固态电池，被誉为下一代动力电池的终极方案，其产业化进程却始终被一个核心难题所困扰：如何高效、稳定地制造出性能卓越的"电极片"与"电解质膜"？ 传统的湿法工艺，因其能耗高、材料兼容性差等瓶颈，在追求更高能量密度和更低成本的固态电池道路上已显乏力。一场静默的工艺革命正在发生—— "干法成 膜"技术 正以其无溶剂、高密度、强兼容的压倒性优势，从实验室快步走向产业化的聚光灯下。 干法成膜，已成为解锁高性能固态电池量产的关键， 这不仅是一场技术路线的更迭，更将催生一个潜力巨大的设备市场。至2029年，仅固态电池前道设备市场空 间就有望冲击 80亿元 。 那么， 干法成膜究竟如何破解固态电池的制造难题？它与湿法工艺相比有何具体优势？纷繁多样的干法技术路径中，谁最有望成为未来量产的主流？这条全新的产 业链上，哪些设备厂商已抢占先机？ 点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 0 东吴证券 | 制备电极片&电解质膜为关键,直接决定电池的性能&量产效果 | | | --- | --- | | 成膜工艺可分为干法、湿法,干法为高性能固态电池终局 | 2 | | 干法成膜 ...

记者了解到，"无液"电池的优势，其实源于生产线的两大关键革新。在负极制造环节，传统液态电池需 要经过原浆、涂布、滚压三道独立工序，而干法工艺则直接将原有工序"三合一"，既降低能耗又提升了 效率。 专家表示，除了生产工艺的优化，另一个核心突破就是电解质的改变。在这里，他们已经摒弃传统的液 态电解液，改用自主研发的固态电解质材料，帮助产品的耐热性和安全性大幅提升。 生产线有了技术突破，下一步就是产业化承接落地。在广汽集团，国内首条大容量全固态电池产线建 成，这在行业内率先具备了60安时以上车规级全固态电池的批量量产条件。 转自：北京日报客户端 全固态电池是未来新能源汽车产业发展新的重要驱动力。记者日前了解到，国内已建成首条大容量全固 态电池产线，目前正在小批量测试生产。 广汽集团平台技术研究院新能源动力研发负责人 祁宏钟：现在开发的全固态电池的能量密度比现有的 电池能量密度高了接近一倍。500公里以上续航的车使用之后达到1000公里以上的续航。计划是2026年 可以进行小批量的装车实验，2027年到2030年期间，可以逐步地进行批量生产。 全固态电池和传统锂离子电池相比，最大的优势在于里面没有任何液体，而是全固态 ...

Core Viewpoint - Chinese automotive companies are exploring new strategies for international expansion, particularly focusing on Indonesia for both market opportunities and resource acquisition [4][34]. Group 1: Market Entry and Challenges - Chinese automotive companies have traditionally targeted Western and Southeast Asian markets, but a new trend is emerging with a focus on Indonesia's mining sector [4][6]. - Major Chinese car manufacturers, including BYD, Wuling, Chery, Geely, and others, have established a presence in Indonesia, emphasizing a long-term commitment rather than immediate profits [6][7]. - The Indonesian market presents significant challenges, including poor traffic conditions and low national income levels, with Jakarta being the most congested city globally [9][11]. Group 2: Economic Landscape - Indonesia's population is largely low-income, with 8.47% living below the poverty line and 24.42% classified as economically vulnerable, indicating a challenging consumer market for automotive sales [14][16]. - The majority of the population falls into the lower income brackets, with less than 1% classified as wealthy, which impacts the overall purchasing power for vehicles [18][16]. Group 3: Regulatory Environment - Chinese companies must navigate complex regulations, including the requirement to establish local companies and meet local content requirements to benefit from government incentives [18][19]. - The automotive market is dominated by Japanese brands, which have established a strong foothold over decades, presenting a competitive challenge for Chinese entrants [19][22]. Group 4: Strategic Collaborations - Chinese automotive firms are increasingly forming partnerships with local companies to enhance their market entry strategies, such as CKD (Completely Knocked Down) assembly models [26][27]. - Collaborations extend to local infrastructure development, such as charging stations and financial services, which are crucial for supporting electric vehicle adoption [28][31]. Group 5: Resource Acquisition - Indonesia is rich in nickel resources, essential for battery production, making it a strategic location for Chinese companies looking to secure supply chains for electric vehicles [34][36]. - The partnership between Chinese firms and Indonesian mining companies is expected to enhance the value chain and support the growth of the electric vehicle market in both countries [40][41].

Core Viewpoint - The automotive industry has welcomed two new academicians from BYD and CATL, marking a significant recognition of contributions from private enterprises in China's scientific community [1] Group 1: New Academicians - Two scientists from the automotive sector, Lian Yubo from BYD and Wu Kai from CATL, have been elected as academicians of the Chinese Academy of Engineering [1] - This election is part of the 2025 academicians selection, which includes 73 from the Chinese Academy of Sciences and 71 from the Chinese Academy of Engineering [1] Group 2: Historical Context - Historically, the representation of private enterprise academicians in the Chinese Academy of Engineering has been minimal, with notable exceptions like Wang Jian from Alibaba Cloud in 2019 [1] - The recognition of private enterprise scientists has gradually increased, with a few others like Wu Hanming from SMIC and Xiao Wei from Kangyuan Pharmaceutical also being elected in previous rounds [1]

