BYD(SZ:002594) 3 6 Ke·2026-01-14 00:39Core Viewpoint - The article discusses the confusion surrounding solid-state batteries, highlighting that while some companies claim to have implemented them, the technology is still not ready for mass production and faces significant challenges before it can replace liquid batteries. Group 1: Current State of Solid-State Batteries - BYD initially projected that solid-state batteries would not be in small-scale production until 2027, with widespread application not expected until 2030 [1] - Companies like Zhiji have announced solid-state battery implementations, but these are often misrepresented as "half-solid" batteries, which differ significantly from true solid-state technology [1][3] - The introduction of a national standard for solid-state batteries aims to clarify definitions and prevent misleading claims in the industry [6][10] Group 2: Technical Definitions and Standards - The national standard defines solid-state batteries as those with solid electrolytes, while those with both solid and liquid components are classified as hybrid or half-solid batteries [7] - A critical measure in the new standard is the weight loss rate during testing, which must not exceed 0.5% for a battery to be classified as solid-state [12] - Current half-solid batteries typically contain 5%-20% liquid, making it challenging for them to meet the new standard [12] Group 3: Challenges and Market Readiness - Solid-state batteries face significant hurdles, including high production costs (over ten times that of liquid batteries) and issues with yield and consistency [15] - Despite theoretical advantages in safety and energy density, practical implementations of solid-state batteries have not yet proven competitive in the market [15][16] - The article suggests that half-solid batteries may represent a more viable short-term solution, as they have shown rapid technological advancements and market readiness [18] Group 4: Market Perception and Future Outlook - There is skepticism about the market's willingness to adopt half-solid batteries, as many companies have failed to deliver on their promises, leading to consumer doubt [23][24] - The article notes that while solid-state batteries are often touted for their potential, the current advancements in liquid battery technology may overshadow them [26] - Experts express differing opinions on the future of solid-state batteries, with some believing they may find applications in military contexts rather than consumer vehicles [27]