【专用设备*周尔双】设备商持续交付固态电池中试设备，率先受益于新技术产业化

东吴研究所2025-07-29

专用设备设备商持续交付固态电池中试设备率先受益于新技术产业化投资要点固态电池产业化设备先行，设备商陆续交付固态电池中试设备，有望率先受益：①纳科诺尔：7月19日交付固态电池前道关键设备至国内头部客户，合资公司清研纳科于7月24日交付国内首台高速宽幅干法电极成膜复合设备。②先导智能：持续向国内外头部电池&整车厂客户交付多套固态电池核心设备，包括干湿法前道成膜、复合转印、高速叠片等核心设备。③先惠技术...

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