为迎接"金九银十"的汽车销售旺季，各大车企铆足了劲在8月公示了多款新车。8月上旬，工信部 发布第398批《道路机动车辆生产企业及产品公告》，其中包含新款问界M7、小鹏X9、仰望 U9、极氪9X等热门车型。 本次公告共披露128款新车， BEV共67款，PHEV/HEV共61款 ，增混车型与纯电车型数量差距 缩小； LFP/锰基锂电池车型共104款，三元电池车型共24款 ，LFP电池车型仍占据主流地位。 具体来看， 宁德时代以50款新车配套领衔本批公告 。从电池类型来看，宁德时代配套了33款 LFP电池车型，17款三元电池车型；从动力类型来看，宁德时代配套了32款BEV车型，18款 PHEV/HEV。 从三元电池的配套来看，宁德时代得到极氪7X/9X、问界M7等中高端电动SUV，以及部分越野车 型的青睐。 弗迪紧跟其后拿下17款新车配套 ，16款比亚迪新车矩阵有海豹、海狮、海鸥、宋、夏、秦、方程 豹、仰望；1款外供车型。其中，仰望U9作为比亚迪电动超跑的高端车型，实现了LFP电池在性能 上的极致突破。 中创新航此次配套新车数量位列第三 ，共11款，配套车型包括埃安i60（纯电、增程版）、埃安V （纯电、增程版） ...

Core Viewpoint - The article discusses the advancements in multi-pole ear and semi-solid battery technologies presented by Noda Wisdom at the 2025 Fifth QiDian Two-Wheeled Vehicle Battery Exchange Conference, highlighting their potential impact on the electric vehicle and energy storage markets [1][9]. Group 1: Technology Development - Noda Wisdom's multi-pole ear technology reduces internal resistance and improves battery performance by increasing the number of ear connections, making it more cost-effective compared to traditional designs [10]. - The semi-solid battery developed by Noda Wisdom features a special membrane that withstands temperatures up to 500 degrees Celsius, offering higher safety and energy density compared to conventional products [1][15]. - The company has successfully passed safety tests for all four battery models, including the semi-solid battery, which achieved a 100% success rate in puncture tests [7][1]. Group 2: Product Offerings - Noda Wisdom currently offers four models of cylindrical batteries, with the 18650 and 21700 models being the primary focus, while the 26650 and 32650 models are in small-scale production [5]. - The four battery models cater to various applications, including digital devices, energy storage, electric vehicles, and specialized high/low-temperature environments [7]. Group 3: Market Position and Strategy - Noda Wisdom has established a stable supply chain and completed a full industry chain layout in the lithium-ion battery sector, extending from raw material sourcing to end-use applications [7]. - The company has applied for a total of 51 national patents, including 10 invention patents and 41 utility patents, indicating a strong focus on innovation and intellectual property [8].

Core Viewpoint - The company is set to lead the commercialization of next-generation batteries by achieving GWh-level production of semi-solid-state batteries by Q4 2025, with an initial capacity plan of 2.3 GWh for its first-generation product [2][3]. Group 1: Production and Technology - The company has successfully secured projects with an international automotive enterprise and a central enterprise in the eVTOL sector, indicating commercial validation of its technology [2]. - The first-generation semi-solid-state battery is designed to achieve an energy density of 300 Wh/kg, which, while not exceptionally high, is cost-effective [2]. - The roadmap includes a second-generation semi-solid-state battery with an energy density of 360 Wh/kg planned for 2026, targeting emerging markets such as eVTOL and robotics [2][3]. Group 2: Long-term Goals and Strategy - The long-term goal is to develop a first-generation all-solid-state battery with an energy density of 400 Wh/kg, focusing on eVTOL and high-end automotive sectors [3]. - The company has adopted a unique technical path by utilizing innovative separator technology and optimized semi-solid electrolyte formulations, ensuring compatibility with existing liquid battery production lines and avoiding significant capital investment [3]. - The choice of a "stacking" process over the industry-standard "winding" process provides advantages in product yield, cycle life, and safety, particularly given the brittleness and high expansion rates of solid electrolytes [3]. Group 3: Production Efficiency - The development of "thermal composite transfer solid electrolyte technology" has streamlined the manufacturing process by combining four traditional steps into one, effectively doubling production efficiency and significantly increasing the thermal runaway temperature of the batteries [3]. - The company's pragmatic approach to entering the market with semi-solid-state solutions, while others focus on solid-state technology challenges, reflects a clear business strategy of gaining first-mover advantage in emerging markets [4]. Group 4: Market Positioning - The ability to convert GWh-level production capacity into stable market share will be a critical test of the company's strategic effectiveness [5].

