2025固态电池：技术、量产、时间、协同“已定”

Core Viewpoint - The solid-state battery technology is transitioning from laboratory experiments to practical applications, with a clear industrial roadmap established for production and market expansion by 2025 [4][7][24]. Industry Overview - The 2025 (15th) Gaogong Lithium Battery Annual Conference will be held from November 18-20, 2025, in Shenzhen, focusing on technological breakthroughs and capacity expansion in the solid-state battery industry [4]. - The conference will feature the release of the "2025 China Large Cylindrical Lithium Battery Industry Development Blue Book," which will analyze mainstream technology trends and market forecasts [5]. Timeline and Production Plans - A unified timeline for the solid-state battery industry has been established, with small-scale production expected by 2027 and large-scale production by 2030 [7][11]. - Major companies like CATL, BYD, and others have set specific production targets, with various battery types and capacities outlined [8][10]. Technology Development - The solid-state battery technology has converged on the sulfide route as the mainstream direction due to its high ionic conductivity and compatibility with existing lithium battery supply chains [13][14]. - The industry has moved towards a pragmatic approach, utilizing semi-solid state batteries as a transitional technology while optimizing production processes [20][21]. Material and Equipment Advances - The industry is focusing on breakthroughs in both equipment and materials, with a consensus on the need for efficient layout and investment in solid-state battery production lines [22]. - Material costs are being addressed through various methods, including solid-phase and liquid-phase processes, to enhance performance and reduce expenses [23]. Market Outlook - The solid-state battery industry is entering a critical phase characterized by technological convergence, accelerated breakthroughs, and imminent market entry [24][25]. - With ongoing collaboration and cost reductions, the next generation of power batteries is expected to become more visible to the public within the next 3-5 years, driving new momentum for the renewable energy sector [25].