2025年全球锂电产业链分布图 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 分布图领取 ▼ I C C S I N O 分布图内容 分布图尺寸：1.5米X1米 从覆盖行业角度，本分布图细致入微地描绘了全球锂电产业从原材料、四大主材、电池制造到终端应 用的全链条生态。从覆盖地域角度，本分布图包含中国、北美、欧洲、日韩东南亚四大锂电产业主要 聚集区。 分布图领取资格 转发本文到朋友圈 ，添加小编免费领取，19921233064（微信同）。 分布图快递详情 正在按照登记顺序，依次派发中...... 近年来，全球主要经济体纷纷将固态电池技术研发与产业化布局纳入国家战略规划，加大政策扶持与科研 投入力度。我国在固态电池领域已取得一系列重要突破，在材料体系创新、电芯结构设计、制造工艺优化 等方面积累了丰富的技术经验，部分企业已实现固态电池样品的制备与测试验证，并逐步推进产业化进 程。 根据鑫椤资讯的统计，2024年中国固态/半固态电池产量已经达到5.2GWh。 然而，固态电池技术的 商业化应用仍面临诸多挑战，如固态电解质的离子电导率提升、电极/电解质界面稳定性优化 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 在此背景下， 鑫椤资讯将于2025年7月8日-9日（8日报到）在上海·浦东假日酒店举办"2025（第三届） 中国固态电池技术发展与市场应用高峰论坛"， 旨在汇聚全球固态电池领域的顶尖专家学者、企业领袖、 投资机构代表等，共同探讨固态电池技术的最新研究进展、产业化路径、市场应用趋势以及面临的挑战与 机遇。通过搭建高端交流合作平台，促进产学研用深度融合，加速固态电池技术的创新突破与产业化进 程，推动全球固态电池产业的健康可持续发展，为全球能源转型与低碳发展贡献智慧与力量。 会议详情 I C C S I N O 会议主办： 鑫椤资讯 本文来源： 金龙羽集团 5月20日，金龙羽新能源（深圳）有限公司迎来高光时刻，成功与客户签订无人机用高能量密度固态电芯 采购订单，该订单所采购的电芯为 EC01系列超能固态电芯 ，其能量密度高达500Wh/kg。订单约定， 一年内采购 十万支电芯产品 ， 这标志着公司在高性能定制化锂电池领域迈向新高度。 此次订单是金龙羽新能源公司发展的重要里程碑，意味着公司在无人机高性能定制化电池细分市场领域的 ...

点评： 公司固态电池产业化进程持续提速。本次公司科技大会上共发布 2 款固态电池 技术相关产品，其中新发布的"G 垣"准固态电池，采用 197Ah 方形电芯设 计，电芯能量密度可达 300Wh/kg 以上，系统能量密度超 235Wh/kg，搭载新 能源车可实现 1,000km 续航里程，同时应用场景覆盖 eVTOL、人形机器人等 新领域，目前该产品已进入客户验证阶段，完成超 5 家客户电芯送样测试与超 4 家客户上车测试，搭载 G 垣准固态电池的"001"号样车总里程已经超 1 万 公里；公司在大会上还宣布去年发布的硫化物"金石"全固态电池的产业化已 取得明显进展，现阶段该产品电芯与电池能量密度分别可达 350/280Wh/kg 并 且已开始装车路测。固态电池产品产能建设方面，公司已规划 12GWh"G 垣" 准固态电池产能，同时首条 0.2GWh 全固态电池中试线已完成建设，该生产线 由公司自主设计，核心设备国产化率 100%，通过高精密涂布等关键技术实现 产品良品率超 90%，此外公司已全面启动第一代 2GWh 全固态电池量产线设 计工作。我们认为公司当前已逐步进入固态电池技术的产业化落地阶段，与诸 多客 ...

在这种情况下，新能源电动车的利润被不断压缩，越来越低。中国汽车流通协会数据显示，2024年，中 国汽车行业总收入达10.65万亿元，同比增长4%，但利润同比下降8%至4623亿元，行业利润率仅4.3%， 低于工业平均水平（6%）。其中，2024年11月汽车行业利润同比下降35%，汽车行业利润率仅为 3.3%。这一切还是在政策大量补贴之后的含水数据，如果去掉各个环节的政策补贴，那情况必然更加 惨淡。2024年8月，新车市场的整体折扣率甚至达到了17.4%，更显示出市场竞争的激烈程度。 近日，特斯拉CEO马斯克通过社交媒体X宣布，公司正式终止备受期待的平价电动车项目Model2，转而 将资源集中投入AI与机器人领域。马斯克在内部会议上直言，Model2是传统思维的产物，特斯拉的未 来属于AI与机器人。这一表态直接否定了公司过去三年的核心规划。据知情人士透露，Model2原计划 于2025年6月发布，起售价2.5万美元，目标年销量500万辆，旨在复制丰田卡罗拉的市场神话。但马斯 克认为，制造廉价汽车"无法改变世界"，转而将资金投向自动驾驶出租车Robotaxi和人形机器人Optimus 项目。 实际上，早在2020 ...

