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中信证券:2025—2026年将迎来密集的全固态电池上车路试
Zheng Quan Shi Bao Wang·2025-09-23 00:24

Core Viewpoint - The report from CITIC Securities indicates that solid-state battery companies such as SolidPower and Guoxuan High-Tech will begin extensive road testing of solid-state batteries starting in 2025, with a peak in testing expected between 2025 and 2026 [1] Group 1: Industry Insights - The main challenges facing the adoption of solid-state batteries in vehicles 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 - Attention is recommended on the following areas: - Electrode materials including conductive agents, functional additives, solid electrolytes, and doping [1] - Manufacturing processes such as isostatic pressing, insulation of the manufacturing marks, high-voltage formation, and aluminum-plastic film [1] - PACK stage components including PACK production equipment and pneumatic actuators [1]