固态电池行业专题报告：技术创新与多元应用展望

国开证券股份有...2025-12-29

固态电池是一种使用固态电解质完全取代传统易燃有机电解液的电池。未来五年，需求有望快速提升，2030年渗透率达到10%。产能与路线方面,国内企业已建成吉瓦时级产线，目前以氧化物/聚合物混合路线的半固态电池为主，率先实现装车，远期将以硫化物/卤化物应用于全固态路线为主。电池技术持续迭代更新。固态电解质：是固态电池技术的核心，短期来看，氧化物电解质因其极高的化学稳定性和安全性，技术门槛相对较低，且与现有...

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