【DT新材料】 获悉，2月10日， 赣锋锂业 宣布， 旗下浙江锋锂研发的320Wh/kg高比能高功率eVTOL电池，已正式搭载于沃飞长空AE200-100机 型，并于2025年12月顺利完成第一阶段的载人试飞任务。 技术进展方面， 赣锋锂业称，公司同步推进 硅基与锂金属负极双路线 突破产业化门槛，以金属锂负极技术为核心，推动高比能电池量产进程： 400Wh/kg电池循环寿命已突破800次并完成工程验证，具备规模化应用潜力； 全球首款 500Wh/kg级10Ah产品实现小批量量产 ，树立锂金属电池 产业化标杆。 图片来源：赣锋锂业 同时，硅基负极同步推进，硅基体系 实现320-450Wh/kg产品梯度布局 ， 其中320Wh/kg电芯循环寿命突破1000次，450Wh/kg技术储备达行业 顶尖水平，满足不同场景对能量密度与循环性能的差异化需求。 由此可见，在固态电池领域，赣锋锂业已处于全球领先地位。 /扫码加入行业交流群/ 固态电池、钠电池、硅碳负极、人形机器人、储能、超级电容器等产业同行❤️↓ 添加微信，请备注： 姓名-单位职位 赣锋锂业表示，该公司与沃飞长空后续将围绕低空飞行动力电池领域展开合作，共建可持续 ...

Core Viewpoint - Ganfeng Lithium's stock surged due to the announcement of mass production of energy storage cells, with a market capitalization reaching 108.66 billion yuan [1] Company Summary - Ganfeng Lithium has achieved large-scale production of energy storage cells and established long-term supply partnerships with leading industry players, with full production capacity [1] - The company is also making strides in the power battery sector, with its first 500Wh/kg 10Ah solid-state battery being tested in vehicles and applied in well-known drone and eVTOL companies [1] - Ganfeng Lithium has a strong competitive edge in the energy storage field, being the only company with three industrialized lithium extraction technologies: "brine lithium extraction," "ore lithium extraction," and "recycling lithium extraction" [2] - The company’s Sichuan project has completed debugging, and production capacity is gradually being released, while the first phase of the Qinghai project is expected to reach production by the end of the year [2] Industry Summary - The energy storage market is experiencing favorable policies and demand, with the Ministry of Industry and Information Technology setting a target of 180 million kilowatts for new energy storage installations by 2027, potentially driving direct investment of about 250 billion yuan [1] - The demand for global energy storage batteries is expected to increase significantly, with a forecasted growth of 60% year-on-year to 521GWh by 2025 and a 36% increase in 2026 [1] - The lithium price has been declining, with domestic battery-grade lithium carbonate prices at 70,000 yuan/ton, down 32% year-on-year [2]