电力设备与新能源:如何看待当前圆柱结构件公司的未来增长点

长江证券
20 Jul

4680:车端应用逐渐 加速,2025 年有望起量4680 在2020 年提出,性能指标相比21700 大幅提升,近几年制约4680 发展主要在全极耳技术不成熟以及产品自身性能欠完善。随着产业链逐年技术迭代,目前从终端进展看,2025 年有望成为4680 电池起量之年,其中车厂方面特斯拉积极推进4680 方案,2024 年海外已经实现4680 电池8GWh 装机,25Q1 装机0.6GWh,整体占...

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