固态电池因高能量密度和高安全性优势加速产业化突破。半固态电池已规模化装车, 全固态电池预计2027年小批量上车,2030年规模化应用于储能 ,低空经济与人形机器人将成新增长点。海外车企加速布局,我国政策强力推动产业化落地,企业普遍计划2027-2028年实现量产。东吴证券发布研报称,预计固态电池2025年陆续完成中试,2026-2027年陆续小批量装车,2028-2029年形成规模化量产。当前中试...
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