Group 1 - The smart connected vehicle ETF (159872.SZ) increased by 1.10%, with its associated index, CS Vehicle Networking (930725.CSI), rising by 1.02% [1] - Key component stocks included: O-film Technology up 7.17%, Hongfa Technology up 4.33%, BYD up 2.69%, Huayang Group up 4.47%, and CATL up 1.27% [1] - Guoxuan High-Tech recently held the 2025 Global Technology Conference, announcing the completion of a 0.2GWh all-solid-state battery pilot line and the launch of six new products, which has led to a surge in solid-state battery concept stocks [1] Group 2 - The expectation of technological breakthroughs in the new energy industry chain, including CATL, has boosted the performance of smart connected vehicle ETF component stocks [1] - According to research from China Merchants Securities, unmanned logistics is expected to be the fastest application scenario for autonomous driving, with the introduction of management regulations facilitating the economic viability of unmanned logistics vehicle operations [1] - The unmanned logistics sector is projected to open up a market exceeding 100 billion [1]

5月17日，国轩高科在2025全球科技大会上一下子发布了六大新品，包含业界期待已久的全固态电池， 目前已进入预量产阶段。 在2025中国全固态电池产学研协同创新平台年会上，中国科学院院士、中国电动汽车百人会副理事长欧 阳明高预计，全固态电池2027年开始装车验证，真正形成规模可能需要5年到10年时间，预计2030年实 现量产。 对比液态电池，固态电池的安全性、能量密度、使用寿命均有所提升。 中国电动汽车百人会旗下车百智库最新调研报告《全固态电池有望引领新一轮电池革命》指出，当前液 态锂离子电池能量密度已接近上限（约350Wh/kg），而全固态电池能量密度有望突破500Wh/kg，在产 品性能上具备"技术颠覆"的潜力。 因此，长期以来，固态电池也被各大动力电池厂商、新能源车企被视为下一代电池的重要开发方向。 在一次论坛中，清陶能源总经理李峥表示，今年年底可供装车的全固态电池将下线，2027年实现批量交 付。资料显示，清陶能源是一家全固态电池创业公司，公司与合作车企上汽集团在一年前宣布了上述全 固态电池量产计划。李峥称，这一目标当前进展顺利。 其中，金石全固态电池首条实验线正式贯通，设计产能达0.2GWh，良品率 ...

国轩高科 20250519 摘要 • 国轩高科固态电池技术路线包括硫化物、氧化物、卤化物等，材料来源兼 顾自研和供应链采购，具体配方因电池型号而异。2025 年已建 0.2GWh 中试线，小批量生产测试电芯，2GWh 量产线预计 2026 年中下旬投产， 目标 2027 年小规模量产，2030 年全面市场化。 • 硫化物固态电池电芯成本较高，但原材料储量丰富，降本潜力巨大。初期 应用领域可能包括高端汽车、垂直起降飞行器、人形机器人等对成本不敏 感的高端市场。 • 国轩高科液态锂电池 2024 年出货 63GWh，动力业务占比 64%，储能业 务占比 34%。预计 2025 年出货量达 100GWh，一季度已完成约 20GWh。 • 国轩高科选择硫化物电解质，提升电池功率和高温性能，并定制正负极材 料，提高容量和循环稳定性。已开发适用于量产的工艺和设备，显著提高 产品一致性和合格率，降低成本。 • 准固态电池采用复合膜设计，提高安全性，并与现有产线设备兼容，可快 速切换产线。目标是逐步减少液体含量，增加固体比例，最终实现全固态， 有望近期放量。 Q&A 国轩高科在固态电池技术路线方面的选择是什么？电解质材料的来 ...

