9月16日,利元亨(688499)(688499.SH)发布投资者关系活动记录表。有投资者问,当前固态电池(886032)设备商卡位的关键是什么?公司回复表示,公司的判断是三条。第一,能不能把电池厂的工艺诀窍转化成设备控制系统里的算法,变成稳定可执行的工艺包。谁手里实战数据多,谁的护城河就深。第二,核心控制和集成能力攥在自己手里,伺服液压协同、洁净密封、闭环控制算法这些,决定设备能不能“会压”。...
Source Link9月16日,利元亨(688499)(688499.SH)发布投资者关系活动记录表。有投资者问,当前固态电池(886032)设备商卡位的关键是什么?公司回复表示,公司的判断是三条。第一,能不能把电池厂的工艺诀窍转化成设备控制系统里的算法,变成稳定可执行的工艺包。谁手里实战数据多,谁的护城河就深。第二,核心控制和集成能力攥在自己手里,伺服液压协同、洁净密封、闭环控制算法这些,决定设备能不能“会压”。...
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