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<!-- Hero Section -->
<section class="hero-section py-16">
<div class="container mx-auto px-4">
<div class="max-w-4xl mx-auto text-center">
<h1 class="text-4xl md:text-5xl font-bold mb-6">华为电池技术创新</h1>
<p class="text-xl md:text-2xl opacity-90 mb-8">从消费电子到全场景能源技术的战略延伸</p>
<div class="flex flex-wrap justify-center gap-3">
<span class="tech-tag bg-white bg-opacity-20 text-white">固态电池</span>
<span class="tech-tag bg-white bg-opacity-20 text-white">硅基负极</span>
<span class="tech-tag bg-white bg-opacity-20 text-white">低空经济</span>
<span class="tech-tag bg-white bg-opacity-20 text-white">能源技术</span>
</div>
</div>
</div>
</section>
<!-- Main Content -->
<div class="container mx-auto px-4 py-12">
<!-- 概念事件 -->
<div class="card bg-white p-6">
<h2 class="section-title">概念事件</h2>
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4">背景与催化事件</h3>
<p class="mb-4">华为在2024年11月密集发布两项固态电池核心专利标志着其从消费电子电池向全场景能源技术的战略延伸</p>
<ul class="list-disc pl-6 space-y-3">
<li><strong>2024-11-05</strong>公布硫化物固态电池专利CN1177555A通过氮元素掺杂解决金属锂负极与硫化物电解质界面副反应问题<span class="highlight">循环寿命提升30%+</span>(专利实验数据)。</li>
<li><strong>2024-11-15</strong>公开硅基负极专利CN1178456A采用高硅氧比颗粒+导电层设计,<span class="highlight">电芯膨胀率降低50%</span>600次循环后数据</li>
<li><strong>2024-11-13</strong>亿航EH216-S搭载欣界固态电池华为技术验证合作方完成48分钟续航测试<span class="highlight">续航提升60%-90%</span>实测数据480Wh/kg</li>
</ul>
</div>
<div>
<h3 class="text-xl font-semibold mb-4">时间轴</h3>
<div class="overflow-x-auto">
<table class="data-table w-full">
<thead>
<tr>
<th>时间</th>
<th>事件</th>
<th>技术突破</th>
<th>应用场景</th>
</tr>
</thead>
<tbody>
<tr>
<td>2024-11-05</td>
<td>硫化物固态电池专利公开</td>
<td>界面稳定性优化</td>
<td>消费电子/储能</td>
</tr>
<tr>
<td>2024-11-15</td>
<td>硅基负极专利公开</td>
<td>体积膨胀控制</td>
<td>手机/无人机</td>
</tr>
<tr>
<td>2024-11-13</td>
<td>亿航固态电池试飞成功</td>
<td>能量密度480Wh/kg</td>
<td>低空经济</td>
</tr>
<tr>
<td>2025E</td>
<td>华为-长安联合发布全固态电池</td>
<td>预计2027年小批量量产</td>
<td>高端电动车</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="card bg-gradient-to-r from-blue-50 to-cyan-50 p-6">
<h2 class="section-title">核心观点摘要</h2>
<p class="text-lg">华为通过<span class="highlight">材料体系(硫化物+硅基负极)</span><span class="highlight">工艺创新(界面工程+干法封装)</span>双轮驱动,将固态电池从实验室推向消费电子、低空经济、储能三大场景。<span class="highlight">当前处于技术验证向商业化过渡阶段</span>2025年消费电子半固态量产、2027年车规级全固态落地是核心里程碑。</p>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="card bg-white p-6">
<h2 class="section-title">核心逻辑与市场认知分析</h2>
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4">核心驱动力</h3>
<ul class="list-disc pl-6 space-y-3">
<li><strong>技术突破</strong>:硫化物电解质+硅基负极组合解决行业两大痛点(界面副反应/体积膨胀),<span class="highlight">能量密度提升至400-500Wh/kg</span>(路演数据)。</li>
<li><strong>场景验证</strong>亿航无人机实测证明技术可靠性消费电子华为Mate70已采用高压正极+硅负极)提供现金流支撑。</li>
<li><strong>政策协同</strong>中国《全固态电池判定及试验方法》团体标准2025年落地华为专利提前卡位。</li>
</ul>