Core Viewpoint - The company Hive Energy plans to conduct trial production of its first-generation semi-solid-state battery on a 2.3 GWh production line in Q4 2025, which will supply BMW's next-generation MINI models starting in 2027 [1] Group 1 - Hive Energy's semi-solid-state battery will have a capacity of 140 Ah [1] - The company utilizes its proprietary membrane transfer technology to achieve large-scale low-cost production [1]

Core Viewpoint - The introduction of semi-solid state batteries by SAIC Motor for its MG brand electric vehicle MG4, priced at 100,000 RMB, signifies a shift in the automotive market, targeting cost-sensitive consumers rather than high-end models, driven by advancements from its partner, Qingtao Energy [1][2] Summary by Sections Technological Breakthroughs - Qingtao Energy has achieved significant progress in its second-generation semi-solid state battery technology, reducing the electrolyte content to 5%, enhancing safety and low-temperature performance [1] - The battery has passed a "360-degree puncture test," demonstrating its safety by not catching fire or exploding under destructive conditions [1] - In low-temperature performance, the battery's range achievement rate at -7°C exceeds traditional lithium iron phosphate batteries by approximately 13%, with discharge power improved by over 20% [1] Performance Metrics - The system energy density of the new battery is reported to reach 400 Wh/kg, supporting a rapid charge of 400 kilometers in just 12 minutes [2] - The cycle life of the battery has improved by over 30% compared to traditional batteries due to the application of pre-lithiation negative electrode technology [2] Manufacturing Innovations - Qingtao Energy is focusing on "dry positive electrode technology," which eliminates solvents, significantly reducing processes, energy consumption, and production costs [3] - The company has announced successful pilot production of this dry process technology, achieving continuous manufacturing of electrode sheets and electrolytes [4] Patent and Equipment Development - SAIC and Qingtao's patent strategy covers the entire production chain, including equipment and materials, with innovations in multi-stage roller press equipment design [5] - The pilot stage requires approximately 5-6 dry roller press machines per GWh production line, each valued at around 6 million RMB, indicating a significant investment in scaling production [5] Material Selection Strategy - Unlike many companies pursuing high-nickel or sulfur-based routes, Qingtao is heavily investing in manganese-based positive electrode materials, which are abundant and cost-effective [7] - The solid-state electrolyte is expected to resolve issues related to manganese leaching in liquid systems, thus leveraging the advantages of manganese-based materials [7] Industrialization and Future Outlook - Qingtao's manganese lithium oxide project in Inner Mongolia has entered trial production, with full production expected by 2026, marking a significant step in the transition from first to second-generation products [8] - The company's "platformization" strategy aims to create a complete industrial chain for all-solid-state batteries, enhancing safety and allowing for flexible combinations of different electrode materials [8] - The launch of the MG4 will serve as a market test for the effectiveness of the combined "process + material" approach and its potential to reshape the industry landscape [8]

