A股異動丨固態電池板塊集體拉昇,德福科技等多股升停
A股固態電池板塊直線拉昇,德福科技20CM升停,殷圖網聯、翔豐華升超13%,三祥新材、豐元股份10CM升停,瑞泰新材升超8%,上海洗霸、鵬輝能源等跟升。多家產業鏈上市公司近期介紹了各自在固態電池的相關佈局情況。東方證券研報指出,未來固態電池材料體系全面優化,產業鏈存在較多潛在機會。其中,電解質為固態電池關鍵創新點;正負極材料向高性能方向迭代,打開高鎳三元、硅基負極乃至鋰金屬負極的應用空間;封裝多采用軟包路線,鋁塑膜需求也有望提升。

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