</div>
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4">市场热度与情绪</h3>
<ul class="list-disc pl-6 space-y-3">
<li><strong>新闻热度</strong>11月专利发布后固态电池指数<span class="highlight">3日涨幅12%</span>Wind数据但设备端如先导智能涨幅高于材料端反映市场对<span class="highlight">工艺成熟度</span>的分歧。</li>
<li><strong>研报分歧</strong>中信证券认为2025年半固态渗透率仅<span class="highlight">2%</span>(动力电池),而国海机械预测<span class="highlight">消费电子领域2025年渗透率超10%</span>,存在<span class="highlight">场景优先级</span>预期差。</li>
</ul>
</div>
<div>
<h3 class="text-xl font-semibold mb-4">预期差分析</h3>
<ul class="list-disc pl-6 space-y-3">
<li><strong>被忽略的关键点</strong>:华为专利中<span class="highlight">干法封装技术</span>iPhone 16 Pro已采用可降低30%体积,但市场未充分定价其在<span class="highlight">可穿戴设备</span>如AR眼镜的微型化潜力。</li>
<li><strong>数据矛盾</strong>:路演显示华为硅基负极<span class="highlight">循环600次膨胀率<5%</span>,但部分研报引用第三方数据称<span class="highlight">循环500次膨胀率>15%</span>,需验证测试条件差异。</li>
</ul>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="card bg-white p-6">
<h2 class="section-title">关键催化剂与未来发展路径</h2>
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4">近期催化剂3-6个月</h3>
<div class="space-y-4">
<div class="timeline-item">
<h4 class="font-semibold">2025-03华为-长安固态电池技术发布会</h4>
<p class="text-gray-600">预计公布车规级样品</p>
</div>
<div class="timeline-item">
<h4 class="font-semibold">2025-06消费电子半固态电池Mate70系列量产</h4>
<p class="text-gray-600">硅基负极渗透率验证</p>
</div>
<div class="timeline-item">
<h4 class="font-semibold">2025-09亿航EH216-S固态电池适航认证通过</h4>
<p class="text-gray-600">低空经济订单落地</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4">长期路径2025-2030</h3>
<div class="overflow-x-auto">
<table class="data-table w-full">
<thead>
<tr>
<th>阶段</th>
<th>技术节点</th>
<th>市场规模</th>
<th>华为角色</th>
</tr>
</thead>
<tbody>
<tr>
<td>2025-2026</td>
<td>半固态消费电子量产</td>
<td>全球10GWh手机/无人机)</td>
<td>技术授权+供应链整合</td>
</tr>
<tr>
<td>2027-2028</td>
<td>全固态小批量(车规级)</td>
<td>中国2GWh高端电动车</td>
<td>联合长安/赛力斯</td>
</tr>
<tr>
<td>2029-2030</td>
<td>全固态批量装车</td>
<td>全球动力电池渗透率2%</td>
<td>标准制定者+设备输出</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 产业链与核心公司深度剖析 -->
<div class="card bg-white p-6">
<h2 class="section-title">产业链与核心公司深度剖析</h2>
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4">产业链图谱</h3>
<div class="bg-gray-50 p-4 rounded-lg">
<p class="text-center mb-3 font-semibold">上游材料 → 中游工艺 → 下游应用</p>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="text-center">
<p class="font-semibold text-blue-600">上游材料</p>
<p>硫化物电解质(有研新材)</p>
<p>硅基负极(道氏技术)</p>
<p>锂金属负极(天奈科技)</p>
</div>
<div class="text-center">
<p class="font-semibold text-green-600">中游工艺</p>
<p>干法封装设备(先导智能)</p>
<p>等静压设备(匡德机械)</p>
<p>固态电池检测(武汉蓝电)</p>
</div>
<div class="text-center">
<p class="font-semibold text-purple-600">下游应用</p>
<p>消费电子华为Mate系列</p>
<p>无人机(亿航智能)</p>
<p>储能(宁德时代)</p>
</div>
</div>
</div>
</div>
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="data-table w-full">
