金吾财讯 | 中信证券表示，固态电池产业化发展持续加速，经该机构测算，2030年全球固态电池总出货将超700GWh，其中全固态电池超200GWh。中国半固态电池已经量产，实现对欧美日韩的弯道超车，全固态电池加速追赶，整体目标是2026~2027年实现上车和小批量产，2030年实现商业化，成长曲线陡峭。展望2026年，1）半固态在消费、动力、储能等下游领域有望放量：半固态电池在vivo手机等消费电子产品、蔚来汽车和上汽名爵等汽车产品、以及部分储能电站均有量产应用和发布，该机构认为2026年随着更多下游车型、消费电子机型和储能电站的放量，半固态电池出货有望迎来放量；2）全固态上车路试：海外全固态电池试验车逐步开始亮相，该机构预计2025-2026年国内将迎来密集的上车路试，电池上车后的压力控制是共识问题，重点将集中在电芯材料端对固固界面浸润性的改善、电芯制造端的高压设备如等静压/高压化成分容、车端的PACK制造和车载加压装置。
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