半固态：新MG4高配搭载半固态电池

Core Viewpoint - The new MG4 from SAIC MG is set to be officially launched on August 5, featuring a high configuration with semi-solid-state batteries priced in the 100,000 RMB range, which is expected to drive the volume of semi-solid-state battery adoption [1] Group 1: Semi-Solid-State Battery Challenges - The commercialization of semi-solid-state batteries has been a significant challenge for companies like Weilan and Ganfeng, as their costs are double that of mainstream liquid batteries without substantial performance improvements [2] - NIO has opted not to widely adopt semi-solid-state batteries, only using them in specific locations like battery swap stations [2] Group 2: Cost Reduction Strategies - Qingtao Energy's approach to reducing costs involves using a composite of organic and inorganic electrolytes, which aims to lower costs while enhancing conductivity through high inorganic loading [4] - The focus on manganese-based solid-state cathode materials is expected to improve the single-cell voltage platform and significantly reduce battery costs in the future [4] - Qingtao Energy's production base in Inner Mongolia is set to produce 20,000 tons of lithium manganese oxide annually, with environmental assessments already passed, indicating potential for large-scale installation of semi-solid-state batteries supported by SAIC [4]