材料汇·2025-09-04 16:01Core Viewpoints - Solid-state batteries are no longer a distant future technology but are becoming a disruptive force in the energy landscape [2] - The report emphasizes that oxide and sulfide are the two most feasible technical routes for solid-state batteries, with composite aluminum foil being a key material to address core bottlenecks [7][14] - The industry is entering a golden window for commercialization, with 2027 being a critical milestone for solid-state battery production [16] Technical Route Assessment - Oxide Route (Short to Medium Term Certainty): Achieved semi-solid state battery commercialization with energy density reaching 350Wh/kg, compatible with existing lithium battery production lines. The demand for oxide semi-solid state batteries is expected to reach 45GWh by 2027, corresponding to a market size of approximately 5.4 billion [9][36] - Sulfide Route (Long-Term Potential): Known for ultra-high ionic conductivity (>10mS/cm), it faces challenges such as high costs (lithium sulfide prices at 3-5 million per ton), complex manufacturing processes, and interface stability issues. The market demand for sulfide solid-state batteries is projected to exceed 200 billion by 2030 [9][10] Key Material Opportunities - Composite Aluminum Foil: Utilizes a "metal-polymer-metal" sandwich structure to absorb volume expansion during charge/discharge, enhancing energy density by approximately 4.2%. Companies like Yinglian and Kecuan Technology have validated their products with leading clients [9][10] - New Collectors: Iron-based collectors and nickel-plated copper foil effectively address sulfide corrosion issues, offering a balance of safety and performance at a lower cost compared to stainless steel and pure nickel [10] Market Potential - The report forecasts that by 2030, the demand for solid-state batteries (including both power and consumer applications) will reach 150GWh, corresponding to a total market size of 229.2 billion. The market sizes for key materials are projected as follows: - Sulfide solid electrolyte: 178.4 billion - Composite aluminum foil: 48.5 billion - Oxide solid electrolyte: 9.9 billion [14][16] Policy Support - The government has allocated 6 billion yuan in special subsidies to support the R&D of solid-state batteries, accelerating the production timelines for major manufacturers from 2030 to 2026-2027 [5][36]