30+企业公布固态电池新动态

Core Viewpoint - The solid-state battery sector is experiencing significant advancements and increased trading activity, with daily transaction volumes exceeding 100 billion since September. The industry is moving closer to commercialization, driven by technological breakthroughs and strong demand from various sectors such as electric vehicles and robotics [3][15]. Group 1: Automotive Companies - Automotive manufacturers are accelerating their solid-state battery development through testing, partnerships, and investments. Several models equipped with solid-state batteries are in the "real vehicle verification" stage [3]. - Weichai Power announced on September 10 that it is developing a 60Ah sulfide all-solid-state battery, aiming for low-cost sulfide solid electrolyte materials [3]. - Mercedes-Benz's EQS test vehicle achieved a groundbreaking range of 1342 kilometers, with battery cells supplied by Factorial Energy and developed in collaboration with the UK’s Bricksworth F1 Technology Center [4]. - Volkswagen launched its first solid-state battery test vehicle on September 8, based on the Ducati V21L MotoE racer, and plans to achieve mass production by 2030 [4]. Group 2: Battery Companies - Battery companies are diversifying their technological approaches, with multiple pathways such as sulfide, oxide, and polymer solid-state batteries being explored. Some companies have begun small-scale production and are rapidly establishing pilot and mass production lines [6]. - Ionic Energy started construction on a solid-state battery materials R&D and testing facility in Wuhan, which will include a 0.2GWh pilot line [6]. - Ganfeng Lithium reported advancements in solid-state battery R&D, achieving energy densities of 420Wh/kg and successfully passing safety tests [7]. Group 3: Materials and Equipment Companies - The success of solid-state batteries relies on advancements in materials and equipment. Recent breakthroughs in electrolyte, anode materials, and production equipment are paving the way for industrialization [11]. - Dao Technology signed an investment agreement for a 1000-ton silicon-carbon anode project, with plans to expand capacity [12]. - Titan Holdings announced the establishment of a subsidiary focused on solid-state battery electrolyte R&D and production [14]. Group 4: Industry Commercialization Timeline - The solid-state battery industry is still maturing, with significant challenges remaining before full commercialization. The year 2027 is highlighted as a critical point for validating the solid-state battery supply chain, with several companies aiming for small-scale production by then [15][16].