智通财经网·2025-07-03 05:58Core Viewpoint - Solid-state batteries are identified as the next generation of high-performance batteries, with short-term prospects for oxide semi-solid batteries and long-term potential for sulfide all-solid-state batteries [1] Group 1: Industry Outlook - Solid-state batteries offer significant advantages in safety and energy density, aligning with market demand and accelerating development under policy support [1] - The industry is currently divided into two main routes: the oxide semi-solid route, which is relatively mature and compatible with existing battery systems, and the sulfide all-solid-state route, which holds greater potential despite the lower ionic conductivity of oxide solid electrolytes [1] Group 2: Material Aspects - New materials that differ significantly from existing systems exhibit high elasticity, with high nickel ternary and lithium-rich manganese-based cathodes being suitable for the high energy density characteristics of solid-state batteries [2] - The anode evolution is directed towards silicon-based and lithium metal anodes, further enhancing energy density [2] - The electrolyte segment shows clear incremental space for zirconium-based materials in the oxide route and lithium sulfide materials in the sulfide route [2] Group 3: Equipment Development - The production process for all-solid-state batteries differs from existing methods and has high technical barriers, with a focus on "dry" processes in the front end, "stacking" in the mid-section, and "pressing" in the back end [3] - As major companies enter the pilot testing phase and technology matures, new equipment is expected to accelerate production [3]