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科达利:大电芯电池钢壳应用有限,仍以铝壳为主
Core Viewpoint - The company indicates that the application of large battery cell steel shells is limited, with aluminum shells remaining the primary choice, and the structural component technology route is relatively stable without significant changes [1] Summary by Relevant Sections - **Battery Cell Materials** - The company emphasizes that large battery cell steel shell applications are limited, continuing to primarily use aluminum shells [1] - **Technological Stability** - The structural component technology route is described as relatively stable, indicating no major transformations are expected in the near future [1] - **Value and Profitability** - The value per GWh slightly decreases as battery cells increase in size, but this does not affect profit margins [1]