今年8月，我国新能源汽车市场零售渗透率达55.3%，创历史新高。新能源汽车的爆发式的增长自然离不开上游锂电产业的强力托举。在新能源 汽车产业迈向高质量发展的关键阶段，锂电产业也在经历前所未有的深度重构。9月18日~20日，由中国有色金属工业协会、四川省经济和信息化 厅、中关村新型电池技术创新联盟、遂宁市人民政府联合举办的2025遂宁国际锂电产业大会正式召开。本届论坛围绕"锂向新质 智胜未来"主题，各 界人士齐聚一堂，推进我国锂电产业快速向高质量发展新阶段迈进。 • 锂电产业进入提质增效关键阶段 蜂巢能源能源科技股份有限公司前沿技术研发总经理苗力孝指出，全固态电池是对现有液态电池从材料、涉及到制造的全方位颠覆性。不过，目前全固 态电池仍具备多达172个技术挑战，其中最为关键的是固-固界面接触、材料稳定性、致密化、制成安全、成本及PACK集成六大问题。值得一提的是，在成 本上，全固态电池材料成本近94%来自电解质成本。而当前硫化物固态电解质售价高达约1000万元/吨，预计2027年可下降至200万-400万元/吨。到2027年， 全固态电池BOM成本约为3-5元/Wh，依然是液态三元电池成本的约10倍，因此必须大 ...

证券日报网讯 南都电源9月17日在互动平台回答投资者提问时表示，公司与太蓝、雅迪等签署战略合作 协议，各方将发挥各自研发平台优势，通过重点项目合作，整合双方领先的技术研究能力，共同开展相 关技术研发和成果产业化工作，推进固态电池技术创新、技术应用与产品迭代。此外，双方还将充分发 挥各自资源优势、行业优势、产业优势，通过自主谋划、产业带动、资源互换等方式，发挥产业链协同 作用，推进固态电池在储能领域及民用领域规模化应用。 （编辑 王雪儿） ...

Core Viewpoint - Rongbai Technology has recently received authorization for a patent focused on cathode composite coating technology, addressing the high-temperature cycling stability challenge in all-solid-state batteries [1] Group 1 - The patent number for the newly authorized invention is ZL202410843447.9 [1] - The innovation represents a significant breakthrough in material innovation for the company [1] - The technology specifically targets the stability issues associated with high-temperature cycling in all-solid-state batteries [1]

Core Viewpoint - The project on high energy density and high safety lithium secondary battery materials, developed by China University of Petroleum (East China) and Shanghai Space Power Research Institute, has won the first prize in technological invention at the Shandong Provincial Science and Technology Awards due to its breakthroughs in lithium secondary battery materials [1] Group 1: Industry Context - The rapid development of sectors such as new energy vehicles and aerospace has raised higher demands for the energy density and safety of lithium secondary batteries [1] - China's strategic planning for new energy and major aerospace projects indicates that future battery energy density needs to exceed 500 watt-hours per kilogram, while current traditional lithium-ion batteries are nearing the theoretical limit of 350 watt-hours per kilogram [1] Group 2: Technological Innovations - The project team has developed a local metastable controllable construction technology to optimize ion transport channels, resulting in an oxide solid electrolyte with an ionic conductivity of 3.6 millisiemens per centimeter and an electrochemical window greater than 6.0 volts [2] - A new conjugated framework electrolyte system was created to stabilize the solid/solid interface, achieving a lithium ion transfer number of 0.839 and lithium stability exceeding 10,500 hours [2] - The team invented a stepwise interface construction technology for electrode sheets, which significantly reduced the interface resistance of solid-state batteries by 90%, achieving a volumetric energy density of 1,070 watt-hours per liter, nearly double that of commercial lithium batteries [3] Group 3: Achievements and Recognition - The project has authorized 30 invention patents and published 134 SCI papers, with team members receiving multiple honors including the National "Outstanding Youth" Fund and "Ten Thousand Talents Plan" for technological innovation leadership [3]

