2025 起点固态电池行业年会 暨固态电池金鼎奖颁奖典礼 首届硫化物全固态电池国际峰会议程 时间： 2025年11月8日 地点：广州 一 活动背景与意义 1、 硫化物全固态电池技术发展现状分析 能量密度快速提升 : 硫化物全固态电池能量密度预计从 2025年的350Wh/kg提升至2030年的500Wh/kg，年均复合增长率达7.4%，显著高于液态锂 电池进步速度。 商业化节奏加速 : 关键节点 2026年实现规模化生产（原计划2027年），反映技术突破超预期（如电解质电导率>10 mS/cm、界面稳定性提升）。 中日技术路线趋同 : 中日企业均聚焦硫化物路线，中国 2024年专利申请量达日本三倍，但日本在基础专利仍占全球40%，显示产业化竞争白热化。 政策驱动明确 : 国内设定 2027年装车节点，企业进度普遍提前半年（如60Ah电芯2025年下线），验证政策与市场双轮驱动效应。 2、 技术商业化突破的核心价值 供应链安全重构 ： 硫化锂本土化生产可降低对日韩原材料的依赖，缓解当前 99.9%纯度产品高达200万元/吨的价格压力，推动电解质成本向100美 元/kg目标迈进。 终端应用场景拓展： 高安全性（针 ...

Group 1 - The core viewpoint of the article highlights the recent developments in solid-state battery projects in China, specifically the initiation of two significant projects in Zhejiang and Jiangxi provinces [1][2]. Group 2 - Zhejiang Angao Te Battery Technology Co., Ltd. has commenced the construction of its solid-state battery headquarters and R&D production base, with a total investment of 2.12 billion yuan, planned to be built in three phases over five years, targeting an annual production capacity of 3.5 GWh [2]. - The first phase of the project is located in Tonglu Economic Development Zone, covering an area of 18.06 acres, with an investment of 280 million yuan, and aims to establish the first domestic dry-pressing solid-state battery production line in collaboration with Tsinghua University and Beihang University, expected to be operational by the end of May 2026 [2]. - In Jiangxi, the signing ceremony for the Shengquan solid-state battery production project took place, with a total investment of 850 million yuan, leasing approximately 50,000 square meters of standard factory space, primarily focusing on consumer solid-state batteries, and projected to generate annual revenue of about 1.5 billion yuan upon completion [2].

Core Viewpoint - The article discusses the upcoming 2025 China Solid-State Battery Technology Development and Market Outlook Summit, highlighting the importance of solid-state battery technology in the energy sector and its potential applications in various industries [1]. Forum Topics - The summit will cover various topics including the engineering challenges of all-solid-state batteries, the current status and prospects of silicon-based anodes, and the application of lithium-rich manganese-based cathode materials in solid-state batteries [2][3]. - Other discussions will include advancements in new materials for solid-state batteries, industry trends related to sulfide solid electrolytes, and the industrial application of solid-state batteries [3][4]. Participants - A diverse range of companies and institutions will participate, including research institutes, universities, and technology firms, indicating a collaborative effort in advancing solid-state battery technology [5][6][7]. - Notable participants include the Chinese Academy of Sciences, Ningde Times New Energy Technology Co., Ltd., and various universities and research organizations [5][6][7]. Market Outlook - The summit will also address the investment prospects in the solid-state battery market and the current status and future outlook of terminal applications for solid-state batteries [4][5]. - This reflects a growing interest in the commercialization and scalability of solid-state battery technologies within the energy market [4].

