斯萊克(300382.SZ):市場上4680電池殼最主要的客户是特斯拉
格隆匯10月31日丨斯萊克(300382.SZ)在投資者關係活動上表示,市場上4680電池殼最主要的客户是特斯拉,近期一些新發布的電動載重卡車、特定型號的大巴、無人駕駛車輛後續可能也會應用46系列的電池。在國內市場主要是以方形電池殼為主,但隨着特斯拉在46系列電池方面的商業化進程推進,預計對於46系列電池的需求將會顯著提高。針對4680電池型號的電池殼,公司自動化產線已準備好一段時間了,目前在小批量試生產,我們產線的產能設計比較大,還需要配套市場比較大規模的產能需求。公司生產的大圓柱殼體及其生產技術得到了客户的高度認可。但4680電池現在還沒有非常成熟,這幾年實際上都是在進行自身的持續改善,所以一直還沒有放量。不過最近這段時間,從行業的各個角度都能夠感受到進展加快,預計可能快醖釀到比較接近完善的階段了,公司在國外的建廠計劃也日趨完善。
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