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Steady -state battery industrialization accelerate.
The recent market "New" is hot again, and the attention of emerging industries such as robots, solid batteries, and BC batteries has increased rapidly.Yesterday, the battery sector soared sharply, and the concept of solid -state batteries today set off a wave of daily limit.
On the message, recently, the famous battery manufacturer Ningde Times (CATL) announced that its all-solid battery research and development team has expanded to more than 1,000People have officially entered the 20AH sample trial stage this year.
Solid -state batteries are regarded by the industry as the ultimate form of lithium batteries, and their energy density is far beyond existing liquid lithium batteries.By replacing liquid electrolytes to solid electrolytes, solid -state batteries can not only improve energy density, but also improve the stability and safety of the battery.The agency generally believes that the industrialization of solid -state batteries has been arrowed on the string, and future development is worth looking forward to.
Solid -state battery route is basically determined. Nandu Power The energy density of the solid battery announced by 350WH/KG and the cycle life of 2000 times. A number of safety items have been passed and the acceptance will be completed in the fourth quarter of 2024.
Currently, Ningde Times The solid battery, The "method" patent, sulfide electrolyte development route is basically determined.
Huaxi Securities believes that (semi -) solid -state batteries have been continuously advanced in terms of performance improvement and mass production progress recently, and it is expected to accelerate the industrialization process of (semi -) solid -state batteries.In terms of materials, the solid electrolytes adopted by solid -state batteries are compatible with higher -rate positive and negative pole materials, such as ultra -high nickel positive electrode, lithium -rich positive electrode, silicon -based negative pole, and lithium metal negative electrode.Manufacturers are expected to benefit from the acceleration of industrialization; in addition, solid -state batteries are compatible with high nickel and even ultra -high nickel ternary materials poor conductivity, silicon -based negative conductivity is also worse than graphite, carbon nanotinistic conductors can improveThe poor conductive performance of the two, so the carbon nanotimal electrical conductive manufacturers are expected to benefit from the continuous advancement of the industrialization process of solid battery.
Securities Times · Data Bao statistics have a solid battery concept stock with low market value and low valuation. Future elasticity may be large.
Data show that there are 13 solid battery concepts with a market value of less than 10 billion yuan and a net net ratio of less than 3 times.Among them, the lowest market value is Xinyu Ren , less than 2 billion yuan.The company stated on February 28 this year that the company has supplied to solid -state battery -related equipment.Currently supplying solid and semi -solid battery customers.
From the perspective of a net rate of the city, the minimum estimation of Pava shares is 1.01 times.Since the listing of Pava, it attaches great importance to the layout of the direction of solid -state battery materials. In 2023, the subsidiary "Pava (Zhuji) Solid Sodium Energy Co., Ltd." was established.Using the in-situ self-aggregation strategy, the solvent modification was used to develop a gel electrolyte with excellent flame retardant, high voltage and stable, and using inorganic-organic compound electrolytic membrane strategies., Further improve the ion conductivity of the solid electrolyte system.At the same time, the company has given full play to the inherent advantages of positive pole material enterprises, and relying on the deep accumulation of single crystal, high nickel, and high voltage three -yuan material field to actively excavate and improve the adaptability and synergistic effects between electrolyte materials and positive materials.At present, the company has applied for 14 invention patents in the direction of solid -state batteries, and a small test line of solid -state batteries is built.
From the perspective of the stock price performance, the average increase of 13 stocks in the sector has increased by more than 48%since September 18, and the performance of winning the broader market will perform at the same time. Dongfeng Group rebounds the brightest rebound, with a cumulative increase of over 69%.Poor stocks include Shi Da Shenghua, Dels, Pava shares , etc., and the cumulative increase in the range is less than 45%.
Statement: All information content of the data treasure does not constitute investment proposals, the stock market is risky, and investment needs to be cautious.
Responsible editor: He Yu
School Division: Yang Shuxin
Data Treasure
