节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
硫化物全固态电池是新能源行业竞逐的技术高地，具备超过500Wh/kg的理论能量密度与超高安全性优势。车企、电池厂商及科研机构均集中力量攻关该领域技术堡垒。2025年为硫化物固态电池突破关键节点，广汽集团建成国内首条大容量全固态电池中试产线，推进2026年搭载昊铂车型；宁德时代合肥投产全球首条硫化物全固态电池中试线，亿纬锂能完成Ah级软包样品开发且百MWh中试线加速运行，国轩高科发布金石全固态电池产品。
固-固界面接触难题是全固态电池量产核心瓶颈。中科院物理所10月取得突破，通过在硫化物电解质引入碘离子，电池工作时碘离子化合物沿电场流向固-固界面，主动吸引锂离子填充间隙，实现无需外部加压即可自主修复电极与电解质紧密接触，有望加速量产进程。
硫化物固态电解质凭借优异综合性能或成全固态电池主流选择，硫化锂是其核心原材料。2024年全球硫化锂市场规模达1.67亿美元，预计未...
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