固态电池新标准落地 三维度重塑市场竞争格局

Core Viewpoint - The release of the new standard for all-solid-state batteries marks a critical turning point for the solid-state battery industry, establishing clear definitions and testing methods that will reshape the competitive landscape of the new energy industry from three dimensions: technical purity, accelerated industrialization, and regulated market competition [1] Technical Route - The market's current solid-state batteries are primarily semi-solid, still classified under liquid batteries. The new standard requires that ion transfer must occur entirely through solid electrolytes, creating a strict technical boundary with hybrid solid-liquid electrolyte batteries. The core research point is a weight loss test method based on liquid content, which determines a battery as all-solid-state if the weight loss is below 1% after vacuum heating [1] - The implementation of this "technical benchmark" will end the confusion surrounding "pseudo all-solid-state" batteries, leading to a genuine competition among the three main all-solid-state battery technology routes: sulfide, oxide, and polymer [1] Industrialization Process - The new standard will accelerate the transition of all-solid-state batteries from laboratory settings to market applications. Leading companies like CATL plan to achieve small-scale production of all-solid-state batteries by around 2027, having established a verification platform for 10Ah all-solid-state batteries [2] - Guoxuan High-Tech has completed its first all-solid-state experimental line with a design capacity of 0.2GWh, achieving a high yield rate of 90% through advanced coating technologies. EVE Energy has also developed assembly processes for small soft-pack all-solid-state battery packs, with plans for pilot production by 2025 and gradual scale-up by 2026 [2] Market Competition - The implementation of the new standard will lead to a deep reshuffling of the industry chain, moving away from capital-driven business models to a dual-driven approach combining technological barriers and capacity layout. For instance, BYD's all-solid-state battery has achieved an energy density of 400Wh/kg and is expected to start external supply, aiming for large-scale commercialization after 2030 [3] - Companies like Fuxin Del Automotive Components have developed various sample production capabilities and are actively advancing pilot and mass production lines based on customer development and market demand [3] - With the new standard, China is transitioning from a "follower" to a "leader" in the all-solid-state battery technology race, leveraging its standard-setting advantages and industry chain collaboration capabilities. The three dimensions established by the new standard will become core metrics for assessing corporate competitiveness in the global new energy industry transformation [3]