金吾财讯 | 中信建投发研报指，近年来，锂电池应用场景从陆地行驶的汽车逐步拓展到在空中飞行的eVTOL飞行器，再到水中航行的船舶。这种跨场景的渗透并非偶然，而是其高能量密度、长循环寿命、快速充放电能力等核心优势与各领域发展需求精准匹配的必然结果，正悄然改写着交通、能源乃至工业领域的发展格局。随着电动化在空中飞行、水面航行和新能源储能等新兴场景渗透率逐步提升，我们持续看好锂电池需求的进一步放量。此外，固态电池、钠离子电池等新技术的突破也会进一步加速各场景电动化率的提升。随着固态电池中期验收有望于年底前完成，技术方案将进一步收敛，确定性逐步增强，头部电池厂及整车厂有望于年底前开启新一轮订单招标，看好锂电设备跨年行情。
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