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孚能科技(688567.SH):第三代半固態能量密度可達400Wh/kg,預計將於2026年量產
格隆匯 06-24 17:33

格隆匯6月24日丨孚能科技(688567.SH)在投資者互動平台表示,在全固態電池領域,公司充分發揮軟包路線的先發優勢和 SPS 產線的柔性生產優勢,同步推進硫化物、氧化物/聚合物複合體系等多種材料體系的研發,當前能量密度高達400-500Wh/kg 的全固態電池研發進展順利,其中60Ah的硫化物全固態電池計劃於2025年底向戰略合作伙伴小批量交付。 在半固態電池領域,公司已具備充分的技術積累與量產經驗,未來將進一步聚焦於加速產品的商業化進展。公司半固態電池產品目前已獲得美國頭部eVTOL客户、國內頭部飛行汽車客户、東風、廣汽、三一、一汽解放等多個客户定點,形成規模化出貨。其中第一代半固態電池已在2022年成功實現裝車,第二代半固態電池能量密度超過 330Wh/kg,循環壽命超過 4000圈,目前已獲得多家頭部低空經濟客户定點並積極推進多家頭部人形機器人公司的送樣,預計將於 2025 年量產,有望率先在低空經濟、人形機器人等具備高技術壁壘、高性能要求的領域實現商業化。第三代半固態能量密度可達400Wh/kg,預計將於2026年量產,該方案引入高電導率固態電解質、快離子環技術、超高鎳正極及負極材料表面固態化技術、負極膨脹抑制技術,極大的降低了電解液用量,提升了正負極材料的熱穩定性,電池的熱穩定性及安全性得到顯著提升。

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