【券商聚焦】中信证券：2025-2026年有望迎来密集的全固态电池上车路测

金吾财讯09:04

金吾财讯 | 中信证券表示，全固态电池上车测试逐步开启，2025-2026年有望迎来密集的全固态电池上车路测。该机构认为车端的全固态电池体积膨胀与循环寿命衰减是需要解决的核心问题，电池企业主要通过固固界面改善提高电芯的循环寿命等性能，车企如宝马、奔驰、比亚迪则形成了电芯上车需要加压约束的共识，因此该机构建议关注电芯材料环节的导电剂、功能性添加剂、固态电解质及掺杂、材料表面包覆，电芯制造环节的等静压、制痕绝缘、高压化成分容、铝塑膜，PACK环节的PACK生产设备、气动执行器。

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