作者 | 蒋波 编辑 | 韩成功、王东 有人戏言：锂电行业有两把火，一把火是固态电池的火热，一把火是锂电池起火。 今年以来，固态电池几乎是每一场行业活动必谈的话题。固态电池技术突破、量产的消息更是从未断绝，资本市场对固态电池概念疯狂追捧，炒作一波接 一波： 一方面，资金不断密集"投喂"固态电池，数据显示，今年以来，共发生40余起固态电池投融资事件，投资机构不仅有国家制造业转型升级基金等国家级资 本，也有工银投资、紫金矿业等大型金融及产业机构，还不乏梅花创投等知名创投机构，甚至还有沙特阿美等国际巨头。 华夏能源网（公众号hxny3060）注意到，行业不少专家呼吁，对固态电池的安全性问题不可绝对化，固态电池同样存在安全隐患；随着科技创新突破，液 态锂电池的性能在大幅提升，鼓吹"固态电池必然替代液态电池"的说法不符合实情。这些理性、客观的声音，此时显得非常有价值。 安全之辩：固态电池就是"大爆竹" 冬天续航腰斩、充电苦等半小时、隔三差五还能刷到电动车自燃新闻——网上对新能源车主的调侃，直戳他们的心窝子。 但网上说起固态电池，就整齐划一地捧上"终极解决方案"光环：能量密度是传统液态电池的2倍以上，电动车续航破千公里轻 ...

Core Insights - The first large-capacity all-solid-state battery production line in China has been completed and is currently undergoing small-scale testing [1] - The all-solid-state battery technology is seen as a significant breakthrough in addressing "range anxiety" and "safety concerns" in the electric vehicle industry [1][3] - The energy density of the newly developed all-solid-state battery is nearly double that of existing batteries, enabling vehicles with over 500 kilometers of range to achieve more than 1000 kilometers [1] Industry Developments - The all-solid-state battery is referred to as the "holy grail of next-generation battery technology" due to its higher energy density and inherent safety compared to traditional liquid lithium batteries [3] - The technology has been included in national strategic initiatives, highlighting its importance for high-quality development in the new energy storage manufacturing sector [3] - No company globally has yet commercialized all-solid-state batteries, but several companies, including CATL and Changan Automobile, have set timelines for production and testing between 2025 and 2027 [3][4] Company Progress - GAC Group has established the first large-capacity all-solid-state battery production line, with plans for small-scale vehicle testing by 2026 and mass production between 2027 and 2030 [1] - SAIC Group's all-solid-state battery production line in Shanghai is set to achieve sample production by the end of this year, with vehicle testing planned for next year and mass production by 2027 [6] - Penghui Energy has completed its all-solid-state battery pilot line, while Baichuan Co. is monitoring the technology's development without current plans for mass production [6]

Core Insights - The solid-state battery technology is making significant progress, with GAC Group establishing the first large-capacity solid-state battery production line in China, capable of mass production of automotive-grade solid-state batteries with over 60Ah capacity [1] - The energy density of the newly developed solid-state batteries is nearly double that of existing batteries, enabling vehicles with over 500 km range to achieve over 1000 km after usage [1] - The industry anticipates small-scale vehicle testing by 2026 and gradual mass production from 2027 to 2030 [1] Industry Developments - Solid-state batteries are referred to as the "holy grail of next-generation battery technology," offering higher energy density, inherent safety, longer lifespan, and wider temperature range compared to traditional liquid lithium batteries [2] - No company has yet commercialized solid-state batteries globally, but several companies, including CATL and Changan Automobile, plan to achieve vehicle integration by 2027, with Changan's battery safety improved by 70% over liquid batteries [2] - The industry expects a peak in pilot production lines in 2026, with small-scale commercialization starting in 2027 and a potential market scale of 100 GWh by 2030 [3] Company Updates - SAIC Group announced that its solid-state battery production line in Shanghai has been fully operational, with sample production expected by the end of this year and vehicle testing in 2024, aiming for mass production in 2027 [4] - Penghui Energy confirmed that its solid-state battery pilot line is operational, with results pending further evaluation [4] - Baichuan Co. has conducted research on solid-state battery technology but has not yet achieved mass production, indicating ongoing monitoring of industry developments [4]

