固态电池风口之下，宁德时代等巨头为何重提液态电池？

Core Viewpoint - The focus of the industry is shifting back to "traditional" liquid batteries, particularly lithium iron phosphate (LFP) batteries, despite the anticipated breakthroughs in solid-state battery technology. This shift is driven by the need for immediate profitability and the growing demand for energy storage solutions, which LFP batteries can effectively meet [1][9]. Group 1: Solid-State Battery Developments - The solid-state battery sector has seen significant stock price increases for companies like Sandi Intelligent and Yiwei Lithium Energy, indicating a market reevaluation [1]. - At the 2025 World Power Battery Conference, industry leaders discussed the challenges and timelines for solid-state battery commercialization, with estimates ranging from 2027 for small-scale demonstrations to 2035 for widespread adoption [6][11]. - Industry experts caution against overhyping minor advancements in solid-state technology, emphasizing the need for a realistic timeline and a conducive environment for research and development [4][5]. Group 2: Liquid Battery Resurgence - The LFP battery technology, which has been around for about 20 years, is experiencing renewed interest due to its cost-effectiveness and maturity in the market [3][9]. - LFP batteries are noted for their high safety, low cost, and long cycle life, making them suitable for current energy storage demands [9][12]. - The market for LFP batteries is projected to grow significantly, with estimates indicating that by 2024, LFP will account for over 80% of the combined power and storage applications [12]. Group 3: Industry Dynamics and Future Outlook - The recent actions of leading companies like CATL signal a strategic focus on both solid-state and LFP technologies, indicating a balanced approach to innovation and market needs [10][11]. - The energy storage market is expected to reach a trillion-yuan scale, driven by the increasing demand for new energy storage solutions [12]. - The industry is witnessing a shift in focus from solid-state to liquid batteries, as the latter continues to meet immediate market needs effectively [1][12].