Core Insights - The core component of the automotive industry's electrification transformation is the power battery, which is a highly competitive segment within the industry [4] - In 2024, global sales of new energy vehicles are projected to reach 17 million units, with China accounting for approximately 70% of the market share, maintaining its position as the world's largest market for ten consecutive years [5] - China is expected to produce around 0.5 TWh of power batteries in 2024, representing 60% to 70% of the global market share, significantly contributing to the electrification of both the Chinese and global automotive markets [5] Battery Technology Development - The development path of automotive power batteries is primarily based on lithium-ion technology, evolving from liquid lithium iron phosphate and liquid ternary lithium to solid-liquid hybrid batteries, with a future focus on all-solid-state battery systems [6] - Current energy density levels for lithium iron phosphate batteries can reach 190 Wh/kg, with volume energy density standards achieving up to 400 Wh/L [6] - Solid-state batteries are being researched globally, with various electrolyte types including oxides, sulfides, chlorides, and polymers being explored [7] Safety and Performance - Solid-state batteries offer significant improvements in safety performance, with thermal runaway temperatures reaching around 300°C, compared to 180°C for ternary liquid batteries and 220°C for lithium iron phosphate batteries [8] - The industry has seen successful trials of solid-liquid hybrid batteries, such as NIO's 360 Wh/kg battery, which can provide a driving range of 1,000 kilometers [8] Future Directions - Solid-liquid hybrid batteries are expected to exist for a considerable time as a transitional phase, with future research focusing on material systems, including high nickel and lithium-rich manganese-based cathodes, and silicon-carbon anodes [9] - The cost of solid-state batteries remains high, estimated to be 5 to 10 times that of current liquid batteries, but is expected to decrease as production scales up [9] - The development of sodium-ion batteries is also underway, with plans to enhance their energy density to 200 Wh/kg and explore solid-state options [10] Standards and Definitions - The definition of all-solid-state batteries is based on standards set by the China Automotive Engineering Society, which includes specific criteria for weight loss during testing [10] - Many companies have achieved the technical indicators necessary for all-solid-state battery development, which is crucial for advancing this technology [10]

Core Viewpoint - The Ministry of Industry and Information Technology will prioritize solid-state batteries alongside smart manufacturing and industrial internet by 2025 [1] Group 1: Solid-State Battery Characteristics and Goals - Solid-state batteries are characterized by non-flammability, strong thermal stability, and high energy density, making them a key development direction for future batteries [2] - Current performance targets for solid-state batteries include an energy density of 400 Wh/kg and a cycle life of over 1000 times, with plans for small-scale vehicle deployment by 2027 and mass production by 2030 [2] - The positive electrode is currently dominated by high-nickel ternary materials, with a future shift towards higher specific energy lithium manganese-based materials; the negative electrode will transition from silicon-carbon to lithium metal in the medium term [2] Group 2: Upcoming Conferences and Events - Multiple conferences related to solid-state batteries are scheduled, including: 1. The 17th CIBF in Shenzhen from May 15 to 17, featuring discussions on advanced battery technologies [3] 2. Guoxuan High-Tech's 2025 Global Technology Conference on May 16-17, where a new high-safety solid-state battery with an energy density of 300 Wh/kg will be unveiled [3] 3. The second AEPT Solid-State Battery Industry Summit on May 22 [9] 4. The China International Solid-State Battery Technology Conference on June 19 [9] 5. The Solid-State Battery Conference and Silicon-Based Negative Electrode Innovation Conference on July 3 [9] 6. The 2025 Electrolyte Innovation Development Forum and Solid-State Battery Seminar on July 9 [9] Group 3: Industry Developments and Company Plans - Major automotive companies have set ambitious plans for solid-state battery production: - Toyota aims for small-scale production of solid-state batteries by 2025 [9] - Nissan plans to establish and operate a pilot production facility for solid-state batteries by 2025 [9] - SAIC Group's next-generation solid-state battery will be applied in the new MG4 by the end of this year, with the first "Guangqi Battery" expected to launch in 2027 [10] - BYD is expected to start mass demonstration applications of solid-state batteries around 2027 [10] - Ford anticipates launching a model equipped with solid-state batteries in 2026 [10] - Changan Automobile plans to validate solid-state battery installation in 2026 [10] Group 4: Solid-State Battery Industry Chain - Key companies in the solid-state battery industry chain include: - Battery manufacturers: Guoxuan High-Tech, CATL, Penghui Energy, and others [11] - Positive electrode suppliers: Xiamen Tungsten New Energy [11] - Silicon-carbon negative electrode leaders: Shanghai Xiba and Yuanli Co. [11] - Dry electrode equipment leaders: Naconor and Mannesmann [11] - Solid-state electrolyte suppliers: BETTER and others [11] - The industry chain is characterized by a variety of specialized companies focusing on different components and technologies essential for solid-state battery production [11]