固态电解质领域，容百科技的硫化物固体电解质已经可实现从微米到纳米级的均匀粒径分布，利用其制 备的超薄、高离子导电解质膜，已匹配高镍正极实现了能量密度的重大突破。目前，中试产线建设正在 快速推进，为未来规模化量产奠定坚实基础。容百科技卤化物电解质在1000圈循环后容量维持率依旧稳 定，目前已具备公斤级的稳定制备与送样能力。 李琮熙介绍，容百科技在固态正极材料方面"双线并举"。超高镍体系通过独特的预氧化、高熵掺杂与快 离子导体原位构筑技术，成功解决了固—固界面接触不稳定的行业共性难题。目前，8系高镍固态正极 材料已实现10吨级出货，9系固态正极材料实现吨级出货，在量产能力和实用性方面都获得了市场认 可。 更高能量密度的富锂锰基正极方面，容百科技通过技术攻关，凭借精细调控层状相与富锂相结构，实现 在高电压下的高容量输出，且已获得头部电芯企业认可。 同时，容百科技已开发出多款适用于硫化物全固态体系的新型粘结剂，并获得国内主流客户认可并送样 验证。硫化锂材料方面，也通过创新工艺与供应链优化大幅降低了生产成本，建成全自动量产线并实现 高纯度、高一致性的稳定供应。 在全球电池产业向高安全、高能量密度转型的关键期，容百科技( ...

Core Insights - The global advanced technology forum on power batteries was successfully held in Yibin, focusing on cutting-edge technological breakthroughs and key challenges in the power battery sector, recognized as a "technical barometer" for global power battery development [1] - The forum attracted over 600 experts and representatives from various sectors, including battery manufacturing, automotive, materials, and research institutions, facilitating in-depth discussions on the latest technological advancements and core issues in next-generation batteries [1] Industry Trends - The competition in the battery industry is shifting from "engineering optimization" to "deep water of technological innovation," with core challenges now centered on breakthroughs in energy density, safety, fast charging performance, and resource constraints [5] - The lithium iron phosphate battery is expected to capture 80% of the market share by 2025, with the penetration rate of new energy vehicles nearing 50% [7] - The demand for batteries is projected to grow fourfold by 2030 and twelvefold by 2035, indicating significant growth potential in the industry [7] Technological Innovations - The oCVD/iCVD technology presented at the forum enhances the structural stability and electrochemical performance of high-nickel ternary battery materials through polymer coating [9] - The development of halide electrolytes shows better compatibility with cathodes compared to sulfides and oxides, but faces challenges in ionic conductivity, cost control, and electrode interface stability [10] - A new approach for solid-state battery interface issues involves "dynamic interface repair with dual ionic conductors," providing a pathway for low-pressure operation [10] Standardization and Engineering Challenges - The solid-state battery technology is becoming a new focus of global industrial competition, yet it still faces multiple challenges in materials, interfaces, and engineering [10] - Engineering challenges for sulfide solid-state batteries include material compatibility, electrolyte film formation, and interface design, necessitating a deep integration of materials, processes, and equipment innovation [11] Knowledge Sharing and Collaboration - A significant report on "Global Patent Analysis and Strategy for Solid-State Batteries" was released, focusing on the role of intellectual property in the development of next-generation batteries [13] - The forum served as a high-end communication platform, promoting deep connections between technological viewpoints and practical experiences, supporting the high-quality development of China's new energy industry [13]

中证报中证网讯(王珞)近日，容百科技研发体系总裁兼中央研究院院长李琮熙，受邀在第12届中国(苏 州)电池新能源产业国际高峰论坛(ABEC2025)发表主题演讲，首次系统披露了公司在全固态电池材料领 域的完整研发布局与技术产业化时间表，明确表示其全固态电池正极材料将于2027年搭载于下一代智能 移动终端，实现规模化商用。 李琮熙指出，全固态电池因高安全性和高综合性能成为下一代电池技术的理想形态，预计2030年全球市 场规模将突破156GWh。然而，硫化物全固态电池的产业化仍面临界面稳定性、成本及制造工艺三大核 心挑战。行业正通过界面改性、多尺度表征技术指导结构的优化设计解决这些问题，并预测随着产能扩 大和工艺迭代，2035年硫化物全固态电池成本有望降至0.4元/Wh以下。 李琮熙强调，容百科技已从单一三元材料企业转型为平台型正极材料整体解决方案提供者。通过"技术- 工艺-市场"闭环战略，公司结合连续并购与自主研发，快速切入钠电、磷酸锰铁锂、磷酸铁锂等新赛 道。供应链方面，通过长协采购、AI预测优化库存，并布局电池回收体系，构建资源循环价值链。研 发端则依托数字化平台加速材料设计，强化与全球客户协同创新。 容百科 ...

Core Insights - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will be held on November 8, 2025, in Guangzhou, focusing on new technologies and ecosystem building [2] - The event will feature a keynote speech by Professor Zhao Changtai from the Guangdong Academy of New Materials Technology, discussing the research progress of halide all-solid-state batteries [2] Company Overview - The Guangdong Academy of New Materials Technology, established on June 30, 2021, is a provincial-level research institution co-built by China Research, Guangdong Provincial Science and Technology Department, and local governments [7] - The academy focuses on the integration of technology research and development, public services, and industrial incubation, particularly in the fields of new energy materials and advanced electronic materials [7] Key Products - The main products include halide electrolytes, halide all-solid-state batteries, low-pressure all-solid-state batteries, and dry electrode technology [8] Strategic Advantages - The Guangdong Academy is in the process of establishing a large-scale production line for low-cost, high-ion-conductivity halide electrolytes and aims to achieve continuous production of solid-state dry electrodes [10] - The 20Ah halide all-solid-state battery has passed safety verification tests, and the low-pressure all-solid-state battery can operate normally at a charge and discharge rate of 0.5 C under atmospheric pressure [10]

