国金证券：锂金属负极构成固态电池负极侧长期发展路线关注各工艺领先企业

智通财经2025-07-07

智通财经APP获悉，国金证券发布研报称，锂金属负极较石墨、硅碳可实现更高的能量密度，为固态电池负极侧长期迭代方向;国内外企业已逐步应用锂金属负极方案，首款锂金属负极全固态电池已实现上车路测;工艺上，压延法率先实现规模化落地，向更薄迭代，长期也建议关注蒸发镀、液相法;格局上，锂企、负极厂、箔材厂多方参与。锂金属负极构成固态电池负极侧长期发展路线，该行认为压延法率先实现规模化落地，长期看液相法、气相...

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国金证券：锂金属负极构成固态电池负极侧长期发展路线 关注各工艺领先企业

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国金证券：锂金属负极构成固态电池负极侧长期发展路线关注各工艺领先企业