中日韩车企，集体为这件事吵翻了天

Core Viewpoint - The solid-state battery sector is poised for explosive growth by 2025, with significant advancements and government support driving the industry forward [1][5][10]. Industry Developments - Over 10 companies, including Penghui Energy and CATL, have announced new developments in solid-state batteries as of September [1]. - The Chinese government has confirmed solid-state batteries as a disruptive technology and launched a 6 billion yuan special stimulus plan, with six companies receiving initial support [1][5]. - The Ministry of Industry and Information Technology (MIIT) and other departments have released plans to accelerate the industrialization of solid-state batteries, including a 5 billion yuan national fund [5][10]. Market Potential - Solid-state batteries are expected to address key issues in electric vehicles, such as safety and energy density, with potential energy densities exceeding 500 Wh/kg and ranges over 1500 kilometers [5][10]. - The global solid-state battery market is projected to reach 1.2 trillion yuan by 2030, with an expected shipment volume of 614.1 GWh [10][12]. Application Areas - Electric vehicles are anticipated to account for 80% of solid-state battery applications, with significant contributions from consumer electronics, aerospace, and energy storage [8][10]. Commercialization Challenges - The high cost of solid-state battery materials, estimated at 2 yuan per watt-hour, poses a significant barrier to widespread adoption [16][19]. - The solid-state battery supply chain is still maturing, with key materials lacking a stable supply system, indicating a critical period for technological breakthroughs and ecosystem integration over the next five years [19][21]. Strategic Directions - Different global automakers are pursuing varied strategies in solid-state battery development, with Japan focusing on sulfide technology, South Korea on both oxide and sulfide, and China adopting a multi-route approach [14][16]. - Collaboration between automakers and battery manufacturers is essential for advancing solid-state battery technology and establishing a robust supply chain [19].