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全固态电池上车测试逐步开启 关注产业链股
Zheng Quan Shi Bao Wang·2025-09-23 01:12

Group 1 - The core viewpoint is that solid-state battery technology is maturing, transitioning from small-scale trials to pilot production, with increasing on-vehicle testing expected between 2025 and 2026 [1] - BMW plans to launch vehicles equipped with Solid Power solid-state batteries for road testing starting in 2025, while Guoxuan High-Tech has also showcased solid-state battery test vehicles [1] - Changan Automobile is set to begin solid-state battery installation verification in 2026, indicating a broader industry shift towards solid-state battery integration [1] Group 2 - CITIC Securities indicates that the on-vehicle testing of solid-state batteries is gradually commencing, with a dense schedule of road tests anticipated in 2025-2026 [1] - Key challenges include the expansion of battery volume and the degradation of cycle life, which battery companies are addressing through improvements in solid-solid interfaces to enhance performance [1] - Major automakers like BMW, Mercedes-Benz, and BYD have reached a consensus on the need for pressure constraints on battery cells, highlighting the importance of materials such as conductive agents, functional additives, solid electrolytes, and surface coatings in the battery cell manufacturing process [1]