贝特瑞李子坤：预计2035年前全固态电池飞入寻常百姓家

Core Insights - The development of all-solid-state batteries is expected to reach a relatively mature state for consumer applications by 2035, benefiting ordinary consumers in automotive and drone sectors [1][5][11] - The current focus is on overcoming multiple challenges in solid-state battery technology, including material stability, cost, and performance issues [5][10][11] Group 1: Company Background - Bettery's Central Research Institute, previously known as Bettery New Energy Technology Research Institute, has made significant investments in material research, with initial funding reaching 100 million [3][4] - Li Zikun, who has been with Bettery for 14 years, has played a crucial role in the development of new energy materials and was awarded the title of "Model Worker of Guangdong Province" in 2020 [3][4] Group 2: Technological Developments - In May 2023, Bettery announced its comprehensive solutions for solid-state battery materials, including high-nickel cathodes and silicon-based anodes, indicating readiness for commercial applications [4][5] - The company is leveraging AI technology to enhance material development efficiency, achieving a 50% increase in research productivity [6][17] Group 3: Market Outlook - The solid-state battery market is projected to see demonstration applications in high-end digital products and humanoid robots by 2030, with broader consumer applications expected by 2035 [5][11] - The Ministry of Industry and Information Technology's support for solid-state battery research is anticipated to drive industry growth and address existing technological bottlenecks [9][10] Group 4: Challenges and Solutions - Key challenges for solid-state batteries include material costs, air stability, and performance under varying voltage conditions, which are being actively addressed by the industry [5][10][11] - Bettery is focusing on developing customized materials to meet diverse energy storage needs, including long-cycle and high-safety requirements [14][15]