特种陶瓷 | LiiFoo 特种陶瓷 – 第 46 页 – LiiFoo

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  • 2026-05-09 新材料价格趋势日报

    # 2026-05-09 新材料价格趋势日报

    ## 价格概览表

    | 材料 | 当前价格区间 | 周环比 | 趋势 |
    |——|————-|——–|——|
    | PTFE树脂(悬浮中粒) | 5.0-5.4万元/吨 | 持平 | → 稳定 |
    | PEEK树脂(威格斯450G) | 800-1000元/公斤 | 持平 | → 稳定 |
    | 碳纤维(T700/12K) | 200-220元/公斤 | ↑5-8% | ↑ 小幅上涨 |
    | PI薄膜(钟渊) | 基准价上浮20% | ↑20% | ↑ 明显上涨 |
    | 特种氧化锆陶瓷片 | 18-25元/片 | 持平 | → 稳定 |

    ## 重点变动

    **PI薄膜: +20%(钟渊化学领涨)**
    – 日本钟渊化学自4月16日起,对PI膜产品实施每平米20%的价格上调
    – 核心驱动因素:中东地缘局势恶化,霍尔木兹海峡运输受阻,导致原油及石化原料供给紧张;能源成本和原材料费用同步大幅上升
    – 预计阿科玛、杜邦等厂商可能跟涨

    **碳纤维: +5-8%(成本推动型涨价)**
    – 日本东丽年初已宣布2026年1月起上调”东丽卡”碳纤维及其中间加工品价格10%-20%
    – 当前国内T700/12K维持在200元/公斤含税送到,湿法3K碳纤维220元/公斤
    – 中国2025年碳纤维产能占全球52%,但高端T800/M系列仍依赖进口,议价能力偏弱

    **PTFE树脂: 持稳(成本支撑 vs 需求承压)**
    – 2026年4月PTFE均价3.0-5.4万元/吨,悬浮中粒5.0-5.2万元/吨
    – 氟化工行业在配额制政策引导下维持高景气度,但下游空调市场库存压力制约价格上涨空间
    – 原油高位震荡形成成本支撑,预计短期区间整理

    **PEEK树脂: 持稳(高端市场平稳)**
    – 威格斯450G纯树脂约880元/公斤,耐高温级HT-G22约650元/公斤,国产吉大特塑356元/公斤
    – 整体报价平稳,但进口品牌货紧,中美贸易摩擦持续影响供应链

    ## 影响分析

    **对采购成本的影响:**
    1. PI薄膜和碳纤维构成年内最大成本压力,预算需预留15-20%上调空间
    2. PTFE/PVDF价格倒挂持续,PVDF贵约15%,性价比优势推动下游转向PTFE
    3. PEEK虽有价格优势,但高端牌号(航空航天级)供应不确定性较大

    **对供应链的影响:**
    1. 中东局势持续扰动全球油气供应,化工原料运输风险上升
    2. 中国碳纤维自给率提升(52%全球产能),但大丝束/T800级进口依赖度高
    3. 稀土陶瓷方面:氧化锆等关键原料供应稳定,国家重点项目持续推进

    ## 行动建议

    **建议锁定价格的材料:**
    – **PI薄膜**:钟渊已涨20%,其他日系/韩系厂商跟涨概率极高,建议立即与供应商确认长单锁价
    – **碳纤维**:东丽涨价10-20%已传导至现货市场,T700等主流牌号逢低可适量建仓

    **建议观望的材料:**
    – **PTFE树脂**:供需两端博弈,短期无明显方向,等方向明确后再批量采购
    – **特种陶瓷原料**:价格平稳,稀土政策影响有限,按需采购即可
    – **PEEK树脂**:现货充裕,短期无明显涨价信号,维持常规库存即可

    **数据来源**:盖德化工网、隆众资讯、东方财富网、Mysteel、阿里巴巴B2B平台
    **报告日期**:2026年5月9日
    **分析师**:市场情报官 🕵️


    *免责声明:本报告仅供参考,实际价格请以供应商报价为准。*

  • May 2, 2026 New Materials Price Trend Daily Report

    # May 2, 2026 New Materials Price Trend Daily Report

    ## Price Overview

    | Material | Current Price Range | WoW Change | Trend |
    |———-|———————|————|——-|
    | PTFE Resin | 40-54,000 CNY/ton | Flat | Stable |
    | PEEK Resin | 171-980 CNY/kg | Flat | Stable |
    | Carbon Fiber | 55-150 CNY/sqm | +3.07% | Rising |
    | PI Film | 20-20,000 CNY/ton | Flat | Stable |
    | Special Ceramic Raw Materials | 3-35 CNY/piece | Flat | Stable |

