研報掘金丨東興證券:維持國軒高科“強烈推薦”評級,固態電池產業化進程持續提速
東興證券研報指出,國軒高科(002074.SZ)固態電池產業化進程持續提速。本次公司科技大會上共發佈2款固態電池技術相關產品,其中新發布的“G 垣”準固態電池,採用197Ah方形電芯設計,電芯能量密度可達300Wh/kg 以上,系統能量密度超235Wh/kg,搭載新能源車可實現1,000km續航里程,同時應用場景覆蓋eVTOL、人形機器人等新領域,目前該產品已進入客户驗證階段,完成超5 家客户電芯送樣測試與超4 家客户上車測試,搭載G垣準固態電池的“001”號樣車總里程已經超1萬公里;公司在大會上還宣佈去年發佈的硫化物“金石”全固態電池的產業化已取得明顯進展。公司在產品端的矩陣擴容與迭代升級有望為其持續帶來利潤增量,結合公司固態電池技術產業化進程的加速推進,以及海外佈局逐步結果落地,未來公司競爭優勢有望持續顯現,看好公司的長期成長性,維持“強烈推薦”評級。
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