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北京时间·🕒 发布 08-03 19:20:45时区推断·⟳ 抓取 08-03 19:21:44·⚡ 决策 08-04 09:19:27 +13h57m·84.3 天前
SES AI与Doroni签署eVTOL电池包设计框架协议，最高金额109万美元
框架协议最高金额仅109万美元，已承诺首期只有6.5万美元，且执行跨2026-2027年分阶段触发。
📄 原文Investing.com↗ 原文
SES AI signs battery design deal with Doroni Aerospace
Oil falls over 4% as Trump calls off Iran strike, announces fresh talks WOBURN, Mass. - SES AI Corp. (NYSE:SES) announc…
不做 SES AI（SES.US）
最高109万美元且首期仅6.5万美元的框架协议太小，盘中已涨，短线没有足够edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 high ↗
消息传播链
- 媒体披露SES与Doroni协议最高109万美元、首期6.5万美元；不是足以重定价的订单量级。市场反应:SES.US当日收涨约7.25%。
关键理由
- 框架协议最高金额仅109万美元，已承诺首期只有6.5万美元，且执行跨2026-2027年分阶段触发。
- 即使全部执行，对SES AI这种上市电池平台公司的短线收入和市值重估都太小。
- SES AI 2026-08-03收涨约7.3%，微型合同已被盘中情绪消化。
主要风险
- 正文标题与内容错配，且正文称公司此前已宣布该协议，首发时点存在不确定性。
工具调用 · 历史记录,结果未知(1 种)
- stock_quote · 结果未知
原文全文
展开原文 · 1,967 字
Oil falls over 4% as Trump calls off Iran strike, announces fresh talks
WOBURN, Mass. - SES AI Corp. (NYSE:SES) announced Thursday it has entered into a framework agreement with Doroni Aerospace to design and develop battery packs for the H1-X two-seat personal electric vertical takeoff and landing aircraft.
The framework agreement establishes an aggregate price of up to $1,090,000 for work planned over multiple stages in 2026 and 2027. The initial committed tranche totals $65,000, with subsequent stages to be triggered by purchase orders from Doroni to SES AI, according to a press release statement.
SES AI will design battery systems to power the aircraft’s ground and flight-test campaign, with testing planned as early as 2027. The agreement includes options to expand into additional test systems and serial production.
The battery packs will be built on cells with energy densities approaching 400 Wh/kg, developed through SES AI’s Molecular Universe AI platform. The cells have undergone safety validation through abuse testing including nail penetration, overcharge and external short circuit testing.
"Doroni is a remarkable eVTOL developer, leading the charge on American-made personal electric aviation," said Qichao Hu, Founder and CEO of SES AI. "The H1-X is exactly the kind of aircraft our aviation battery platform was built to power."
Doron Merdinger, Founder and CEO of Doroni Aerospace, stated the company reviewed various candidates for battery pack design and development. "SES AI came out ahead where it matters most for the H1-X: performance, safety, and compliance," Merdinger said.
SES AI is headquartered in Boston with research and development facilities in Boston and manufacturing operations in Chungju, South Korea. The company produces battery cells for aerospace, defense, robotics and advanced mobility applications.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
WOBURN, Mass. - SES AI Corp. (NYSE:SES) announced Thursday it has entered into a framework agreement with Doroni Aerospace to design and develop battery packs for the H1-X two-seat personal electric vertical takeoff and landing aircraft.
The framework agreement establishes an aggregate price of up to $1,090,000 for work planned over multiple stages in 2026 and 2027. The initial committed tranche totals $65,000, with subsequent stages to be triggered by purchase orders from Doroni to SES AI, according to a press release statement.
SES AI will design battery systems to power the aircraft’s ground and flight-test campaign, with testing planned as early as 2027. The agreement includes options to expand into additional test systems and serial production.
The battery packs will be built on cells with energy densities approaching 400 Wh/kg, developed through SES AI’s Molecular Universe AI platform. The cells have undergone safety validation through abuse testing including nail penetration, overcharge and external short circuit testing.
"Doroni is a remarkable eVTOL developer, leading the charge on American-made personal electric aviation," said Qichao Hu, Founder and CEO of SES AI. "The H1-X is exactly the kind of aircraft our aviation battery platform was built to power."
Doron Merdinger, Founder and CEO of Doroni Aerospace, stated the company reviewed various candidates for battery pack design and development. "SES AI came out ahead where it matters most for the H1-X: performance, safety, and compliance," Merdinger said.
SES AI is headquartered in Boston with research and development facilities in Boston and manufacturing operations in Chungju, South Korea. The company produces battery cells for aerospace, defense, robotics and advanced mobility applications.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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