格林美(002340.SZ):高鎳、超高鎳以及富鋰錳基正極材料,均有噸級以上產品出貨
格隆匯6月27日丨格林美(002340.SZ)在投資者互動平臺表示,固態電池只是電解質的形態發生了變化,正極材料並未發生變化。固態電池大規模應用後,有較大的能量密度優勢,更適合使用能量密度更高的正極材料,高鎳因爲其能量密度的優勢,和固態電池更加匹配,所以固態電池的大規模使用,有利於三元,尤其是高鎳三元的發展。 公司作爲全球新能源電池材料領域的龍頭企業,堅定實施創新引領、質量優先戰略,看好固態電池的發展前景,公司早在2019年就開始開發針對固態電池的前驅體材料,包括高鎳、超高鎳以及富鋰錳基正極材料,且均有噸級以上產品出貨。公司前驅體技術持續突破:(1)公司新一代超高鎳9系核殼三元前驅體成功量產出貨;(2)新增多款4.45V第三代高電壓前驅體量產品,4.5V高電壓前驅體進入噸級認證階段;(3)液相原位摻雜技術、核殼技術行業持續領先。公司9系超高鎳四元前驅體、9系超高鎳四元核殼前驅體進入量產認證階段,9系正極材料解決超高鎳體系晶格畸變、結構坍塌、金屬析出和熱穩定性差等產業化難題;(4)富鋰錳基前驅體綠色無氨工藝開發定型,面向超高電壓應用領域,進入噸級量產認證階段。
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