Core Viewpoint - The article discusses the challenges and advancements in all-solid-state batteries, emphasizing the importance of solid-solid interface contact and the need for material and equipment improvements to achieve commercial viability [2][10][24]. Group 1: Technical Challenges - All-solid-state batteries face significant challenges, particularly the solid-solid interface issues, which are critical for achieving effective ion transport and overall battery performance [3][5]. - The solid-solid interface must maintain effective contact during both manufacturing and operational phases, which is complicated by the expansion of materials during charge and discharge cycles [4][5]. - The performance of all-solid-state batteries is contingent upon achieving a weight loss rate of less than 1% under specific testing conditions, as outlined by the China Automotive Engineering Society [2]. Group 2: Material Considerations - Sulfide-based solid electrolytes are currently the primary focus for all-solid-state battery development, but they face challenges such as air sensitivity and high production costs [10][11]. - The cost reduction of lithium sulfide, a key material for solid electrolytes, is crucial for the commercialization of all-solid-state batteries, with current prices around 1000 CNY/g and a target of 500,000 CNY/ton as a potential industrialization inflection point [11][12]. - The stability of sulfide electrolytes is a concern due to their tendency to produce toxic hydrogen sulfide when exposed to moisture, necessitating controlled production environments [10][11]. Group 3: Equipment and Manufacturing - The manufacturing process requires specific pressures to ensure solid-solid contact, with external pressures during electrode preparation typically ranging from tens to hundreds of MPa, while operational stacking pressures are usually below 10 MPa [13][21]. - The use of isostatic pressing is highlighted as a method to achieve the necessary pressures during manufacturing, but scalability remains a challenge for large-scale production [19][21]. - Dry electrode technology is noted for its potential to enhance safety and energy density by eliminating solvent-related risks, although challenges remain in achieving consistent quality and efficiency in production [22][24]. Group 4: Industry Outlook - The all-solid-state battery industry is in its early stages, akin to the initial phase of the electric vehicle market around 2009-2010, with significant developments expected in the coming years [25][31]. - Key milestones include major companies like BYD and CATL planning to launch all-solid-state battery production lines and products by 2025-2030, indicating a growing commitment to this technology [32][34]. - The article suggests that achieving a cycle life of 1000 cycles may be a preliminary target for all-solid-state batteries, which is essential for their acceptance in consumer applications [10][24].

Investment Rating - The report rates the electric equipment industry as "Positive" [3] Core Viewpoints - The all-solid-state battery industry is currently in its initial development stage, with significant challenges related to material and equipment that need to be overcome for mass production [2][36] - The report suggests that the all-solid-state battery may be at a similar stage to the new energy vehicle industry in 2009-2010, characterized by policy catalysis, technology convergence, and supply chain improvement [36] - It is anticipated that small-scale production of all-solid-state batteries may begin around 2027, with large-scale production expected after 2030 [36] Summary by Sections Industry Overview - The all-solid-state battery technology has made initial progress, primarily focusing on sulfide electrolytes, but faces significant challenges, particularly with the solid-solid interface [2][10] - The report identifies the solid-solid interface as a critical issue, which is influenced by both material properties and manufacturing processes [10][20] Material Challenges - The main materials for all-solid-state batteries include solid electrolytes, with sulfide electrolytes being the focus. Key challenges include air sensitivity and the need for cost reduction [18] - The cost of lithium sulfide, a core material, is currently high due to limited production capacity, with prices previously at 1000 RMB/g and expected to reach 500,000 RMB/ton as a potential industrialization milestone [18] Equipment and Manufacturing - The report highlights the importance of pressure in both the manufacturing and operational phases of all-solid-state batteries, with specific attention to the need for appropriate stacking pressure to ensure effective ion transport [20][23] - Equipment such as isostatic pressing is crucial for maintaining solid-solid contact during manufacturing, but scalability remains a challenge [23][26] Performance Metrics - The report emphasizes that the core performance metrics for all-solid-state batteries will focus on cycle stability and rate performance, particularly after multiple cycles of use [28] - Current industry standards suggest that single-cell power batteries should achieve a cycle life of 1000-1500 cycles, with a capacity retention rate of at least 80% [27][28]

Core Viewpoint - The lithium battery industry is experiencing an urgent demand for innovation in processes and equipment, with companies racing to adopt new technologies like dry electrode processes and solid-state batteries to capture market share and disrupt existing market structures [4][6]. Group 1: Dry Process Technology - The success of dry process technology is not merely about equipment but requires a systemic innovation involving materials, processes, and equipment [5]. - The goal of Qingyan Electronics is to control the density fluctuation of dry film to within 0.3%, matching the top levels of wet coating machines [5]. - By 2027, it is expected that dry electrode technology will enter a phase of industrialization, with more companies investing in production lines [5][24]. Group 2: Industry Challenges and Developments - Companies like Guoxuan High-Tech are facing significant challenges in engineering and scaling up production lines for semi-solid batteries, indicating that adjustments to existing wet production lines are insufficient [6]. - The dry process offers clear advantages, such as eliminating solvents, which leads to cost reductions and environmental benefits, while also improving electrode density and energy density [7]. - The integration of multiple production steps into a streamlined process significantly reduces production and investment costs, as seen in Tesla's adoption of this technology [7]. Group 3: Qingyan Electronics' Position - Qingyan Electronics has demonstrated three core advantages: deep technical roots from Tsinghua University, strong industry collaboration, and leading scale validation with the first fully automated dry electrode production line of 0.1 GWh launched in April 2025 [8]. - The company has achieved a material discharge rate of 99.5%, significantly higher than the industry average of about 95%, which is crucial for batch stability and precision [9]. - Qingyan's second-generation equipment has improved the uniformity of film density, targeting a fluctuation control of 0.3%, which is a leading level compared to wet coating machines [10]. Group 4: Market Trends and Future Outlook - The demand for dry process technology is particularly strong among automotive manufacturers, driven by cost considerations and the influence of companies like Tesla [22]. - The market for dry process technology is expected to grow, with both new production lines and retrofitting of existing wet lines being viable options, although the immediate focus is on new capacity [23]. - The anticipated timeline for large-scale industrialization of dry electrode technology is set for 2027, marking a pivotal year for the industry [24].

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 设备环节， 物料自动化系统供应商宏工科技与深圳清研电子科技达成战略合作。 宏工科技服务于宁德时代、比亚迪等电池制造商，其专长在于前段工序的物料处理。清研电子脱胎于深圳清华大学研究院的储能实验室，其首条 0.1GWh 干法电极产线据称已于今年 4 月投产。 双方合资成立了清研宏工智能装备科技（深圳）有限公司，目标是推动干法电极前段技术的规模化应用。 据披露， 双方已在核心的 " 原料纤维化 " 设备研发上取得进展，其联合开发的混合均质一体机性能达到行业先进水平 ，并已完成适配不同产能的 量产设备开发。 此前， 清研电子已联手高精度辊压设备商纳科诺尔组建合资公司清研纳科，聚焦干法工艺的中后端，即辊压成膜。 清研电子及其伙伴着力 ...