研報掘金丨太平洋證券:恩捷股份發力固態電池材料,維持“買入”評級
太平洋證券研報指出,恩捷股份(002812.SZ)在2025年中國國際電池技術交流會上,公司舉辦了全固態硫化物新品發佈會,正式推出一系列新品,包括超純硫化鋰、超細硫化物固態電解質以及高電導硫化物固態電解質膜等核心材料。硫化物固態電解質具備較高的離子電導率,有望成爲未來固態電池發展的核心。固態電池能量密度更高、安全性更好、循環壽命更長,是業內公認的下一代鋰電池技術。在衆多固態電池技術路線中,硫化物固態電解質具備較高的離子電導率,是當下技術突破的關鍵方向。公司硫化物固態電解質佈局領先,隔膜業務利潤轉正,維持“買入”評級。
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