碳中和50ETF（159861）涨超1.2%，硅基负极技术突破或成电池升级关键

Group 1 - The core viewpoint is that the solid-state battery industry is accelerating its industrialization process, with innovations in materials and equipment systems [1] - Sulfide electrolytes are expected to become the mainstream route due to their high conductivity and flexibility, with a projected market share exceeding 40% by 2035 [1] - Silicon-based anodes are seen as a development direction in the short to medium term, while lithium metal anodes will be the long-term iteration direction due to their higher energy density [1] Group 2 - China is expected to dominate global solid-state battery production, with an estimated production capacity exceeding 80% by 2025, and current planned and under-construction capacity reaching 85.5 GWh [1] - Demand for power batteries is driving large-scale applications, with the semi-solid state battery installation volume of Weilan New Energy surpassing 1.2 GWh in the first half of 2025 [1] - The cost of sulfide all-solid-state batteries is currently high, but the price of lithium sulfide is expected to decrease by over 60% to 1950 RMB/kg by early 2024, which is crucial for cost reduction [1]