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万润新能获30余家机构调研 固态电池布局打开新的增长空间
Zheng Quan Shi Bao Wang·2025-03-05 00:50

Group 1 - The core viewpoint of the articles highlights Wanrun New Energy's strategic focus on solid-state battery materials and its collaboration with major institutions to enhance its market position [1][2]. - In February, over 30 institutions conducted research on Wanrun New Energy, discussing production schedules, solid-state battery layouts, and the impact of BYD's intelligent driving technology [1]. - The solid-state battery market in China is projected to reach 3 billion yuan by 2025 and 20 billion yuan by 2030, with global shipments expected to exceed 600 GWh by 2030 [2]. Group 2 - Wanrun New Energy is actively developing high-value cathode materials and electrolytes for solid-state batteries, improving lithium iron phosphate product density and performance through material structure optimization [2]. - The company has patented surface modification technology for cathode materials, which enhances interface contact with solid-state electrolytes, and is also working on high-energy-density cathode materials [2]. - Collaborations with prestigious universities are underway to develop solid-state polymer electrolytes and other advanced materials, with progress reported as satisfactory [2]. Group 3 - BYD's introduction of advanced intelligent driving technology is expected to expand the market, with significant growth potential as the technology becomes available in lower-priced models [3]. - The penetration of intelligent driving features in vehicles priced above 78,800 yuan accounts for 87% of domestic sales, indicating a substantial market opportunity for battery suppliers like Wanrun New Energy [3]. - Wanrun New Energy aims to enhance its R&D of high-value cathode materials and optimize supply chain resilience to meet the increasing demands of the intelligent vehicle market [3].