固态电池发展路线

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固态电池:锂金属负极发展趋势、工艺与竞争格局(附20页PPT)
材料汇· 2025-07-11 15:49
Group 1: Trends - Lithium metal anode is considered a long-term iterative route for anodes, with the challenge of lithium dendrite growth needing to be addressed [4][24] - The anode material directly impacts battery capacity, efficiency, and cycle life, with anode materials typically comprising less than 15% of the cost of power batteries [4][6] Group 2: Processes - The rolling method is currently the most mature process for lithium foil production, allowing for the creation of lithium metal foils with good surface quality [34][35] - New processes such as evaporation coating and liquid phase methods are emerging to overcome thickness bottlenecks in lithium foil production [36][38] Group 3: Industry Landscape - Multiple players, including anode manufacturers and foil material companies, are involved in the lithium metal anode market, with the rolling process currently dominating [3] - Companies like Tian Tie Technology, Ling Feng Cheng Ye, and Ying Lian Co., are making strides in lithium metal anode applications and partnerships [4][4][4] Group 4: Investment Recommendations - Tian Tie Technology focuses on rail damping products and is gradually increasing its lithium metal anode production in collaboration with Xin Jie Energy [4] - Ling Feng Cheng Ye is recognized as a leading lithium ecosystem company with comprehensive layouts in lithium and solid-state batteries [4] - Ying Lian Co. is a leading provider of consumer packaging products and is diversifying into composite electrolytes and lithium metal anodes [4]