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干法电极设备迎全球“出货”小高峰
高工锂电· 2025-08-16 08:40
Core Viewpoint - The recent surge in the delivery of dry electrode equipment for next-generation battery manufacturing indicates a significant acceleration in the industrialization process of high-energy-density batteries, particularly solid-state batteries [4][10]. Group 1: Equipment Deliveries - Multiple domestic and international equipment companies have recently delivered dry electrode equipment, marking a transition from research validation to production line implementation [3]. - Li Yuanheng announced the delivery of a complete solid-state battery production line, including dry electrode equipment, to a leading domestic company [4]. - Qingyan Electronics and Qingyan Nako successfully delivered high-speed wide-format dry electrode equipment to a major domestic automotive company [5]. - LiCAP Technologies in the U.S. has completed the acceptance testing of its 300 MWh roll-to-roll production line, producing self-supporting positive electrode films [6]. Group 2: Technological Advancements - Qingyan Electronics' equipment can achieve a dual-sided composite film speed of 80 m/min for the negative electrode and 50 m/min for the positive electrode, with plans to increase the width to 1.2 meters [5]. - The dry electrode process eliminates solvent coating, drying, and recovery steps, significantly reducing energy consumption and manufacturing costs while avoiding solvent residue issues [7]. - The core technology of dry electrode production, fiberization equipment, accounts for over 30% of the equipment cost and faces challenges in achieving uniform powder mixing and mechanical strength [8]. Group 3: Future Prospects - The recent deliveries of solid-state battery equipment extend beyond dry electrodes, with Huacai Technology delivering core front-end equipment to a solid-state battery company [9]. - Huacai's equipment addresses the challenge of achieving uniform mixing of solid electrolytes and active materials, indicating advancements in the field [9]. - The overall trend of equipment deliveries suggests that the development of next-generation batteries is moving from laboratory settings to pilot lines and engineering validation, paving the way for mass production [10].