智通财经APP获悉，先导智能(00470)涨超10%，截至发稿，涨10.21%，报30.02港元，成交额1.23亿港元。
消息面上，工信部等七部门联合印发的《新型电池产业发展“十五五”规划》，规划提出到2030年全固态电池初步实现规模化应用、长寿命锂电池循环寿命达1.5万次等目标，并持续开展锂电池标准体系建设、推进全固态电池与钠电池等重点领域标准研制。德邦证券指出，建议重点关注固态电池产业链，覆盖固态电解质等上游材料，等静压、干法电极等中游设备及技术领先的电池厂商等。
据悉，先导智能构建覆盖全固态电池量产全流程的整线解决方案，实现全线工艺贯通与各核心工段关键设备全覆盖。今年上半年公司推出干法涂布设备、高固含循环捏合分散设备、固态切叠一体化设备、温等静压设备等多款标准化量产级核心装备；今年二季度公司持续斩获国内外头部电池企业、整车厂核心订单，产品覆盖干法电极、电解质涂布、转印、固态叠片、温等静压等全链条核心工艺设备。
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