    ## Key Movements

    – **Carbon Fiber**: +3.07% (Q1 2026 avg price YoY)
    – Cause: Sharp rise in acrylonitrile feedstock prices, strong cost support
    – Supply/Demand: T800+ grades in continued short supply; demand booming in wind blades, aerospace, low-altitude economy

    – **PTFE Resin**: Flat
    – Supply: Operating rates moderate, inventory at low levels
    – Demand: Steady in chemical corrosion resistance sector

    – **PEEK Resin**: Flat (high-end prices firm)
    – Supply: Import brands (Victrex, Solvay) dominate
    – Demand: Steady growth in medical devices, aerospace

    – **PI Film**: Flat
    – Jiaxing project 1,600-ton capacity, 70% utilization
    – CPI film (pilot line) still optimizing, supply constrained

    ## Impact Analysis

    ### Procurement Costs
    Carbon fiber price increases will transmit to downstream products like wind blades and drone airframes, with Q2 product costs expected to rise 5-8%. PEEK and PI film prices remain elevated; procurement budgets for high-end materials need adequate buffer.

    ### Supply Chain
    – Carbon Fiber: Tight supply of domestic T700/T800 grades, urgent need for import substitution
    – PTFE: Low inventory, monitor northern production region restarts
    – PEEK: Stable supply from Victrex/Solvay, but longer lead times

    ## Action Recommendations

    ### Materials Recommended for Price Locking
    1. **Carbon Fiber** – In upward channel, lock in Q2-Q3 volumes
    2. **PEEK Resin** – High-grade supply limited, secure long-term partnerships

    ### Materials Recommended for Observation
    1. **PTFE** – Stable supply, no significant volatility signals near-term
    2. **PI Film** – Wait for CPI film pilot line scale-up, prices may decline

    Published on [liifoo.cn](https://www.liifoo.cn)

  • 2026-05-02 新材料价格趋势日报

    # 2026-05-02 新材料价格趋势日报

    ## 价格概览表

    | 材料 | 当前价格区间 | 周环比 | 趋势 |
    |——|————-|——–|——|
    | PTFE树脂 | 40-54000元/吨 | 持平 | 稳定 |
    | PEEK树脂 | 171-980元/千克 | 持平 | 稳定 |
    | 碳纤维 | 55-150元/平米 | +3.07% | 上涨 |
    | PI薄膜 | 20-2000万元/吨 | 持平 | 稳定 |
    | 特种陶瓷原料 | 3-35元/个 | 持平 | 稳定 |

    ## 重点变动

    – **碳纤维**: +3.07%(2026年Q1均价同比上涨)
    – 原因:丙烯腈原料价格大幅上涨,成本端支撑强劲
    – 供需:T800及以上级别持续供不应求,风电叶片、航空航天、低空经济需求旺盛

    – **PTFE树脂**: 持平
    – 供应:装置开工一般,库存低位
    – 需求:化工防腐领域需求平稳

    – **PEEK树脂**: 持平(高端价格坚挺)
    – 供应:英国威格斯、美国苏威等进口品牌主导
    – 需求:医疗器械、航空航天需求稳定增长

    – **PI薄膜**: 持平
    – 嘉兴项目1600吨产能,产能利用率70%
    – CPI薄膜(中试线)尚在优化,供应受限

    ## 影响分析

    ### 采购成本
    碳纤维价格上涨将传导至风电叶片、无人机机体等终端产品,预计Q2下游产品成本上升5-8%。PEEK和PI薄膜价格高位维稳,高端材料采购预算需预留充足。

    ### 供应链
    – 碳纤维:国产T700/T800级别供应紧张,进口替代需求迫切
    – PTFE:库存低位,关注北方产区复产情况
    – PEEK:威格斯、苏威等进口供应稳定,但交期较长

    ## 行动建议

    ### 建议锁定价格的材料
    1. **碳纤维** – 价格处于上行通道,建议锁定Q2-Q3用量
    2. **PEEK树脂** – 高端牌号供应有限,锁定长期合作

    ### 建议观望的材料
    1. **PTFE** – 供应稳定,短期无明显波动信号
    2. **PI薄膜** – 等待CPI薄膜中试线量产,价格有望回落

    本文发布于 [liifoo.cn](https://www.liifoo.cn)