<thead>
<tr>
<th>公司</th>
<th>技术路线</th>
<th>进展</th>
<th>风险</th>
</tr>
</thead>
<tbody>
<tr>
<td>道氏技术</td>
<td>硅碳负极(多孔碳)</td>
<td>华为专利合作方,<span class="highlight">中试线良率85%</span></td>
<td>客户认证周期长</td>
</tr>
<tr>
<td>长阳科技</td>
<td>固态电池隔膜</td>
<td>宁德时代50万㎡订单<span class="highlight">2025E收入1亿</span></td>
<td>隔膜技术路线未定氧化物vs硫化物</td>
</tr>
<tr>
<td>亿航智能</td>
<td>氧化物固态电池</td>
<td>已试飞48分钟<span class="highlight">2025年适航认证</span></td>
<td>政策审批延迟</td>
</tr>
<tr>
<td>先导智能</td>
<td>等静压设备</td>
<td>国产化替代,<span class="highlight">单台设备降本30%</span></td>
<td>技术验证不及预期</td>
</tr>
</tbody>
</table>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4">验证与证伪</h3>
<ul class="list-disc pl-6 space-y-3">
<li><strong>证伪点</strong>:研报称华为硫化物电池<span class="highlight">2027年量产</span>,但路演透露<span class="highlight">当前循环仅600次</span>(车规需>1000次技术缺口需跟踪。</li>
<li><strong>验证点</strong>亿航试飞数据与专利参数480Wh/kg一致<span class="highlight">低空场景落地可信</span></li>
</ul>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="card bg-white p-6">
<h2 class="section-title">潜在风险与挑战</h2>
<div class="overflow-x-auto">
<table class="data-table w-full">
<thead>
<tr>
<th>风险类型</th>
<th>具体表现</th>
<th>影响程度</th>
</tr>
</thead>
<tbody>
<tr>
<td>技术风险</td>
<td>硫化物电解质<span class="highlight">空气稳定性差</span>,需惰性环境生产</td>
<td><span class="risk-high"></span></td>
</tr>
<tr>
<td>商业化风险</td>
<td>硅基负极<span class="highlight">成本>15万元/吨</span>石墨负极3倍</td>
<td><span class="risk-medium"></span></td>
</tr>
<tr>
<td>政策风险</td>
<td>欧盟电池法规要求<span class="highlight">2027年可拆卸设计</span>,或限制异形电池</td>
<td><span class="risk-medium"></span></td>
</tr>
<tr>
<td>信息矛盾</td>
<td>华为专利膨胀率数据与第三方测试差异<span class="highlight">>10%</span></td>
<td><span class="risk-low"></span></td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="card bg-white p-6">
<h2 class="section-title">综合结论与投资启示</h2>
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4">阶段判断</h3>
<p>华为固态电池处于<span class="highlight">"技术验证→场景落地"过渡期</span>,消费电子提供现金流,车规级需突破循环寿命瓶颈。<span class="highlight">主题炒作与基本面驱动并存</span></p>
</div>
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4">投资方向</h3>
<div class="space-y-4">
<div class="investment-card certainty bg-blue-50 p-4 rounded-lg">
<h4 class="font-semibold text-blue-700">最确定:硅基负极材料</h4>
<p class="text-gray-700">道氏技术、杉杉股份——消费电子放量+华为专利背书</p>
</div>
<div class="investment-card elasticity bg-purple-50 p-4 rounded-lg">
<h4 class="font-semibold text-purple-700">弹性最大:低空经济配套</h4>
<p class="text-gray-700">亿航智能——政策催化+亿航订单落地</p>
</div>
<div class="investment-card gap bg-pink-50 p-4 rounded-lg">
<h4 class="font-semibold text-pink-700">预期差:干法封装设备</h4>
<p class="text-gray-700">先导智能——苹果/华为技术外溢2025年渗透率提升</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4">跟踪指标</h3>
<ul class="list-disc pl-6 space-y-3">
<li><strong>技术验证</strong>:华为-长安联合实验室<span class="highlight">2025Q2循环寿命测试数据</span>(目标>1000次</li>
