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全固态电池何时能商业化,中国企业如何全球布局?这场高端对话会给你答案
Di Yi Cai Jing· 2025-11-12 03:04
Group 1: Industry Trends - The battery industry is currently experiencing an accelerated technological iteration, with a focus on the rapid application of semi-solid batteries and breakthroughs in all-solid-state battery research [3][5] - Experts predict that all-solid-state batteries will not enter commercial use until around 2032-2033, while semi-solid batteries are expected to have a commercial window of 5-7 years due to their safety, performance, and cost-effectiveness [5][7] - The industry is urged to pay attention to next-generation batteries rather than solely focusing on all-solid-state technology, with ongoing improvements in liquid battery technology and exploration of multiple technical routes [9] Group 2: Globalization and Market Dynamics - In the first nine months of the year, China's power and other battery exports reached 199.9 GWh, a year-on-year increase of 45.5%, accounting for 18.7% of total sales [9] - Chinese power battery companies are forming a global competitive advantage, making globalization a necessary choice for leading enterprises [9][10] - Companies are advised to approach globalization cautiously, ensuring they possess the necessary management, governance, compliance, and supply chain capabilities before expanding internationally [10]