Core Insights - The first large-capacity all-solid-state battery production line in China has been completed and is currently undergoing small-scale testing [1] - The all-solid-state battery technology is seen as a significant breakthrough in addressing "range anxiety" and "safety concerns" in the electric vehicle industry [1] - The energy density of the newly developed all-solid-state battery is nearly double that of existing batteries, enabling vehicles with over 500 kilometers of range to achieve more than 1000 kilometers [1] Industry Developments - Currently, no company globally has commercialized all-solid-state batteries, but several companies have set timelines for production and testing [2] - Companies like CATL and Changan Auto plan to achieve vehicle integration by 2027, with Changan's battery safety improved by 70% compared to liquid batteries [2] - The industry is expected to see a peak in pilot production lines in 2026, with small-scale commercialization anticipated by 2027 and a potential market scale of 100 GWh by 2030 [2] Technological Advancements - The transition from laboratory to pilot production for all-solid-state batteries is accelerating, with multiple companies initiating pilot line construction [3] - Key challenges include material systems, manufacturing processes, and cost reduction, with ongoing engineering validation of core processes [3] - The demand for equipment is expected to rise as pilot lines transition to GWh-level production, benefiting equipment manufacturers [3] Company Updates - SAIC Group has achieved full connectivity of its all-solid-state battery production line in Shanghai and plans to conduct vehicle testing in 2023 [4] - Penghui Energy has established its pilot line for solid-state batteries, with results pending further evaluation [4] - Baichuan Co. is monitoring the development of solid-state battery technology but has not yet initiated mass production [4] - The Chinese Association for Science and Technology emphasizes the need to overcome technical bottlenecks in manufacturing costs and lifecycle for solid-state batteries [4]

国内已建成首条大容量全固态电池产线，目前正在小批量测试生产。 在新能源汽车产业迈向"续航焦虑"与"安全痛点"双重突破的关键节点，全固态电池技术迎来里程碑式进展。据 央视新闻报道，在广汽集团，国内首条大容量全固态电池产线建成，这在行业内率先具备了60安时以上车规级 全固态电池的批量量产条件。 广汽集团平台技术研究院新能源动力研发负责人祁宏钟表示，现在开发的全固态电池的能量密度比现有的电池 能量密度高了接近一倍。500公里以上续航的车使用之后达到1000公里以上的续航。计划是2026年可以进行小 批量的装车实验，2027年到2030年期间，可以逐步地进行批量生产。 固态电池产业化加速 固态电池，被业内称为"下一代电池技术的圣杯"。相比传统液态锂电池，它用固态电解质取代了易燃的液态电 解液，不仅能量密度更高，还具备本质安全、长寿命、宽温域等优势。正因如此，它被写入《新型储能制造业 高质量发展行动方案》，成为国家战略级技术攻关方向。 不过，当前全球范围内尚未有一家公司的全固态电池进入商业验证阶段。从量产时间表上看，宁德时代、中创 新航计划2027年实现全固态电池装车；长安汽车计划2025年底首发样车，2027年量产， ...

