SAIC MOTOR(SH:600104) Zhong Guo Qi Che Bao Wang·2025-08-12 03:40Core Insights - The launch of the new MG4 model with a self-developed semi-solid-state battery marks a significant step in the automotive industry's transition towards advanced battery technologies [2][3] - The semi-solid-state battery is gaining traction as a safer and more efficient alternative to traditional lithium-ion batteries, with various automakers planning to adopt this technology [3][5] Group 1: Product Launch and Features - The MG4 will feature a 70kWh semi-solid-state battery, which contains only 5% liquid electrolyte, achieving an energy density of 180Wh/kg and a range of 537 kilometers under CLTC conditions [3] - The battery has shown a 13.8% improvement in low-temperature range retention compared to traditional lithium iron phosphate batteries [3] - The semi-solid-state battery is designed to prevent combustion, having passed rigorous safety tests without catching fire [3] Group 2: Industry Trends and Projections - The market for semi-solid-state batteries is expected to grow significantly, with predictions indicating a penetration rate of up to 12% in the pure electric vehicle market by 2027 [13][14] - By 2025, multiple models from brands like Zhiji, Feifan, Roewe, and MG are expected to be equipped with semi-solid-state batteries, enhancing their market competitiveness [4] - The semi-solid-state battery technology is seen as a bridge towards full solid-state batteries, with a three-phase strategy outlined by SAIC Group [4][10] Group 3: Safety and Regulatory Environment - New safety regulations for electric vehicle batteries will come into effect in July 2026, emphasizing the importance of fire and explosion prevention, which semi-solid-state batteries are well-positioned to address [11][12] - The increasing focus on battery safety and performance is driving the demand for semi-solid-state batteries, which are perceived as a viable solution to meet these requirements [10][12] Group 4: Market Dynamics and Competitive Landscape - The semi-solid-state battery market is anticipated to reshape the competitive landscape of the battery industry, with traditional battery manufacturers and new entrants both investing in this technology [17] - The transition to semi-solid-state batteries is expected to create new opportunities for material suppliers and equipment manufacturers, while traditional liquid battery suppliers may face challenges [16][17] - The overall battery supply chain is likely to undergo significant transformation, with semi-solid-state batteries becoming a mainstream technology in the coming years [16][17]