固态电池双线并行策略
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国轩高科:固态电池“双线”并行
Zhong Guo Qi Che Bao Wang· 2025-05-20 07:18
Core Insights - Guoxuan High-Tech showcased its advancements in battery technology at the 2025 Global Technology Conference, introducing six new battery products including the Jinshi all-solid-state battery and the Gyuan quasi-solid-state battery, highlighting its comprehensive industry layout [1][3] Group 1: All-Solid-State and Quasi-Solid-State Battery Developments - The Jinshi all-solid-state battery has achieved a 150% increase in single-cell capacity and a 90% reduction in pre-tension force compared to 2024, successfully passing various safety tests [3] - Guoxuan High-Tech's first all-solid-state experimental line has a designed capacity of 0.2 GWh with a 90% yield rate and 100% localization of core equipment [3] - The Gyuan quasi-solid-state battery boasts an energy density of 300 Wh/kg, enabling electric vehicles to achieve a range of 1000 kilometers, with a planned production line capacity of 12 GWh [3][4] Group 2: Market Strategy and Product Applications - The Gxing super heavy-duty truck standard box, featuring a 116 kWh battery with an energy density of 175 Wh/kg, is designed for various applications including tractors and mixers, and has already entered mass production [5][6] - The company anticipates a 30% annual growth in the electrification rate of commercial vehicles over the next five years, potentially reaching 50% by 2030 [6][7] Group 3: Innovations in Battery Materials - Guoxuan High-Tech has developed the Qicheng manganese iron lithium positive electrode material, achieving an annual production capacity exceeding 10,000 tons, and has successfully integrated it into mainstream electric vehicle models [8][9] - The manganese iron lithium technology fills the energy density gap between ternary lithium and lithium iron phosphate, with potential for cost reduction and performance improvement in the competitive market [9]