动力锂电行业海外固态电池企业面观：海外固态电池进展积极产品性能持续突破

国泰海通证券2025-07-08

本报告导读：海外固态电池研发进程稳步推进，产品性能持续突破。电池厂与车企的合作覆盖技术授权、产线共建与路测验证，量产时间表锁定 2026-2030年。投资要点：投资建议：看好全固态电池产业化进程加速，建议关注：（1）电池端，推荐标的：宁德时代、豪鹏科技、国轩高科、孚能科技，相关标的：冠盛股份、普利特；（2）设备端：相关标的：纳科诺尔、宏工科技、先惠技术；（3）材料端，推荐标的：厦钨新能、容百科技...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2549510256?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-08 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2549510256","market":"sh","top_or_hot":-1,"title":"动力锂电行业海外固态电池企业面观：海外固态电池进展积极 产品性能持续突破","media":"国泰海通证券","content":"<div>\n<p>本报告导读：海外固态电池研发进程稳步推进，产品性能持续突破。电池厂与车企的合作覆盖技术授权、产线共建与路测验证，量产时间表锁定 2026-2030年。投资要点：投资建议：看 好全固态电池产业化进程加速，建议关注：（1）电池端，推荐标的：宁德时代、豪鹏科技、国轩高科、孚能科技，相关标的：冠盛股份、普利特；（2）设备端：相关标的：纳科诺尔、宏工科技、先惠技术；（3）材料端，推荐标的：厦钨新能、容百科技...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708171622a69cd5e2&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>动力锂电行业海外固态电池企业面观：海外固态电池进展积极 产品性能持续突破</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n动力锂电行业海外固态电池企业面观：海外固态电池进展积极 产品性能持续突破\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-08 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708171622a69cd5e2&s=b><strong>国泰海通证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报告导读：海外固态电池研发进程稳步推进，产品性能持续突破。电池厂与车企的合作覆盖技术授权、产线共建与路测验证，量产时间表锁定 2026-2030年。投资要点：投资建议：看 好全固态电池产业化进程加速，建议关注：（1）电池端，推荐标的：宁德时代、豪鹏科技、国轩高科、孚能科技，相关标的：冠盛股份、普利特；（2）设备端：相关标的：纳科诺尔、宏工科技、先惠技术；（3）材料端，推荐标的：厦钨新能、容百科技...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708171622a69cd5e2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"688567","symbol_name":"孚能科技","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708171622a69cd5e2&s=b","article_id":"2549510256","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708171622a69cd5e2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2549510256","pubTimestamp":1751904000,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"海外固态电池进展积极，量产时间表锁定2026-2030 年。海外固态电池企业多聚焦硫化物技术路线，Solid Power、QuantumScape、FactorialEnergy及三星SDI固态电池能量密度覆盖301-560Wh/kg。目前，电池厂与车企的合作覆盖技术授权、产线共建与路测验证。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159796":"电池","688005":"容百科技","688567":"孚能科技","688778":"厦钨新能","BK0224":"电气机械"},"translate_title":"View of overseas solid-state battery companies in the power lithium battery industry: Overseas solid-state batteries are making positive progress and product performance continues to break through","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159796":1,"688005":0.9,"688567":0.9,"688778":0.9},"content_text":"本报告导读：海外固态电池研发进程稳步推进，产品性能持续突破。电池厂与车企的合作覆盖技术授权、产线共建与路测验证，量产时间表锁定 2026-2030年。投资要点：投资建议：看 好全固态电池产业化进程加速，建议关注：（1）电池端，推荐标的：宁德时代、豪鹏科技、国轩高科、孚能科技，相关标的：冠盛股份、普利特；（2）设备端：相关标的：纳科诺尔、宏工科技、先惠技术；（3）材料端，推荐标的：厦钨新能、容百科技、当升科技，相关标的：道氏技术、海辰药业、天铁科技、德福科技。海外固态电池进展积极，量产时间表锁定2026-2030 年。海外固态电池企业多聚焦硫化物技术路线，Solid Power（硫化物+硅碳/锂金属负极）、QuantumScape（氧化物陶瓷隔膜+锂金属负极）、FactorialEnergy（硫化物+锂金属负极）及三星SDI（硫化物+银碳复合负极）固态电池能量密度覆盖301-560Wh/kg。其中Solid Power 和FactorialEnergy 进入装车测试阶段，QuantumScape 和三星SDI 已实现样品交付，量产时间表锁定2026-2030 年。持续高研发投入，产品性能突破显著。2024 年，Solid Power 营收2014 万美元（技术授权占主导），同比+16%，研发费用7334 万美元，同比+34%；QuantumScape 尚未形成收入，研发费用3.8 亿美元，同比+10%。高研发投入支撑产品性能持续突破：Solid Power 硫化物固态电池能量密度达390Wh/kg；QuantumScape 的QSE-5 电芯能量密度达301Wh/kg，具备10C 放电能力；Factorial Energy 的Solstice 电池单次续航达1000 公里，FEST 电池支持18 分钟快充（15%-90% SOC）；三星SDI 银碳负极电池能量密度达900Wh/L，可实现9 分钟快充（8%-80% SOC）。车企绑定深化合作，示范项目驱动商业化进程。目前，电池厂与车企的合作覆盖技术授权、产线共建与路测验证。Solid Power 电池已搭载宝马i7 启动实车路试，同时向SK On 授权技术并共建产能；QuantumScape 与大众旗下PowerCo 签订量产协议，预计2026 年启动QSE-5B1 电池装车测试；Factorial Energy 联合奔驰推进Solstice电池路测，2026 年与Stellantis 合作开展示范车队验证；三星SDI 已向5 家车企送样，同时拓展机器人电池合作。风险提示：技术进步不及预期；量产进度不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2549510256","isCrawlerRequest":true}

动力锂电行业海外固态电池企业面观：海外固态电池进展积极 产品性能持续突破

精彩评论

动力锂电行业海外固态电池企业面观：海外固态电池进展积极产品性能持续突破