Core Insights - The advancement of solid-state battery technology is accelerating production speed, with significant interest from both domestic and international markets [1][3] - In 2024, exports of electric vehicles, lithium batteries, and photovoltaic products from China are expected to exceed 1 trillion yuan, marking a pivotal year for battery technologies transitioning from laboratory to mass production [3] - Solid-state batteries are gaining traction due to their higher energy density, safety, and longevity compared to traditional liquid batteries, although high costs remain a barrier to widespread adoption [4][5] Industry Trends - The CIBF 2025 exhibition showcased over 1,000 exhibitors focusing on advanced battery technologies, including solid-state and sodium-ion batteries, highlighting the industry's growing momentum [1][3] - Chinese companies, led by CATL and BYD, are projected to capture over 60% of the international market share for power batteries by 2024, while Japanese and Korean electric vehicle manufacturers are experiencing a decline in market share [3][7] - The demand for solid-state batteries is increasing across various applications, including electric flying vehicles and humanoid robots, with significant inquiries from both domestic and international buyers [4][5][7] Cost Reduction Efforts - The cost of solid-state battery materials, particularly sulfide electrolytes, has seen a dramatic decrease, with prices dropping from 300-600 yuan per gram to 10-30 yuan per gram in the past year [6] - Companies are implementing cost-reduction strategies, with Honda aiming to lower solid-state battery costs by 25% by the late 2020s and 40% by the 2040s [6] - Innovations in manufacturing processes and materials are expected to further drive down costs, making solid-state batteries more competitive with traditional lithium batteries [6][9] Global Competition - International interest in Chinese advanced battery technologies is rising, with foreign buyers actively seeking partnerships and procurement opportunities at the CIBF exhibition [7] - Chinese battery manufacturers dominate the market, with a combined market share of approximately 67% among leading companies like CATL and BYD [7][8] - Japanese and Korean companies are intensifying their efforts to catch up in the solid-state battery market, with plans for mass production set for 2027 [9]

在全球动力电池份额占比日渐式微的当下，日本曾寄希望于在下一代的固态电池上打一场"翻身仗"，在 固态电池上投入巨大，但如今中国正在加速迎头追赶。 第一财经记者从智慧芽数据获悉，截至2025年5月16日，全球固态电池领域的专利申请已超过4.6万件， 其中从技术来源（专利申请企业所属国别）看，全球固态电池领域的专利申请中，近37%来自日本，近 30%来自中国，两者差距进一步缩小；而从布局市场（专利申请所在国别）来看，中国已经赶超日本， 是全球固态电池专利布局最多的市场，约占35%。 中日固态电池之争 作为最早布局电池的国家之一，日本早在20世纪90年代便有了松下、三洋和索尼组成的初代"三巨头"。 到了21世纪初，日本企业生产的锂电池占到世界近9成的份额，几乎形成垄断。 | | | 全球固态电池专利申请占比(专利申请企业所属国别) | | | | | --- | --- | --- | --- | --- | --- | | | 日本 | 中国 | 美国 | 韩国 | 德国 | | 2022年9月 | 45% | | 21.80% - 13.70% | 5.50% | 7.10% | | 2024年5月 | 40% ...

Core Viewpoint - The solid-state battery technology is gaining significant attention as a next-generation energy storage solution, with Shenzhen making notable advancements in both technology and product development, achieving breakthroughs in safety, energy density, and performance stability [1][2]. Group 1: Industry Developments - Shenzhen's solid-state battery sector is increasingly comprehensive, focusing on material research and process optimization while fostering close collaboration across the supply chain, including material manufacturers, equipment suppliers, and end-users [2]. - In the past year, 16 new solid-state battery products were launched, with Shenzhen's Xinjie Energy and BAK Battery standing out for their innovative achievements [2]. - Xinjie Energy's "Falcon" lithium metal solid-state battery boasts a high energy density of 480Wh/kg, marking a significant breakthrough in the aviation sector [2]. - BAK Battery's semi-solid-state battery is undergoing testing in various markets, including electric vehicles and consumer electronics, with market expansion imminent [2]. Group 2: Strategic Collaborations - Shenzhen Haimeixing and Xinjie Energy signed a strategic cooperation agreement to enhance equipment development and market promotion over the next five years, strengthening the solid-state battery supply chain [3]. - Xinjie Energy is focusing on low-altitude flying vehicles as a primary application scenario, developing two generations of aviation battery products with energy densities of 320Wh/kg and 380Wh/kg [3]. - Xinjie Energy aims to achieve a solid-state battery energy density breakthrough of 700Wh/kg by 2027 and plans to establish a 1GWh production line by 2026 [3]. Group 3: Material Innovations - Shenzhen Betterray is advancing in multiple solid-state battery technology routes, achieving significant milestones in the commercialization of solid-state battery materials, including the large-scale shipment of LATP solid electrolytes [4]. - Betterray's innovative modification of high-nickel cathode materials using LATP has significantly enhanced performance metrics such as rate capability and thermal stability [4]. Group 4: Export Performance - Shenzhen is accelerating the development of a world-class automotive city, forming a collaborative industrial ecosystem led by key enterprises [5]. - In 2024, Shenzhen's exports of "new three samples" (electric vehicles, lithium batteries, and solar photovoltaic products) reached 99.69 billion yuan, a growth of 11.5%, with lithium battery exports alone amounting to 65.12 billion yuan [5]. - The first quarter of 2024 saw lithium battery exports totaling 15.66 billion yuan, indicating strong market demand [5]. Group 5: International Expansion Efforts - In April 2023, Shenzhen's Development and Reform Commission, along with the Battery Industry Association, led a delegation of over ten companies to Malaysia to explore market opportunities and establish new partnerships in the renewable energy sector [6].