金吾财讯 | 中信建投发研报指,头部车企再次明确固态量产时间,产业化进程提速催化板块春季行情。比亚迪披露其在固态电池等新技术方向的研发进度,已在电池循环寿命、快充等领域实现突破,从当前的研发趋势来看,固态电池产业已从实验室迈向产线,技术路线上硫化物电解质明确成为主流方向,固态电池有望于2027年实现小批量生产,产业化进程提速催化锂电设备行情,继续看好固态电池板块的配置价值。
金吾财讯 | 中信建投发研报指,头部车企再次明确固态量产时间,产业化进程提速催化板块春季行情。比亚迪披露其在固态电池等新技术方向的研发进度,已在电池循环寿命、快充等领域实现突破,从当前的研发趋势来看,固态电池产业已从实验室迈向产线,技术路线上硫化物电解质明确成为主流方向,固态电池有望于2027年实现小批量生产,产业化进程提速催化锂电设备行情,继续看好固态电池板块的配置价值。
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