BTR NEW MATERIAL GROUP CO.(BJ:835185) 鑫椤锂电·2025-05-14 06:34Core Viewpoint - The article highlights the launch of Beiterui's solid-state battery material solutions, marking a significant step in the next-generation battery technology field, focusing on high energy density and safety requirements in emerging sectors like electric vehicles and humanoid robots [1][3]. Group 1: Material Innovations - Beiterui has developed a comprehensive material layout for solid-state batteries, including high-nickel cathodes, silicon-based anodes, solid electrolytes, and lithium-carbon composite anodes, aimed at commercializing solid-state battery technology [1][2]. - The Beian FLEX series features high-nickel cathode materials that reduce resistance by 6% compared to equivalent nickel-content ternary materials, while the silicon-based anode achieves a capacity of 2300 mAh/g, enhancing both capacity and safety [2]. - The electrolyte combines polymer and oxide electrolytes, improving performance at low temperatures and enhancing safety by 80% in puncture tests [2]. Group 2: Strategic Positioning - Beiterui is transitioning from a single battery material supplier to a comprehensive battery material solution provider, focusing on innovation to promote the adoption of next-generation batteries, including lithium-ion, solid-state, and sodium-ion batteries [3][4]. - The company aims to become a key player in the solid-state battery industry by building a full-chain technical capability covering cathodes, anodes, and electrolytes, thus creating technological barriers in critical material areas [4]. Group 3: Market Outlook - Industry forecasts predict that global solid-state battery demand will reach 500 GWh by 2035, with a compound annual growth rate of 30%, presenting a significant market opportunity [4]. - Major clients such as CATL, BYD, and Panasonic are accelerating their solid-state battery strategies, and Beiterui's integrated production capabilities in cathodes, anodes, and electrolytes position it favorably in the market [4].