不破不立，2025固态电池直面“问题清单”

Core Viewpoint - The solid-state battery industry is transitioning from theoretical concepts to practical engineering, revealing specific challenges that must be addressed for successful commercialization by 2027 [1][3]. Industry Insights - The market will continue to be dominated by liquid batteries in the short term, while semi-solid batteries will still have their market space. Full solid-state batteries are expected to be applied in high-demand scenarios such as high-end electric vehicles, military, aerospace, and robotics [2][21]. - Sulfide electrolytes are identified as the most promising technology route for achieving high-performance solid-state batteries, despite facing challenges such as air sensitivity, material costs, and production processes [2][9]. Challenges and Solutions - The challenges facing solid-state battery commercialization include the air sensitivity of sulfide electrolytes, high material costs (expected to range from 5000 yuan/kg to 1000 yuan/kg), and the need for continuous production processes [2][9]. - Companies are actively seeking solutions to these challenges, with advancements in solid electrolyte materials and production techniques being reported [5][10]. Technological Developments - Significant progress has been made in solid-state battery technology, including the development of solid electrolytes with ionic conductivities reaching 10 mS/cm and energy densities of 369.93 Wh/kg [5][6]. - Innovations such as the X-Roll and S-Roll technologies have been introduced to enhance the production process, ensuring high precision and uniformity in battery manufacturing [20]. Market Positioning - China is accelerating its competitive position in the global solid-state battery market, with government support for key research and development projects [3][7]. - Companies like Zhongke Goneng and Yili Technology are developing scalable production lines and innovative materials to meet the growing demand for solid-state batteries [10][13]. Future Outlook - The period from 2025 to 2027 is seen as a critical window for solid-state battery commercialization, with goals set for achieving GWh-level production and demonstration applications [7][9]. - The industry anticipates that solid-state batteries will continue to evolve, with energy densities expected to increase from 300 Wh/kg to over 500 Wh/kg [9][11].