EVE(SZ:300014) Zhong Guo Zheng Quan Bao·2025-09-14 20:16Core Viewpoint - The solid-state battery sector is experiencing a surge in market interest, but significant technical and manufacturing challenges remain before widespread commercialization can be achieved [1][4][5]. Industry Trends - The solid-state battery market is becoming a competitive focus for both domestic and international players, with advancements in technology and manufacturing processes [1][2]. - Solid-state batteries are viewed as a critical future direction due to their high energy density and safety features, which eliminate the risk of battery fires [1][2]. Technological Developments - The current state of solid-state batteries is primarily semi-solid, with liquid content around 7%-8% [2]. - Companies like EVE Energy have successfully developed a 10Ah solid-state battery with an energy density of 300Wh/kg, targeting high-end applications such as humanoid robots and low-altitude flying vehicles [2][3]. - Dongfeng Group is working on new composite electrolytes to enhance battery performance, achieving a cycle life of 1200 times and superior low-temperature endurance [2]. Challenges to Commercialization - The transition to full solid-state battery commercialization faces multiple hurdles, including manufacturing processes, cost control, and stability during mass production [4][5]. - Issues such as the "breathing effect" of liquid lithium batteries and the need for improved solid-solid interface contact are critical challenges that need to be addressed [4][5]. Future Applications - The solid-state battery's application prospects are promising, particularly in high-end electric vehicles and emerging fields like eVTOL and humanoid robots, where safety and performance are paramount [6][7]. - The coexistence of liquid, semi-solid, and solid-state batteries is expected in the near future, catering to diverse market needs and specific applications [6][7].