【固态电池快讯】比亚迪+新安+道氏等企业固态电池声音

SMM固态电池02-11

要点：近期，固态电池与钠离子电池领域动态频繁。比亚迪、宁德时代、劲恒固能等在技术路线（如硫化物固态电池）、产能（10GWh项目）及研发投入（逾800亿元）上积极布局。钠远新材与德国肖特达成战略合作，新安股份、道氏技术等企业则在关键材料（固态电解质、硅碳负极等）方面推进研发与试验。行业会议及多项测试、订单（如中芯得固亿元订单）显示，产业正加速从实验室迈向规模化应用与市场验证。【固态钠电：钠远新材与...

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/2610101958?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-11 18:30","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2610101958","market":"hk","top_or_hot":-1,"title":"【固态电池快讯】比亚迪+新安+道氏等企业固态电池声音","media":"SMM固态电池","content":"<div>\n<p>要点：近期，固态电池与钠离子电池领域动态频繁。比亚迪、宁德时代、劲恒固能等在技术路线（如硫化物固态电池）、产能（10GWh项目）及研发投入（逾800亿元）上积极布局。钠远新材与德国肖特达成战略合作，新安股份、道氏技术等企业则在关键材料（固态电解质、硅碳负极等）方面推进研发与试验。行业会议及多项测试、订单（如中芯得固亿元订单）显示，产业正加速从实验室迈向规模化应用与市场验证。【固态钠电：钠远新材与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211212753a498460e&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>【固态电池快讯】比亚迪+新安+道氏等企业固态电池声音</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【固态电池快讯】比亚迪+新安+道氏等企业固态电池声音\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-11 18:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211212753a498460e&s=b><strong>SMM固态电池</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>要点：近期，固态电池与钠离子电池领域动态频繁。比亚迪、宁德时代、劲恒固能等在技术路线（如硫化物固态电池）、产能（10GWh项目）及研发投入（逾800亿元）上积极布局。钠远新材与德国肖特达成战略合作，新安股份、道氏技术等企业则在关键材料（固态电解质、硅碳负极等）方面推进研发与试验。行业会议及多项测试、订单（如中芯得固亿元订单）显示，产业正加速从实验室迈向规模化应用与市场验证。【固态钠电：钠远新材与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211212753a498460e&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":"LU2778985437.USD","symbol_name":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211212753a498460e&s=b","article_id":"2610101958","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211212753a498460e&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=2610101958","pubTimestamp":1770805840,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"钠远新材与德国肖特达成战略合作，新安股份、道氏技术等企业则在关键材料方面推进研发与试验。2026年02月09日，比亚迪投资者关系部信息。固态电池技术仍在快速发展中，请读者以最新官方发布信息为准。SMM预测2028年全固态电池出货量13.5GWh，半固态电池出货量160GWh。2025年全球固态电池的渗透率在0.1%左右，预计2030年全固态电池渗透率有望达到4%左右，2035年全球固态电池的渗透率或将逼近10%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81211":"比亚迪股份-R","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","BK1515":"抗疫概念","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","01211":"比亚迪股份","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","HYDD.SI":"BYD HK SDR 10to1","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","00285":"比亚迪电子","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0823426308.USD":"法巴中国股票基金","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","BK1504":"苹果概念","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1119":"汽车制造商","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0359201612.USD":"贝莱德中国基金A2","002594":"比亚迪","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","BYDDY":"比亚迪ADR","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK1607":"新IT概念","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD"},"translate_title":"[Solid-state Battery News] Sound of solid-state batteries from BYD + Xin'an + Dow and other companies","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"00285":1.5,"01211":1.5,"BYDDY":0.6,"002594":0.6,"HYDD.SI":0.6},"content_text":"要点：近期，固态电池与钠离子电池领域动态频繁。