固态电池国测结果意料中 行业实验室高热度持续【SMM固态电池周度分析】

SMM新能源
Dec 21, 2025

本周固态电池领域活力迸发,产业化信号密集释放。以万邦200吨硫化锂产线即将投产为标志,上游核心电解质材料迈入量产验证关键期;同时,氧化物路线凭借QuantumScape与Ilika的客户突破及原型交付,展现出强劲的商业化势头。下游应用端,从东风、一汽的战略落户到MG4半固态车型的实车交付,产业链正加速从“实验室”驶向“生产线”,预示2026年或成技术路线与市场格局的分化之年。本周(2025年12月...

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