节点:下游(终端消费/应用)位置:下游情绪:利好参考度:8/10
近几个月以来,固态电池产业迎来工程化标志性节点。产业链头部企业固态电池小试线、中试线建设呈现“多点开花”态势,并与核心材料创新形成技术路线分化与上下游协同验证的共振格局。业内人士表示,固态电池很可能在2026-2027年迎来中试验证的关键期。
固态电池小试、中试验证加快
现阶段,一场围绕固态电池小试、中试线的技术竞速正在悄然上演。吉利旗下绿色智行规划投资7100万元建设固态电池及关键材料工艺放大验收项目,验证电池稳定性、阻抗性及使用寿命,为规模化生产提供依据;广汽集团建成国内首条大容量全固态电池中试产线,向2026年搭载车型推进;国轩高科全固态电池中试线已投产,良品率达90%,正推进2GWh量产线设计定型;欣旺达计划年底建成0.2GWh兼容型固态电池中试线;亿纬锂能成都量产基地揭牌,10Ah全固态电池下线;孚能科技硫化物全固态电池中试线预计年底建成。车企与电池企业加速验证,对上游材料提出更高要求,是挑战也是突破关键。
中试验证:固态电池材料量产的“准入密钥”
工信部制造业中试创新发展座谈会指出,中试是连...
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