机构：全固态电池GWh级产线建设潮或将在2027年展开

Core Insights - Solid-state batteries are expected to be the focal point of global competition over the next 15 years, with China projected to exceed 80% of the global market share [1] - The solid-state lithium battery industry is anticipated to see significant growth, with global shipments expected to surpass 900 GWh by 2035 [2][3] Industry Development - The current phase of solid-state battery technology is in its early market application stage, with initial breakthroughs in production processes and end-use applications [1] - By 2027 or 2028, the industry is expected to focus on building GWh-level production lines, with a peak in capacity construction for semi-solid-state batteries anticipated between 2025 and 2026 [2] - The actual production capacity in the domestic solid-state battery industry is currently over 25 GWh, but effective utilization is below 20 GWh [2] Market Trends - The demand for solid-state batteries is projected to grow significantly, particularly in the energy storage sector over the next five years, driven by the output of semi-solid-state batteries [3] - After 2027, the automotive sector is expected to become the primary market for solid-state batteries, with new applications emerging in eVTOL and robotics post-2035 [3] Cost and Investment - The investment required for a GWh-level solid-state production line is expected to rise to between 250 million to 300 million yuan, which is double that of liquid battery production lines [3] - The cost of semi-solid-state battery cells is approximately 0.5 to 0.7 yuan/Wh, while full solid-state batteries range from 2 to 3 yuan/Wh, indicating a significant cost disparity compared to liquid batteries priced at 0.4 to 0.5 yuan/Wh [1]