节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10
中伟股份于互动平台回应投资者问询时指出,固态电池前驱体大多采用高镍及超高镍材料。2024 年,公司在全球高镍、超高镍三元前驱体市场份额分别达 31.7%与 89.5% 。
从研究方向来看,公司元素组成设计正逐步从高镍迈向超高镍及富锂锰基方向,这将有助于全固态电池能量密度的逐步提升。当前,公司与境内外固态电池领域的头部客户...
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公司虽在固态电池前驱体有进展,但超高镍及富锂锰基方向竞争激烈,未来能否持续保持领先优势?
提前布局是好事