Zhi Tong Cai Jing·2025-10-09 00:12Core Insights - The research team at the Institute of Metal Research, Chinese Academy of Sciences, has made breakthroughs in solid-state lithium battery technology, addressing key challenges such as high interfacial impedance and low ionic conductivity [1][2] - Solid-state batteries are expected to accelerate commercialization by 2025, with significant investment opportunities emerging across the supply chain [1][2][5] Industry Developments - The new solid-state battery material exhibits excellent flexibility, capable of withstanding 20,000 cycles of bending, and can enhance the energy density of composite cathodes by 86% [1][2] - The global market for solid-state batteries is projected to reach 614.1 GWh by 2030, with a market size exceeding 250 billion yuan [2] - The demand for solid-state batteries is driven by their high energy density and safety, making them suitable for applications in electric vehicles, energy storage, and emerging markets like low-altitude flying and robotics [1][4][5] Company Initiatives - Major Chinese automakers, including CATL and BYD, are accelerating their development of solid-state batteries, with expectations for production to begin in 2026 [3][4] - Toyota has partnered with Sumitomo Metal Mining to develop solid-state battery materials for electric vehicles, aiming for a launch between 2027 and 2028 [4] - BYD's solid-state battery technology focuses on a composite electrolyte and high-nickel cathodes, with plans for mass production by 2030 [6] - Contemporary Amperex Technology Co., Ltd. (CATL) is leading in solid-state battery technology, with a dual strategy involving sulfide solid-state and semi-solid-state batteries [7] Market Trends - The investment in China's lithium battery supply chain has seen rapid growth, with solid-state batteries becoming a hot investment area [2][5] - The European market for electric vehicles is experiencing significant growth, with a 34% year-on-year increase in sales in September [3]