固态电池的竞技场上，三条技术路线正展开激烈角逐，它们分别是：离子电导率最高、被日韩企业寄予 厚望的硫化物路线；稳定性好、国内广泛布局的氧化物路线；加工性能优异、近期因技术突破而备受关 注的聚合物路线。 全固态金属锂电池被誉为下一代储能技术的"圣杯"，但长期以来因种种技术难题而难以实用化。日前， 清华大学教授张强团队在固态电池研究方面取得新进展：研发的新型含氟聚醚电解质，让固态电池的能 量密度达到604瓦时每千克，较现有商业化电池提升近3倍。 今年初，工业和信息化部等八部门联合发布的《新型储能制造业高质量发展行动方案》，明确将固态电 池列为锂电池发展的重要方向，并提出加强固态电池等新型储能技术标准布局。 实验室里的创新火花，能否照亮大规模产业化的漫漫长路？固态电池的真正普及，还要越过几重关山？ 多条技术路线并行 固态电池的竞技场上，三条技术路线正展开激烈角逐。它们分别是：离子电导率最高、被日韩企业寄予 厚望的硫化物路线；稳定性好、国内广泛布局的氧化物路线；加工性能优异、近期因技术突破而备受关 注的聚合物路线。 "硫化物路线的性能上限最高，目前在学术圈和产业界已基本成为共识。"西安电子科技大学副教授李思 吾说，硫 ...

Core Viewpoint - The solid-state battery sector has gained significant attention since September, driven by positive changes in the industry fundamentals rather than short-term speculation [1][4] Investment Opportunities - The solid-state battery market is expected to replicate the lithium battery boom from 2019 to 2022, with many catalysts anticipated in the next six months [1][11] - The transition to semi-solid batteries is seen as a necessary phase lasting 3-5 years before full commercialization of solid-state batteries [2][9] Market Dynamics - Recent orders for solid-state batteries have been received by companies, with a notable catalyst being a major equipment manufacturer's better-than-expected mid-year report and accelerated order fulfillment [4][5] - The solid-state battery industry is still in its early stages, with many technical routes not yet fully determined, leading to potential volatility in stock prices [2][10] Industry Structure - The solid-state battery supply chain can be divided into equipment, materials, and battery segments, with a current focus on equipment and materials due to their changing dynamics [7] - The highest barriers and value increments in the equipment sector are associated with the development of isostatic pressing equipment, which is crucial for solid-state battery production [8] Application Scenarios - Consumer electronics, eVTOL, and robotics are expected to be the first areas to see significant adoption of solid-state batteries, while power batteries will follow due to higher price sensitivity [7][10] Future Outlook - The solid-state battery sector is anticipated to experience substantial growth, with many catalysts expected in the near future, making it a promising investment opportunity [11][12]

Group 1 - The company is currently focusing on the oxide electrolyte route for solid-state batteries due to its more mature manufacturing processes and technology, which facilitate mass production [2] - The company is continuously monitoring the sulfide technology route for solid-state batteries, indicating an openness to future developments in this area [2]

Summary of Solid-State Battery Industry Conference Call Industry Overview - The conference focused on the solid-state battery industry, discussing challenges, advancements, and future directions in technology and production [1][3][8]. Key Points and Arguments 1. **Energy Density and Cycle Life Requirements**: The Ministry of Industry and Information Technology (MIIT) has set clear requirements for solid-state batteries, mandating an energy density of over 400 Wh/kg and a cycle life of 1,000 to 1,240 cycles, posing challenges for most companies [1][4]. 2. **Current Production Capabilities**: Current small-scale and pilot production lines achieve an average energy density of approximately 360 Wh/kg and a cycle life of around 800 cycles, but require pressures above 100 MPa, complicating mass production [1][6]. 3. **Future Subsidy Plans**: MIIT is discussing a second phase of development for the solid-state battery industry, potentially involving subsidies exceeding 100 billion yuan, with verification expected by 2027 [1][8]. 4. **Production Capacity Projections**: Overall production capacity for solid-state batteries is expected to remain below 100 MWh by 2027, with gigawatt-level capacity not anticipated until 2028-2029, and terawatt-level capacity expected only after 2030 [1][10]. 5. **Technology Routes**: The future technology direction for solid-state batteries may focus on sulfide and polymer composite materials, although sulfides face safety and patent issues, while oxides and polymers may become mainstream [1][9]. 6. **Investment in Production Lines**: Companies like Honda have invested approximately 2 billion yuan in sulfide solid-state battery production lines, indicating significant financial commitment to advancing technology [12]. 7. **Equipment and Production Challenges**: Solid-state battery production requires specialized equipment, which is more expensive than traditional equipment, leading to increased overall production costs [11][22]. 8. **Control Systems Complexity**: The complexity of control systems in solid-state battery production is a significant challenge, involving various media like water, oil, and gases under high pressure [22][24]. 9. **Market Dynamics**: The market is seeing a shift where traditional automakers are entering the battery supply chain, but there are concerns about their ability to master the technology, suggesting a potential return to specialization in battery production [29][30]. Additional Important Insights - **Pressure and Heating Parameters**: Investors should focus on total pressure and heating/pressing times as critical parameters affecting production efficiency and battery performance [21]. - **Domestic vs. International Technology**: There is a 4 to 5-year gap between Chinese solid-state battery technology and that of Japan, but with government support and market dynamics, this gap may close [30]. - **Consumer Acceptance**: High consumer acceptance of new technologies in China provides companies with more opportunities for trial and error, aiding in the acceleration of industry development [31]. This summary encapsulates the critical discussions and insights from the conference call regarding the solid-state battery industry, highlighting both the challenges and opportunities ahead.

与车企不同，头部电池企业则针对固态电池态度一般，无论是国内的宁德时代还是国外的LG和松下，均没有贸然说出固态电池前景无限之类 的言论，包括研发过程也是被市场逼问"被迫透露"。 因为汽车企业普遍没有制造电池的经验，电池业内专家也指出想要让固态电池产业化、规模化绝非一朝一夕之事。 因此起点锂电认为欧阳明高院士言论正确："未来相当一段时间内，液态电池和固态电池是共存关系。" 不过即使固态电池未来不会同大家所想那样拥有三头六臂的六边形战士属性，但产业化依旧在推进，并会在2025年实现技术和产能的新进步， 下面起点锂电将从4个方面来阐述一下固态电池产业化最新进展。 固态电池在实验室中展现出的能量密度和安全性，让新能源汽车和储能企业看到了未来曙光，这正是这些曙光，让当前处于调整期的锂电池产 业链纷纷押注，2025年各企业纷纷摩拳擦掌，力求加快推进产业化进程，向着2027年前目标前进。 作为最关注固态电池进展的车企，也纷纷以身试水，丰田/日产/本田/现代/奔驰/宝马等一众老牌车企先后建立实验室和中试线，国内车厂一汽/ 上汽/广汽/比亚迪也纷纷展开布局。 一汽王德平在公开场合表示，将于2027年实现固态电池小批量应用；比亚迪 ...