（文/罗叶馨梅）10月9日，星源材质（300568.SZ）在投资者互动平台表示，公司开发的高强度耐热型复合骨架膜、高孔隙率型骨架膜以及高耐热型大孔骨 架膜等刚性骨架膜产品，均已陆续向头部电池企业送样。 公司介绍，其骨架膜产品具备优异的耐热性和机械强度，可有效提升锂电池的安全性能和循环寿命，在新能源电池领域应用前景广阔。相关产品目前处于客 户验证及推广阶段。 星源材质同时强调，公司高度重视知识产权保护，所生产的隔膜产品均具备完全自主知识产权，或已获得相关知识产权许可。目前，公司已布局多项专利技 术以保障研发成果安全。 当前，动力电池技术正加速向高能量密度、高安全性方向发展。骨架膜作为隔膜技术的重要升级方向，凭借其刚性结构和优异耐热性能，能够有效解决传统 湿法隔膜在高温条件下易收缩、热稳定性差等问题，因此受到多家头部电池厂商重点关注。 星源材质表示，公司将继续加大对新型隔膜材料的研发投入，完善产业链布局。未来，公司计划在量产线自动化、成本控制及客户协同开发方面持续优化， 以巩固其在高性能电池材料领域的领先地位。 业内认为，骨架膜作为新一代锂电池核心材料之一，凭借其高附加值特性，有望在未来带动公司业绩稳步增长。市场 ...

Investment Rating - The industry rating is optimistic [2] Core Insights - Solid-state batteries are expected to achieve a technological breakthrough in electrolyte technology by 2027 and may reach industrialization by 2030, with sulfide solid-state batteries being the most emphasized route domestically and internationally [3][24] - The current focus is on sulfide electrolytes, while composite electrolytes are anticipated to be the best long-term solution [4][33] - High-nickel ternary materials and silicon-carbon anodes are expected to dominate in the short term, with lithium-rich manganese-based and lithium metal anodes being the long-term goals [5][56] - Nickel-coated or nickel-based current collectors are being developed to address corrosion issues, while porous copper foils are being explored for their lightweight and elastic properties [6] - Other materials such as single-walled carbon nanotubes and UV adhesives are also gaining attention for their potential in solid-state battery applications [7] Summary by Sections Solid-State Battery Overview - Solid-state batteries are considered the ultimate form of lithium batteries, balancing safety and energy density [16][18] - The timeline for achieving significant milestones includes 200-300 Wh/kg energy density by 2027 and 400 Wh/kg by 2030 [19][24] Electrolytes - Sulfide electrolytes are currently the focus, with challenges in cost reduction and production scalability [4][39] - The development of halide electrolytes is also being pursued to enhance electrochemical stability and compatibility with high-voltage cathodes [44] Cathode Materials - High-nickel ternary materials are expected to be the primary choice for solid-state batteries, with ongoing modifications to improve performance [45][50] - Lithium-rich manganese-based materials are being developed to enhance energy density and reduce costs [55] Anode Materials - CVD silicon-carbon anodes are emerging as a leading option due to their performance and cost advantages, with significant growth expected in the coming years [61] - Lithium metal anodes are viewed as the ultimate solution, with ongoing research to address associated challenges [64] Investment Recommendations - Focus on leading companies in various material segments, including sulfide electrolytes, high-nickel ternary cathodes, CVD silicon-carbon anodes, and nickel-based current collectors [8]