港股异动 | 天能动力(00819)涨超3% 国内全新固态锂电池技术实现突破 行业有望再迎催化

智通财经
06 Nov 2024

智通财经APP获悉,天能动力(00819)涨超3%,截至发稿,涨2.91%,报6.73港元,成交额1801.54万港元。

消息面上,近日,太蓝新能源宣布,将联合长安汽车,于11月7日在重庆召开固态锂电池新技术发布会,分享双方在该领域的最新研究成果。官方表示,即将首发的固态锂电池新技术,区别于传统液态锂电池的主材和结构,能够进一步提升电池安全性能。

中信证券表示,近期整车厂主导固态电池领域进展,2024年10月,国内外头部整车厂通过合作或布局的方式不断推进固态电池的研发与应用。展望11月,长安汽车携手太蓝新能源将召开固态电池技术发布会,行业有望再迎催化。此外,航空领域正逐步成为固态电池的重要落地场景,锂电设备厂商有望在固态电池领域开拓第二成长曲线。布局固态电池业务的电池厂、固态电解质公司,以及固态电池产业链相关环节公司有望充分受益。

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