Core Viewpoint - The solid-state battery has emerged as a crucial direction in the new round of technological competition in the electric vehicle industry, with significant advancements in research and development accelerating the industrialization process [1][2]. Industry Developments - The solid-state battery is expected to drive a new round of technological upgrades in the lithium battery industry, showcasing significant advantages in energy density and safety compared to liquid batteries [2]. - The solid-state battery industry chain is developing rapidly, with breakthroughs in materials such as solid electrolytes, silicon-carbon anodes, and new cathode preparation processes [2]. - Major automotive companies are planning to launch new models equipped with solid-state batteries, indicating a strong market interest [2]. Policy and Standards - The release of the "Full Solid-State Battery Determination Method" and the upcoming new national standards for power batteries by the Ministry of Industry and Information Technology in April 2025 will impose stricter requirements on battery thermal runaway and diffusion [2]. - National policies are showing a positive encouragement trend towards the solid-state battery industry, aiming to accelerate its top-level construction [2]. Market Dynamics - The solid-state battery industry is influenced by a combination of market demand, policy encouragement, and industrial upgrades, which are expected to facilitate a new round of technological iterations in the lithium battery sector [2].
新能源汽车新一轮技术竞赛的重要方向,这家公司在设备和材料两个业务都取得进展!
摩尔投研精选·2025-06-10 10:13