Group 1 - Vivo X Fold5 has been launched, featuring the industry's first fourth-generation silicon anode technology with an energy density of up to 866Wh/L, representing a 13% increase at room temperature and a 20% increase in low-temperature environments compared to the previous generation [1] - The device also introduces the second-generation semi-solid-state battery technology, allowing normal operation at -30℃ [1] - Vivo collaborates with CATL to implement a dual-layer electrode architecture in the X Fold5, achieving a silicon content in the anode of 12%, approximately 2.5 times that of the previous generation [1] Group 2 - Zhongke Electric focuses on lithium battery anode business and magnetic equipment, with ongoing investments in silicon-based anodes, including silicon-carbon anodes for solid-state batteries, and has completed pilot production lines with products entering customer evaluation and platform development stages [2] - Xiangfenghua has developed production technologies for silicon-carbon and silicon-oxygen anode materials applicable to solid-state and semi-solid-state batteries, with products handed over to battery manufacturers for customer testing, planning small-scale production by 2025 [2]

文 | 中关村储能产业技术联盟 6月1 1 日，双登股份发布了 Power Warden3.0 — 6.25MWh半固态液冷储能系统 产品及 解决方案 ，标准 2 0 呎高柜，单舱 6 .25MW h ， 兼容组串、构网及长时储能场景 。 双登 5 87A h半固态电芯，通过创新原位聚合技术实现液态电解液向半固态电解质的革命性突破，极端条件下产热功 率更低， 大幅降低热失控风险， 同时具备较高的 高机械强度与稳定性 ，能有效抑制电极材料体积变化， 从根本上 减少膨胀力的产生 ，重塑电池安全机制 。电芯日历存储 2年， 额定 能量 零衰减 ，耐久性表现领跑行业。 极致防护 盾构安全 安全是储能系统的生命线， Power Warden3.0系统 构建了从电芯到系统的全方位安全防护设计。 PACK 安全层面，基于半固态电池特性和 IP67防护等级， 通过热失控预防、热失控阻燃蔓延和热失控兜底全方位提 升 PACK安全性。 强大内 "芯" 持久供能 Power Warden3.0 系统首次 搭载双登 5 87A h半固态电芯 ，重新定义储能行业安全与能量标准。该款电芯体积能 量密度达到 416Wh/L， 20年超长循 ...

Summary of Solid-State Battery Industry Conference Industry Overview - The conference focused on the solid-state battery industry, particularly the advancements and challenges faced by various companies in this field, including CATL, BYD, SAIC, NIO, and Geely [1][2][4]. Key Points and Arguments - **Government Funding**: The Ministry of Industry and Information Technology (MIIT) launched a 6 billion RMB special fund to support solid-state battery research, with CATL receiving nearly half of the funding, approximately over 2 billion RMB [2][3]. - **Research Focus**: Solid-state battery technology is still in the laboratory stage, with companies exploring different material combinations, particularly focusing on sulfide routes due to their higher ionic conductivity [1][4][6]. - **Technical Challenges**: The solid-liquid hybrid route faces issues such as low conductivity and poor interface contact. Sulfide solid electrolytes have higher conductivity but come with safety risks, including the generation of toxic hydrogen sulfide gas [1][7][10]. - **Product Development**: SAIC's Zhiji L6 model uses a semi-solid-state solution with a range of 1,000 km, but it has not fully met performance standards in terms of rate and puncture tests due to the presence of electrolyte [9][14]. - **Manufacturing Process**: The final manufacturing process for solid-state batteries includes steps like dry coating, dry mixing, and densification. The dry process is expected to be widely applicable across various lithium-ion batteries once matured [16][18]. - **Market Demand**: There is a growing demand for higher energy density while maintaining good cycle life and rate performance. Current semi-solid-state technology has limited improvements in energy density compared to traditional liquid technologies [14][13]. Additional Important Insights - **Material Routes**: While sulfide routes dominate current research, oxide routes are also being explored for their thermal stability and broader operating temperature range, although they currently receive less focus [6][10]. - **Cost Considerations**: The cost of semi-solid sulfide technology is comparable to CATL's NCM811 products, but the bill of materials (BOM) cost is approximately 7% higher, limiting large-scale applications in power and energy storage [12][13]. - **Safety Concerns**: The industry is increasingly focused on safety, with major manufacturers like CATL and BYD aiming for long-term goals through the development of solid-state sulfide products [8][10]. - **Future Prospects**: The next three years are expected to see no full solid-state projects, with the market primarily focusing on semi-solid-state technologies. The industry is still grappling with issues related to cycle life and rate performance [14][33]. Conclusion The solid-state battery industry is at a critical juncture, with significant government support and ongoing research efforts. However, challenges related to safety, manufacturing processes, and performance metrics remain key hurdles that need to be addressed for successful commercialization.

