Core Insights - The solid-state battery industry is exploring multiple technical routes, including oxide, sulfide, polymer, and halide, but each route faces significant challenges [2][3][4][5] - A new trend is emerging where researchers are combining different routes to leverage their strengths and mitigate weaknesses, leading to the development of composite routes [5][6][7] Group 1: Technical Challenges - Each technical route has its own "roadblocks," with oxides facing issues related to contact resistance and lithium stability, while sulfides struggle with stability and reactivity with moisture [3][4] - The cost of sulfide solid electrolytes is high, and their corrosive nature requires expensive production equipment, making commercial viability challenging [4][9] - The polymer route offers good interface contact but has issues with conductivity and stability, while halides also face challenges in electrochemical stability and processing [4] Group 2: Composite Route Development - The integration of different materials is seen as a necessary step for improving electrolyte performance, with researchers advocating for a balanced approach that combines the strengths of various routes [5][6] - Composite routes have shown promising results, such as improved ionic conductivity and high-rate performance at elevated temperatures [6][7] - Companies are increasingly adopting composite technologies, with significant advancements in solid-state battery performance being reported [7][8] Group 3: Market and Economic Considerations - The current market prices for sulfide electrolytes are significantly higher than traditional lithium iron phosphate, making it difficult for solid-state batteries to compete economically [9][10] - Companies are targeting substantial cost reductions for solid-state battery cells by 2025 and beyond, focusing on raw material cost reduction, process improvements, and economies of scale [9][10] - The solid-liquid hybrid semi-solid state battery is expected to remain a viable option for a long time due to the challenges in achieving cost-effective solid-state batteries [8][10]

固态电池板块更新及推荐 20250513 摘要 • 市场对固态电池技术创新兴趣浓厚，受硫化物专利公布和行业会议推动， 固态电池板块行情易受产业催化、流动性溢价及机器人/无人机板块联动影 响，且每一轮行情均有如硫化物、氧化物等新主题。 • 固态电池技术路线日益聚焦，硫化物固态电解质被视为终极方向，辅以卤 化物掺杂；正极材料中期以高镍三元为主，远期展望富锂锰基；负极材料 以硅基为主，展望锂金属，此技术聚焦有助于加速降本迭代。 • 固态电池应用场景从车用动力电池扩展至储能、消费电子、电动工具、低 空飞行器及机器人等领域，需求端日益丰富，有利于固态电池放量和成长 曲线发展。 • 投资固态电池板块应关注材料（聚焦硫化物体系，如厦钨、宁德时代）、 电池（关注大厂及消费电子领域二线厂商，如普里克、豪腾等）和设备 （围绕干法路线，如纳科诺尔、曼恩斯特）三个方向。 • 负极材料技术从传统石墨迭代至硅碳，再到锂金属。宁德时代发布自生成 负极的锂金属技术，硅碳已在消费电池领域推广，锂金属开始量产，显示 出其成熟度和应用前景。 Q&A 固态电池产业链的近期发展情况如何？ 固态电池应用场景从原来的车用动力电池逐渐扩展到储能市场、消费电 ...

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 ...