以下文章来源于亿欧汽车 ，作者彭苏平 亿欧汽车 . 专注汽车出行领域科创报道与投资价值研究 将投中网设为"星标⭐"，第一时间收获最新推送 中国企业有望率先蹚出一条固态电池的规模化量产之路。 作者丨 彭苏平 编辑丨 郝秋慧 来源丨 亿欧汽车 固态电池是今年新能源领域最火热的细分赛道。 过去半年里，二级市场上固态电池概念已经上演了一番翻倍的激烈行情。 据Wind统计，固态电池概 念权重达65%的广发国证新能源车电池ETF近期20个交易日内累计净流入已超65亿元，资金的热情 可见一斑。 一级市场上，在前两年的相对寂静之后，今年固态电池初创公司也继续得到了资金支持，头部企业卫 蓝新能源完成了D+轮融资，此外，欣界能源、中固时代、深安锂能等初创公司还拿到了早期融资。 那次调研形成结论之后，中国科学院院士、清华大学教授欧阳明高牵头成立了中国全固态电池产学研 协同创新平台，政府则推出了一项60亿元的固态电池专项刺激计划。 市场信息显示，去年宁德时代、比亚迪、一汽、上汽、卫蓝新能源和吉利等六家企业获得了政府的基 础研发支持，而今年9月，这批固态电池研发的"先遣部队"也迎来了 研发专项的审查评估，而通过 审查的项目将获得后续拨 ...

Core Insights - Solid-state batteries are currently the hottest segment in the new energy sector, attracting significant market interest and investment [1][17][18] - The Chinese government is actively supporting the development of solid-state batteries through policies and funding, aiming for large-scale production [2][5][19] Market Dynamics - In the secondary market, the solid-state battery concept has seen a dramatic increase, with over 6.5 billion yuan net inflow into the Guangfa Guozheng New Energy Vehicle Battery ETF in the last 20 trading days [1][18] - Major companies like CATL, BYD, and others have received government support for foundational research in solid-state batteries [5] Technological Advancements - Solid-state batteries are considered the "ultimate form" of lithium batteries, offering improved safety and energy density due to the use of solid electrolytes [4][9] - Various companies are exploring different technological routes for solid-state batteries, including sulfide, oxide, and polymer electrolytes, each with its own advantages and challenges [10][11] Industry Collaboration - The establishment of the China All-Solid-State Battery Industry-Academia-Research Collaborative Innovation Platform indicates a concerted effort among academia, industry, and government to advance solid-state battery technology [4] - Companies are accelerating their R&D efforts, with CATL expanding its solid-state battery research team from under 100 to over 1,000 members [6] Product Development - Several companies, including Xinwangda, have begun to release solid-state battery products, with Xinwangda's polymer solid-state battery achieving an energy density of 400 Wh/kg [7][10] - The industry is currently in the product development phase, with expectations for commercial viability to emerge in the coming years [8][19] Future Outlook - The consensus within the industry is that while solid-state batteries are promising, they are still several years away from mass production, with a common delivery timeline set around 2027 for small-scale demonstrations [11][19] - The focus on solid-state batteries is expected to extend beyond automotive applications to sectors like aviation and robotics, where energy density and safety are critical [15][16]

Core Insights - The 2025 New Energy Battery Industry Development Conference aims to promote the lithium battery industry towards clusterization and high-quality development, showcasing China's leading position in the global new energy battery sector [2][3] Industry Growth and Statistics - China's renewable energy installed capacity reached 2.159 billion kilowatts by June 2023, a year-on-year increase of 30.6%, accounting for 59.2% of the total installed capacity [2] - In 2024, China's production and sales of new energy vehicles are expected to exceed 10 million units, maintaining a global leadership position [2] - The new energy storage installed capacity reached 73.76 million kilowatts/168 million kilowatt-hours, with a global market share exceeding 40% [2][3] Technological Advancements - The lithium battery technology has achieved large-scale commercial application, with new technologies like solid-state batteries and sodium-ion batteries accelerating validation and implementation [3] - The newly launched polymer solid-state battery "Xin·Bixiao" has an energy density of 400 Wh/kg and a cycle life of 1200 weeks under ultra-low pressure [4] - China has maintained over 70% of the global lithium battery shipment volume for eight consecutive years, with leading domestic companies generating over 40% of their revenue from overseas markets [4] Safety and Charging Efficiency - Safety remains a critical focus, with experts emphasizing the need for robust safety measures and the development of non-flammable electrolytes [5] - The "supercharging technology" is being discussed as a solution to improve charging efficiency, allowing for better resource allocation in charging stations [6] Collaborative Innovation - The industry is encouraged to pursue collaborative innovation across the supply chain to enhance competitiveness, with a focus on cost reduction and efficiency improvement [8] - The importance of establishing a comprehensive recycling system for retired batteries is highlighted, with 22 national standards already published to guide the recycling process [9] Future Outlook - The potential of the battery recycling market is significant, with efforts to standardize prices and ensure safe transportation to promote industry regulation [10] - The emphasis on smart manufacturing is seen as essential for upgrading the battery industry, aiming for high-end, intelligent, and green development [10]

