全球固态电池竞速驶入新阶段

Core Insights - Solid-state batteries represent a key technological direction for next-generation lithium batteries, with significant application potential in electric vehicles and low-altitude economies [1] - Chinese scientists have successfully overcome critical challenges in all-solid-state lithium batteries, leading to a breakthrough in performance and addressing the solid-solid interface contact issue [2][3] - Toyota has announced a partnership with Sumitomo Metal Mining to accelerate the development of solid-state battery technology, aiming for mass production of electric vehicles equipped with these batteries by 2027-2028 [8] Technological Breakthroughs - A research team from the Chinese Academy of Sciences has developed an anion regulation technology that resolves the contact issue between the electrolyte and lithium electrode in all-solid-state batteries [2] - The introduction of iodine ions in the electrolyte creates a rich iodine interface that actively attracts lithium ions, ensuring tight contact between the electrode and electrolyte [3] - Prototype batteries utilizing this technology have shown stable performance after hundreds of charge-discharge cycles, surpassing existing battery levels [4] Industry Developments - Toyota's collaboration with Sumitomo Metal Mining focuses on the development of cathode materials for all-solid-state batteries intended for pure electric vehicles [8] - Other companies, including Hyundai, Mercedes-Benz, BYD, and Changan, are also advancing their solid-state battery research and development efforts, with various timelines for testing and production [8] - The domestic semi-solid-state battery market is nearing mass production, with some models already in operation, while full-scale applications of solid-state batteries are projected for 2030 [8] Market Projections - According to CITIC Securities, 2025 is expected to be a pivotal year for the maturation and gradual rollout of semi-solid-state batteries, with global solid-state battery shipments projected to reach 642.6 GWh by 2030, reflecting a compound annual growth rate of 133% from 2024 to 2030 [9] - Despite advancements, experts caution that significant challenges remain before solid-state batteries can achieve commercial viability, with most current applications still in the semi-solid-state phase [9]