动力电池行业：中国动力电池发展历程、技术进展与前景展望

Industry Overview - The report focuses on the development of China's power battery industry, covering its history, technological advancements, and future prospects [2][18][32] - The industry has undergone a 30-year innovation cycle from 2000 to 2030, with three distinct phases: power battery application (2000-2010), digital efficiency improvement (2010-2020), and new material innovation (2020-2030) [4] Technological Advancements Electric Vehicle Applications and Safety Batteries - High-safety battery systems have been developed, with national standards requiring no fire or explosion after thermal runaway [14] - CATL's ternary CTP Kirin battery system, launched in August 2022, integrates thermal insulation pads, cooling plates, and beams into a multifunctional elastic interlayer, simplifying structure and enhancing thermal management [16] - The Kirin battery system achieves an energy density of 250 Wh/kg, enabling electric vehicles to reach a range of 1000 km [17] AI Revolution and Smart Batteries - Smart batteries integrate intelligent sensing, built-in chips, wireless BMS, and AI algorithms, improving cycle life by 47%, production efficiency by 45.7%, and system component density by 30% [19] - AI-based battery management systems, such as the PERB2.0 model, have been deployed in over 30 cities, offering safety warnings and state-of-health (SOH) estimation [25][26] Material Innovation and Solid-State Batteries - Solid-state battery development focuses on three key areas: solid electrolytes, high-capacity composite anodes, and high-capacity composite cathodes [34][35][36] - Sulfide solid electrolytes are the most mature, with thin-film thicknesses as low as 25μm and ionic conductivity of 3 mS/cm [39][40] - Silicon-carbon composite anodes achieve a first-cycle discharge capacity of 1500 mAh/g, a first-cycle charge capacity of 1350 mAh/g, and a capacity retention rate of 82% after 1000 cycles at 0.5C [48] Future Prospects Green Development - Battery recycling technologies can reduce emissions by over 50% (physical recycling), 32% (wet recycling), and 3.5% (pyrometallurgical recycling) [56] - Increasing the proportion of green electricity in the grid can reduce carbon emissions by 12% by 2030 and 75% by 2050, with 100% green electricity enabling near-zero emissions in battery production [56] Industry Relocation - The power battery industry is expected to shift to renewable energy-rich regions in western China, aligning with the country's broader industrial and energy strategies [57] Industry Collaboration and Innovation - The China All-Solid-State Battery Industry-University-Research Collaborative Innovation Platform (CASIP) was established in January 2024, led by academician Ouyang Minggao, to drive innovation in solid-state battery technology [53]