Group 1 - The company plans to invest up to 48.16 million USD in the second phase of its green energy lithium battery factory in Thailand, with a total planned capacity of 17.4 GWh, pending regulatory approvals [1] - The joint venture with Li Auto aims to deepen business cooperation, as Li Auto is an important customer for the company's power battery business [2] - The company submitted its A1 prospectus to the Hong Kong Stock Exchange on July 30, 2025, and is awaiting further feedback while needing to meet various regulatory conditions for the IPO [3] Group 2 - The company launched a new polymer solid-state battery product named "Xin·Bixiao," achieving an energy density of 400 Wh/kg and a cycle life of 1,200 weeks under ultra-low pressure [4] - The proportion of silicon-carbon anode batteries in the company's shipments is continuously increasing, with expectations for silicon content to exceed 10% next year [5] - Expected growth in the power battery business next year includes increased market share from existing customers and mass production from new clients such as Volvo and Volkswagen [6]

Core Viewpoint - Solid-state batteries are considered the ultimate form of power batteries due to their high thermal stability and potential for long-range and safety, but they face significant challenges in technology, manufacturing, and cost that hinder large-scale production in the short term [4][8][27]. Summary by Sections Recent Developments - Several second- and third-tier battery manufacturers, along with automakers like Chery, have announced advancements in solid-state battery research, indicating a potential for mass production [5][7]. - On October 23, XINWANDA unveiled its solid-state battery "XIN·BIXIAO" with an energy density of 400 Wh/kg, compared to 200-250 Wh/kg for mainstream lithium iron phosphate batteries and 250-300 Wh/kg for ternary lithium batteries [5][6]. - Chery showcased its self-developed "Rhino S" all-solid-state battery module with an energy density of 600 Wh/kg, promising a range of 1200-1300 km, with plans for mass production by 2027 [7]. Industry Challenges - Despite the excitement, industry leaders like CATL have stated that solid-state batteries will not achieve small-scale production until 2027 and large-scale production until 2030 [9]. - Technical challenges include poor ionic conductivity of solid electrolytes and high interfacial resistance, which complicate large-scale production [10][11]. Material and Manufacturing Issues - The choice of materials for solid-state batteries is contentious, with current trends favoring sulfide electrolytes due to their high ionic conductivity, despite their sensitivity to moisture and complex manufacturing processes [15][16][17]. - The negative electrode materials are also not mature, with silicon-carbon composites being used, which can lead to reduced cycle life due to expansion during lithium-ion intercalation [22]. Cost and Commercial Viability - The cost of solid-state batteries is currently 5-10 times higher than that of liquid batteries, making it difficult for both automakers and consumers to adopt them [24]. - The significant changes required in manufacturing processes and equipment for solid-state batteries pose additional barriers to entry for many companies [23]. Market Dynamics - The push for solid-state batteries is driven by second- and third-tier manufacturers seeking to disrupt the market dominated by CATL, while automakers hope to gain leverage in negotiations [26]. - Recent incidents of electric vehicle fires have heightened consumer interest in safer battery technologies, further fueling the demand for solid-state batteries [26].