国泰海通:硫化物固态电解质有望成为全固态电池主流选择 前瞻布局硫化锂企业有望受益
智通财经网·2025-08-29 06:53

Core Insights - Sulfide solid-state batteries are expected to become the mainstream choice due to their superior overall performance, with lithium sulfide being the core raw material and a vast potential market space attracting numerous companies [1][2]. Group 1: Industry Trends - The market for sulfide solid-state batteries is poised for growth, driven by high ionic conductivity, safety, and energy density advantages, with lithium sulfide as a key raw material [1]. - The industry is currently transitioning from technology validation to large-scale production, indicating a critical phase for market players [1]. Group 2: Production Methods - The mainstream preparation routes for lithium sulfide include solid-phase, liquid-phase, and gas-phase methods, each with its own advantages and disadvantages [2]. - Solid-phase methods are suitable for large-scale production but have high energy consumption and lower product purity [2]. - Liquid-phase methods address some of the shortcomings of solid-phase methods, offering higher purity and better results, although achieving stable batch production remains challenging [2]. - Gas-phase CVD methods are suitable for producing high-purity and uniform lithium sulfide [2]. Group 3: Competitive Landscape - Numerous companies are entering the lithium sulfide research and development space, leading to breakthroughs in process innovation, production line implementation, and performance validation [3]. - The industry is moving towards a phase of accelerated supply scale for lithium sulfide [3].

Guotai Haitong Securities-国泰海通:硫化物固态电解质有望成为全固态电池主流选择 前瞻布局硫化锂企业有望受益 - Reportify