【SMM分析:固态电池周报:亚马逊入局宁德时代(300750)增持海外重金押注国内强攻材料】本周固态电池领域海内外同步推进:海外,Blue Current获亚马逊领投,QuantumScape产线落地;国内,材料(当升、厦钨)、设备(华彩干法电极)及量产(清陶、国轩)环节取得密集突破。产业呈现“海外押注技术路线,国内强攻量产生态”的鲜明格局,半固态电池已率先在船舶等高端领域获得应用认证。
Source Link【SMM分析:固态电池周报:亚马逊入局宁德时代(300750)增持海外重金押注国内强攻材料】本周固态电池领域海内外同步推进:海外,Blue Current获亚马逊领投,QuantumScape产线落地;国内,材料(当升、厦钨)、设备(华彩干法电极)及量产(清陶、国轩)环节取得密集突破。产业呈现“海外押注技术路线,国内强攻量产生态”的鲜明格局,半固态电池已率先在船舶等高端领域获得应用认证。
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