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硅基负极动力应用“破晓”
高工锂电· 2025-07-24 11:58
Core Viewpoint - The application of silicon-based anodes in power batteries is entering a significant phase of commercialization, moving from theoretical performance to deliverable products, particularly in the aerospace and automotive sectors [2][4]. Group 1: Aerospace Sector - Amprius has delivered its SiCore battery with an energy density of 450 Wh/kg to Airbus subsidiary AALTO, marking a breakthrough in silicon-based anode technology [2]. - The successful performance validation of Amprius's technology in the aerospace sector, particularly through continuous flight tests with Airbus's "X-Wing" drone, underscores its commercial reliability [2]. - The delivery of standardized SiCore batteries indicates a shift towards sustainable commercial supply, moving closer to large-scale industrialization [2]. Group 2: Automotive Sector - The new silicon-carbon anode company "Wuke Jinsui" has secured strategic financing led by Yucai Fund, with historical investments from major automotive players like Geely Capital and Qingliu Capital [3]. - The involvement of leading automotive companies signals that silicon-based anodes are no longer a distant future technology but a critical deployment for next-generation electric vehicles [3]. - Wuke Jinsui's strategy focuses on scalable industrialization by adopting a more easily mass-producible silicon-carbon anode route, gaining recognition and orders from top domestic battery manufacturers [3]. Group 3: Industry Trends - Both Amprius's advancements in aerospace and Wuke Jinsui's preparations for mass production in automotive highlight a decisive movement of silicon-based anodes from laboratory settings to commercial applications [4]. - The combined efforts in both sectors demonstrate that "scale industrialization" is not just a vision but a rapidly advancing reality in the power battery field [4].