节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
固态电池产业正从实验室加速向产业化落地，产能扩张、资本涌入推动全产业链升级，材料、电芯及应用端同步进入规模化推进阶段。
GWh级产能铺开！一季度近177亿投向固态电池领域。一季度12个固态电池项目中，8个公布投资额合计176.8亿元，云石卫蓝15GWh固态锂电池及PACK基地以52亿元投资额居首，华南齐光、卫蓝新能源等项目投资额均超10亿元。3月因湃电池首发587Ah半固态储能大电芯，同步推进6.5GWh专属量产产线；4月双登股份拟投建12GWh半固态AIDC储能项目，固一新能2.2GWh固态电池项目落地内蒙古，巨盛能源一期设备调试6月量产，川泓新能源西南基地6月竣工投产。头部企业中，国轩高科2GWh全固态产线设计完成，亿纬锂能龙泉三号、四号固态电池3月下线，巨湾技研全固态A样电芯下线（单体能量密度260-500Wh/kg）。
材料端同步发力，当升科技、懋华新能源等投建千吨级固态电解质产线，加速打通“材料-电芯”产业化瓶颈。当前固态电池已告别小批量试产，GWh级产能渐次落地，产业规模化基础逐步夯实。
量产节点有望提前：动力、储能多线并进。中银证券指出2025年以Ɲ..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
