机构 ：固态电池产业化落地有望提速

Core Insights - Solid-state batteries are identified as the core technological direction for next-generation lithium batteries, with significant application prospects in electric vehicles and low-altitude economy sectors [1][2] - Recent advancements by Chinese scientists have overcome critical challenges in all-solid-state lithium batteries, potentially doubling the range from 500 kilometers to over 1000 kilometers for a 100-kilogram battery [1] - The industry is expected to accelerate the commercialization of solid-state batteries, with several automakers planning to start equipping vehicles with these batteries around 2027 [1] Industry Trends - The solid-state battery technology is seen as a major direction for the lithium battery industry, driven by the continuous pursuit of high energy density and absolute safety [1] - The solid electrolyte represents the most significant material change in solid-state batteries, with a shift towards sulfide routes as the primary focus [1] - The acceleration of all-solid-state battery commercialization is evident, with major players increasing investments and emerging markets such as eVTOL and robotics creating additional demand [1][2] Development Timeline - Solid-state batteries are transitioning from laboratory to mass production validation, with small-scale vehicle trials expected by the end of 2025 and widespread trials anticipated in 2026-2027 [2] - New application scenarios in low-altitude, robotics, and AI are expected to expand the market space for solid-state batteries, potentially speeding up industrial implementation [2]