恩捷股份全固态电池材料研发迎新进展 产能建设稳步推进

Core Viewpoint - Solid-state batteries are becoming a strategic focus for industry players, with advancements in the supply chain and near-scale production [1] Group 1: Company Developments - Enjie Co., Ltd. (002812) launched a series of new products related to solid-state batteries, including ultra-pure lithium sulfide and high-conductivity solid-state electrolyte membranes at the 2025 China International Battery Technology Exchange Conference [1] - The company has established a pilot production line for high-purity lithium sulfide with a capacity of 100 tons, achieving a purity of 99.9% using carbon thermal reduction [1] - Enjie has made significant progress in reducing the particle size of solid-state electrolytes from over 15 micrometers to 300 nanometers, maintaining a high ionic conductivity of over 6 mS/cm [2] Group 2: Production Capacity and Orders - Enjie is advancing a pilot production line project for solid-state electrolyte materials in Yuxi, Yunnan, with a designed capacity of approximately 1,000 tons [3] - The company has secured a procurement framework agreement with Beijing Weilan New Energy Technology Co., Ltd., which includes a total order of no less than 3 billion square meters of electrolyte membranes and at least 100 tons of solid-state battery electrolytes from 2025 to 2030 [3] Group 3: Industry Outlook - The company anticipates that large-scale commercial application of solid-state batteries will be challenging in the short term due to technical issues and higher costs compared to existing liquid lithium batteries [3] - Solid-state batteries are expected to coexist with liquid and semi-solid batteries, with potential applications in high-performance and price-insensitive sectors such as military, aerospace, and deep-sea [3]