固态电解质膜战略布局提速 A股隔膜企业股价异动

Core Insights - QuantumScape has achieved a significant milestone by integrating the Cobra separator manufacturing process into its benchmark battery product, leading to a stock price increase of over 30% [1] - The Cobra process represents a major breakthrough in ceramic separator manufacturing, improving heat treatment speed by approximately 25 times compared to the previous Raptor process, while significantly reducing the space occupied by each film [1] - The advancements in the Cobra technology are expected to help QuantumScape reduce the overall production footprint and time for solid-state batteries, laying the groundwork for commercialization [1] Company Developments - Star源材质 has been developing similar products, with progress reported in solid electrolyte membranes, including oxide composite and polymer composite types that enhance battery cycle life and safety [1] - The company has developed various rigid skeleton membranes, including high-strength heat-resistant composite membranes and high porosity skeleton membranes, aimed at producing flexible solid-state batteries with high energy density and intrinsic safety [2] - Star源材质 has established strategic partnerships for the development of solid electrolyte membranes and high-performance solid-state batteries, including collaborations with 中科深蓝汇泽 and 瑞固新材 [2]