廣汽集團(601238.SH)：石墨烯基超級快充電池與長續航硅負極電池已按計劃開展實車測試
格隆匯 1 月 18日丨廣汽集團(601238.SH)公佈，2021年1月15日，公司全資子公司廣汽埃安新能源汽車有限公司發佈了主要內容為“廣汽埃安全新動力電池科技”的宣傳海報。在1月16日的中國電動汽車百人會論壇上，公司管理層介紹了廣汽電池技術的相關進展。後續相關媒體對此進行了報道，並對相關電池技術提出了一些質疑。為消除市場誤解，公司特此予以説明。
1、石墨烯基超級快充電池與長續航硅負極電池是兩種不同的技術，分別解決“充電速度慢”、“續航里程短”這兩個動力電池應用中的不同痛點。
2、2020年7月28日，公司以線上形式舉行以“感·創未來”為主題的2020廣汽科技日(GAC TECH DAY 2020)活動，集中公開發布了GPMA架構與GEP純電專屬平台、3DG石墨烯製備技術、長續航硅負極電池技術等當前公司最新技術和成果。並提及石墨烯基超級快充電池將於2020年底開展量產測試。
2020年9月7日，公司、廣汽研究院石墨烯技術團隊及廣汽資本有限公司共同設立技術創新公司廣州巨灣技研有限公司，按計劃推進石墨烯基超級快充電池技術的研發及產業化。
3、目前公司石墨烯基超級快充電池已按計劃進入實車測試階段，預計於本年內首次搭載在現有AION V車型上。
石墨烯基超級快充電池具備6C快充能力，結合600A高功率超充設備，最快8分鐘可充電80%；整體電芯成本與目前市場常規動力電池成本相比高5-8%。但該技術的普及有賴於國家超級快充相關標準的發佈和高功率超充設備的建設進展，市場需求具有不確定性。
4、目前公司硅負極電池已按計劃進入實車測試階段，預計於本年內首次搭載在現有AION LX車型上。
公司正在按計劃推進具有自主知識產權的硅負極電池的研發，最高可實現1000公里的綜合續航能力(NEDC)。但該技術的普及受電池總成本、消費者接受程度的影響，市場需求具有不確定性。
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