杉杉股份:新型硅碳材料已量产出货

铭炭网
03/14/2025
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2025年以来,固态电池成为新能源汽车行业的热门赛道,丰田、比亚迪、宁德时代等已公布量产时间表。凭借在能量密度、安全性和循环寿命等方面的优势,固态电池正引领着电池技术的新一轮革命。未来,固态电池是技术、材料、工艺、设备、资本和产业链的综合竞争。业界认为,2026年至2027年或成为固态电池技术突破的关键节点。从需求端来看,越来越多新兴应用场景对固态电池需求强烈。目前固态电池已经在部分高端无人机中应用,未来随着eVTOL、无人机、人形机器人、VR终端、高性能消费电子等领域的迅猛发展,固态电池将迎来大爆发。研究机构GGII预测,2025年全球固态电池装机量将突破15GWh,2030年市场规模有望达千亿美元。在固态电池领域,杉杉股份已构建深厚技术储备。截至2024年底公司获得授权专利334件,含国际专利8件,在硅基材料、硬碳材料等关键领域形成技术壁垒。目前已开发针对固态电池用的石墨产品和硅碳产品,并已在客户处进行多轮测试;开发固态电解质复合型负极材料,未来可直接用于干法电极导入固态电池。同时正在自主建立固态电池负极材料评测体系,加速固态电池专用新型负极材料研发。在产能方面,杉杉股份固态电池专用石墨产能布局领先,并且正进一步拓展生产规模;新型硅碳材料已实现量产出货,并在宁波硅基工厂后续规划中加大产能设计,进一步提升供应能力。杉杉股份近期发布的业绩预告显示,公司核心业务负极材料、偏光片两大产业保持较强经营韧性,2024年预计实现营业收入180亿元至190亿元,净利润6.5亿元至7.5亿元。负极材料业务方面,2024年人造负极材料市场份额蝉联全球第一,占比达21%,销量大幅增长,盈利水平显著提升。

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