固态电池周报：亚马逊入局宁德时代增持海外重金押注国内强攻材料【SMM分析】

上海有色金属网2025-12-11

【SMM分析：固态电池周报：亚马逊入局宁德时代（300750）增持海外重金押注国内强攻材料】本周固态电池领域海内外同步推进：海外，Blue Current获亚马逊领投，QuantumScape产线落地；国内，材料(当升、厦钨)、设备(华彩干法电极)及量产(清陶、国轩)环节取得密集突破。产业呈现“海外押注技术路线，国内强攻量产生态”的鲜明格局，半固态电池已率先在船舶等高端领域获得应用认证。

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固态电池周报：亚马逊入局宁德时代增持 海外重金押注国内强攻材料【SMM分析】

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固态电池周报：亚马逊入局宁德时代增持海外重金押注国内强攻材料【SMM分析】