贛鋒鋰業(01772.HK):目前主要生產半固態電池 未來將與賽力斯(601127.SH)合作
蔚來-SW(09866.HK)創始人李斌進行一場「電動車1000公里真實續航挑戰」直播,並駕駛著搭載150度電池包的蔚來ET7,從上海出發進行續航實測。
內媒《第一財經》就固態電池產業鏈查詢,贛鋒鋰業(01772.HK)表示,目前公司主要以半固態電池為主,由於這種電池的結構特性,作為負極材料的金屬鋰成本較高,達到每噸近100多萬元人民幣,因此成本高難以避免。對方還表示,如果有車企相應配置這種電池,公司也有望增加相應產能。在電池方面,公司之前與東風汽車(600006.SH)合作,後續還將與賽力斯(601127.SH)合作。
公開資料顯示,蔚來150度電池包於2021年的NIO Day上發布,其採用固液混動電解質,屬於半固態電池,故今次直播舉動再度引發資本市場對於固態和半固態電池的討論。
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