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- 蔚来固态电池方案引发热议
蔚来固态电池方案引发热议
Release time：2021-01-13
author：
source：eefocus
reading：1868
据消息，蔚来几年后要搞固态电池的事出来后，近日在二级市场引发了大波动。
事实上，对于蔚来固态电池，行业内人士表示，目前蔚来的固态电池方案只是固液态过渡技术，而且要几年后才可能落地，短期对锂电池产业链并没有什么实质性影响。
“蔚来汽车电池系统虽然表述为固态电池，但蔚来方面也说了，该电池实际上为半固态电池，仍需使用电解液、隔膜。全固态的动力电池量产还要很长的时间，技术难度大且成本高，市场的实际并不大。”上述人士补充到。
传统的锂电池两端为电池的正负两极，中间为电解液和隔膜等材料，在锂离子从正极到负极再到正极的运动过程中，电池的充放电过程便完成了。而固态电池，是一种使用固体电极和固体电解质的电池。会减少甚至不需要电解液和隔膜材料，因此市场认为，固态电池会对电解液和隔膜材料厂商造成冲击。之前市场的预期是，未来几年都保持高增长。现在是，未来几年高增长应该没问题，万一这个固态技术几年后真出来，多少还是可能有影响。而资金出于避险的需要从电解液和隔膜材料企业中撤出，连带着正负极材料的镍、钴锂的龙头企业股价也受牵连。
全固态电池的功率密度较低，能量密度较高，是电动汽车的理想电池，全固态电池在轻薄化后柔性程度也会有明显的提高。所以，也有不少公司展开了研究和技术储备。
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