固态电池行业金鼎奖 由起点固态电池、起点研究院SPIR 联合推出的2025中国固态电池行业金鼎 奖评选活动正在进行，经组委会确认， 有研广东院 已报名2025中国固态电池行 业金鼎奖，参选项目为" 2025中国全固态电池材料技术创新奖 "。 1 参选企业介绍 布局优势： 目前 有研广东院正 筹建百吨级低成本高离子导卤化物电解质产线、实现固态干法电 极连续化制备、 20Ah卤化物全固态电池可通过针刺热箱等安全验证、低压力全固 态电池可实现0.5 C常压正常充放电。 有研（广东）新材料技术研究院 （ 以下简称有研广东院 ） 由中国有研、广东省科 技厅，佛山市人民政府、禅城区人民政府四方协议共建的省属登记类事业单位，于 2021年6月30日注册成立，落地禅城区，面积1 42 00平方米。有研广东院 是 集 技术研发、公共服务、产业孵化为一体的新型研发机构，由中央企业中国有研负责 经营管理， 着力 构建 " 创新 +产业 "融合发展模式， 重点布局 新能源材料 、 先 进电子材料 及 结构功能一体化材料 等领域 。 主营产品： 卤化物电解质、卤化物全固态电池、低压力全固态电池、干法电极 2 金鼎奖介绍 评选背景： 为 ...

Core Viewpoint - Solid-state batteries are expected to become the next generation of lithium battery technology due to their high safety and energy density, with significant investment opportunities arising from technological breakthroughs and industrial transformation [2][4]. Group 1: Market Demand and Projections - The commercialization of solid-state batteries is accelerating due to policy support, market demand, and technological breakthroughs, with a projected global shipment of 808 GWh by 2030 [4][10]. - By 2030, the demand for semi-solid-state batteries is expected to exceed 650 GWh, with specific demands from power, energy storage, EVTOL, and consumer electronics at 466 GWh, 90 GWh, 60 GWh, and 36 GWh respectively [10]. - Full solid-state batteries are anticipated to achieve small-scale production by 2027 and commercial production by 2030, with a demand forecast of over 150 GWh [10]. Group 2: Material Innovations - The solid-state battery technology is converging towards the sulfide electrolyte route, which currently has high costs but significant cost reduction potential with scale [5][12]. - The long-term focus for anode materials is shifting towards lithium metal due to its high capacity and low electrode potential, with ongoing advancements in production methods [25][27]. - The cathode materials are expected to transition from high-nickel ternary materials to lithium-rich manganese-based materials, which offer high capacity and lower costs [23]. Group 3: Equipment and Manufacturing Processes - The value of equipment for solid-state batteries is significantly increasing due to the introduction of new processes and equipment in both the front and mid-stages of production [6][29]. - The front-end production requires dry electrode processes that are more compatible with sulfide electrolytes, enhancing production efficiency and reducing costs [30][32]. - The mid-stage production will replace winding with stacking processes, necessitating new equipment such as glue frame printing and isostatic pressing to ensure tight contact between solid electrolyte and electrodes [31][39]. Group 4: Competitive Landscape - Various companies are advancing their production capabilities for solid-state battery components, including sulfide and halide electrolytes, with significant investments in R&D and production lines [22][20]. - Companies like Ganfeng Lithium and Tianqi Lithium are focusing on lithium metal anodes, while others are developing advanced manufacturing techniques for solid-state batteries [27][26]. - The industry is witnessing a shift towards more efficient and cost-effective production methods, with several firms already implementing dry processing technologies [36][41].

Investment Rating - The report maintains a "Buy" rating for key stocks in the basic chemical sector, including Dongyangguang, Jingtai Holdings, Zhongyan Dadi, and Weixing Chemical [4]. Core Insights - The basic chemical sector is experiencing a configuration opportunity, with the index declining from a peak of 9565.18 points in September 2021 to a low of 3876.11 points in February 2024, representing a cumulative drop of 59.5% [1]. - The construction project growth rate in the chemical industry has been continuously declining, with a forecasted negative growth rate of -7.3% by Q1 2025 [1]. - The basic chemical index saw a cumulative increase of 5.9% from July 11 to August 8, 2024, while the petroleum and petrochemical index increased by 2.5% during the same period [1]. - Institutional holdings in the basic chemical sector peaked in Q3 2021 at 6.69%, but have since declined to 3.72% by Q2 2025 [1]. Summary by Sections Solid-State Battery Materials - Solid-state batteries are expected to significantly enhance energy density, with potential to exceed 500 Wh/kg, compared to traditional lithium-ion batteries which struggle to surpass 300 Wh/kg [2]. - The report highlights the importance of solid-state battery materials, including polymer, oxide, and sulfide types, with a focus on sulfide materials for future full solid-state batteries [2]. - Companies to watch in this sector include Daoshi Technology and Changyang Technology, as they are positioned to benefit from the anticipated industrialization of solid-state batteries starting in 2026 [2]. AI4S and AI Materials Investment Opportunities - AI4S is rapidly penetrating the pharmaceutical and chemical industries, with significant growth in innovative drug licensing transactions reaching 41 deals worth $36.929 billion in Q1 2025 [3]. - AI technologies are expected to replace traditional drug development processes, enhancing efficiency and reducing costs [3]. - The report identifies key players in AI4S, including Jingtai Holdings and Zhizhi New Materials, as well as suppliers of AI-specific hardware and materials [3].