DT新材料·2025-06-15 13:26Core Viewpoint - The collaboration between Guan Hong Intelligent and Shanghai Haixi Industrial Communication Co., Ltd. aims to advance the industrialization of all-solid-state battery technology, particularly through the development of a 200MWh production line, which will support applications in electric vehicles, eVTOLs, and humanoid robots [1] Group 1: All-Solid-State Battery Advantages and Challenges - All-solid-state batteries offer advantages over traditional lithium-ion batteries in terms of safety, energy density, and cost control [2] - Current challenges include material stability, conductivity, and structural design, with material selection and high-temperature performance being critical issues [2] Group 2: Dry Electrode Technology - Dry electrode technology is a key process that can enhance production efficiency and reduce manufacturing costs [3] - Domestic equipment companies are increasing investments in dry electrode technology to establish technical barriers from materials to processes [3] Group 3: Project Developments - Dongguan Hongmucotton Electronics Technology Co., Ltd. announced the development of China's first dry electrode all-solid-state battery production line in collaboration with the Chinese Academy of Sciences [4] - Guangdong Guoli Technology Holdings Co., Ltd. plans to invest approximately 30 billion yuan in a dry electrode solid-state battery project with a planned capacity of 10GW and an expected output value of 12 billion yuan [5] Group 4: Industry Engagement and Equipment Development - Several domestic companies are actively investing in dry electrode equipment, such as Nacono, which formed a joint venture to develop new processes and plans to establish a laboratory for equipment research [6] - Liyuanheng aims to cover the entire process of all-solid-state batteries and plans to enter vehicle testing by 2026, enhancing safety and durability with a three-tier protection system [7] - Mannest is advancing with a dual approach of "wet + dry" processes, with a new dry electrode film machine set to improve conductivity and capacity [8] - Xian Dao Intelligent has delivered multiple dry electrode-related equipment to domestic and international clients, covering key processes such as mixing, film formation, and stacking [9]