固态电池量产竞速：东风、奇瑞突破千公里续航，成本仍是拦路虎

Core Insights - The solid-state battery sector is experiencing significant advancements, with breakthroughs in technology and supply chain development reported by various automotive companies [1][5][6] Company Developments - Dongfeng Motor has established a self-controlled solid-state battery supply chain, achieving core technology mastery in electrolytes, membranes, and in-situ curing, resulting in solid-state battery products with energy densities of 240Wh/kg and 350Wh/kg, and a maximum range exceeding 1000 kilometers [1][2] - Dongfeng's solid-state battery demonstration operation began in January 2022, with over 220 million kilometers driven across 10 cities in 6 provinces [1][2] - Chery Automobile announced a breakthrough in the entire solid-state battery industry chain, showcasing a solid-state battery module with an energy density of 600Wh/kg and a targeted range of 1200 to 1300 kilometers, with plans for vehicle validation starting in 2027 [5] Industry Standards and Policies - The China Society of Automotive Engineers released a new standard for solid-state batteries in May 2023, clarifying the definition and technical boundaries of "full solid-state batteries," which is expected to regulate the market and facilitate technology collaboration across the industry [5][6] - The Ministry of Industry and Information Technology has emphasized the importance of technological innovation and systematic layout for new battery materials, including solid-state batteries, to accelerate their commercialization [6] Market Outlook - Predictions indicate that full solid-state batteries will begin to be installed in vehicles by 2027, with mass production expected by 2030 [6][8] - Challenges remain for the mass production of solid-state batteries, including supply chain issues for raw materials and the need for specialized manufacturing equipment, which currently results in higher costs compared to traditional lithium batteries [9]