中信证券:测算到2030年金属锂负极对应市场规模超180亿元
Industry Analysis - Metal lithium anodes offer advantages such as high specific capacity and high working voltage, which can enhance the energy density and charging speed of lithium batteries [1] - Solid-state batteries, known for their high safety and energy density, are highly compatible with metal lithium anodes, making metal lithium a promising new anode solution for all-solid-state batteries [1] Market Potential - By 2030, the demand for metal lithium anodes is projected to reach 26,300 tons, corresponding to a market size exceeding 18 billion yuan, indicating vast industrialization potential [2]