近期，在国内举办的几场电池行业大会上，掀起了关于固态电池商业化的大讨论。在资本狂热追逐 全固态电池时，固液混合电池（即半固态电池）却成为车企与电池厂眼中更"接地气"的选择。 蜂巢能源董事长杨红新认为，全固态电池的资本炒作过热，其距离大规模车载应用还有很长的路要 走。相反，半固态电池技术会长期存在，并在三元领域成为主流的技术。他表示，蜂巢能源为某车 企开发的半固态电池本月（11月）已在量产线上批量生产，并计划明年在中高端车型上大规模应 用。赣锋锂业董事长李良彬也透露，赣锋锂业已实现规模化生产的半固态电池（能量密度约 300Wh/kg）拥有4GWh的产线。 当 全 固 态 电 池 仍 困 于 实 验 室 与 资 本 泡 沫 时 ， 半 固 态 电 池 正 以"安全可控、成本可接受"的姿态，成为车企与电池厂眼中的 务实之选。 作者：王帅国 封图：图虫创意 这些来自产业一线的声音，折射出中国新能源行业对固态电池技术路线的理性态度。当全固态电池 仍困于实验室与资本泡沫时，半固态电池正以"安全可控、成本可接受"的姿态，成为车企与电池 厂眼中的务实之选。 从理想回归现实 当 前 动 力 电 池 产 业 面 临 着 一 个 ...

Core Viewpoint - The discussion around solid-state battery commercialization is heating up, with mixed solid-liquid batteries being viewed as a more practical choice by automakers and battery manufacturers, despite the hype surrounding all-solid-state batteries [2][3]. Group 1: Industry Perspectives - Hive Energy's chairman, Yang Hongxin, believes that the hype around all-solid-state batteries is excessive and that mixed solid-liquid batteries will become the mainstream technology in the ternary field [2]. - Ganfeng Lithium's chairman, Li Liangbin, announced that they have achieved large-scale production of mixed solid-liquid batteries with an energy density of approximately 300Wh/kg and a production line capacity of 4GWh [2]. - The industry is adopting a rational attitude towards solid-state battery technology, with mixed solid-liquid batteries being seen as a safe and cost-effective option [2]. Group 2: Technical Developments - The current lithium battery industry faces a contradiction: mainstream liquid lithium batteries are nearing their theoretical energy density limit of 300Wh/kg, while all-solid-state batteries, despite their potential, face numerous challenges [3]. - The mixed solid-liquid battery technology offers a balance between safety and performance by incorporating solid electrolytes while retaining some liquid electrolytes for ionic conductivity [3]. - The cost of retrofitting existing production lines for mixed solid-liquid batteries is estimated to be only 30% to 40% of the cost of building new all-solid-state battery production lines [3]. Group 3: Market Trends - The China Automotive Engineering Society predicts that by 2026, the number of vehicles equipped with mixed solid-liquid batteries will reach 100,000, indicating a shift from demonstration to large-scale application [5]. - Major battery companies in China have established approximately 5GWh of dedicated production lines for mixed solid-liquid batteries, with plans to increase capacity to over 20GWh next year [6]. - The initial application of mixed solid-liquid batteries will be in high-end models priced above 300,000 yuan, gradually expanding to the mid-range market [6]. Group 4: Safety and Applications - The mixed solid-liquid battery technology has shown significant advancements in user experience, with electric vehicles achieving a range of 800 to 1,000 kilometers and fast-charging capabilities [4]. - Safety remains a core focus in battery technology development, with mixed solid-liquid batteries offering inherent safety advantages by reducing the amount of liquid electrolyte, thus lowering risks of leakage and thermal runaway [8]. - The expansion of application scenarios, such as in the low-altitude economy, aligns well with the technical advantages of mixed solid-liquid batteries, which meet stringent requirements for energy density, power density, and safety [9].

填补行业空白《汽车数据出境安全评估方法》团体标准发布 11月15日，据中国汽研消息，近日，由中国出入境检验检疫协会综合质量服务标准化技术委员会 （CIQA/TC12）组织起草的《汽车数据出境安全评估方法》（T/CIQA131—2025）团体标准正式批准发 布，标准自发布之日起实施。该标准由中国汽研牵头起草工作，联合赛力斯集团、比亚迪汽车、中国第 一汽车等25家行业领军企事业单位共同完成编制，填补了汽车行业数据出境安全评估的具体操作标准空 白，为企业合规出海提供了明确指引。 智通财经汽车：此举将降低企业合规成本。 江苏汽车焕新促消费补贴标准上调 最高补贴1万元 11月15日，记者从江苏省商务厅获悉，为满足消费者购买需求，激发消费潜力，提高汽车消费惠利，11 月至12月江苏汽车焕新促消费活动再加力，补贴标准全面大幅提高，买新车补贴最高可达1万元，此前 是8000元。此次补贴标准调整覆盖9月5日活动开展以来已提交汽车焕新促消费补贴申请的消费者。补贴 名额先到先得，申领额度用完即止。 智通财经汽车：在多数地区"地补"暂停的背景下，江苏"逆势"加码补贴力度。 智通财经汽车：新能源电池技术将形成全新产业格局。 乘联分会崔 ...

