从技术储备来看，该公司在固态电池、燃料电池和混动技术方面具有全球领先 优势，但在传统液态锂电池领域表现一般。因此，他们希望通过展示其优势技 术并利用专利布局来收取专利费，同时通过中国供应链降低成本，实现大规模 应用。此外，从财报分析来看，2024 年该公司利润约为 2,400 多亿人民币， 中国市场占比约 19%。尽管比例不大，但中国市场未来增长潜力巨大，因此他 3D 打印技术应用：丰田使用 3D 打印技术制造 200 纳米以下电解质层， 降低界面阻抗至传统固相法的 1/5，但大规模量产仍面临成本、效率和 一致性挑战。 负极材料选择：丰田倾向于硫化物固态电解质与锂金属负极结合，但因 织晶问题，目前采用硅碳负极，通过调整硅比例优化性能。硫化物负极 集流体解决方案包括铜镀镍（成熟但有腐蚀）和镍铁（耐腐蚀但导电性 差）。 海外固态电池专家会 20250805 摘要 丰田战略调整：日本总部侧重核心技术，中国专注应用市场需求，旨在 利用优势技术收取专利费，并通过中国供应链降低成本，扩大市场份额。 2024 年利润 2,400 亿人民币，中国市场占比 19%，增长潜力巨大。 固态电池产业化：丰田计划 2026 年小规模试 ...

证券代码：002812 证券简称：恩捷股份 债券代码：128095 债券简称：恩捷转债 云南恩捷新材料股份有限公司 投资者关系活动记录表 3、公司电解质粉体的大概工艺流程是什么？核心工艺是哪些？液相法工艺的 劣势是什么？ 公司电解质为固相烧结工艺，其工艺流程包括混料、烧结、砂磨细化、解聚和 包装。其核心工艺节点包括混料，混料需要将电解质原料均匀混合，并且对其输入 一定能量，实现预反应，并且在从小试到中试放大过程中均匀混合难度也会大幅增 加。烧结也是核心工艺，不同烧结设备温场分布，精细温度调控对电解质烧结也有 较大影响。液相法涉及在溶剂中合成，硫化物电解质非常容易吸附溶剂并很难去除， 容易导致其电解质在电芯中应用性能一般。 4、公司电解质粉体不同型号应用特点有哪些？不同电导率电解质的良率是否 有较大差异？ 公司的电解质粉体类型有不同的电导率和不同的粒径，离子电导率最高可达 16 mS/cm，粒径从 0.3μ m~15μ m，并且最细粒径 0.3μ m 的电导率也能达到 6mS/cm，该 指标属于国内领先水平。不同电导率和不同粒径可以应用在正极、电解质层和负极 中，主要看客户电芯端需求和应用情况，指标性能并不能完 ...

Group 1: Company Overview - The company is Yunnan Enjie New Materials Co., Ltd., with stock code 002812 and bond code 128095 [1][2]. Group 2: Solid-State Battery Material Layout - The company has established a production capacity for semi-solid battery separators through its subsidiary Jiangsu Sanhe Battery Material Technology Co., Ltd. [2]. - The company is actively expanding its market presence in the all-solid-state battery materials sector, focusing on high-purity lithium sulfide and sulfide solid electrolyte products [2]. - A pilot production line for high-purity lithium sulfide has begun mass shipments, and a 10-ton production line for solid electrolytes is under construction, with plans for a 1,000-ton production line in Yuxi [2]. Group 3: Intellectual Property and Patent Strategy - Since its establishment, the company has prioritized intellectual property, applying for a total of 50 patents, including 4 international applications, with 23 patents granted [3]. - The company holds patents related to its main products, including lithium sulfide and sulfide solid electrolytes, and is accelerating its international patent layout [3]. Group 4: Advantages of Sulfide Solid Electrolytes - Sulfide solid electrolytes offer high ionic conductivity, with some systems exceeding that of liquid electrolytes, and have a low interface resistance [4]. - The processing of sulfide solid electrolytes is efficient, with a short production process and mature preparation technology [4]. Group 5: Development of Supporting Membranes - The company is developing solid electrolyte supporting membranes, which have received small orders from customers [5]. - The new solid supporting membranes feature higher porosity and larger pore sizes to meet the filling requirements of solid electrolytes [5]. Group 6: Competitive Advantages in Lithium Sulfide Production - The company achieves high-speed, uniform mixing and continuous calcination without the need for liquid-phase solvents for secondary impurity purification [6]. - The cost advantages stem from the pricing of raw materials, and the company maintains excellent control over the particle size of its lithium sulfide products [6]. Group 7: Research on Halide Materials - The company is monitoring advanced technology directions, with halide-related research currently at the experimental preparation stage [7]. - Halides have a higher electrochemical window and better compatibility with high-voltage cathodes, although there are stability issues with the anode [7].