东吴证券:固态电池2026年进入关键期 有望带来大级别行情

智通财经
Feb 24

智通财经APP获悉,东吴证券发布研报称,政策端是固态电池产业化的核心驱动力,国家多部门重点支持固态电池,技术聚焦硫化物全固态,剑指27年装车示范性运营。固态电池在国家的大力支持下,25年来产业链发展迅速。26年看,固态电池进入关键期,H1车规级Pack下线,开启装车路试验证,H2预计量产线落地。该行认为26年核心催化点在于GWh级量产线的招标+固态相关车型的路试,有望带来类比25年两轮大级别的行情...

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