Core Insights - The Chinese chemical and physical power source industry is experiencing a transformative leap in new energy battery technology, moving from a parallel development phase to a leading position driven by innovation [1] Industry Summary - Current new energy battery technology is in a critical exploration phase, with solid progress in liquid battery foundations and breakthroughs in solid-state battery research [1] - Innovation is identified as the core driver to address resource constraints, safety challenges, and cost pressures within the industry [1] - The acceleration of mainstream technology iteration is evident, with the next breakthrough focusing on solid-state battery technology, and the large-scale deployment of hybrid solid-liquid batteries is imminent [1] - The industry is evolving from a singular focus on automotive power applications to a multi-scenario energy carrier approach, necessitating global collaboration across the supply chain for significant breakthroughs [1]

Core Viewpoint - The focus of the industry is shifting back to "traditional" liquid batteries, particularly lithium iron phosphate (LFP) batteries, despite the anticipated breakthroughs in solid-state battery technology. This shift is driven by the need for immediate profitability and the growing demand for energy storage solutions, which LFP batteries can effectively meet [1][9]. Group 1: Solid-State Battery Developments - The solid-state battery sector has seen significant stock price increases for companies like Sandi Intelligent and Yiwei Lithium Energy, indicating a market reevaluation [1]. - At the 2025 World Power Battery Conference, industry leaders discussed the challenges and timelines for solid-state battery commercialization, with estimates ranging from 2027 for small-scale demonstrations to 2035 for widespread adoption [6][11]. - Industry experts caution against overhyping minor advancements in solid-state technology, emphasizing the need for a realistic timeline and a conducive environment for research and development [4][5]. Group 2: Liquid Battery Resurgence - The LFP battery technology, which has been around for about 20 years, is experiencing renewed interest due to its cost-effectiveness and maturity in the market [3][9]. - LFP batteries are noted for their high safety, low cost, and long cycle life, making them suitable for current energy storage demands [9][12]. - The market for LFP batteries is projected to grow significantly, with estimates indicating that by 2024, LFP will account for over 80% of the combined power and storage applications [12]. Group 3: Industry Dynamics and Future Outlook - The recent actions of leading companies like CATL signal a strategic focus on both solid-state and LFP technologies, indicating a balanced approach to innovation and market needs [10][11]. - The energy storage market is expected to reach a trillion-yuan scale, driven by the increasing demand for new energy storage solutions [12]. - The industry is witnessing a shift in focus from solid-state to liquid batteries, as the latter continues to meet immediate market needs effectively [1][12].

Core Insights - The 2025 World Power Battery Conference opened in Yibin, Sichuan, showcasing significant advancements in the battery industry, including ten innovative achievements and eight development trends [1][5]. Group 1: Innovative Achievements - The ten innovative achievements highlight a comprehensive breakthrough in the power battery industry, focusing on stable global supply chains for key materials like cathodes and anodes, the establishment of zero-carbon factories, and improved recycling systems for low-carbon development throughout the entire lifecycle [1]. - A regulatory framework covering the entire lifecycle of batteries has been established, promoting mutual recognition of standards domestically and internationally, and enhancing international trust through tools like battery passports [1]. Group 2: Development Trends - The eight development trends indicate that material innovation will drive power batteries towards higher energy density and cost-effectiveness, with solid-liquid hybrid batteries transitioning from small-scale applications to market commercialization [5]. - All-solid-state batteries are achieving technological breakthroughs and are beginning industrial demonstration [5]. Group 3: Industry Positioning - The Chinese battery industry has transitioned from a position of catching up with foreign counterparts to leading the global market, supported by hundreds of achievements and thousands of foreign patents [3]. - The lithium battery industry is expected to expand significantly into sectors such as energy storage, shipping, AI, and low-altitude economy, indicating a broad future outlook [3].

封面新闻记者 边雪 11月11日，2025世界动力电池大会高端对话在四川宜宾"宜宾文旅号"电动旅游船上举行。长江首城宜宾再次成为全球动力电池产业的焦点：一场关于技术 路线、安全挑战与全球布局的高端对话在这里展开。 "全固态电池的突破需要时间，科学家和工程师需静心研究，不能急于求成。"俄罗斯工程院外籍院士吴志新指出，全固态电池是未来方向，但目前仍处于 科学攻坚阶段。他预测，全固态电池的商业化应用可能要到2032–2033年才能实现，而半固态电池则具备5–7年的窗口期，将成为过渡阶段的主力技术。 蜂巢能源董事长杨红新对此表示赞同你。他强调，技术应"向善"，即兼顾性能与成本。"半固态电池能在现有产线基础上快速落地，成本几乎不增加，是 当前最务实的选择。"他透露，蜂巢能源已在半固态领域实现规模化装车，并计划于2027年开展全固态电池的小规模示范应用。 "液态电池仍有潜力可挖，固液混合技术是液态电池的升级路径，而非全固态的过渡。"深蓝汽车董事长邓承浩则呼吁行业理性看待技术路线，并建议将关 注点从"全固态"转向"下一代电池"，避免因过度炒作影响消费者决策与产业投入。 动力电池产业未来发展将呈现何种趋势？如何在极端状态下也 ...

