孚能科技(688567.SH):已陸續送樣頭部人形機器人公司、全球頭部物流無人機公司
格隆匯7月28日丨孚能科技(688567.SH)在投資者互動平台表示,相較於乘用車領域,eVTOL電池具備更高技術壁壘與附加值,其價值量佔比較高。客户積累方面,公司早在 2022 年便率先實現半固態電池的量產,目前已積累了美國頭部 eVTOL 客户、國內頭部飛行汽車客户、上海時的、零重力、吉利沃飛等多領域的固態電池頭部客户資源,同時已陸續送樣頭部人形機器人公司、全球頭部物流無人機公司,為量產規模擴大奠定客户與商業化基礎。上述半固態電池客户,後續均有望成為公司全固態電池產品的重要客户。客户畫像高度相似,具有協同效應。
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