港股异动 | 龙蟠科技(02465)涨超6% 固态电池产业化进程呈加速趋势 公司保持与固态电池厂商展开合作

智通财经
Jun 17, 2025

智通财经APP获悉,龙蟠科技(02465)涨超6%,截至发稿,涨6.03%,报6.68港元,成交额1.48亿港元。

消息面上,首届“硫化锂与硫化物固态电池论坛”将于6月25日在苏州召开。论坛涉及的议题包括全球硫化锂最新技术与产业化应用进展,硫化物固态电解质和硫化物固态电池的应用等。东兴证券指出,伴随eVTOL与人形机器人等领域逐步进入快速增长阶段,以及各企业对全固态电池相关技术方案与产业化应用时点的发布情况,在新需求的持续催化下,固态电池技术的应用落地有望提前驶入快车道,产业化进程已呈加速趋势,具有固态电池技术先发优势且应用端领先落地的电池企业将主要受益。

龙蟠科技此前表示,目前针对固态电池的高镍前驱体和富锂锰基前驱体正在和客户展开验证,三金锂电还推出了针对固态电池量身开发的D系列高镍三元前驱体材料,通过元素掺杂、结构调节等优化措施使其更加稳定、更加安全以及更加长效,可以较好地解决固态电池存在的正极材料开裂、材料高温分解等问题。公司一直保持与固态电池厂商展开合作,同时与头部高校也有产学研共同开发。

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