Xin Jing Bao·2025-10-24 12:07Core Viewpoint - The solid-state battery industry is set to accelerate commercialization, with small-scale applications expected by 2030 and large-scale global promotion by 2035, driven by technological breakthroughs and supportive policies [1][6]. Technological Breakthroughs - Chinese scientists have successfully overcome key challenges in all-solid-state lithium batteries, potentially doubling the range of a 100 kg battery from 500 km to over 1000 km [2]. - A research team developed an anion regulation technology that enhances the interface contact between the solid electrolyte and lithium electrode, crucial for practical applications [2]. - Another team achieved an integrated electrode-electrolyte material in a polymer system, improving electrochemical performance by reducing interface impedance [3]. Market Performance - Solid-state battery-related ETFs have shown significant activity, with the Guangfa Guozheng New Energy Vehicle Battery ETF (159755) seeing a net inflow of over 6.5 billion yuan in the last 20 trading days and a year-to-date increase of 57.60% [3]. - The Zhao Shang Zhong Zheng Battery Theme ETF (561910) has also experienced a year-to-date increase of 61.32%, with an average daily trading volume exceeding 300 million yuan [3]. Policy Support - Multiple government departments have issued policies to encourage the development of solid-state batteries, including the "New Energy Storage Manufacturing Industry High-Quality Development Action Plan" [4][5]. - Local governments, including Beijing and Shanghai, have incorporated solid-state batteries into their industrial planning, indicating strong policy backing [6]. Market Outlook - The solid-state battery market is projected to see a global shipment of 808 GWh by 2030, with significant demand anticipated for semi-solid-state batteries across various sectors [6]. - The industry is currently transitioning from pilot testing to production capacity building, with some companies nearing mass production capabilities [6].