固态电池冲刺量产，评价体系亟待重构

Core Viewpoint - The article discusses the current state and future potential of solid-state batteries, emphasizing that polymer-based solid-state batteries may offer a more feasible path to commercialization compared to inorganic alternatives due to their manufacturing compatibility and lower costs [2][8][18]. Group 1: Industry Developments - The CES 2026 showcased a collaboration between Verge electric motorcycles and Donut Lab on solid-state batteries, reigniting discussions on the readiness for mass production [2]. - A national standard for solid-state batteries in China is in the public consultation phase, establishing definitions and classifications for future standards [2]. Group 2: Research Insights - A report from Morgan Stanley highlights safety testing as a significant hurdle for solid-state batteries, with some testing results being less favorable than high-end liquid lithium batteries [5][6]. - The research team from Huazhong University of Science and Technology emphasizes the need to shift the evaluation of solid-state batteries from laboratory metrics to industrial constraints, focusing on scalability, supply chain maturity, and lifecycle costs [9]. Group 3: Technical Challenges and Solutions - The article identifies three main challenges for solid-state batteries: safety concerns, the need for high pressure to maintain solid-solid interface contact, and the cost being potentially more than double that of liquid batteries despite only a modest increase in energy density [6]. - The research team presents advancements in polymer electrolytes, achieving room temperature ionic conductivity of 10⁻³ S·cm⁻¹, enhancing electrochemical stability beyond 5V, and improving thermal stability through engineering solutions [12][13]. Group 4: Manufacturing and Supply Chain Advantages - Polymer-based solid-state batteries are noted for their manufacturing advantages, including compatibility with existing lithium-ion battery production processes, requiring minimal equipment modifications and significantly lower capital investment [15]. - Over 90% of the raw materials for polymer systems can be sourced from existing chemical supply chains, reducing reliance on scarce strategic metals [15]. Group 5: Comparative Analysis of Battery Technologies - The article contrasts the challenges faced by inorganic solid-state batteries, which require complex manufacturing processes and have higher production costs, with the more straightforward upgrade path of polymer systems [16]. - Investment in dedicated production lines for inorganic systems can reach $100 million to $200 million per GWh, significantly higher than the costs associated with polymer systems [17]. Group 6: Future Outlook - The research team concludes that polymer-based solid-state batteries are likely to achieve large-scale commercial application by 2026, driven by their technical maturity and industrial adaptability [18].