Workflow
国金证券:固态电池产业化节奏逐渐加快

Core Viewpoint - The core change in solid-state batteries compared to liquid batteries lies in the use of solid electrolytes instead of liquid electrolytes and separators, which directly impacts key performance indicators such as power density, energy density, and cycle life [1] Summary by Category Solid Electrolyte Types - The most mature industrial applications of solid electrolytes are the sulfide and oxide routes, with sulfide electrolytes having the highest ionic conductivity and the largest capacity layout among downstream enterprises [1] - The future development potential of sulfide electrolytes is significant, and companies that are early adopters of lithium sulfide with certain technological advantages are recommended for attention [1] - Oxide electrolytes have moderate ionic conductivity but better stability, leading to accelerated industrialization progress, suggesting that companies with diversified oxide electrolyte layouts and certain cost advantages in the supply chain should be monitored [1]