Ronbay Technology(SH:688005) Shang Hai Zheng Quan Bao·2025-11-13 17:52Core Insights - The 12th China (Suzhou) Battery New Energy Industry International Summit Forum, known as "ABEC 2025," focused on the industrialization progress and technological advancements of solid-state batteries and sodium batteries [1][2] - Solid-state batteries are seen as a key direction for industry transformation, with significant attention on their commercialization and the challenges they face, including cost, processes, and equipment [1][2] Industry Developments - Sodium batteries have achieved mass application, while semi-solid batteries are moving towards commercial production, and full solid-state batteries are entering a critical development phase [2] - Experts believe that 2025 will mark the year of industrial application for semi-solid batteries, while full solid-state batteries will require more time for large-scale application [2][3] Technological Innovations - The solid-state battery sector is characterized by diverse technological routes, including sulfide, oxide, polymer, and halide technologies, each with unique advantages [3][4] - Sulfide solid-state batteries are currently the most promising due to their high ionic conductivity and compatibility with stacking processes, although they face challenges related to interface, cost, and manufacturing processes [3][5] Market Potential - The industrialization of solid-state batteries has significant potential, particularly in low-altitude economy and robotics, where penetration rates are expected to accelerate [3][4] - The cost of raw materials for full solid-state batteries is high, with lithium sulfide prices reaching 5 million yuan per ton, necessitating innovations in processes and equipment to reduce costs [5] Challenges Ahead - The solid-state battery industry faces three main challenges: interface issues, cost control, and manufacturing process adaptation [5] - Industry predictions suggest that with scaling and technological advancements, the manufacturing cost of solid-state batteries could drop below 0.4 yuan per watt-hour by 2035 [5]