【今天早盘固态电池板块彻底爆发 分析人士：主要有三大利好】金十数据2月18日讯，今天早盘，固态电池板块彻底爆发。星云股份、杉杉股份、传艺科技、山东章鼓、龙蟠科技等多股一度涨停，利元亨、鹏辉能源涨超7%。而从港股市场来看，龙蟠科技一度涨超30%，瑞浦兰钧、比亚迪股份、赣锋锂业等涨幅亦比较大。分析人士认为，主要有三大利好：首先，工信部等八部门印发《新型储能制造业高质量发展行动方案》，其中提出，到2027年，我国新型储能制造业全链条国际竞争优势凸显，优势企业梯队进一步壮大，产业创新力和综合竞争力显著提升，实现高端化、智能化、绿色化发展。其次，深圳市比亚迪锂电池有限公司CTO孙华军在第二届中国全固态电池创新发展高峰论坛上透露，比亚迪将在2027年左右启动全固态电池批量示范装车应用，2030年后实现大规模上车。第三，光大证券研报称，市场低估了全固态电池在人形机器人、低空经济需求放量后，对安全及续航方面的支持。
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