  • 2026-05-08 New Materials Price Trend Daily Report

    # Price Trend Daily Report — May 8, 2026

    **Price Overview**
    | Material | Current Price Range | WoW Change | Trend |
    |———-|———————|————|——-|
    | PTFE Resin | CNY 30,000–54,000/ton | Flat | Stable |
    | PEEK Resin | CNY 65–980/kg | Flat | Stable |
    | Carbon Fiber | CNY 3,460–3,610/ton (sheet) | +0.3% | Slight Rise |
    | PI Film | CNY 180–2,000/kg | +2.5% | Moderate Rise |
    | Special Ceramic Raw Materials | CNY 3–100/piece | Flat | Stable |

    **Key Movements**

    – PI Film: +2.5% (Ruihuatech hit limit-up on May 6, capital interest rising; driven by 5G and aerospace demand growth)
    – Carbon Fiber: +0.3% (acrylonitrile cost support; premium T800-grade remains in tight supply; Q1 average price +3.07% YoY)

    **Impact Analysis**

    – On procurement costs: PTFE and PEEK prices are stable, offering a favorable procurement window; carbon fiber cost pressure is persistent — long-term contracts recommended; PI film faces continued upward pressure due to strong end-market demand
    – On supply chain: High-end carbon fiber (T800+) remains supply-constrained; general ceramics are loosely supplied; PI film tightening on aerospace and new-energy demand

    **Actionable Recommendations**

    – Lock in prices: Carbon fiber (high-end T800), PI film (upward trend is clear)
    – Monitor: PTFE, PEEK, special ceramics (prices steady; opportunistic purchasing recommended)

  • 2026-05-08 新材料价格趋势日报

    # 2026-05-08 价格趋势日报

    **价格概览表**
    | 材料 | 当前价格区间 | 周环比 | 趋势 |
    |——|————-|——–|——|
    | PTFE树脂 | 3.0-5.4万元/吨 | 持平 | 稳定 |
    | PEEK树脂 | 65-980元/千克 | 持平 | 稳定 |
    | 碳纤维 | 3460-3610元/吨(板材) | +0.3% | 小幅上涨 |
    | PI薄膜 | 180-2000元/千克 | +2.5% | 温和上涨 |
    | 特种陶瓷原料 | 3-100元/件 | 持平 | 稳定 |

    **重点变动**

    – PI薄膜: +2.5%(瑞华泰5月6日涨停,资本热度上升,叠加5G/航空航天需求增长)
    – 碳纤维: +0.3%(丙烯腈成本支撑,高端T800持续供不应求,一季度均价同比涨3.07%)

    **影响分析**

    – 对采购成本的影响: PTFE、PEEK价格平稳,采购窗口期良好;碳纤维成本压力持续,建议锁定长单;PI薄膜因终端需求旺盛,短期仍有上行空间
    – 对供应链的影响: 高端碳纤维(T800及以上)供应紧张,低端相对宽松;PI薄膜受航空航天及新能源需求拉动,供需趋紧

    **行动建议**

    – 建议锁定价格: 碳纤维(高端T800)、PI薄膜(因价格上涨趋势明确)
    – 建议观望: PTFE、PEEK、特种陶瓷(价格平稳,可择机采购)

  • 2026-05-07 Advanced Materials Price Trend Daily

    Price Overview

    Material Current Price Range WoW Trend
    PTFE Resin ¥100-260/kg ±0% ➡️ Stable
    PEEK Resin ¥980-1,500/kg +1%~2% ↗️ Slight Up
    Carbon Fiber (T700) ¥150k-180k/ton +3%~5% ⬆️ Rising
    PI Film ¥5.5-30/㎡ (std) / ¥2,000/kg (high-end) ±0% ➡️ Stable
    High-Purity Alumina ¥95-450/kg -1%~2% ↘️ Slight Decline

    🔴 Key Changes

    Carbon Fiber: Jilin Chemical Fiber raised all specifications by ¥5,000/ton in April, driven by sustained acrylonitrile cost increases and surging low-altitude economy demand. According to Kaiyuan Securities, Q1 2026 average carbon fiber price rose 3.07% YoY. T800+ high-end grades remain in persistent tight supply-demand imbalance. Since March, sharp acrylonitrile price increases have provided strong cost-side support. Wet-process 3K carbon fiber, a core material for the low-altitude economy (UAV structural components at 70-90%, eVTOL core modules), continues to see robust demand.

