我国固态电池产业化进程有望加速

Core Insights - Recent breakthroughs in solid-state battery technology have been achieved, particularly in understanding the short-circuit mechanisms in solid electrolytes, which is crucial for the development of this next-generation battery technology [2][4] - The solid-state battery sector has seen a significant surge in stock performance, with companies like Guoxuan High-Tech and others benefiting from the positive news [1] - The Chinese market has overtaken Japan in terms of solid-state battery patent applications, indicating a rapid advancement in this technology within China [3] Technological Breakthroughs - Researchers have revealed the soft-short circuit to hard-short circuit transition mechanism in inorganic solid electrolytes using in-situ transmission electron microscopy, providing new insights into the failure mechanisms at the nanoscale [2] - This research is expected to facilitate the development of new solid electrolytes and bring solid-state battery technology closer to practical application [2] Policy Support - The Chinese government has been actively promoting solid-state battery technology through various policies, including the "Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry," which emphasizes solid-state batteries as a key focus area [4] - New standards for solid-state batteries have been established, which will help clarify definitions and testing methods, thus supporting technological upgrades and industrial applications [4] Industry Developments - Companies are accelerating their efforts in solid-state battery technology, with Guoxuan High-Tech announcing the completion of its first pilot line for solid-state batteries, aiming for mass production [5] - Other companies like CATL and Aulton are also making significant progress in solid-state battery development, with plans for small-scale production and applications in upcoming vehicle models [6] - Industry experts predict that solid-state batteries with energy densities of 400 Wh/kg could be ready for small-scale deployment within the next 2-3 years, with full-scale production expected around 2030 [6]