文 | 央视新闻 据央视新闻，全固态电池是未来新能源汽车产业发展新的重要驱动力。记者日前了解到，国 内已建成首条大容量全固态电池产线，目前正在小批量测试生产。 全固态电池和传统锂离子电池相比，最大的优势在于里面没有任何液体，而是全固态物质， 全固态电池让未来的新能源汽车跑得更远，更加安全。 专家表示，除了生产工艺的优化，另一个核心突破就是电解质的改变。在这里，他们已经摒 弃传统的液态电解液，改用自主研发的固态电解质材料，帮助产品的耐热性和安全性大幅提 升。 广汽集团固态电池平台高级经理 史刘嵘：全固态电池里边是用的固态电解质，它最大的一 个优点就是耐热性比较好，它可以耐热到三四百摄氏度以上，传统液态电解液只能到一百多 摄氏度不到两百摄氏度。 记者了解到，"无液"电池的优势，其实源于生产线的两大关键革新。在负极制造环节，传 统液态电池需要经过原浆、涂布、滚压三道独立工序，而干法工艺则直接将原有工序"三合 一"，既降低能耗又提升了效率。 广汽集团固态电池平台高级经理 史刘嵘：传统的湿法工艺，面容量不到5个毫安时每平方厘 米，现在最高可以做到7.7毫安时每平方厘米；这样做出来的电池，它的能量密度更高，装 到车上续航 ...

Core Insights - Gotion High-Tech Co., Ltd. has officially entered the mass production phase of its standardized battery cells, marking a significant milestone in its strategic partnership with the Volkswagen Group and PowerCo, which has been ongoing for five years [1][3] - The company plans to deliver high-performance lithium iron phosphate and other standardized battery cells to the Volkswagen Group from 2026 to 2032 [1] Group 1 - The standardized battery cell is a versatile battery solution that offers high compatibility, allowing for a single size to fit various chemical systems and multiple vehicle platforms [1] - Key advantages of the standardized battery cell include integrated efficiency, fast charging capabilities, safety features, and strong low-temperature adaptability, all while reducing costs [1][3] Group 2 - Gotion High-Tech has established a complete technological innovation and intelligent manufacturing system around the standardized battery cell, achieving international advanced levels in energy density, safety performance, and cost control [3] - The company also introduced a battery pack system based on the standardized battery cell, which will supply battery products to multiple platforms of the Volkswagen Group [3] - The collaboration aims to create competitive high-quality battery products for the future of electric mobility, with a focus on ramping up production capacity [3]

Core Viewpoint - The first large-capacity all-solid-state battery production line in China has been established and is currently undergoing small-scale testing production [1] Group 1: Battery Technology - The newly developed all-solid-state battery has nearly double the energy density compared to existing batteries, potentially allowing vehicles with over 500 kilometers of range to achieve over 1000 kilometers of range [1] - Mass production is planned to gradually commence between 2027 and 2030 [1] Group 2: Financial and Strategic Implications - The production process of all-solid-state batteries differs significantly from traditional liquid batteries, leading to substantial equipment and infrastructure demands [1] - Commercial banks are strategically positioning themselves in some project constructions, increasing credit investments in collaboration with leading enterprises to ensure funding for project advancement [1]

Core Viewpoint - The establishment of the first large-capacity all-solid-state battery production line in China marks a significant technological breakthrough, enabling the mass production of automotive-grade all-solid-state batteries with a capacity of over 60 ampere-hours [1] Group 1 - The production line is currently undergoing small-scale testing [1] - The next step involves industrialization and implementation of the technology [1] - The production line is developed by GAC Group, positioning it as a leader in the industry [1]

比亚迪首席科学家廉玉波 东方IC 【文/观察者网 潘昱辰 编辑/高莘】11月21日，中国科学院、中国工程院公布2025年院士增选结果，比 亚迪首席科学家、总工程师兼研究院院长廉玉波、宁德时代首席科学家吴凯均当选中国工程院院士。此 次增选分别选举产生中国科学院院士73人，中国工程院院士71人。 廉玉波出生于1964年4月，于1987年7月毕业于南京航空航天大学金属材料及热处理专业，获学士学位， 并被分配到江苏仪征汽车制造厂工作，后到中国汽车技术研究中心工作，曾任上汽集团仪征汽车公司副 总工程师 ；2000年加入上海同济同捷汽车设计公司，同年9月获南京大学高级工商管理专业硕士学位； 2004年2月加入比亚迪股份有限公司，历任比亚迪股份有限公司高级副总裁、汽车产业群总工程师； 2010年任深圳比亚迪戴姆勒新技术有限公司董事、首席执行官；2019年当选为中国汽车工程学会会士； 2020年获得世界汽车工程师学会联合会（FISITA）技术领导力会士；2023年任比亚迪首席科学家，辞 去副总裁职务，并继续担任公司汽车总工程师、汽车工程研究院院长职务；同年当选为中国电工技术学 会会士；2024年毕业于清华大学能源动力专业，获 ...

Core Viewpoint - Yuchen Intelligent (688638.SH) anticipates a series of orders related to its lithium-ion battery intelligent equipment products, which are essential for the production of both power and energy storage batteries [1] Company Overview - The company's product range includes mid-to-late stage production equipment such as coating machines, hot pressing machines, liquid injection machines, shell entry machines, Mylar packaging machines, and helium detection machines [1] - Major clients include leading domestic battery cell manufacturers such as CATL, Sunwoda, Ruipu Lanjun, Yiwei Lithium Energy, Zhengli New Energy, Haicheng New Energy, and Chuangneng New Energy [1] Industry Insights - There is a significant demand for energy storage batteries driven by the need for AI computing power, leading to a supply shortage in the market [1] - Recent communications with energy storage clients indicate a strong willingness to expand production lines, suggesting that related orders for Yuchen Intelligent's products are expected to materialize soon [1]