    PEEK Resin: High import dependency persists. Prices slightly up to ¥980-1,500/kg due to global supply chain tightness and growing demand in aerospace/medical sectors. Major suppliers including Victrex (UK) and Solvay (US) maintain firm pricing.

    High-Purity Alumina: Spot prices peaked and pulled back in April. Metallurgical-grade alumina futures dropped over 14% from March high of ¥3,136/ton to ¥2,695/ton. High-purity grades (3N-5N) weakened in tandem. SCI99 monitoring shows increasing supply disruptions but weak demand; spot prices consolidating at low levels post-May Day holiday.

    📊 Impact Analysis

    • Procurement Costs: Sustained carbon fiber price increases create significant pressure on wind blade and low-altitude economy procurement; UAV and eVTOL manufacturers should monitor cost pass-through capabilities
    • Supply Chain: T800+ carbon fiber supply tightness is intensifying, potentially extending lead times; high-purity alumina price declines benefit ceramic substrate and sapphire manufacturers
    • PTFE/PI Film: Prices remain stable. While DIC raised epoxy resin and curing agent prices in April (up to ~¥19/kg increase), the pass-through to PTFE and PI film is limited, with manageable impact on semiconductor and flexible electronics industries

    ✅ Action Recommendations

    • Lock Prices — Carbon Fiber (T700+): Tight supply-demand plus acrylonitrile cost support suggests further upside. Recommend advance price locking for T700+ grades, securing 3-6 months of volume
    • Wait and See — High-Purity Alumina: Price in correction channel; no urgency to lock, await lower entry levels
    • Purchase as Needed — PTFE/PI Film: Current stable pricing requires no advance stocking; maintain regular procurement rhythm
    • Monitor PEEK Alternatives: With persistently high PEEK prices, evaluate domestic substitution progress and track Chinese suppliers’ pricing dynamics

    Data Sources: Longzhong Info, SCI99, East Money, 100ppi, Kaiyuan Securities Research | Report Date: May 7, 2026

  • 2026-05-07 新材料价格趋势日报

    价格概览表

    材料 当前价格区间 周环比 趋势
    PTFE树脂 100-260元/公斤 ±0% ➡️ 稳定
    PEEK树脂 980-1,500元/公斤 +1%~2% ↗️ 小幅上涨
    碳纤维(T700级) 15-18万元/吨 +3%~5% ⬆️ 上涨
    PI薄膜 5.5-30元/㎡(普通)/2,000元/kg(高端) ±0% ➡️ 稳定
    高纯氧化铝 95-450元/公斤 -1%~2% ↘️ 小幅回调

    🔴 重点变动

    碳纤维:4月吉林化纤全规格上调5,000元/吨,主因丙烯腈原料成本持续上涨及低空经济需求爆发。据开源证券测算,2026年Q1碳纤维季均价较2025年同期涨3.07%。T800级以上高端碳纤维持续处于供不应求紧平衡状态。3月以来丙烯腈价格大幅上涨,在成本端对碳纤维价格形成强支撑。湿法3K碳纤维作为低空经济核心材料(无人机结构件占比70%-90%、eVTOL核心组件),需求端持续旺盛。

    PEEK树脂:进口依赖度高的格局未变,受全球供应链紧张及航空/医疗领域需求增长影响,价格小幅上扬至980-1,500元/公斤区间。英国威格斯、美国苏威等主要供应商报价坚挺。

    高纯氧化铝:4月现货均价冲高回落,冶金级氧化铝期货从3月高点3,136元/吨回调至2,695元/吨,跌幅超14%。高纯级(3N-5N)价格同步走弱,卓创资讯监测显示供应扰动增多但需求偏弱,五一假后现货价格低位盘整。

