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中信证券:全固态电池路试开启 关注界面改善与车载加压
Di Yi Cai Jing·2025-09-23 00:21

Core Insights - The report from CITIC Securities indicates that from 2025 onwards, battery companies such as SolidPower and Guoxuan High-Tech will gradually begin road testing solid-state batteries, with a concentrated period of testing expected in 2025-2026 [1] Group 1: Industry Developments - The main challenges faced by solid-state batteries during vehicle integration are expansion and cycle life degradation [1] - There is a consensus among automakers and battery manufacturers that improvements in the solid-solid interface and pressure application at the vehicle end can alleviate these issues [1] Group 2: Material and Manufacturing Focus - It is recommended to pay attention to the following areas: - Electrode materials, including conductive agents, functional additives, solid electrolytes, doping, and surface coating [1] - Manufacturing processes such as isostatic pressing, insulation, high-voltage formation, and aluminum-plastic film [1] - PACK stage components, including PACK production equipment and pneumatic actuators [1]