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全固态电池量产倒计时,技术突破与商业化鸿沟待跨越
Huan Qiu Wang· 2025-05-19 10:00
【环球网财经综合报道】5月17日,国轩高科(002074.SZ)在科技大会上宣布,公司已建成首条全固态电池中试线,生产的 电池样件开启装车路测。此前,国轩高科计划2027年全固态电池小批量上车实验,2030年实现量产,目前正按此时间表推 进。 然而,全固态电池量产虽已进入倒计时,但技术突破与大规模商业化应用之间仍存在巨大鸿沟。蜂巢能源高级副总裁张放 南近期接受媒体采访时称,全固态电池在成本、循环寿命等方面存在诸多不足,2030年之前难以有效解决,达到市场端应 用水平存在较大风险。蜂巢能源虽开展全固态电池技术研发,但未公布量产装车时间表。 全固态电池技术攻坚的难点主要在于固态电解质。行业内对固态电解质技术路线选择尚未统一,硫化物、氧化物与聚合物 是三大主要研发方向,各家企业偏好不同。硫化物最为热门,宁德时代、比亚迪和国轩高科以及日本丰田汽车等都将硫化 物作为主攻方向,因其电导率可媲美液态电解液,但对密封性、工艺要求更高。不过,硫化物全固态电池成本预计为当前 液态锂电池的数倍,且未来3 - 5年降本空间不明朗。 清陶能源和卫蓝新能源未选择硫化物路线。李峥解释,规避硫化物电解质是因其短时间内难以降低成本。卫蓝新能源 ...
万润新能: 2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-05-12 09:12
Core Viewpoint - The company is preparing for its 2024 Annual General Meeting (AGM) and has outlined the agenda, procedures, and key proposals for discussion and voting, emphasizing the importance of shareholder rights and corporate governance [1][2][3][4][5]. Group 1: Meeting Procedures - Shareholders and their representatives must arrive at the meeting venue 30 minutes prior to the start to complete registration and present necessary identification documents [2][3]. - The meeting will follow a structured agenda, with shareholders having the right to speak, inquire, and vote on proposals [2][3][4]. - Voting will be conducted through both on-site and online methods, with results announced after the meeting [3][4][5]. Group 2: Company Governance - The company has established a comprehensive governance framework, including the roles of the board of directors and various committees to ensure compliance and effective decision-making [6][16][34]. - The board of directors has reported on its activities and achievements in 2024, highlighting efforts to enhance corporate governance and protect shareholder interests [6][16][34]. Group 3: Business Performance and Strategy - The company has faced challenges in the lithium battery materials industry but has implemented strategies to improve operational efficiency and product quality [26][27][28][29]. - The company is focusing on technological innovation and market expansion, including international projects to enhance its competitive position [30][31][32]. - Despite a net loss of 870 million yuan, the company has taken measures to control costs and improve inventory management, leading to a reduction in losses compared to the previous year [31][32]. Group 4: Investor Relations - The company emphasizes the importance of transparent communication with investors, ensuring timely and accurate information disclosure [32][35]. - The board plans to enhance investor relations management and maintain effective communication channels to protect shareholder interests [32][35].