【研选行业】固态电池理想材料产业化提速,4家公司领跑千亿赛道
第一财经·2025-09-30 12:15
Group 1 - The article highlights the emergence of solid-state batteries and the acceleration of silicon-carbon anode industrialization through the CVD method, which is expected to reduce costs by half. Four companies are positioned to lead in this trillion-yuan market [1] - The combination of perovskite and solid-state batteries is identified as a dual engine for growth, with a projected CAGR of 36.6% for cesium-rubidium salt demand from 2025 to 2027. A supply-demand imbalance may persist long-term, prompting two companies to expand production to seize market opportunities [1]