节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:8/10


12月10日,天津大学先进碳与能源材料实验室团队宣布研发低腐蚀性“有机双氯”电解液,攻克金属电池电解液腐蚀铝负极的核心难题,推动铝电池从实验室样品向工业化产品跨越,铝作为地壳最丰富金属(储量占比8.23%)有望成为下一代储能与动力电池核心材料。资本市场同步反应,截至12月10日,铝产业相关股票年内平均涨幅达48.13%,11只个股动态市盈率低于20倍,中国铝业、明泰铝业等龙头显现估值洼地。

传统铝电池商业化受电解液与铝负极兼容性制约,存在腐蚀快、寿命短、安全隐患等问题。新电解液通过双氯协同机制在铝负极表面形成致密钝化膜,腐蚀速率从0.5mm/年降至0.05mm/年(降幅90%),循环寿命提升至1500次以上(接近磷酸铁锂电池水平);铝资源自主可控(中国铝产量占全球55%),原材料成本仅为锂电池60%,规模化后度电成本有望降至0.3元/Wh以下(锂电池约0.5元/Wh);电解液为非水系体系,工作电压2.45V低于水电解电压,无燃爆风险。

铝电池技术突破打开万亿市场空间,储能、动力电池、新兴场景“多维度驱动”:储能领域适配风光配储需求,2030年...

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