赣锋锂业异动背后：固态电池布局成型，低空经济电源落地，储能引战待推进

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

赣锋锂业异动背后：固态电池布局成型，低空经济电源落地，储能引战待推进

2025-10-10 11:48:48 来源：北方有色网责任编辑：石林

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10 月 9 日，赣锋锂业发布公告，就公司 A 股股票连续三个交易日收盘价格涨幅偏离值累计超 20% 的异常波动情况作出说明，同时披露多项业务进展，释放积极信号。

在核心业务固态电池领域，公司已构建起上下游一体化完整布局，商业化能力具备支撑。具体来看，从硫化物电解质及原材料、氧化物电解质等关键材料，到金属锂负极、电芯，再到电池系统，赣锋锂业在固态电池全产业链关键环节均已实现研发与生产能力覆盖，为后续技术转化和市场推广奠定基础。

针对当下火热的低空经济赛道，公司的产品落地进度同样值得关注。其已推出适配低空经济的飞行系列电源，高比能电池能量密度覆盖 320Wh/kg 至 550Wh/kg 区间，循环寿命最高可达 1000 圈，且已通过车规级标准 GB38031-2020 认证。更关键的是，该系列产品已与知名无人机、eVTOL（电动垂直起降飞行器）企业达成合作，意味着技术已从研发走向商业化应用，有望在低空经济爆发期抢占市场先机。

此外，公告还提及储能业务的最新动态：公司正积极推动储能板块战略投资人引进工作，但截至目前尚未形成任何实质性协议，后续进展需以官方公告为准。

对于市场关注的经营及股权情况，赣锋锂业明确表示，公司当前经营状况正常，控股股东及实际控制人不存在应披露而未披露的重大事项，提醒投资者理性看待股价波动，注意投资风险。

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赣锋锂业异动背后：固态电池布局成型，低空经济电源落地，储能引战待推进

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