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中信建投:動力電池液冷以及液冷超充市場空間廣闊
中信建投表示,隨着智能手機性能及功耗的增加,以及薄型化熱管、均温板生產工藝的不斷成熟,熱管、均温板在智能手機領域的滲透率持續提升,已逐步發展成為中高端智能手機的主流散熱解決方案。未來,5G手機產品性能以及內部功能性器件不斷升級,將催生更大的散熱應用市場。筆記本電腦通常採用導熱界面材料、石墨膜、熱管、散熱風扇等導熱散熱材料的組合進行散熱,未來高性能化以及輕薄化對散熱有更高的要求。新能源動力電池散熱要求嚴格,液冷成為目前最佳散熱方式。隨着新能源汽車滲透率不斷提升,高倍率快充面臨散熱問題,高端車型已經走向5C-6C,在補能效率提升的同時,對電池安全性以及散熱優化提出更高的要求。綜合來看,動力電池液冷以及液冷超充市場空間廣闊。
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