2024固态电池行业报告：技术路线多元发展，产业化落地加速

Group 1 - Solid-state batteries are emerging as a key technology in the new energy sector, offering high energy density and safety advantages, thus accelerating their industrialization process [1][2][3] - Current liquid lithium-ion batteries face limitations in energy density, with a maximum of approximately 300Wh/kg, while the industry aims for over 350Wh/kg by 2025 and 400Wh/kg by 2030 [1][14] - The safety issues of liquid batteries are highlighted by a 32% increase in self-ignition rates for new energy vehicles in Q1 2023, with an average of 8 vehicles catching fire daily [2][15] Group 2 - Solid-state batteries can significantly enhance energy density by using lithium metal as an anode and solid electrolytes that can withstand higher voltages [2][22] - The global solid-state battery market is projected to grow from approximately 1GWh in 2023 to 3.3GWh in 2024, and further to 614.1GWh by 2030 [7][35] - In China, the solid-state battery market is expected to expand from around 1 billion yuan in 2023 to 17 billion yuan in 2024, and exceed 200 billion yuan by 2030 [7][35] Group 3 - The solid-state battery technology can be categorized into semi-solid and all-solid batteries, with semi-solid batteries currently leading in industrialization due to their lower electrolyte content [3][29] - Major global players in the solid-state battery sector include Solid Power and QuantumScape in the US, and Toyota and Panasonic in Japan, while Chinese companies like CATL and Guoxuan High-Tech are also making significant advancements [3][4][30] - The core competitiveness of solid-state batteries lies in breakthroughs in electrolyte technology, with polymer, oxide, and sulfide electrolytes being the main types under development [4][41] Group 4 - Interface performance is critical for solid-state battery efficiency, with various modification techniques being explored to enhance contact and reduce resistance [6][41] - The solid-state battery supply chain is similar to that of liquid batteries, with a focus on material costs, which constitute a significant portion of overall expenses [39][41] - The solid-state battery industry is witnessing increased investment and research, with numerous companies and research institutions actively pursuing advancements in this technology [30][39]