Core Insights - Solid-state batteries are rapidly moving towards industrialization, with significant breakthroughs being made in technology and application [1][2][3] Industry Developments - The solid-state battery industry is currently at a critical stage, with advancements in semi-solid and all-solid battery technologies being prioritized [1] - The energy density of lithium batteries is evolving, with solid-state batteries offering a solution to safety concerns while enhancing energy density [1][2] - Recent achievements by Chinese scientists have led to significant improvements in all-solid metal lithium batteries, potentially doubling the range of electric vehicles from 500 kilometers to over 1000 kilometers [2] Company Progress - Aixin Wanda has reported a key milestone in the industrialization of consumer semi-solid battery technology, with cumulative production exceeding 8 million units by September 2025 [3] - Aixin Wanda's semi-solid battery products are now widely used in various consumer electronics, and the company plans to achieve large-scale production by mid-2024 [3] - Beijing Dongsheng Materials Technology Co., Ltd. has entered a strategic cooperation agreement with Shandong Boyuan Pharmaceutical Chemical Co., Ltd. to develop solid-state lithium battery materials [3] Research and Development - The solid-state battery sector faces challenges such as interface contact issues and low ionic conductivity, which require accelerated research and development efforts [4] - Aixin Wanda's R&D investment reached 1.924 billion yuan in the first half of the year, a 35.23% increase year-on-year, focusing on advanced battery technologies [4] - Contemporary Amperex Technology Co., Ltd. invested 10.095 billion yuan in R&D during the same period, marking a 17.48% increase, and has established six global R&D centers [4] Market Outlook - The solid-state battery industry is expected to benefit from policy incentives, upgraded market demand, and continuous technological advancements, leading to a safer and more efficient new energy era [5]
固态电池进入产业化关键阶段