长阳科技董事长金亚东：固态电池商业化进程提速 积极布局成为国产“3M”

Core Viewpoint - The solid-state battery industry is experiencing significant advancements, with companies like Changyang Technology making strides in production and technology development, positioning themselves for future growth opportunities in the market [1][4][12]. Group 1: Company Developments - Changyang Technology has launched its first mass production line for solid-state lithium batteries, marking a significant milestone in the commercialization of solid-state battery technology [1][2]. - The company has developed a new type of solid electrolyte membrane that enhances battery performance and safety, with initial orders from leading power battery clients [4][5]. - The factory in Hefei, covering 165 acres with an investment of 1.5 billion yuan, aims to achieve an annual production capacity of 560 million square meters of lithium battery separator materials and 20,000 tons of optical-grade polyester film [5][6]. Group 2: Industry Trends - The solid-state battery technology is recognized for its potential to improve energy density and safety, with the manufacturing process focusing on the membrane formation as a critical step [3][8]. - The industry anticipates rapid commercialization of solid-state batteries by 2025, with significant applications expected in electric vehicles and other emerging technologies [6][12]. - The demand for functional membranes in lithium batteries is projected to surge, with estimates suggesting that 1.5 to 2 billion square meters of new functional membranes will be required as the solid-state battery market expands [13]. Group 3: Future Outlook - Changyang Technology aims to become a leading domestic supplier of functional membranes, with a ten-year goal of developing ten types of membranes to enhance its market position [1][15]. - The company is also focusing on the growing market for foldable smartphones, with expectations of significant sales growth in this segment, which will drive demand for CPI films [9][10]. - The ongoing investment in R&D, with expenditures increasing from 51.96 million yuan in 2022 to 68.72 million yuan in 2023, reflects the company's commitment to innovation and market leadership [14].