 px-4 border-b">硫铁矿</td>
|
||
<td class="py-2 px-4 border-b">上游资源储备</td>
|
||
<td class="py-2 px-4 border-b">全国最大的硫铁矿山</td>
|
||
<td class="py-2 px-4 border-b">公司拥有全国最大的硫铁矿山，探明储量2.08亿吨，属于固态电池硫化物产业链上游资源环节</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">大中矿业</td>
|
||
<td class="py-2 px-4 border-b">硫铁矿</td>
|
||
<td class="py-2 px-4 border-b">上游资源储备</td>
|
||
<td class="py-2 px-4 border-b">山片沟硫铁矿采矿权</td>
|
||
<td class="py-2 px-4 border-b">持有山片沟硫铁矿采矿权，资源储量7085.41万吨，保障固态电池硫化物原材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">赣锋锂业</td>
|
||
<td class="py-2 px-4 border-b">硫化锂</td>
|
||
<td class="py-2 px-4 border-b">中游材料生产</td>
|
||
<td class="py-2 px-4 border-b">电池级硫化锂量产</td>
|
||
<td class="py-2 px-4 border-b">实现电池级硫化锂量产，直接供应固态电池硫化物核心材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">光华科技</td>
|
||
<td class="py-2 px-4 border-b">硫化锂</td>
|
||
<td class="py-2 px-4 border-b">中游材料生产</td>
|
||
<td class="py-2 px-4 border-b">硫化锂相关固态电池材料产品产能300吨/年</td>
|
||
<td class="py-2 px-4 border-b">具备硫化锂材料300吨/年产能，切入固态电池硫化物产业链中游</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">恩捷股份</td>
|
||
<td class="py-2 px-4 border-b">硫化锂</td>
|
||
<td class="py-2 px-4 border-b">中游材料生产</td>
|
||
<td class="py-2 px-4 border-b">高纯硫化锂已建成百吨级产线</td>
|
||
<td class="py-2 px-4 border-b">拥有高纯硫化锂百吨级产线及硫化物电解质中试线，覆盖固态电池关键材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">德福科技</td>
|
||
<td class="py-2 px-4 border-b">固态电池铜箔相关产品</td>
|
||
<td class="py-2 px-4 border-b">多孔铜箔、复合铜箔、芯箔等</td>
|
||
<td class="py-2 px-4 border-b">锂电铜箔营收56.45亿元</td>
|
||
<td class="py-2 px-4 border-b">多孔铜箔等产品已实现批量出货，2024年锂电铜箔营收及销量均居行业第一</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">嘉元科技</td>
|
||
<td class="py-2 px-4 border-b">全固态及半固态电池用铜箔</td>
|
||
<td class="py-2 px-4 border-b">全固态及半固态电池用铜箔已小批量供应</td>
|
||
<td class="py-2 px-4 border-b">锂电铜箔营收52.94亿元</td>
|
||
<td class="py-2 px-4 border-b">固态电池用铜箔已小批量供应，锂电铜箔营收占比超80%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">诺德股份</td>
|
||
<td class="py-2 px-4 border-b">耐高温铜箔等</td>
|
||
<td class="py-2 px-4 border-b">耐高温铜箔集流体、多孔铜箔集流体等</td>
|
||
<td class="py-2 px-4 border-b">锂电铜箔营收46.7亿元</td>
|
||
<td class="py-2 px-4 border-b">产品覆盖固态电池用铜箔，锂电铜箔营收占比近90%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">中一科技</td>
|
||
<td class="py-2 px-4 border-b">锂-铜金属一体化复合负极材料</td>
|
||
<td class="py-2 px-4 border-b">已用于固态电池的锂-铜金属一体化复合负极材料技术储备</td>
|
||
<td class="py-2 px-4 border-b">锂电铜箔营收37.53亿元</td>
|
||
<td class="py-2 px-4 border-b">具备固态电池负极材料技术储备，锂电铜箔销量超6万吨</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-2 px-4 border-b font-semibold">铜冠铜箔</td>
|
||
<td class="py-2 px-4 border-b">高端锂电铜箔</td>
|
||
<td class="py-2 px-4 border-b">已开发出高端锂电铜箔以适用固态电池和半固态电池</td>
|
||
<td class="py-2 px-4 border-b">锂电铜箔营收16.59亿元</td>
|
||
<td class="py-2 px-4 border-b">开发高端锂电铜箔适配固态电池，2024年铜箔销量5.5万吨</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
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|
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``` |