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京山輕機(000821.SZ):規模化量產初期階段電池效率有可能低於中試線
格隆匯 09-14 15:07

格隆匯9月14日丨京山輕機(000821.SZ)於2023年9月13日接受特定對象調研,就“請問鈣鈦礦電池規模化以後效率是否會低於中試線?行業擴產節奏如何?”,公司回覆稱,規模化量產初期階段電池效率有可能低於中試線。有兩方面原因:一是擴產到GW級後腔體會放大,膜層的均勻性問題需要技術突破;二是試驗線主要是為了驗證工藝,有可能不計成本,而量產後需要綜合考慮成本和產能,需要提高節拍,這對各個環節的配合都有一定考驗。

鈣鈦礦作為下一代技術路線具有廣闊前景已成為行業共識,從擴產節奏來看,行業內也有百兆瓦中試線已經投產一兩年的時間,工藝也得到了驗證,進入到了要啟動大產線的關鍵階段。雖然目前還有未解決的技術難點,但可以在不斷髮展中去解決。

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