电池：电池行业迎来新发展，固态电池有望成为市场新“宠儿”

Investment Rating - The report indicates a positive investment outlook for the solid-state battery industry, highlighting its potential to become a market favorite due to advancements in safety and energy density [2]. Core Insights - The transition from liquid lithium-ion batteries to solid-state batteries is driven by increasing safety concerns and the limitations of energy density in current technologies. Solid-state batteries are seen as a breakthrough in addressing these issues [2][4]. - The global market for solid-state batteries is projected to grow significantly, from 2 billion yuan in 2024 to 116.2 billion yuan by 2030, with an annual growth rate of 98% [5][7]. Summary by Sections Industry Overview - Lithium-ion batteries are currently dominant in various applications, including mobile phones and electric vehicles, but face challenges related to safety and energy density [2]. - Solid-state batteries, which replace liquid electrolytes with solid electrolytes, are gaining attention for their enhanced safety and energy density [3][4]. Comparison of Battery Technologies - Solid-state batteries offer higher safety due to the non-flammable nature of solid electrolytes, reducing risks of combustion and leakage associated with liquid electrolytes [4]. - They also provide greater energy density, allowing for the use of advanced electrode materials and enabling higher voltage configurations without the risk of decomposition [5]. Market Potential - The demand for high-safety, long-range batteries is increasing, particularly in the automotive sector, with major manufacturers expected to launch solid-state battery models between 2025 and 2030 [5][8]. - The solid-state battery market is positioned for rapid growth, driven by technological advancements and the rising need for efficient energy storage solutions [5][7].