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逸飛激光(688646.SH):全極耳成型工藝的差異對公司圓柱全極耳電芯裝配設備銷售情況影響較小
格隆匯 10-24 09:07

格隆匯10月24日丨逸飛激光(688646.SH)接受特定對象調研時表示,公司可根據客户的需求提供採用揉平或切折工藝路徑的圓柱全極耳電芯裝配設備。公司創造性的提出並開發了以揉平為典型代表的全極耳集流體無損成型技術,突破了全極耳成型難題,大幅提升集流體與電池極柱之間的導流面積和過電流能力,目前公司在全極耳成型工序的良品率在 99.95%(含本數)以上。同時,公司對於切折等技術路線也持續跟蹤,並積極開展研發測試,目前已為多家主流鋰電池製造廠商提供採用切折工藝的圓柱全極耳電芯設備。此外,公司也將積極推進其他全極耳成型工藝路徑的開發。

圓柱全極耳電池電芯裝配工序主要包括全極耳成型、極芯包膠、極芯入殼、集流盤焊接、極柱焊接、封口焊接、密封釘焊接、密封檢測等,除全極耳成型工藝外,其他工序工藝基本一致。未來隨着圓柱全極耳電池市場需求的增加,無論是採用揉平工藝還是切折工藝,公司的圓柱全極耳電芯裝配設備均存在可觀的市場需求,因此全極耳成型工藝的差異對公司圓柱全極耳電芯裝配設備銷售情況影響較小。

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