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硅負極產業鏈標的估值（截至25年4月11日）-行業數據

硅負極產業鏈標的估值（截至25年4月11日）
硅負極產業鏈標的估值（截至25年4月11日）
能量密度的提升是電池發展長期趨勢，負極環節對應趨勢則為硅負極，CVD 硅碳的應用大幅加速硅負極產業化，在手機等消費類市場硅負極已邁過 0-1，25 年預計進一步放量，在車用市場 25年硅碳負極有望實現產業化 0-1，建議關注硅負極企業及上游的多孔碳、PAA、CNT 等：
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所屬報告： 電力設備與新能源行業鋰電池硅負極深度：CVD硅碳重塑產業鏈邁向動力場景0~1-250414（26頁）.pdf
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