智通财经APP获悉，瑞浦兰钧(00666)早盘涨超7%，截至发稿，涨5.4%，报11.32港元，成交额1658.48万港元。
消息面上，固态电池产业链消息面利好不断，长安、东风岚图、比亚迪等车企相继披露了固态电池上车或量产的时间表。中信证券指出，2024年以来，头部电池厂、整车厂以及专家学者对全固态电池的装车节奏预期逐步收敛，即2027年小批量/示范性上车，2030年大规模量产，装车节点明确。该行指出，2025年是半固态电池成熟产品推出并逐步放量，全固态技术路线逐步明晰并收敛的重要年份。
据悉，瑞浦兰钧作为牵头单位申报的“长寿命、高能量密度全固态锂电池”项目成功入围浙江省2025年度“尖兵领雁+X”科技计划公示名单，该项目将推动公司全固态电池研发进一步提速和深化。公司积极部署前瞻固态电池技术，在半固态电池领域，瑞浦兰钧已相继开发半固态凝胶电解质、相关固态包覆正负极材料、固态电解质复合应用、相关封装工艺等，基于高镍和高硅碳体系研发了新一代的半固态电芯，方形电芯质量能量密度达到300-350Wh/kg，与国内外主流车企实现合作开发和送样测试。
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