固态电池系列报告之二：技术路线多元发展，产业化落地加速

Investment Rating - The report rates the solid-state battery industry as "Outperform" [8] Core Insights - Solid-state batteries possess dual advantages in energy density and safety, with an accelerated industrialization process [9][15] - The future market potential for solid-state batteries is vast, with significant growth expected in production and application [9][32] Summary by Sections Industry Overview - Liquid batteries are facing a bottleneck in energy density and safety issues, while solid-state batteries are expected to open new application fields due to their advantages in both areas [15][20] - The global installed capacity of power batteries has grown significantly, with a compound annual growth rate of 68.8% from 2020 to 2023 [15][18] Market Potential - The global shipment of solid-state batteries is projected to reach 3.3 GWh in 2024 and grow to 614.1 GWh by 2030 [32] - The market space for solid-state batteries in China is expected to increase from approximately 1 billion yuan in 2023 to about 20 billion yuan by 2030 [32] Technology and Development - Composite electrolytes are expected to be the first to industrialize, with sulfide electrolytes remaining the preferred choice for all-solid-state batteries [11][35] - The solid-state battery industry is characterized by a shift from liquid to solid electrolytes, enhancing safety and performance [20][23] Key Players and Innovations - Major companies are actively investing in solid-state battery technology, with significant projects underway in China, Japan, and the US [29][30] - Notable advancements include the development of hybrid solid electrolytes that combine the benefits of polymer and oxide materials [45][48] Future Trends - The solid-state battery market is anticipated to become a mainstream battery technology, driven by ongoing technological advancements and increasing market demand [32][35] - Companies are focusing on the development of solid-state batteries with higher energy densities, targeting applications in electric vehicles and aerospace [22][27]