    📊 影响分析

    • 采购成本:碳纤维持续涨价对风电叶片、低空经济领域采购成本形成明显压力,无人机及eVTOL制造商需关注成本传导能力
    • 供应链:碳纤维T800级以上供应紧张加剧,交付周期可能延长;高纯氧化铝价格回落有利于陶瓷基板及蓝宝石制造企业降低原料成本
    • PTFE/PI薄膜:价格平稳运行,DIC虽在4月上调环氧树脂及固化剂价格(最高涨幅约19元/kg),但对PTFE和PI薄膜传导有限,对半导体及柔性电子行业影响可控

    ✅ 行动建议

    • 建议锁定价格 — 碳纤维(T700及以上):当前供需偏紧叠加丙烯腈成本支撑,短期仍有上行空间,建议对T700及以上等级提前锁价,锁定3-6个月用量
    • 建议观望 — 高纯氧化铝:价格处于回调通道,不急于锁价,可等待更低入场价位
    • 按需采购 — PTFE/PI薄膜:当前价格平稳,无需提前囤货,按常规节奏采购即可
    • 关注PEEK替代方案:持续高位的PEEK价格下,可评估国产化替代进展,关注中研等国内供应商报价动态

    数据来源:隆众资讯、卓创资讯、东方财富网、生意社、开源证券研报 | 报告日期:2026年5月7日

  • 2026年5月7日新材料行业关键词情报:碳纤维触底反弹、PI薄膜国产替代加速、PEEK获吉利资本入局

    🕵️ 新材料行业关键词日报 | 2026年5月7日

    本期聚焦:PTFE、PEEK、碳纤维、PI薄膜、特种陶瓷、电子化学品、气凝胶七大核心品类。

    📊 核心关键词热度与趋势

    关键词 热度 价格趋势 关键信号
    碳纤维 🔥🔥🔥🔥🔥 ↗ 底部回升 头部企业发涨价函,丙烯腈成本+45%
    PI薄膜 🔥🔥🔥🔥 → 稳中偏强 全球市场102亿美元,国产替代深水区
    PEEK 🔥🔥🔥🔥 ↗ 上行 吉利资本超亿元入局
    PTFE 🔥🔥🔥 ↗ 修复 含氟高分子价格修复
    电子化学品 🔥🔥🔥🔥 ↗ 上行 Q1全球半导体2985亿美元
    特种陶瓷 🔥🔥🔥 → 稳定 陶瓷膜出口窗口期
    气凝胶 🔥🔥🔥 ↗ 小幅上行 重庆布局1000条产线

    🔍 重点解析

    1. 碳纤维:底部反转信号明确

    • 3月以来丙烯腈暴涨超45%,头部企业发涨价函
    • 中国产能占全球超52%,T800+高端不足10%
    • 吉林化纤2026年产能破10万吨
    • 采购建议:关注T700/T800国产化进度,议价窗口即将关闭

    2. PI薄膜:国产替代深水区

    • 2025年全球PI塑料市场102亿美元,CAGR 5.9%
    • 瑞华泰营收+14.06%,国风新材12条产线全球第一方阵
    • 41%需求来自电子,800V EV/AI散热/低轨卫星三大增量
    • 采购建议:半导体级PI薄膜国产替代加速,可逐步切换

    3. PEEK:吉利资本入局

    • 安徽卓润获超亿元融资,PEEK/PPSU/PPA扩产
    • 260°C+高温场景刚需,进口依赖仍高
    • CF/PEEK复合材料航天/医疗需求增长
    • 采购建议:关注安徽卓润产能释放,大规格型材仍以进口为主

    4. PTFE:含氟高分子价格修复

    • 制冷剂配额制度延续,R32涨至6.55-6.6万元/吨
    • PTFE内衬金属软管需求旺盛

    5. 电子化学品:半导体高景气

    • Q1全球半导体销售2985亿美元,环比+25%
    • 安集科技功能性湿化学品+63.73%
    • 全球CMP材料市场约42亿美元

    6. 特种陶瓷与气凝胶

    • 三达膜净利润+20.15%,陶瓷膜供不应求
    • 西安交大弹性陶瓷气凝胶突破
    • 重庆合川5年布局1000条气凝胶产线

    📋 采购行动清单

    1. ✅ 碳纤维:锁定当前价格,关注涨价函执行
    2. ✅ PI薄膜:索取瑞华泰/国风新材样品
    3. ✅ PEEK:跟踪安徽卓润扩产进度
    4. ✅ PTFE:关注制冷剂配额价格传导
    5. ✅ 电子化学品:优先验证国产CMP/湿化学品