比亚迪、宁德时代、劲恒固能等在技术路线（如硫化物固态电池）、产能（10GWh项目）及研发投入（逾800亿元）上积极布局。钠远新材与德国肖特达成战略合作，新安股份、道氏技术等企业则在关键材料（固态电解质、硅碳负极等）方面推进研发与试验。行业会议及多项测试、订单（如中芯得固亿元订单）显示，产业正加速从实验室迈向规模化应用与市场验证。【固态钠电：钠远新材与德国肖特签署战略合作备忘录】2026年02月06日，钠远新材公众号信息。2026年02月04日，钠远新材科技(无锡)有限公司与德国肖特集团在无锡正式签署战略合作备忘录(MOU)，标志着两家在钠离子电池与固态电解质先进材料领域具备深厚技术积累的企业，正式开启全方位、深层次的战略协同。【固态电池：比亚迪硫化物固态电池有望2027年小批量生产】2026年02月09日，比亚迪投资者关系部信息。2026年02月09日，比亚迪在固态电池领域采取多路线探索策略，将硫化物固态电池作为重要技术方向，目前已在电池寿命、快充等方面取得突破，有望2027年实现小批量生产。【固态电池：2026中国全固态电池产学研协同创新平台年会召开】2026年02月07日，2026中国全固态电池产学研协同创新平台年会闭门会在北京召开，平台理事长欧阳明高指出固态电池是下一代电池升级换代的重大战略方向，我国全固态电池研发已取得重要阶段性进展，但高比能量硫化物全固态电池在关键材料、界面、复合材料、电极、电芯等多个层面仍需攻克一系列科学关键难题，需坚定信心、攻坚克难、积极进取保持中国锂电池的全球领先地位。【固态电池：中芯得固签广东外卖骑手市场亿元级订单】2026年02月02日，德清发布信息。近日，中芯得固迎来了“开门红”：正式签下来自广东地区的亿元级订单，为当地数万名外卖骑手量身定制高性能移动电源。制造总监王奕夫表示，这笔订单来自去年郑州市场的试点补充道，电池方面经过严格测试才走向市场：健康度稳定保持在95%以上，每块电池都要经历1500次的极限测试，还将被投入从-40℃至60℃的极限温箱测试，再到最直观且严苛的针刺实验。中芯得固的固态电芯采用柔性陶瓷膜技术和独特的叠片结构，内部层层加固，提升了防护能力。中芯得固创始人程建东表示全球对高安全、高能量密度电池的需求已呈井喷之势。【固态电池：新安股份固态电池用固态电解质试验项目公示】2026年02月05日，杭州市生态环境局建德分局，就浙江新安化工集团股份有限公司建德农药厂固态电池用固态电解质试验项目公示，项目位于建德经济开发区现有厂区内，计划年试验生产氧化物固态电解质锂铝钛磷酸、锂镧锆氧化物各0.5吨，旨在研究完善实验室小试技术，确定工艺路线，为后续放大生产提供经济技术指标。【固态电池：道氏技术深化固态电池领域探索打造全材料解决方案】2026年02月05日，道氏技术公众号信息。道氏技术集团2025年度会议披露，公司已在单壁碳纳米管、硅碳负极、固态电解质等关键材料领域取得一系列突破，2026年将深化固态电池领域探索，依托硅碳负极、单壁碳纳米管等核心材料积累，致力成为领先的固态电池全材料解决方案提供商。【SMM固态电池专区】https://new-energy.smm.cn/new_energy/151036文章说明本文基于公开信息、公司公告及行业分析整理而成，旨在提供信息参考，不构成任何投资建议。固态电池技术仍在快速发展中，请读者以最新官方发布信息为准。SMM预测2028年全固态电池出货量13.5GWh，半固态电池出货量160GWh。需求量：2030年全球锂离子电池2800GWh，2024-2030年CAGR电动车：11%，储能27%，消费电子10%。2025年全球固态电池的渗透率在0.1%左右，预计2030年全固态电池渗透率有望达到4%左右，2035年全球固态电池的渗透率或将逼近10%。【固态电池快讯】【固态电池快讯】宁德时代800亿布局+德加过测试+劲恒固能10GWh签约【固态电池快讯】三星SDI、恩力突破，宝马、吉利的产线布局【固态电池快讯】澳洲Altech法国Argylium中国台湾辉能日本丰田美国Factorial芬兰Donut Lab【固态电池快讯】中创新航材料+德尔电池样品+奇瑞星途搭载+英国Ilika+陀普科技【固态电池快讯】国轩+二恩+德尔+格林美+清陶各线开花【固态电池快讯】硅碳（孚日5万吨）+硫化锂（恩捷、万润）+硫化物电解质（天赐）+固液电池（紫建）【固态电池快讯】兴发五硫化二磷1万吨+金龙羽2GWh立项+蜂巢半固态电池发布【固态电池快讯】卫蓝15GWh项目+固纳落户+合源锂创首座纯固态电池基地投产交付【固态电池快讯】清陶专利+欣界低飞+海目星设备+欧洲发力【固态电池快讯】雅化海辰硫化锂待送样+国轩正负极开工建设‌【固态电池快讯】天赐硫化物电解质处于中试阶段【固态电池快讯】南都固态电池进展【固态电池快讯】中固时代两款固态电池新品2026年下半年实量产【固态电池快讯】欣界能源GWh固态锂金属电池量产下线【固态电池快讯】德尔股份固态电池试生产【固态电池快讯】设备企业愚工高科完成数千万元A轮融资【固态电池快讯】11亿2GWh半固态电池开工建设【固态电池快讯】金禾实业“全固态电池材料联合实验室”正式启动【固态电池快讯】11亿2GWh半固态电池开工建设","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,"symbols":[],"gpt_button":1,"need_auth":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":"4.36.2","shortVersion":"4.36.2","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/2610101958","isCrawlerRequest":true}