格隆汇12月18日丨中国能建(601868.SH)在投资者互动平台表示，公司在相关方向持续增加研发费用。 目前，有关固态锂离子电池科研课题已经完成预期科研目标，具备结题条件，半固态储能电芯生产仍在 论证之中。 ...

绿色智行方面表示，"2023年6月实施的'固态电池联合实验室建设项目'已取得一定的研究成果，现需 对这部分研究成果进行放大性测试，验证其是否具备量产的可能性。" 也就是说， 吉利的60Ah固态电池已处于"放大性测试"阶段。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：综合整理 吉利斥资7100万元加码固态电池研发，近期在产业化布局上动作频频。 据"吉利招标"信息12月9日发布的招标公告，除对2026–2027年度固态电池电芯研发物料启动招标 外，其旗下浙江绿色智行科创有限公司的" 固态电池及关键材料工艺放大验证项目 "也进入环评阶段。 根据宁波前湾新区生态环境局11月6日受理的环评文件， 该项目总投资7100万元 ，旨在对前期实验 室成果进行放大测试，验证电池的稳定性、阻抗及寿命等性能，为规模化生产铺路。项目计划生产两类 电池：60Ah电池年产量1000个，单重0.52kg；＜1Ah电池年产量3600个，单重0.002kg。 END 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信 ...

动力市场，无论从新能源车销量还是工信部新车备案来看，磷酸铁锂车型占比都接近 8 成以上； 储能市场，磷酸铁锂电池凭借更好的安全性成为刚需，抢装潮也带动了今年储能锂电池需求的集中 爆发。 高工产研（ GGII ）预测，到年底 中国磷酸铁锂电池出货量将超 1.3TWh ，正极材料全年需求有 望超 350 万吨。 铁锂电池需求持续走高，有效提升了磷酸铁锂正极材料厂商的产能利用率，扩产 也在同步进行中。 而规模，已然成为此轮上行周期磷酸铁锂厂商竞逐的重要标的， 也成为能否进入头部电池企业供 应体系的关键指标。 然而，磷酸铁锂材料厂的规模扩建不是一蹴而就的，其暗藏着市场对材料性能需求变化的挑战。 扩，可能沦为无效的低端产能；不扩，则意味着自动放弃入场券。 今年二季度开端，一则比亚迪签订 3 年磷酸铁锂长协单的公告引发行业关注。从需求上看，比亚 迪无论是在整车还是电池出货上常年霸榜，作为磷酸铁锂电池的绝对拥护者，其今年前三季度绝大 多数的装车电池来自磷酸铁锂。 据公开消息，比亚迪 2025 年的销量目标是 550 万辆，上游材料需求十分可观， 而此次拿下比 亚迪 3 年长协单的企业，是一家来自山东的磷酸铁锂材料企业，丰元 ...

Group 1: Solid-State Battery Development - The semi-solid state battery has passed customer testing and received orders [2] - Key materials such as oxide electrolytes, ionic conductor membranes, and silicon-based anodes have completed customer sampling and evaluations [2] - The solid-state battery and its key materials have not yet formed stable long-term revenue, thus not significantly impacting overall company performance [2] Group 2: Production Base Progress - The Huizhou solid-state battery materials project production base is still under construction, with no completion date provided [3] - Investors are advised to monitor company announcements for updates on the construction progress [3] Group 3: Investor Communication - The online investor communication was conducted through a text-based format on the "Investor Relations Interactive Platform" [2] - The event did not involve any undisclosed significant information [3]

Core Viewpoint - The company has made progress in the development of solid-state batteries, specifically in the preparation of kilogram-level sulfide electrolyte precursors and electrolyte samples [2] Group 1 - The company has completed the preparation of kilogram-level sulfide electrolyte precursors and electrolyte samples [2] - The company is currently conducting testing and optimization work on the solid-state electrolyte [2] - Investors are encouraged to follow the company's information disclosure for more specific updates [2]

Core Insights - LLZTO (Lithium Lanthanum Zirconium Oxide) is identified as a key material for solid-state batteries, maintaining exceptionally low temperatures during operation, which positions it as an ideal candidate for next-generation rechargeable batteries [1][2] - A recent study from the University of California, Riverside, reveals the reason behind LLZTO's low thermal conductivity, which is crucial for developing safer and higher energy density lithium batteries [1] Group 1: Material Properties - LLZTO is a ceramic material that serves as a solid electrolyte, offering higher energy density while significantly reducing the risks of overheating and fire [1] - The thermal conductivity of LLZTO is measured at only 1.59 watts per meter per Kelvin, approximately 1/250th that of copper, indicating that low thermal conductivity is an inherent property of the material [1] Group 2: Research Findings - The research utilized the floating zone method to grow LLZTO single crystals, which reflect the intrinsic properties of the material [1] - The study found that the presence of numerous optical phonon modes in LLZTO leads to interactions that scatter the primary heat-carrying acoustic phonons, thereby impeding thermal conduction [2] Group 3: Implications for Battery Safety - Understanding how LLZTO naturally hinders heat flow is vital for managing internal temperature changes in solid-state batteries and preventing safety risks [2] - This discovery offers new insights for atomic-level thermal regulation, aiding in predicting internal temperature distribution and improving thermal management for safer and higher-performance batteries [2]