<li><strong>商业化</strong>Mate70系列<span class="highlight">硅基负极采购量</span>2025H1需>500吨</li>
<li><strong>政策节点</strong>:中国固态电池<span class="highlight">团体标准发布</span>2025Q3</li>
</ul>
</div>
</div>
<!-- 关联股票数据 -->
<div class="card bg-white p-6">
<h2 class="section-title">关联股票数据</h2>
<!-- 硅基负极材料 -->
<div class="mb-10">
<h3 class="text-xl font-semibold mb-4 text-blue-600">硅基负极材料20241117</h3>
<div class="overflow-x-auto">
<table class="data-table w-full">
<thead>
<tr>
<th>股票</th>
<th>项目</th>
<th>产品</th>
<th>技术状态</th>
<th>产能</th>
<th>客户</th>
<th>应用领域</th>
<th>技术路线</th>
<th>技术效果</th>
<th>性能指标</th>
<th>预计量产时间</th>
<th>原因</th>
</tr>
</thead>
<tbody>
<tr>
<td>金博股份</td>
<td>参股湖南金硅科技</td>
<td>氧化亚硅、新型硅碳等固态电池用硅基负极系列产品</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>主营产品包含氧化亚硅、新型硅碳等固态电池用硅基负极系列产品</td>
</tr>
<tr>
<td>杉杉股份</td>
<td>-</td>
<td>硅基负极</td>
<td>送样认证阶段</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>公司硅基负极以氧化亚硅为主,进入送样认证阶段,持续推进纳米硅研发</td>
</tr>
<tr>
<td>贝特瑞</td>
<td>-</td>
<td>氧化亚硅</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>公司产品包括氧化亚硅</td>
</tr>
<tr>
<td>璞泰来</td>
<td>纳米硅和氧化亚硅技术储备</td>
<td>第二代纳米硅碳产品</td>
<td>通过客户测试验证</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>公司在纳米硅和氧化亚硅均有技术储备,已完成第二代纳米硅碳产品研发</td>
</tr>
<tr>
<td>多氟多</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>主流负极厂商</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>纳米硅粉客户涵盖主流负极厂商</td>
</tr>
<tr>
<td>科达制造</td>
<td>-</td>
<td>纳米硅碳负极产品</td>
<td>-</td>
<td>规模化供货能力</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>公司纳米硅碳负极产品较为成熟,具备规模化供货能力</td>
</tr>
<tr>
<td>博迁新材</td>
<td>纳米级硅粉及硅合金粉体</td>
<td>-</td>
<td>下游客户试样评价阶段</td>
<td>-</td>
<td>-</td>
<td>储能电池和动力电池负极材料</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>研发的纳米级硅粉及硅合金粉体应用于储能电池和动力电池负极材料</td>
</tr>
<tr>
<td>北京利尔</td>
<td>参股创锂芯能</td>
<td>-</td>
<td>-</td>
<td>百公斤级硅碳负极材料供货</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>参股的创锂芯能是国内硅碳负极材料行业领先企业,已实现百公斤级供货</td>
</tr>
<tr>
<td>中科电气</td>
<td>-</td>
<td>硅碳负极、锂金属负极</td>
<td>开发和产品布局</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>公司在固态电池相关硅碳负极、锂金属负极等方面均有开发和产品布局</td>
</tr>
<tr>
<td>翔丰华</td>
<td>-</td>
<td>硅碳负极</td>
<td>中试阶段</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>行业龙头水平</td>
<td>-</td>
<td>公司硅碳负极处于中试阶段,产品性能指标达到行业龙头水平</td>
</tr>
<tr>
<td>硅宝科技</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>多种硅碳负极技术工艺路线</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>拥有多种硅碳负极技术工艺路线</td>
</tr>
<tr>
<td>上海洗霸</td>
<td>-</td>
<td>-</td>
<td>合格样品送国内电池厂商测试及验证</td>
<td>年十吨级均质硅碳负极材料产线</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>已实现均质硅碳负极材料年十吨级产线安装与调试</td>
</tr>
<tr>
<td>鹿山新材</td>
<td>-</td>
<td>硅碳负极功能粘结材料PAA</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>抑制硅基负极膨胀</td>
<td>-</td>
<td>-</td>
<td>开发了固态锂电池用硅碳负极功能粘结材料PAA</td>
</tr>
