固态电池风口之下,宁德时代等巨头为何重提液态电池?

Group 1 - The solid-state battery sector has seen significant stock price increases for companies like XianDao Intelligent and Yiwei Lithium Energy since August, indicating a revaluation of the sector [1] - The 2025 World Power Battery Conference held in Yibin highlighted the challenges of commercializing solid-state batteries, with major players like CATL focusing more on liquid batteries [1][2] - The resurgence of lithium iron phosphate (LFP) batteries is attributed to their low cost and mature technology, which aligns with the industry's need for immediate profitability before long-term investments [1] Group 2 - CATL's chairman, Zeng Yuqun, criticized the recent surge in lithium prices, describing it as "speculation" and "explosive growth," indicating a tense atmosphere at the conference [2] - Zeng's speech emphasized the importance of technological breakthroughs in battery performance and quality, with a notable focus on LFP technology, which has been in development for about 20 years [3] - The current industry sentiment reflects a shift from solid-state battery optimism to a renewed focus on the established liquid battery technologies, particularly LFP [4][8] Group 3 - Industry experts predict that solid-state batteries may not achieve large-scale commercialization until 2030 or later, with significant technical challenges still to be addressed [6][7] - The transition to hybrid solid-liquid batteries is expected to accelerate, with a projected five-year window for commercialization [8] - Despite the challenges facing solid-state batteries, LFP technology remains dominant due to its high safety, low cost, and long cycle life, making it a preferred choice for many applications [10][11] Group 4 - The market for energy storage is projected to grow significantly, with LFP batteries currently accounting for over 80% of the "power + storage" application market [13] - By 2024, the cumulative installed capacity of new energy storage in China is expected to reach 78.3 GWh, representing 47% of the global total [13][14] - The demand for LFP batteries is anticipated to increase, with a forecasted output of 246 million tons by 2024, driven by the growing energy storage market [13]