券商中国·2025-09-27 10:30Core Viewpoint - Recent breakthroughs in solid-state lithium batteries by Chinese researchers, particularly from Tsinghua University and Wuhan University, are expected to significantly advance the development of safe and high-energy-density solid-state batteries, addressing key challenges in the industry [1][3][5]. Group 1: Research Breakthroughs - Tsinghua University's team, led by Professor Zhang Qiang, developed a new fluorinated polyether electrolyte that enhances physical contact and ionic conductivity at solid-solid interfaces, improving high-voltage performance and interface stability [3][4]. - The new electrolyte achieved an energy density of 604 Wh/kg in a polymer battery under 1 MPa pressure, surpassing current commercial batteries, and demonstrated excellent safety in thermal and puncture tests [4]. - Wuhan University's research group created a novel cation-anionic polymer electrolyte that enhances lithium ion mobility and conductivity, successfully powering a drone, indicating a new path for solid-state battery development [5][6]. Group 2: Industry Implications - Solid-state batteries are seen as a revolutionary technology that eliminates risks associated with traditional lithium batteries, such as leakage and fire, significantly enhancing safety [8]. - The solid-state battery industry is entering a critical commercialization phase, with projections indicating global shipments could reach 614.1 GWh by 2030, corresponding to a market size exceeding 100 billion yuan [8][9]. - Major automotive companies, including BYD and FAW Group, have announced plans for mass production of solid-state batteries by 2027, marking a pivotal year for the industry [9][10]. - The market for solid-state batteries is expected to grow significantly, with demand projected to reach 270.8 GWh by 2030, translating to a market space of 2,180 billion yuan, including 113.8 billion yuan specifically for all-solid-state batteries [10].