Core Viewpoint - The solid-state battery industry is experiencing significant growth, with production expected to reach 5.1 GWh in 2024 and 29.2 GWh by 2028, driven by technological advancements and the demand for sustainable energy solutions [1]. Solid-State Battery Technology Latest Developments - The engineering challenges of all-solid-state batteries include high interfacial resistance and sensitivity to air and moisture, with strategies such as controlling particle size and surface coating being explored to enhance performance [5][7]. - The industry trend is shifting towards solid-state batteries, which require external stress to address interfacial contact issues, and the adoption of soft-pack structures is recommended to avoid mechanical failures [7]. - Innovations in materials include the development of lithium-rich manganese-based cathodes and silicon-based anodes, with companies achieving significant production capabilities [9][11]. - Sulfide solid electrolytes have seen advancements, with companies achieving production scales of over 100 kg and plans for larger production lines by 2025 [13][15]. Solid-State Battery Processing Innovations - Companies are addressing technical challenges such as interfacial resistance and compatibility with conventional materials through various innovative processing techniques [23][25][27]. Market Application Prospects - Solid-state batteries are expected to have broad applications in power and energy storage sectors, with potential mass production starting in 2027 [29]. - In consumer electronics and low-altitude aircraft, solid-state batteries are favored for their lightweight and high energy density, making them suitable for drones and safety-critical devices [31]. Solid-State Battery Industry Chain Development - The localization of key materials is accelerating, with companies focusing on the industrialization of high-purity lithium sulfide for solid electrolyte production [33]. - Collaboration between enterprises and academic institutions is deepening, enhancing the development of materials for solid-state batteries [35]. Future Outlook and Challenges - Continuous innovation in solid-state battery technology is crucial for commercial application, with expectations for improvements in energy density, safety, and cycle life [38]. - The collaborative development of the solid-state battery industry chain is essential for its healthy growth, requiring coordination across all production stages [39]. - Challenges such as high material costs and complex production processes remain, with experts suggesting strategies like enhancing basic research and optimizing production methods to address these issues [40]. Conclusion - The successful forum highlighted the importance of collaboration and innovation in the solid-state battery sector, indicating a promising future for this technology in energy storage applications [44].

Summary of Solid-State Battery Sector Update and Recommendations Industry Overview - The solid-state battery sector is experiencing heightened interest due to technological innovations, particularly following the announcement of sulfide patents and industry conferences, which catalyze market movements and liquidity premiums [1][2][3] - The focus of solid-state battery technology is increasingly narrowing, with sulfide solid electrolytes viewed as the ultimate direction, complemented by halide doping [1][3][4] Key Developments in Technology - Solid-state battery applications are expanding from automotive power batteries to energy storage, consumer electronics, power tools, low-altitude aircraft, and robotics, indicating a rich demand side that supports growth [1][5] - Major automotive companies are making significant advancements in solid-state battery development, with Stellantis planning to test a 77 Ah solid-state cell by 2026, and Toyota targeting production of next-generation electric vehicles by 2025 [3][12] - Domestic automakers are also set to introduce semi-solid and solid-state batteries, with SAIC's Zhiji L7/LS7 models marking the beginning of large-scale shipments [3][13] Investment Focus Areas - Investment in the solid-state battery sector should concentrate on three main areas: materials (focusing on sulfide systems like Xiamen Tungsten and CATL), batteries (including major manufacturers and second-tier firms in consumer electronics), and equipment (focusing on dry process routes like Naconor and Mannesmann) [1][6][20] - High-nickel ternary cathode materials are expected to dominate in the medium term, while lithium-rich manganese-based materials are anticipated for the long term [4][7] Recent Trends and Future Outlook - The solid-state battery industry is projected to reach nearly 100 GWh in capacity planning, but the investment required for solid-state batteries is significantly higher than for liquid batteries, with costs estimated at over 500 million yuan per GWh [18] - The industry is expected to see a definitive growth year in 2025, although the trend of reducing equipment costs may take one to two years to materialize [18][19] Emerging Technologies and Products - Recent advancements in negative electrode materials have transitioned from traditional graphite to silicon-carbon and now to lithium metal, with CATL introducing self-generating lithium metal technology [8][16] - Solid-state battery technology is rapidly evolving, with brands like OnePlus and Vivo beginning to evaluate silver polymer or semi-solid battery products for performance [17] Noteworthy Companies and Recommendations - Companies such as New Energy, Better Battery, and Guoxuan have recently launched new products, with a consensus that sulfide is the ultimate form, while transitional routes will be more compatible with current lithium-ion systems [19] - Recommended companies to watch include those in the Qingneng, Weilan, and Tailan systems, as well as upstream material companies like Tian Nai Technology and Dao Shi Technology, and high-nickel ternary material companies like Xiamen Tungsten New Energy and Rongbai Technology [20][21]