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半固态电池GWh级量产时刻,原位聚合路线领跑
高工锂电· 2025-10-31 10:40
Core Viewpoint - The article emphasizes the rapid commercialization of semi-solid batteries, particularly highlighting the leading role of gel electrolyte technology in this transition, with ShouNeng Technology positioned as a pioneer in performance and mass production [1][13]. Group 1: Industry Trends - The recent proposal to rename "semi-solid batteries" to "solid-liquid batteries" reflects a necessary evolution in industry terminology as the market accelerates towards commercialization [2][4]. - The transition from liquid to semi-solid to solid-state batteries is recognized as a gradual technological evolution, with semi-solid batteries serving as a critical bridge in this process [7][8]. Group 2: Technological Developments - Semi-solid batteries have achieved significant milestones in various applications, including electric vehicles, energy storage, and consumer electronics, with GWh-level production cases emerging [8][10]. - ShouNeng Technology's gel electrolyte route is highlighted as the most commercially viable path, with its polymer gel electrolyte showing high compatibility with existing production lines and a mature supply chain [13][14]. Group 3: Performance and Safety - ShouNeng Technology's gel electrolyte exhibits industry-leading performance, with ionic conductivity comparable to liquid electrolytes and enhanced safety features, significantly reducing the risk of thermal runaway [24][25]. - The gel electrolyte's high flame resistance and minimal leakage rates address critical safety concerns associated with traditional liquid electrolytes [25][26]. Group 4: Production Capacity and Market Adaptation - ShouNeng Technology is expanding its production capacity with a dual product matrix of traditional liquid electrolytes and semi-solid electrolytes, ensuring a balance between current revenue and future growth [21][22]. - The technology's compatibility with existing production processes lowers the barriers to mass production, enabling rapid scaling to meet GWh-level demand [26][32]. Group 5: Future Outlook - As semi-solid batteries enter a GWh-level production era, the advantages of ShouNeng Technology's gel electrolyte route position it as a key player in the market, addressing both safety and commercialization challenges [32].