A股異動 | 億緯鋰能(300014.SZ)大漲8.67% 擬62億投資大圓柱電池
格隆匯11月8日丨億緯鋰能(300014.SZ)高開高走,現大漲8.67%,報123.33元,總市值2341億元。億緯鋰能上週五晚公吿,子公司億緯動力擬在荊門高新區投建20GWh乘用車用大圓柱電池生產線及輔助設施項目等項目,固定資產投資總額約為62億元。招商證券遊家訓表示,4680等大尺寸圓柱電池,有望降低殼體在單位電池容量上的佔比,結構件和焊接數量也顯著減少,生產組裝效率也更高,將最終體現為電池重量能量密度提升與成本的下降。隨着大圓柱電池的應用,預計高鎳材料的發展會加快,含硅負極材料使用比例也會提升,其封裝工藝、極耳工藝也會有變化。

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