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【精品报告】动力电池与电气系统报告:干法电极与超级电容能在新能源车上应用吗?

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2024 0223 3040 4

2024

MaxwellMaxwell

42 10228 7488 % 1.1 1.6 1.5 % (%) 50403020100-10-20-30Feb/19 1m 18.7 17.9 6m 61.2 51.5 12m 56.4 35.8

202420242Hibar4Maxwell202410 /

Jun/19Oct/19Jan/20MaxwellGMCCMaxwell 1Maxwell 2024-02-19 GMCC2OCI

2024-02-12 320242024Model Y10%SPCMaxwell\\PTFE

SECHGMCCPTFE

2024-01-31

17.58 80.66 39.29 7.95 13.44

18EPS 0.39 0.59 0.84 0.78 1.22

19EPS 0.75 1.64 0.85 0.46 0.42

20EPS 1.06 2.30 1.21 0.57 0.60

19PE 20PE PB 21.3 15.1 2.4 49.2 35.1 10.9 46.0 32.5 4.5 17.3 13.9 1.7 32.0 22.4 2.1

-A -A

12345

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1 2 4 4 5 Maxwell6 Maxwell 1

2Maxwell3

4Maxwell

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Page 2

1

2024

NMC

Maxwell

SilLion

Hibar2024

4

20242

Maxwell

MaxwellMaxwell1992

1995

1 2024202420242410 2 2.18 55%Maxwell Hibar

SilLion 2Maxwell

maxwell 2010 122 128 -6 -4 -6 9 9 2011 157 156 2 3 1 -5 14 2012 159 150 10 10 7 -1 15 2013 194 185 8 8 6 20 17 2014 187 188 -2 -2 -6 -6 7 2015 167 182 -15 -18 -22 9 4 2016 121 145 -24 -20 -24 -14 6 2017 130 168 -38 -39 -43 -15 6 2024 90 131 -41 -46 -37 -54 10 1 2

maxwell maxwell

Page 3

2

12

3

0-20MW -

0.1-0.3%

- 300-600 200-400 20-100 30-50 75-300 50-80 10-400

/kW /kWh /(kWh*) Wh/kg W/kg Wh/L W/L

0-40MW -

0.2-0.6%

- 500-1500 800-1500 20-100 50-75 150-300 60-150

50KW-8MW - 20% -

1000-3000 300-500

8-20 150-240 150-230 150-250

2500

0-300kW - 15% -

150-300 100-200 5-10 100-120 150-200 150-180 220-300 2500

0-100kW - 0.1-0.3%

- 1200-4000 600-2500 15-100 75-200 150-315 200-500

0-300kW -60 20-40% -

100-300 300-2000 2-20 2.5-15 500-5000

100000 100000

500-1000 2000-2500

/

12V

1000

4Maxwell

XP

V 2.7-3.0 2.7-3.0 2.7-3 2.3 F 3-450 3-50

3000-340

0 50-300 UPS

UPS

DuraBlue

Pseudocapacitors Maxwell

Page 4

3 maxwell

3

PTFE

123

4

12

PEFE

Maxwell

NMP

NMP

GMCC

90%

Page 5

【精品报告】动力电池与电气系统报告:干法电极与超级电容能在新能源车上应用吗?

||20240223304042024MaxwellMaxwell42102287488%1.11.61.5%(%)50403020100-10-20-30Feb/191m18.717.96m61.251.512
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