Core Viewpoint - The solid-state battery sector in China is experiencing significant advancements, with various automotive and battery companies forming strategic partnerships to enhance research and development efforts [1][2][4]. Group 1: Company Collaborations - Funeng Technology is collaborating with Jiangling Motors on solid-state battery development, with their pilot production line under steady construction [2][3]. - Chery Automobile is working with Guoxuan High-Tech to develop the Rhino S solid-state battery, which is expected to complete vehicle installation validation by 2027 [2][3]. - The partnership between Chery and Guoxuan has been ongoing since 2012, focusing on the application of new energy products [3]. Group 2: Technological Advancements - The Rhino S solid-state battery features a high energy density of 600 Wh/kg, with a projected range of 1200 to 1300 kilometers [2]. - Funeng's new battery solution aims to enhance the safety, lightweight design, and cost-effectiveness of electric vehicles, contributing to longer ranges and more spacious interiors [2][3]. Group 3: Industry Trends - Major automotive companies are increasingly partnering with battery manufacturers to share the financial burden and technical expertise required for solid-state battery development [4][5]. - The trend indicates a shift towards collaborative models where automotive firms provide funding and platforms, while battery companies deliver core technologies [4][5]. Group 4: Market Position and Future Outlook - The solid-state battery market is expected to see significant production milestones, with companies like Qingtai Energy planning to achieve mass production by 2026 [4][5]. - Contemporary Amperex Technology Co., Ltd. (CATL) is taking a cautious approach to solid-state battery commercialization, anticipating small-scale production by 2027 and larger-scale production by 2030 [6].

Core Insights - LLZTO (Lithium Lanthanum Zirconium Oxide) is identified as a key material for solid-state batteries, maintaining exceptionally low temperatures during operation, making it an ideal candidate for next-generation rechargeable batteries [1][2] - A recent study from the University of California, Riverside, published in the journal PRX Energy, reveals the reasons behind LLZTO's low thermal conductivity, which is crucial for developing safer and higher energy density lithium batteries [1] Group 1 - LLZTO is a ceramic material that serves as a solid electrolyte, providing higher energy density while significantly reducing the risks of overheating and fire [1] - The thermal conductivity of LLZTO is measured at only 1.59 W/m·K, approximately 1/250th that of copper, indicating that low thermal conductivity is an inherent property of the material [1] - The research utilized floating zone method to grow LLZTO single crystals, which reflect the intrinsic properties of the material [1] Group 2 - The study found that the presence of numerous optical phonon modes in LLZTO leads to interactions that scatter the primary heat-conducting acoustic phonons, thereby hindering thermal conduction [2] - LLZTO exhibits significant "anharmonicity," which relates to the degree of deviation of atomic vibrations from ideal states, associated with the movement of mobile ions within the material [2] - Understanding how LLZTO naturally impedes heat flow is essential for managing internal temperature variations in solid-state batteries, thereby enhancing safety and performance [2]

Core Viewpoint - Zhengli New Energy (03677) experienced a decline of over 7%, currently trading at HKD 11.08, with a transaction volume of HKD 22.44 million [1] Group 1: Company Actions - Zhengli New Energy announced a placement of 45.92 million shares at a price of HKD 10.98 per share, representing a discount of approximately 7.89% from the previous closing price [1] - The net proceeds from the placement are estimated to be around HKD 500 million, with approximately 70% allocated for the construction, equipment purchase, and preparatory expenses related to the second phase of the new production facility in Changshu [1] - About 10% of the proceeds will be used for the construction of a solid-state battery pilot line, another 10% for research and development activities, and the remaining 10% for working capital and general corporate purposes [1] Group 2: Industry Context - Notably, Fuyao Glass (600660) Chairman Cao Dewang has resigned, with his son Cao Hui taking over the position [1] - Zhengli New Energy was established and is controlled by two former deputy general managers of Fuyao Glass, Cao Fang and Chen Jicheng, indicating a close relationship between the two companies [1] - Cao Fang is the sister of Fuyao Glass founder and chairman Cao Dewang, and Fuyao Glass is recognized as the largest automotive glass supplier globally, possessing a vast customer base among major manufacturers [1]

Core Viewpoint - Xiangtan Electric Chemical is collaborating with solid-state battery companies on the application of lithium manganese oxide in semi-solid/solid-state batteries, with progress expected by the end of 2026 or early 2027 [1] Group 1 - The company’s subsidiary, Guangxi Lijin New Materials Co., Ltd., is actively engaged in research and development partnerships [1] - Xiangtan Electric Chemical owns manganese mines in Xiangtan, Hunan, and Jingxi, Guangxi, and is seeking additional high-quality mineral resources [1]