Core Viewpoint - Solid-state batteries are a hot topic in the electric vehicle industry, but their commercialization faces significant challenges despite recent advancements by leading battery companies [2][6]. Group 1: Industry Trends - Leading battery companies are adopting a dual strategy of developing both solid-state and semi-solid-state batteries to accelerate technological breakthroughs and market positioning [3][6]. - CATL has launched a semi-solid-state battery with an energy density of 500Wh/kg and plans to achieve small-scale production of solid-state batteries by 2027 [3][4]. - BYD has been developing solid-state batteries since 2016, with plans to launch a 60Ah solid-state battery in 2024 and achieve mass production by 2030 [4][5]. - Guoxuan High-Tech has completed its first solid-state battery production line with a design capacity of 0.2GWh and a yield rate of 90% [4][5]. Group 2: Technical Challenges - The transition from laboratory samples to mass production of solid-state batteries is expected to take 8 to 10 years, with many current offerings being semi-solid or quasi-solid-state batteries [6][7]. - The industry lacks a clear and suitable production technology for solid-state batteries, with various technical routes each having distinct advantages and disadvantages [6][7]. - High production costs and low yield rates hinder the large-scale adoption of solid-state batteries, with significant modifications required for existing production lines [7][8]. Group 3: Market Outlook - Semi-solid-state batteries are projected to have a stronger commercial viability in the short term, with expectations that they will dominate the market in the next five years [8][9]. - The energy density of semi-solid-state batteries ranges from 350 to 450Wh/kg, supporting rapid charging and stable performance across a wide temperature range [8][9]. - Several automakers have already begun mass production of semi-solid-state batteries, indicating a growing acceptance and integration of this technology in the market [9][10]. Group 4: Strategic Implications - The dual approach of advancing semi-solid-state batteries while continuing to invest in solid-state technology is seen as a strategic advantage for companies in the industry [10][12]. - Solid-state batteries are viewed as a potential game-changer for the electric vehicle market, but their development is still in the early stages, requiring time for the industry to mature [11][12].

Core Viewpoint - Company is advancing its battery technology with plans for mass production of second-generation semi-solid batteries with an energy density of 330Wh/kg and third-generation batteries reaching 400Wh/kg, while also exploring solid-state battery technologies with energy densities of 400-500Wh/kg [2] Group 1: Battery Technology Development - Company is developing multiple battery technologies including semi-solid, solid-state, lithium iron phosphate, high-voltage fast charging, and sodium-ion batteries [2] - The company’s products can support high-voltage fast charging, with SPS products achieving a full-system 6C fast charge [2] Group 2: Production Capacity and Profitability - Company has designed production capacities of 15GWh each for its Ganzhou and Guangzhou bases, with some production lines already operational and the rest expected to ramp up in the second half of the year [2] - The company anticipates a significant reduction in unit manufacturing costs as production capacity utilization increases in the second half of the year, leading to improved profitability [2] - Starting next year, as the utilization rate of new production bases increases, the company expects to see enhanced cost reduction effects and a significant improvement in gross margin [2] Group 3: Pricing and Cost Structure - The price of lithium carbonate has stabilized, and the company expects limited room for price reductions in downstream batteries [3] - The company anticipates a slight decrease in the overall average selling price of its products due to a shift in product mix towards lithium iron phosphate [3] - The company is implementing various cost reduction measures across manufacturing, management, and supply chain, which are expected to maintain a high gross margin [3] Group 4: Impact of Tariffs - Company indicated that the impact of U.S. tariffs on its exports and overseas market demand is minimal, with U.S. export revenue accounting for only about 5%-7% in the first quarter of 2024 and 2025 [3]