中信建投:固態電池有望於2027年實現商業化應用 設備先行
中信建投研報稱,鋰電設備正逐漸走出行業底部,固態電池有望於2027年實現商業化應用,設備先行。(1)2024年9月以來國內頭部電池廠稼動率有所提升;2025年以來頭部鋰電設備公司海外訂單仍在持續,國內顯著好轉,國內全年預期有望上調。(2)固態電池近期催化劑較多,海外美國固態電池企業Quantum Scape、solid power等技術進展順利,股價持續新高,引起資本市場高度關注;國內政策層面,2025年5月《全固態電池判定方法》發佈,規範了行業標準,同時新修訂的《電動汽車用動力蓄電池安全要求》強化了安全標準,爲固態電池行業發展奠定了堅實基礎;產業層面,隨着頭部電池廠全固態中試線逐步落地拉通,工信部固態電池專項迎來中期驗收,固態電池設備行業有望率先受益。建議關注先導智能、先惠技術、海目星等;以及複合集流體設備的東威科技、驕成超聲等。
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