港股异动 | 天能动力(00819)涨超4% 产业化进程有望显著提速 机构预计固态电池将于明年开始放量

智通财经
Dec 18, 2024

智通财经APP获悉,天能动力(00819)涨超4%,截至发稿,涨4.1%,报8.13港元,成交额6313.86万港元。

万联证券发布研报指出,2025-2030年,固态电池技术预计进入快速突破阶段,材料体系有望加速迭代。目前,固态电池已从实验室研发阶段逐步过渡到工厂试点阶段,搭载固态电池的车型发布也日益频繁。根据各大厂商公布的计划,预计从2026年开始,固态电池市场将正式迈入量产阶段,固态电池的产业化进程有望显著提速。

该行续指,基于对固态电池技术路线和降本路径的研判,EVTank预计固态电池将在2025年开始放量,到2030年全球固态电池的出货量将有望达到614.1GWh,在整体锂电池中的渗透率预计在10%左右,其市场规模将超过2500亿元。

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