孚能科技(688567.SH):8月公司已完成向某頭部人形機器人客戶送樣硫化物全固態電池
格隆匯8月13日丨孚能科技(688567.SH)在投資者互動平臺表示,公司全固態電池研發及產業化進展順利,將量產時間表進一步提前。2025年8月公司已完成向某頭部人形機器人客戶送樣硫化物全固態電池。今年年底實現全固態電池中試線的投產和60Ah硫化物全固態電池的小批量交付,2026-2027年推進小批量量產裝車,並配套建設GWh級別的生產線,2030年將實現大規模量產。在產品路線規劃方面,孚能科技秉承“投產一代、開發一代、儲備一代”的技術開發策略,加速推進全固態電池產品迭代,2025年推出並即將交付第一代硫化物全固態電池,採用高鎳三元正極+高硅負極,能量密度高達400Wh/kg;2026年將推出第二代硫化物全固態電池,正極材料升級至富鋰錳基/高鎳正極,採用鋰金屬負極,能量密度進一步提升500Wh/kg;2027年將推出第三代硫化物全固態電池,實現能量密度向500Wh/kg以上水平躍遷。
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