Core Insights - The concept of all-solid-state batteries is facing cautious responses from industry experts and entrepreneurs despite being popular in the capital market [1][3] - China's power battery industry has maintained its position as the world's largest for eight consecutive years, with significant sales and export growth [3] - The commercialization timeline for all-solid-state batteries is projected to be longer than anticipated, with estimates ranging from 2027 for small-scale demonstrations to as late as 2035 for large-scale commercialization [4][5] Industry Developments - In the first three quarters of this year, China's power battery sales reached 786 GWh, with exports exceeding 129 GWh, marking year-on-year growth of 48.9% and 32.75% respectively [3] - The industry is experiencing rapid technological advancements, with key innovations such as module-free battery packs and integrated battery chassis entering the market [3] - The focus on all-solid-state batteries is accompanied by the ongoing development of semi-solid batteries, which are expected to see increased application in the next 3-5 years [5] Expert Opinions - Industry leaders emphasize the need for a realistic perspective on the challenges facing all-solid-state batteries, including scientific, engineering, and cost-related hurdles [4][5] - There is a call for the industry to explore next-generation battery technologies rather than solely focusing on all-solid-state batteries, as the ultimate form of battery technology remains uncertain [5][6] - The potential of liquid batteries is still significant, with ongoing innovations expected to enhance their performance [5][6] Future Trends - A report presented at the conference outlines seven major trends in battery development, highlighting the rapid marketization of semi-solid batteries and the need for breakthroughs in all-solid-state battery technology [6] - By 2030, semi-solid batteries are expected to achieve a capacity density of over 450 Wh/kg, meeting high-performance automotive requirements [6] - The overall landscape for all-solid-state batteries is currently in a critical phase of scientific and industrial development, with expectations for pilot testing and small-scale applications by around 2030 [6][7] Conference Highlights - The 2025 World Power Battery Conference featured discussions on various industry topics, including battery recycling, quality enhancement, and international supply chain development [7] - The conference has become a significant platform for international collaboration in the battery and new energy vehicle sectors, with over 600 new technologies and products released in previous editions [7] - A total of 180 projects were signed at the conference, amounting to 861.3 billion yuan, covering key areas in green energy [7]

Core Insights - The 2025 World Power Battery Conference commenced in Yibin, Sichuan, with 180 signed projects totaling 86.13 billion RMB, focusing on key areas in green energy such as power batteries, new energy storage, photovoltaics, and digital economy [1][2] - The conference aims to promote opportunity sharing, complementary advantages, and win-win cooperation under the theme "New Vision, New Ecology, New Opportunities" [1] Industry Overview - China's power battery industry has maintained its leading position globally for eight consecutive years, with significant technological breakthroughs in areas such as module-free battery packs and integrated battery chassis entering market applications [1] - In the first three quarters of this year, China's power battery sales reached 786 GWh, with exports exceeding 129 GWh [1] Technological Developments - The conference highlighted major achievements in power batteries from 2020 to 2025, including innovations in material systems, improvements in battery performance, and the extension of application boundaries [2] - Future trends for global power battery development by 2030 were discussed, emphasizing material innovation for high energy density and cost-effectiveness, rapid marketization of solid-liquid hybrid batteries, and breakthroughs in all-solid-state battery technology [2] - The integration of AI in power battery manufacturing is expected to lead to digitalization, intelligence, and flexibility, while recycling and reuse of power batteries will shift from end-of-life management to full-chain collaboration [2] Conference Structure - The conference spans two days, featuring an opening ceremony, a general assembly, six thematic meetings, and multiple exhibition displays [2] - Thematic meetings will cover topics such as forward-looking technologies, new energy storage, recycling, innovative applications, logistics supply chain, and quality enhancement [2]

Core Insights - The 2025 World Power Battery Conference opened in Yibin, Sichuan, highlighting the rapid market transition of solid-liquid hybrid batteries from small-scale applications to commercialization [1] - Solid-liquid hybrid batteries are recognized as a significant technological route in the evolution of power battery technology due to their high safety and energy density potential [1] - By 2030, the energy density of solid-liquid hybrid batteries is expected to exceed 450Wh/kg, meeting automotive-grade high-performance requirements and entering a phase of large-scale commercial application [1] Industry Trends - The current mainstream technological directions for solid-liquid hybrid batteries include the addition of inorganic electrolytes and the partial polymerization of electrolytes [1] - Challenges remain in interface impedance, cost, and manufacturing processes for solid-liquid hybrid batteries [1]