新能源汽车产业链行业：半固态电池商业化应用加速铺就全固态产业化关键路径

东方证券2025-07-24

半固态电池商业化落地场景日益丰富，订单有望率先放量。全固态电池实现规模化应用之前，大幅降低电解液用量的半/准固态电池是提升能量密度与安全性能的有效技术方案。从需求角度而言，充电宝召回事件的发生引发公众对于电池安全问题的广泛关注，动力电池新国标将“不起火、不爆炸”改为强制性要求，电池安全风险容忍度边际大幅降低；而对于3C、无人机、机器人等应用场景而言，轻薄化设计、长航时飞行及高强度持续作业均对电池...

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新能源汽车产业链行业：半固态电池商业化应用加速 铺就全固态产业化关键路径

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新能源汽车产业链行业：半固态电池商业化应用加速铺就全固态产业化关键路径