动力电池的“中间道路”：固液混合技术成业界“新宠”

Core Viewpoint - The article emphasizes that while solid-state batteries are still in the experimental phase and facing capital speculation, semi-solid batteries are emerging as a practical choice for automakers and battery manufacturers due to their "safety, controllability, and acceptable costs" [2][4]. Industry Insights - Recent discussions at battery industry conferences highlight the overhyped capital interest in solid-state batteries, with industry leaders advocating for semi-solid batteries as a more realistic option for mass production [2]. - Industry experts predict that semi-solid batteries will become mainstream in the ternary battery sector, with companies like Honeycomb Energy and Ganfeng Lithium already achieving mass production [2][4]. - The semi-solid battery technology offers a balance between safety and performance by incorporating solid electrolytes while retaining some liquid electrolytes, making it compatible with existing production processes [4]. Production and Capacity - The production capacity for semi-solid batteries is rapidly increasing, with major companies establishing approximately 5GWh of dedicated production lines, expected to rise to over 20GWh next year [8]. - The cost of retrofitting existing production lines for semi-solid batteries is estimated to be only 30% to 40% of the cost of building new solid-state battery lines, making it a more economically viable option [4]. Market Trends - The China Automotive Engineering Society forecasts that by 2026, the adoption of semi-solid batteries will reach a scale of 100,000 units, indicating a shift from demonstration to large-scale application [7]. - The semi-solid battery market is expected to initially penetrate the high-end vehicle segment priced above 300,000 yuan, gradually moving into the mid-range market [8]. Safety and Application - Safety remains a critical focus in battery technology development, with semi-solid batteries reducing risks associated with liquid electrolytes, thus enhancing overall safety [11]. - The expansion of application scenarios, such as in low-altitude economic sectors, aligns well with the advantages of semi-solid batteries, which meet stringent performance requirements for emerging technologies like flying vehicles [12]. Industry Perspective - Industry leaders call for a rational approach to battery technology development, emphasizing the need for a balanced focus on safety, cost reduction, and efficiency rather than chasing speculative trends [11][9]. - China's position in the semi-solid battery sector is seen as advantageous compared to traditional battery powerhouses like Japan and South Korea, which are more cautious in their approach to commercialization [9].