机构:预计2027年或是固态电池产业从市场发展初期迈向快速上升期的转折点
Zheng Quan Shi Bao Wang·2025-10-09 00:36

Core Insights - The research team at the Institute of Metal Research, Chinese Academy of Sciences, has made breakthroughs in solid-state battery technology, addressing key challenges such as high interfacial impedance and low ionic conductivity [1] - Solid-state batteries are expected to outperform liquid batteries in terms of safety, energy density, and integration, with a supportive policy framework emerging that combines central government directives and local pilot programs [1] - The year 2027 is anticipated to be a turning point for the solid-state battery industry, marking a transition from initial market development to a rapid growth phase [1] Industry Analysis - According to CITIC Securities, the main challenges for all-solid-state batteries in automotive applications include expansion and cycle life degradation, with consensus among automakers and battery manufacturers on improving solid-solid interfaces and applying pressure at the vehicle end to mitigate these issues [1] - Key areas of focus for investment include conductive agents, functional additives, solid electrolytes, and surface coatings in the cell material segment, as well as isostatic pressing, insulation, high-voltage formation, and aluminum-plastic films in the cell manufacturing segment [1] - In the PACK segment, attention should be given to PACK production equipment and pneumatic actuators [1]