聚焦SAECCE2025：比克固态电池以场景需求驱动技术进阶

Core Insights - The solid-state battery market is experiencing explosive growth opportunities, with projections indicating that global solid-state battery shipments will reach 614.1 GWh by 2030, corresponding to a market size exceeding 100 billion yuan, with semi-solid batteries accounting for approximately 85% of the total market size [3] - Despite the promising outlook, challenges such as high costs, interface impedance, and incomplete supply chains hinder the large-scale commercialization of all-solid-state batteries in the short term, with industrialization expected to occur post-2030 [5] - The semi-solid battery technology serves as a practical pathway towards all-solid-state batteries, balancing safety, performance, and manufacturability, as it retains 5%-10% of liquid electrolyte while mitigating thermal runaway risks [5] Industry Developments - The 32nd China Society of Automotive Engineers Annual Conference and Exhibition (SAECC 2025) will be held in Chongqing, China, from October 21 to 24, 2025, where BAK Battery's Chief Engineer will present advancements in solid-state battery technology and its applications [1] - BAK Battery has made significant breakthroughs in solid-state battery technology through in-situ curing techniques, achieving a liquid electrolyte content below 10%, ensuring safety through rigorous testing while maintaining high ionic conductivity [6] - The company has established a clean pilot line for high-purity solid-state batteries, adhering to automotive-grade dust control standards, facilitating the transition from laboratory safety metrics to commercial production [6] Product Innovations - In the digital security sector, BAK Battery has developed two semi-solid battery cells (1.2Ah and 7Ah) that excel in extreme conditions, ensuring stable power supply through rigorous testing [7] - For eVTOL applications, BAK Battery has created products capable of 4C-8C discharge rates, providing rapid energy replenishment to support low-altitude economic development [7] - In the two-wheeler market, BAK Battery's semi-solid cells meet national safety standards and demonstrate a capacity retention rate of ≥70% after 3000 cycles, addressing market demands for long-range, high-safety, and cost-effective solutions [7] - The company is also developing high-energy density cells (300-400 Wh/kg) for electric vehicles, achieving a capacity retention rate of ≥80% after 1000 cycles, showcasing durability and reliability [7] Strategic Focus - BAK Battery emphasizes a closed-loop approach of "scene pain points → battery solutions," leveraging real-world applications to drive technological iterations and enhance solid-state battery evolution [6][8] - The semi-solid technology acts as a critical bridge between existing technologies and the goal of all-solid-state batteries, addressing urgent market needs for high safety and high energy density batteries [8] - The company plans to continue advancing semi-solid technology in response to market demands, aiming to provide targeted solid-state battery solutions across various sectors while steadily progressing towards all-solid-state battery development [8]