3月12日，恩捷股份披露投資者關(guan)系活動記錄表(biao)，公(gong)布公(gong)司半固態隔膜、固態電(dian)解質未來研發方向、固態電(dian)池(chi)應用前景(jing)等(deng)情況。

對于公(gong)(gong)司(si)半固態隔膜情況，恩捷股(gu)(gu)份(fen)(fen)表示與(yu)北京衛(wei)藍(lan)新(xin)能源(yuan)科技(ji)股(gu)(gu)份(fen)(fen)有(you)限公(gong)(gong)司(si)、溧陽天(tian)目(mu)先導電(dian)池(chi)材料科技(ji)有(you)限公(gong)(gong)司(si)合資成立(li)江(jiang)蘇三合電(dian)池(chi)材料科技(ji)有(you)限公(gong)(gong)司(si)，恩捷持有(you)51%的股(gu)(gu)權，已有(you)2條產線具(ju)備量產供(gong)應能力，目(mu)前已有(you)部(bu)分電(dian)池(chi)廠商的少量訂單，公(gong)(gong)司(si)會持續推進和國內外多(duo)家鋰電(dian)池(chi)廠商的合作和市場開拓工作。

公(gong)(gong)司(si)控(kong)股(gu)子公(gong)(gong)司(si)上海(hai)恩捷新(xin)材(cai)料科技有(you)限公(gong)(gong)司(si)與北(bei)(bei)京衛(wei)藍(lan)新(xin)能源簽訂《采(cai)(cai)購(gou)框(kuang)架協議(yi)》，約定北(bei)(bei)京衛(wei)藍(lan)新(xin)能源將其(qi)(qi)自身需求材(cai)料的(de)(de)80%采(cai)(cai)購(gou)份額定點向上海(hai)恩捷及(ji)其(qi)(qi)有(you)控(kong)制權(quan)的(de)(de)關(guan)聯公(gong)(gong)司(si)采(cai)(cai)購(gou)用(yong)于(yu)半固(gu)態電(dian)(dian)(dian)池(chi)的(de)(de)電(dian)(dian)(dian)解質隔膜、用(yong)于(yu)全(quan)固(gu)態電(dian)(dian)(dian)池(chi)的(de)(de)電(dian)(dian)(dian)解質及(ji)電(dian)(dian)(dian)解質膜。自2025年(nian)至(zhi)2030年(nian)，北(bei)(bei)京衛(wei)藍(lan)新(xin)能源將向上海(hai)恩捷及(ji)其(qi)(qi)有(you)控(kong)制權(quan)的(de)(de)關(guan)聯公(gong)(gong)司(si)預計下(xia)達半固(gu)態及(ji)全(quan)固(gu)態電(dian)(dian)(dian)池(chi)的(de)(de)電(dian)(dian)(dian)解質隔膜訂單總計不少于(yu)3億平方米，預計下(xia)達全(quan)固(gu)態電(dian)(dian)(dian)池(chi)的(de)(de)電(dian)(dian)(dian)解質訂單總計不少于(yu)100噸，具體以實際的(de)(de)采(cai)(cai)購(gou)訂單為準。

固態(tai)(tai)電(dian)(dian)(dian)池產業(ye)化加(jia)速(su)的(de)(de)背景下，恩捷(jie)股份認為全固態(tai)(tai)電(dian)(dian)(dian)池成本較(jiao)高，現在(zai)的(de)(de)液(ye)態(tai)(tai)鋰電(dian)(dian)(dian)池性價比更(geng)好，因此(ci)固態(tai)(tai)電(dian)(dian)(dian)池將會(hui)應用(yong)于某些細(xi)分領(ling)域如深空(kong)（航天）、深海、深地等，現在(zai)和未來(lai)一段(duan)時(shi)間市場應用(yong)仍會(hui)以(yi)液(ye)態(tai)(tai)鋰電(dian)(dian)(dian)池和半(ban)固態(tai)(tai)電(dian)(dian)(dian)池為主。未來(lai)隨著全固態(tai)(tai)電(dian)(dian)(dian)池的(de)(de)技術進(jin)步(bu)、商業(ye)化量產、產業(ye)鏈(lian)配套(tao)完善(shan)后(hou)，成本和市場應用(yong)有望改善(shan)。