    数据来源:国信证券、东方财富、SIA、亚化咨询等 | 2026-05-07

  • Solid-State Battery Ceramic Electrolytes: The Core Breakthrough for Next-Generation Power Batteries

    Recently, the new energy vehicle industry’s demand for high-safety, high-energy-density batteries has continued to rise. The safety hazards (thermal runaway, leakage) and energy density bottlenecks of traditional liquid lithium-ion batteries have become increasingly prominent. Solid-state batteries have become the industry-recognized next-generation technology direction, and solid-state battery ceramic electrolytes, as the core key material, directly determine the performance upper limit of solid-state batteries.

    Core Technical Points: Solid-state battery ceramic electrolytes are mainly divided into three major systems: oxides, sulfides, and halides. Oxide ceramic electrolytes (such as LLZO lithium lanthanum zirconium oxide) have good thermal stability and wide electrochemical windows, but high interface impedance; sulfide ceramic electrolytes (such as LPSCl lithium phosphorus sulfur chlorine) have ionic conductivity close to liquid electrolytes, but poor air stability and high cost; halide ceramic electrolytes (such as Li₃InCl₆) balance ionic conductivity and air stability, and are a research hotspot in recent years. The current mainstream technology route in the industry is the hybrid modification of oxide and sulfide systems, reducing interface impedance and improving comprehensive performance through doping, nanocomposite and other technologies.

    Application Scenarios: Currently, solid-state battery ceramic electrolytes have been applied in small batches to power batteries for high-end new energy vehicles. Semi-solid state battery products from companies such as Toyota and CATL have been equipped on some mass-produced models. At the same time, they have also begun pilot applications in consumer electronics (such as high-end drones, foldable screen phones) and energy storage fields (grid-side long-duration energy storage), and are expected to gradually replace liquid lithium-ion batteries in the future.

    Development Trends/Selection Suggestions: For procurement and R&D personnel, three indicators should be focused on when selecting solid-state battery ceramic electrolytes: ionic conductivity (preferably ≥1mS/cm), thermal stability (no decomposition at ≥500℃), and interface compatibility (contact impedance with positive and negative electrode materials ≤100Ω·cm²). In the short term, priority can be given to mature products in the oxide system, and the industrialization progress of sulfide and halide systems should be paid attention to in the medium and long term. At the same time, interface modification related technologies should be reserved in advance to adapt to the large-scale demand of all-solid-state batteries in the future.

  • 固态电池陶瓷电解质:下一代动力电池的核心突破口

    最近,新能源汽车行业对高安全、高能量密度电池的需求持续攀升,传统液态锂电池的安全隐患(热失控、漏液)和能量密度瓶颈日益凸显,固态电池成为行业公认的下一代技术方向,而固态电池陶瓷电解质作为核心关键材料,直接决定了固态电池的性能上限。

    核心技术点:固态电池陶瓷电解质主要分为氧化物、硫化物、卤化物三大体系。氧化物陶瓷电解质(如LLZO锂镧锆氧)热稳定性好、电化学窗口宽,但界面阻抗高;硫化物陶瓷电解质(如LPSCl锂磷硫氯)离子电导率接近液态电解液,但空气稳定性差、成本高;卤化物陶瓷电解质(如Li₃InCl₆)兼顾离子电导率和空气稳定性,是近年来的研究热点。目前行业主流技术路线是氧化物体系与硫化物体系的混合改性,通过掺杂、纳米复合等技术降低界面阻抗,提升综合性能。

    应用场景:目前固态电池陶瓷电解质已小规模应用于高端新能源汽车的动力电池,如丰田、宁德时代等企业的半固态电池产品已搭载于部分量产车型;同时在消费电子(如高端无人机、折叠屏手机)、储能领域(电网侧长时储能)也开始试点应用,未来有望逐步替代液态锂电池。

    发展趋势/选型建议:对于采购和研发人员而言,选型固态电池陶瓷电解质需重点关注三个指标:离子电导率(≥1mS/cm为佳)、热稳定性(≥500℃无分解)、界面兼容性(与正负极材料接触阻抗≤100Ω·cm²)。短期可优先布局氧化物体系成熟产品,中长期关注硫化物、卤化物体系的产业化进展,同时提前储备界面改性相关技术,适配未来全固态电池的规模化需求。