高工锂电·2025-08-15 12:19Core Viewpoint - The solid-state battery industry is entering a critical phase, with many companies planning to achieve small-scale production by 2027 and large-scale production by 2030, marking a countdown to mass production within five years [2][5][11]. Summary by Sections Event Announcement - The 2025 High-Performance Lithium Battery Annual Conference will be held from November 18-20, 2025, in Shenzhen, China, celebrating the 15th anniversary of the event and the High-Performance Golden Ball Awards [2]. Company Progress and Production Plans - CATL plans to produce a solid-state battery with an energy density of 500Wh/kg by 2027 [4]. - BYD aims for a 400Wh/kg battery with demonstration production in 2027 and large-scale production by 2030 [4]. - Other companies like A123, LG New Energy, and Panasonic have set various targets for solid-state battery production between 2025 and 2030, with energy densities ranging from 400Wh/kg to 720Wh/kg [4]. Industry Dynamics - The phrase "five years again and again" reflects skepticism about the solid-state battery's progress, but recent advancements in various applications signal a shift in this perception [5][6]. - The countdown to the last five years is now seen as a clear signal of the solid-state battery's transition into practical application [6]. Capacity Planning - Companies are planning significant production capacities, with firms like Weilan New Energy and Qingtao Energy targeting capacities of 128.2GWh and 10GWh respectively across multiple locations [8]. Application Developments - SAIC Group's MG brand will use semi-solid-state batteries in its MG4 electric vehicle, enhancing range and safety, indicating a move towards broader consumer adoption [9]. - Nandu Power signed a 2.8GWh order for independent energy storage using its semi-solid-state battery, showcasing market recognition of the technology [9]. - In the eVTOL sector, Funeng Technology has delivered semi-solid-state batteries to a leading U.S. eVTOL customer, marking a significant achievement in aviation-grade battery technology [10]. - Funeng Technology is also engaging with humanoid robot manufacturers to supply solid-state batteries, indicating a growing interest in this technology across various sectors [11]. Future Outlook - The next five years will be crucial for solid-state battery technology, with material innovation, production line optimization, and policy collaboration being key factors influencing the speed of technology implementation [11].