动力电池的“中间道路”：固液混合技术成业界“新宠”

Core Viewpoint - The discussion around solid-state battery commercialization is heating up, with mixed solid-liquid batteries being viewed as a more practical choice by automakers and battery manufacturers, despite the hype surrounding all-solid-state batteries [2][3]. Group 1: Industry Perspectives - Hive Energy's chairman, Yang Hongxin, believes that the hype around all-solid-state batteries is excessive and that mixed solid-liquid batteries will become the mainstream technology in the ternary field [2]. - Ganfeng Lithium's chairman, Li Liangbin, announced that they have achieved large-scale production of mixed solid-liquid batteries with an energy density of approximately 300Wh/kg and a production line capacity of 4GWh [2]. - The industry is adopting a rational attitude towards solid-state battery technology, with mixed solid-liquid batteries being seen as a safe and cost-effective option [2]. Group 2: Technical Developments - The current lithium battery industry faces a contradiction: mainstream liquid lithium batteries are nearing their theoretical energy density limit of 300Wh/kg, while all-solid-state batteries, despite their potential, face numerous challenges [3]. - The mixed solid-liquid battery technology offers a balance between safety and performance by incorporating solid electrolytes while retaining some liquid electrolytes for ionic conductivity [3]. - The cost of retrofitting existing production lines for mixed solid-liquid batteries is estimated to be only 30% to 40% of the cost of building new all-solid-state battery production lines [3]. Group 3: Market Trends - The China Automotive Engineering Society predicts that by 2026, the number of vehicles equipped with mixed solid-liquid batteries will reach 100,000, indicating a shift from demonstration to large-scale application [5]. - Major battery companies in China have established approximately 5GWh of dedicated production lines for mixed solid-liquid batteries, with plans to increase capacity to over 20GWh next year [6]. - The initial application of mixed solid-liquid batteries will be in high-end models priced above 300,000 yuan, gradually expanding to the mid-range market [6]. Group 4: Safety and Applications - The mixed solid-liquid battery technology has shown significant advancements in user experience, with electric vehicles achieving a range of 800 to 1,000 kilometers and fast-charging capabilities [4]. - Safety remains a core focus in battery technology development, with mixed solid-liquid batteries offering inherent safety advantages by reducing the amount of liquid electrolyte, thus lowering risks of leakage and thermal runaway [8]. - The expansion of application scenarios, such as in the low-altitude economy, aligns well with the technical advantages of mixed solid-liquid batteries, which meet stringent requirements for energy density, power density, and safety [9].