孚能科技：第三代半固态电池计划于2026年量产

Core Insights - The company plans to mass-produce its third-generation semi-solid-state battery by 2026, which incorporates solid-state electrolytes in both the anode and cathode, reducing the electrolyte content in the cell [2] - The current pouch cell energy density has reached 400Wh/kg, with expectations to exceed 500Wh/kg for high-safety all-solid-state batteries due to the introduction of solid oxide electrolytes [2] - The semi-solid-state battery has gained recognition from major eVTOL clients, with the second-generation battery achieving an energy density of 330Wh/kg and entering mass production this year [2] Company Developments - The company has completed the sample delivery of its first-generation sulfide all-solid-state battery and has developed the second-generation sulfide all-solid-state battery, achieving an energy density of 500Wh/kg [2] - The eVTOL battery market presents higher energy density, discharge rate, and safety requirements compared to passenger vehicles, indicating a high technical barrier and added value, which contributes to a higher profit margin for the company [2]