电池产业链3月11日表现亮眼,其中固态电池方向走强,雄韬股份涨停;武汉蓝电、瑞丰高材、中一科技、海博思创、德福科技大涨超10%。天风国际表示,固态电池作为锂电技术的重大革新,其产业化进程有望为板块带来结构性的估值重塑机会。现在市场的分歧已不再是固态电池可行与否,而是产业进展,工艺路径,以及在2030年到底能否实现商业化。目前行业在2026年进入装车验证,2027年示范量产,已经成为了市场共识。头部...
Source Link电池产业链3月11日表现亮眼,其中固态电池方向走强,雄韬股份涨停;武汉蓝电、瑞丰高材、中一科技、海博思创、德福科技大涨超10%。天风国际表示,固态电池作为锂电技术的重大革新,其产业化进程有望为板块带来结构性的估值重塑机会。现在市场的分歧已不再是固态电池可行与否,而是产业进展,工艺路径,以及在2030年到底能否实现商业化。目前行业在2026年进入装车验证,2027年示范量产,已经成为了市场共识。头部...
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