全固态电池判定标准首次明确，概念股再掀热潮

Core Viewpoint - The recent establishment of the "Solid-State Battery Determination Method" standard by the China Automotive Engineering Society clarifies the definition of solid-state batteries, distinguishing them from semi-solid batteries and addressing previous ambiguities in the industry [1][2]. Group 1: Definition and Standards - The new standard requires that ion transfer in solid-state batteries must occur entirely through solid electrolytes, creating a clear technical boundary with semi-solid batteries [1]. - The core research point of the standard is a weight loss test method based on the liquid content of the sample, determining a battery as solid-state if the weight loss is below 1% after vacuum heating [1]. Group 2: Market Response - Following the announcement of the new standard, shares of solid-state battery concept stocks surged, with some stocks like Haitian Pharmaceutical and Yinglian Co., Ltd. hitting the daily limit, although they experienced a slight pullback by the end of the trading day [1]. Group 3: Industry Insights - Semi-solid batteries are viewed as a transitional technology, retaining some liquid electrolyte to improve ionic conductivity and interface contact, while full solid-state batteries are expected to achieve small-scale production around 2027 [2][3]. - The global shipment of solid-state batteries is projected to reach 5.3 GWh in 2024, representing a significant year-on-year increase of 430%, all of which will be semi-solid batteries produced mainly by Chinese companies [3]. Group 4: Technological Developments - Recent breakthroughs in solid-state battery technology include the development of inorganic/organic composite solid electrolytes that enhance electrochemical stability and mitigate lithium metal deposition issues [4]. - Companies like Guoxuan High-Tech and CATL are actively advancing their solid-state battery projects, with Guoxuan announcing the establishment of a pilot line for solid-state batteries and CATL expressing confidence in achieving small-scale production by 2027 [4]. Group 5: Challenges Ahead - The industrialization of solid-state batteries still faces challenges related to technology, processes, and costs, with the cost of sulfide solid-state batteries being 4 to 5 times higher than traditional liquid lithium batteries [5]. - The development of solid-state batteries is expected to evolve from composite semi-solid batteries to sulfide solid-state batteries, with optimistic timelines for mass production around 2027 and neutral expectations extending to after 2030 [6].