高工锂电·2025-10-05 10:20Core Viewpoint - The article discusses the significant advancements in the industrialization of lithium-rich manganese-based materials, highlighting their dual development paths towards high voltage and low-cost applications in the battery industry. Group 1: High Energy Density Direction - Companies such as Funeng Technology, China Automotive New Energy, Weilan New Energy, and Wanxiang Yiyuan are integrating lithium-rich manganese-based cathode materials into their battery development [3]. - The solid-state battery system is seen as a key pathway to achieve energy density targets of 500Wh/kg and above, with Funeng Technology planning to deliver a high nickel ternary cathode + high silicon anode solid-state battery with 400Wh/kg by the end of this year [8]. - The application potential of lithium-rich manganese-based materials in high energy density solid-state systems is being prioritized domestically, with companies like Rongbai Technology and Grinmei making significant progress in product development and sales [6][18]. Group 2: Low-Cost Pathway - The focus on low-cost applications is particularly relevant for overseas companies lagging in lithium iron phosphate battery technology, with General Motors and LG New Energy planning to mass-produce lithium manganese-rich (LMR) batteries by 2028 [4][12]. - The cost advantages of lithium-rich manganese-based materials are expected to make them competitive with lithium iron phosphate batteries, with potential applications in entry-level markets [14]. - The diversification of applications for lithium-rich manganese-based materials below the 4.5V voltage platform is being explored, with potential synergies with lithium manganese oxide and ternary materials [11][15]. Group 3: Industrialization Progress - The industrialization of lithium-rich manganese-based materials has accelerated since 2025, with companies like Ningxia Hanyao achieving annual shipments close to 3,000 tons [16]. - The production capacity for lithium-rich manganese-based materials is expanding, with Ningbo Fuli and other companies establishing significant production lines [16][18]. - The next five years are seen as a critical period for the industrialization of lithium-rich manganese-based materials, with expectations for multiple engineering samples to be launched by late 2026 or early 2027 [22][23]. Group 4: Challenges and Collaborative Development - The engineering challenges of solid-state battery systems, including interface treatment, remain significant, necessitating collaboration between material companies, battery manufacturers, and research institutions [20]. - Collaborative development models are emerging as a vital pathway to drive industrialization, with companies like Ningxia Hanyao actively engaging in partnerships to advance the application of lithium-rich manganese-based materials in solid-state batteries [21].