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曾毓群老师,要IPO敲钟了
3 6 Ke· 2025-12-16 08:50
坐落于北京,卫蓝新能源脱胎于中国科学院物理研究所,由来自该所的陈立泉、俞会根、李泓共同发起成立。其中,85岁高龄的院士陈立泉,被誉为"中 国锂电池之父"。外界可能不知道,他不仅是宁德时代创始人曾毓群的博士生导师,还推动了宁德时代的诞生。 梳理下来,星恒电源、溧阳天目先导、中科海钠……一批电池独角兽身后,都有陈立泉的身影,俨然是中国新能源创业隐形教父。 三位大牛联手,北京独角兽要IPO了 故事还要从中国科学院物理所的三位大牛说起。 固态电池第一个IPO要诞生了。 投资界获悉,证监会辅导公示系统显示,卫蓝新能源向北京证监局提交IPO辅导备案,拟于创业板上市。 对此,卫蓝新能源提出"原位固态化"的概念,即现在锂离子电池的所有工艺、设备都不变,把液体电解质原位地变成固态。公司官网显示,卫蓝新能源产 品主要应用领域涵盖新能源汽车、储能、低空经济动力三大部分,其中典型电芯产品有: 360Wh/kg高能量密度动力电芯:具备超高能量密度,单次续航里程超过1000km,已于2023年底量产交付蔚来汽车,并在多家知名整车厂获得定点; 280Ah超高安全储能电芯:已于2023年下半年量产交付,为三峡、海博思创、国电投等多个储能项目 ...
汽车市场爆发前,谁为固态电池“买单”?
高工锂电· 2025-06-10 12:09
Core Viewpoint - The solid-state battery industry is experiencing rapid development driven by technological advancements and increasing application demands, particularly in energy storage and new energy vehicles [2][3][4]. Group 1: Industry Trends - The solid-state battery market is seeing significant growth, with over 450 GWh of planned capacity and more than 280 related companies in China as of April 2025 [4][8]. - Energy storage is currently the largest application market for solid-state batteries, with a notable increase in the penetration rate of phosphate iron lithium semi-solid batteries [2][4]. - The demand for solid-state batteries is expanding into new sectors such as drones, eVTOL aircraft, robotics, and commercial vehicles, indicating a diversification of application scenarios [2][10]. Group 2: Future Projections - New energy vehicles are expected to become the most significant application area for solid-state batteries, with projections indicating that domestic shipments of solid-state batteries will exceed 10 GWh by 2025 and potentially reach over 70 GWh by 2030 [3][9]. - The period from 2025 to 2026 is anticipated to be a peak for capacity construction, with energy storage expected to be the first to release capacity [9]. Group 3: Technological Developments - Different technological routes are being pursued, with semi-solid battery companies focusing on cost reduction and market share, while all-solid-state battery technology is transitioning from laboratory to market validation [6][12]. - Challenges such as solid-solid contact issues and the need for diverse solid-state electrolyte materials are being addressed through innovative approaches like in-situ solidification and hybrid electrolyte strategies [12][13][21]. Group 4: Equipment and Manufacturing - Companies are developing advanced manufacturing processes, such as dry electrode technology, to enhance the performance and reduce costs of solid-state batteries [15][23]. - The establishment of automated production lines and collaboration with equipment manufacturers are key strategies for scaling up production capabilities [23][24].
“千里”之行 始于创新
Core Viewpoint - The article highlights the advancements in solid-state battery technology, particularly by Weilan New Energy, which aims to address range anxiety and safety concerns in electric vehicles through innovative battery solutions [1][2][3]. Group 1: Company Overview - Weilan New Energy was founded in 2016 by Yu Huigen, Li Hong, and Chen Liquan, focusing on solid-state battery technology [2][3]. - The company has developed a semi-solid battery with an energy density of 360 Wh/kg, which was delivered to NIO in 2023, marking a significant achievement in the industry [4][5]. Group 2: Technology Development - The solid-state battery technology aims to replace liquid electrolytes with solid electrolytes, potentially achieving energy densities exceeding 500 Wh/kg while enhancing safety [2][3]. - The "in-situ solidification" concept proposed by Li Hong allows for better integration of solid electrolytes with electrodes, addressing previous challenges in solid-state battery development [2][3]. Group 3: Market Position and Strategy - Weilan New Energy is positioning itself in the competitive landscape of solid-state batteries, with plans to transition from semi-solid to fully solid-state batteries by 2027, targeting an energy density of 400 Wh/kg [5][6]. - The company is diversifying its market applications, including industrial drones and energy storage, to mitigate risks and enhance revenue streams [6][7]. Group 4: Future Outlook - The company anticipates that full-scale commercialization of solid-state batteries may not occur until 2030, indicating a gradual transition rather than an immediate replacement of liquid batteries [6]. - Weilan New Energy is actively investing in building a robust supply chain, having engaged with 27 companies in materials and components to maintain its competitive edge [6][7].