XIAOMI(HK:01810) DT新材料·2025-06-16 15:41Core Viewpoint - Xiaomi's recent patent for "solid-state battery composite electrodes and preparation methods" indicates its strategic exploration and technological advancements in the electric vehicle sector [1][2]. Summary by Sections Technology and Performance - The innovative composite electrode design significantly shortens the metal ion transport path, enhancing battery performance. Laboratory data shows an electrode loading capacity of 500 mg/cm², with a capacity retention rate of 75% under 2C fast charging conditions. The CLTC range exceeds 1200 kilometers, and a 10-minute charge can support 800 kilometers of driving [2]. - Solid-state batteries theoretically offer higher safety (reduced thermal runaway risk), energy density (over 1000 Wh/L), and improved low-temperature performance (20% efficiency increase at -20°C) compared to traditional liquid electrolyte batteries [2]. Market Position and Competition - Current liquid lithium batteries are nearing their theoretical energy density limits (300-400 Wh/kg), while solid-state batteries can exceed 500 Wh/kg, addressing consumer concerns about range. Xiaomi's 1200 km range directly targets high-end electric vehicle market pain points, outperforming competitors like Tesla Model S Plaid (780 km) and NIO ET7 (700 km) [3]. - The competitive landscape in the new energy vehicle market is intensifying. Despite the release of Xiaomi's SU7 and YU7 models, the company must leverage technological innovation to strengthen its market position [4]. Strategic Investments - Xiaomi has already begun investing in several companies related to solid-state battery technology, including Weilan New Energy and Ganfeng Lithium. Weilan New Energy is set to provide NIO with a 150 kWh semi-solid-state battery pack in 2024 and collaborates with multiple firms to advance solid-state battery technology commercialization [4].