金吾财讯 | 中信证券表示，头部电池及汽车厂商正布局固态锂电池，固态电池产业化已来。高性能的固态电池带来更多应用场景，下游需求或有更大想象空间，如电动垂直起降航空器（eVTOL）、人形机器人、VR终端、高性能消费电子对电池性能具有较高要求，有望搭载固态电池，给锂电行业带来新的增长曲线。该行预计2030年全球固态电池出货量将达到642.6GWh，2024-2030年CAGR达到133%。该行指，固态电池凭借其优异性能有望拓宽锂电池的应用场景，该行预计2030年全球固态电池出货量将超600GWh。该行测算搭载金属锂负极的硫化物固态电池的锂单耗为1455吨/GWh，达到现有水平的2.4倍。该行测算2030年全球固态电池行业对锂需求量将达到55万吨LCE，带动全球碳酸锂需求量额外增长5%。建议关注：1）布局金属锂生产的企业；2）布局硫化物固态电解质生产的企业；3）布局新型锂电正极材料生产的公司。
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