<tr>
<td>瑞丰高材</td>
<td>参股迪纳新材</td>
<td>负极粘结剂PAA系列</td>
<td>-</td>
<td>生产装置建设中</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>今年下半年</td>
<td>参股的迪纳新材负极粘结剂PAA系列生产装置正在建设中</td>
</tr>
<tr>
<td>硅宝科技</td>
<td>-</td>
<td>丙烯酸酯结构胶PAA</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>粘合剂产品包括丙烯酸酯结构胶PAA</td>
</tr>
<tr>
<td>回天新材</td>
<td>-</td>
<td>PAA产能3000吨/年、SBR</td>
<td>部分客户批量供货</td>
<td>上半年1.5万吨/年产能将建成投产</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>公司锂电负极胶产品主要是PAA已在部分客户批量供货</td>
</tr>
<tr>
<td>晶瑞电材</td>
<td>-</td>
<td>PAA</td>
<td>实现量产并取得客户订单</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>生产的PAA已实现量产并取得客户订单</td>
</tr>
<tr>
<td>璞泰来</td>
<td>自主研发</td>
<td>国产PVDF涂覆材料及PAA粘结剂</td>
<td>实现突破并完成大客户导入</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>自主研发的国产PVDF涂覆材料及PAA粘结剂实现突破</td>
</tr>
<tr>
<td>捷邦科技</td>
<td>-</td>
<td>-</td>
<td>成熟产线</td>
<td>年产2万吨碳纳米管导电浆料</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>在东莞市已形成年产2万吨碳纳米管导电浆料的成熟产线</td>
</tr>
<tr>
<td>天奈科技</td>
<td>-</td>
<td>CNT导电剂</td>
<td>-</td>
<td>-</td>
<td>清陶、卫蓝、太蓝等固态电池厂家</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>占据市场绝大部分份额</td>
<td>-</td>
<td>在固态电池领域CNT供货量占据市场绝大部分份额</td>
</tr>
<tr>
<td>道民技术</td>
<td>-</td>
<td>碳纳米管导电剂</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>储能电池和固态电池</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>公司的碳纳米管导电剂可以应用于储能电池和固态电池</td>
</tr>
<tr>
<td>紫江企业</td>
<td>-</td>
<td>铝塑膜</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>-</td>
<td>涉及铝塑膜产品</td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 钠离子电池 -->
<div>
<h3 class="text-xl font-semibold mb-4 text-green-600">钠离子电池241125</h3>
<div class="overflow-x-auto">
<table class="data-table w-full">
<thead>
<tr>
<th>股票</th>
<th>行业</th>
<th>原因</th>
</tr>
</thead>
<tbody>
<tr>
<td>湘潭电化</td>
<td>二氧化锰/电解锰</td>
<td>涉及钠电池正极材料原材料生产</td>
</tr>
<tr>
<td>红星发展</td>
<td>二氧化锰/电解锰</td>
<td>涉及钠电池正极材料原材料生产</td>
</tr>
<tr>
<td>鞍钢股份</td>
<td>钒矿</td>
<td>钒矿资源开发</td>
</tr>
<tr>
<td>建龙微纳</td>
<td>钒矿</td>
<td>钒矿资源开发</td>
</tr>
<tr>
<td>河钢股份</td>
<td>钒矿</td>
<td>钒矿资源开发</td>
</tr>
<tr>
<td>钒钛股份</td>
<td>钒矿</td>
<td>钒矿资源开发</td>
</tr>
<tr>
<td>山东章鼓</td>
<td>氰基化合物</td>
<td>氰基化合物生产</td>
</tr>
<tr>
<td>金凯生科</td>
<td>氰基化合物</td>
<td>氰基化合物生产</td>
</tr>
<tr>
<td>安徽曙光化工</td>
<td>氰基化合物</td>
<td>氰基化合物生产</td>
</tr>
<tr>
<td>鸿生化工</td>
<td>氰基化合物</td>
<td>氰基化合物生产</td>
</tr>
<tr>
<td>重庆紫光化工</td>
<td>氰基化合物</td>
<td>氰基化合物生产</td>
</tr>
<tr>
<td>常铝股份</td>
<td>铝箔</td>
<td>铝箔材料供应</td>
</tr>
<tr>
<td>鼎胜新材</td>
<td>铝箔</td>
<td>铝箔材料供应</td>
</tr>
<tr>
<td>神火股份</td>
<td>铝箔</td>
<td>铝箔材料供应</td>
</tr>
<tr>
<td>南山铝业</td>
<td>铝箔</td>
<td>铝箔材料供应</td>
</tr>
<tr>
<td>万顺新材</td>
<td>铝箔</td>
<td>铝箔材料供应</td>
</tr>
<tr>
<td>云铝股份</td>
<td>铝箔</td>
<td>铝箔材料供应</td>
</tr>
<tr>
<td>东阳光</td>
<td>铝箔</td>
<td>铝箔材料供应</td>
</tr>
<tr>
