2024中国全固态电池产业研究：全固态电池即将迎来量产元年

Investment Rating - The report does not explicitly state an investment rating for the solid-state battery industry. Core Insights - The demand for high-performance and high-safety batteries is increasing due to the global energy transition and rapid growth of the electric vehicle market. Solid-state batteries are a research hotspot due to their superior safety, high energy density, and long cycle life, making them crucial for the future of electric vehicles and sustainable energy development [3][4]. - Various countries, including China, the US, Europe, Japan, and South Korea, are actively promoting the research and industrialization of solid-state battery technology. Policy support, corporate R&D investment, and academic innovation are key components of the global development network for this technology [3][4]. - The solid-state battery technology is currently in its early development stage, facing challenges related to materials, interface contact, and manufacturing processes. However, breakthroughs in technology and cost reductions are expected to accelerate commercialization, with large-scale production anticipated post-2026 [4][5]. Summary by Sections 1. Development Background of Solid-State Batteries - Solid-state batteries are defined as batteries that use solid electrolytes instead of liquid ones, offering higher energy density and safety. The industry is expected to exceed 100 billion yuan in scale by 2030 [4][11]. - The technology is categorized into three main types: oxide, sulfide, and polymer, each with distinct challenges and advantages [4][17]. 2. Current Status of China's Solid-State Battery Industry - The report outlines the industrial landscape of solid-state batteries in China, including the current development status of sulfide, oxide, and polymer solid-state batteries [9][10]. - Major manufacturers are focusing on overcoming challenges specific to each technology route, such as air stability for sulfide batteries and brittleness for oxide batteries [4][19]. 3. Application Scenarios of Solid-State Batteries - Solid-state batteries are expected to find early applications in research and sensitive fields due to their high safety and environmental adaptability. As production scales up, applications will expand to traditional electronics and electric vehicles [4][5]. 4. Development Trends in China's Solid-State Battery Industry - The report identifies key trends in technology, industry, ecology, and competition, highlighting the role of artificial intelligence in advancing solid-state battery materials and manufacturing processes [5][20]. - The competitive landscape is intensifying, particularly among leading countries like China, Japan, and South Korea, as they push for advancements in solid-state battery technology [5][63]. 5. Policy Support and Investment Trends - China has implemented significant policy support for solid-state battery development, providing clear direction for the industry. The report notes a rising trend in financing for solid-state battery firms, particularly those with strong R&D capabilities [70][80]. - The financing landscape is increasingly concentrated among leading manufacturers, with a notable increase in the scale of individual financing events since 2020 [80][82]. 6. User Concerns and Market Potential - Users express concerns regarding battery longevity, charging times, and safety, which solid-state batteries can address due to their higher energy density and safety features. This user demand is expected to accelerate the development of solid-state battery technology [83][84]. 7. Academic and Patent Growth - The number of academic papers and patents related to solid-state batteries is rapidly increasing, with China leading in technological breakthroughs and patent filings [86][88]. 8. Future Projections - The report anticipates that solid-state batteries will begin to achieve mass production by 2026, with the industry scale expected to exceed 100 billion yuan by 2030 [89].