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璞泰來(603659.SH):在固態電解質方面,公司電解質LLZO已完成中試
格隆匯 07-08 17:07

格隆匯7月8日丨璞泰來(603659.SH)在投資者互動平台表示,1、在半固態電解質膜方面,半固態電池生產仍需要採用濕法+塗覆的工藝,但工藝參數要求和技術難度更高,公司已有相應的技術和產能儲備。公司產品在340Wh/kg高硅碳體系、400Wh/kg鋰金屬體系中,Ah級別電芯1C充電倍率循環已達到約500周循環水平,性能滿足EVTOL場景應用條件,可以解決高硅體系電芯膨脹和鋰金屬電池充電鋰枝晶問題。故公司有信心繼續保持塗覆加工業務在半固態電池領域的競爭力。 2、在全固態電池電解質膜方面,目前開發品不需要傳統的隔膜,但其基本結構仍然是正極/電解質/負極的多層膜材料,目前攪拌混料、塗覆、輥壓、複合是行業內普遍認為較易實現規模化的技術路線。公司在混料、塗覆、輥壓、複合、品控、環境管控的工藝和設備上擁有大量knowhow和知識產權,並且實現了膜材料製造的自動化和信息化,公司有能力將本身陶瓷、PVDF、PMMA塗覆技術橫展到固態電解質膜的塗覆和成膜技術上來,特別是現有工程化比較成熟的濕法澆築成膜技術。因此公司仍然可以保持全固態電池膜電極和電解質規模化製造的領先地位。 3、在配套硅碳負極用的塗覆隔膜方面,公司有油性隔膜產能達2億平/年,高端數碼高硅鋰電池已配套使用,可滿足硅碳摻混率15%以內商業化性能。高粘結高倍率塗層隔膜在電池廠商獲得高度認可,實現塗覆隔膜的厚度為4.5-5微米,處於行業領先。 4、在固態電解質方面,公司電解質LLZO已完成中試,產品離子電導率達到10-3S/cm。高緻密度、高電導率的LATP電解質片退火處理後,陶瓷片的相對緻密度和離子電導率分別達99.6%、10-3S/cm,性能優於傳統高温熱燒結所製備的LATP固態電解質片,且四川已建成200噸/年中試生產基地。 5、在集流體方面,應用複合集流體增加膨脹環境下的集流體強度,可能成為未來工藝技術方案的重要選項之一。公司複合鋁箔產品厚度5~10μm,方阻10~40mΩ;鋁層鈍化處理提升可靠性,鋁層不脱落,核心材料和設備均自行開發,工藝方案具有高優率、低成本的特點;目前低方阻倍率型產品已通過客户認證並導入中,高方阻產品正在批量測試中。複合銅箔採用特殊工藝,具備高延展率,能夠防止由於電芯膨脹而導致集流體斷裂而出現的安全問題,同時提高了穿釘、擠壓、重物衝擊及槍擊測試通過概率;也能夠很好的解決低附着力問題;其工藝生產配套的添加劑、粘結劑及設備均為公司自主開發,具備良好的低成本量產潛力。 基於公司在膜類業務領域的綜合佈局,公司相信在未來半固態、固態領域的塗覆及成膜業務仍將具有良好的競爭力。

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