<td>振华新材</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>格林美</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>德方纳米</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>赣锋锂业</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>厦钨新能</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>容百科技</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>中伟股份</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>当升科技</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>长远锂科</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>华友钴业</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>横店东磁</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>厦门钨业</td>
<td>正极</td>
<td>钠电池正极材料研发生产</td>
</tr>
<tr>
<td>胜华新材</td>
<td>电解液</td>
<td>电解液材料供应</td>
</tr>
<tr>
<td>天赐材料</td>
<td>电解液</td>
<td>电解液材料供应</td>
</tr>
<tr>
<td>天际股份</td>
<td>电解液</td>
<td>电解液材料供应</td>
</tr>
<tr>
<td>新宙邦</td>
<td>电解液</td>
<td>电解液材料供应</td>
</tr>
<tr>
<td>多氟多</td>
<td>电解液</td>
<td>电解液材料供应</td>
</tr>
<tr>
<td>江苏国泰</td>
<td>电解液</td>
<td>电解液材料供应</td>
</tr>
<tr>
<td>翔丰华</td>
<td>负极</td>
<td>钠电池负极材料研发生产</td>
</tr>
<tr>
<td>贝特瑞</td>
<td>负极</td>
<td>钠电池负极材料研发生产</td>
</tr>
<tr>
<td>中科电气</td>
<td>负极</td>
<td>钠电池负极材料研发生产</td>
</tr>
<tr>
<td>璞泰来</td>
<td>负极</td>
<td>钠电池负极材料研发生产</td>
</tr>
<tr>
<td>杉杉股份</td>
<td>负极</td>
<td>钠电池负极材料研发生产</td>
</tr>
<tr>
<td>恩捷股份</td>
<td>隔膜</td>
<td>电池隔膜供应</td>
</tr>
<tr>
<td>星源材质</td>
<td>隔膜</td>
<td>电池隔膜供应</td>
</tr>
<tr>
<td>中材科技</td>
<td>隔膜</td>
<td>电池隔膜供应</td>
</tr>
<tr>
<td>圣阳股份</td>
<td>电池</td>
<td>钠电池整机制造</td>
</tr>
<tr>
<td>鹏辉能源</td>
<td>电池</td>
<td>钠电池整机制造</td>
</tr>
<tr>
<td>传艺科技</td>
<td>电池</td>
<td>钠电池整机制造</td>
</tr>
<tr>
<td>欣旺达</td>
<td>电池</td>
<td>钠电池整机制造</td>
</tr>
<tr>
<td>宁德时代</td>
<td>电池</td>
<td>钠电池整机制造</td>
</tr>
<tr>
<td>百合花</td>
<td>电池</td>
<td>钠电池材料供应</td>
</tr>
<tr>
<td>维科技术</td>
<td>电池</td>
<td>钠电池整机制造</td>
</tr>
<tr>
<td>普鲁士蓝</td>
<td>电池</td>
<td>钠电池材料供应</td>
</tr>
<tr>
<td>浙江龙盛</td>
<td>电池</td>
<td>钠电池材料供应</td>
</tr>
<tr>
<td>美联新材</td>
<td>电池</td>
<td>钠电池材料供应</td>
</tr>
<tr>
<td>七彩化学</td>
<td>电池</td>
<td>钠电池材料供应</td>
</tr>
<tr>
<td>贲安能源</td>
<td>电池</td>
<td>钠电池整机制造</td>
</tr>
<tr>
<td>山东章鼓</td>
<td>层状金属体系电池</td>
<td>钠电池技术研发</td>
</tr>
<tr>
<td>鹏辉能源</td>
<td>层状金属体系电池</td>
<td>钠电池技术研发</td>
</tr>
<tr>
<td>传艺科技</td>
<td>层状金属体系电池</td>
<td>钠电池技术研发</td>
</tr>
<tr>
<td>众创能源</td>
<td>层状金属体系电池</td>
<td>钠电池技术研发</td>
</tr>
<tr>
<td>宁德时代</td>
<td>层状金属体系电池</td>
<td>钠电池技术研发</td>
</tr>
<tr>
<td>华阳集团</td>
<td>层状金属体系电池</td>
<td>钠电池技术研发</td>
</tr>
<tr>
<td>钠创新能源</td>
<td>层状金属体系电池</td>
<td>钠电池技术研发</td>
</tr>
<tr>
<td>中科海钠</td>
<td>层状金属体系电池</td>
<td>钠电池技术研发</td>
</tr>
<tr>
<td>道氏技术</td>
<td>导电剂</td>
<td>钠电池导电剂材料供应</td>
</tr>
<tr>
<td>德方纳米</td>
<td>导电剂</td>
<td>钠电池导电剂材料供应</td>
</tr>
<tr>
<td>天奈科技</td>
<td>导电剂</td>
<td>钠电池导电剂材料供应</td>
</tr>
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