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振華新材(688707.SH):預計明年三元材料的裝機量市佔率會增加
格隆匯 02-13 16:30

格隆匯2月13日丨振華新材(688707.SH)接受機構調研時表示,結合應用場景來看,在車端,今年推出的大增程電池,其純電續航提升至400公里以上,基本可覆蓋日常出行,同時輔以油箱緩解里程焦慮。目前衆多車企紛紛推出搭載大電池的增程式車型或計劃加大增程式車型的研發投入。基於能量密度和循環要求,大增程電池目前主要使用三元電池。此外,從固態電池、低空等高能量密度應用場景來看,也有利於三元材料,預計明年三元材料的裝機量市佔率會增加。

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