中国锂电产业如何才能咬定“青山”不放松？

Core Insights - Solid-state battery technology has made significant breakthroughs, enhancing energy density and opening new application scenarios in low-altitude economies [1] - The advancement in solid-state battery technology represents a critical leap for the new energy industry and a strategic opportunity for Chinese companies to gain global energy technology influence [1] Group 1: Innovation and R&D - Continuous investment in "precise R&D" is essential, with a focus on building a layered innovation system to improve efficiency through targeted research [1] - Companies like CATL are expected to invest over 10 billion yuan in R&D by mid-2025, establishing a unique innovation system based on first principles [1] - CATL aims for small-scale production of solid-state batteries by 2027, ensuring its technology remains industry-leading [1] Group 2: Intellectual Property and Talent - Establishing a robust patent portfolio is crucial for creating a competitive moat in the global race for solid-state battery patents [2] - The competition for high-end technical talent is intensifying, necessitating the development of a comprehensive talent system that includes precise training and cross-disciplinary collaboration [2] - The dual core of technology and cost is vital for achieving industrial breakthroughs in solid-state batteries, requiring collaboration among policies and the entire supply chain [2] Group 3: Technical Focus Areas - Current R&D efforts are concentrated on key areas such as interface impedance optimization, lithium dendrite suppression, dry electrode processes, and static pressure forming technology [2] - The maturity of these technologies will directly influence the large-scale application of solid-state batteries [2] - In the context of global competition in new energy, lithium battery companies must build barriers through patents and strengthen their foundation through talent acquisition to achieve continuous technological breakthroughs [2]