投资逻辑核心观点:锂金属负极较石墨、硅碳可实现更高的能量密度,为固态电池负极侧长期迭代方向;国内外企业已逐步应用锂金属负极方案,首款锂金属负极全固态电池已实现上车路测;工艺上,压延法率先实现规模化落地,向更薄迭代,长期也建议关注蒸发镀、液相法;格局上,锂企、负极厂、箔材厂多方参与。建议积极布局各个工艺路线的领先企业。锂金属负极:可实现更高的能量密度,为负极长期迭代方向。传统的负极材料石墨的循环性能...
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