格隆汇12月22日丨三祥新材(603663.SH)在投资者互动平台表示，目前技术完成实验验证。目前氧化物 电解质已通过下游客户测试验证，暂时具备实验室送样能力。 ...

三祥新材12月22日在互动平台表示，目前技术完成实验验证。目前氧化物电解质已通过下游客户测试验 证，暂时具备实验室送样能力。 三祥新材12月22日在互动平台表示，目前技术完成实验验证。目前氧化物电解质已通过下游客户测试验 证，暂时具备实验室送样能力。 ...

每经AI快讯，12月22日，三祥新材（603663）在互动平台表示，目前氧化物电解质已通过下游客户测 试验证，暂时具备实验室送样能力。 ...

Core Viewpoint - The article discusses the evolution and advantages of oxide electrolytes in solid-liquid batteries, highlighting their commercial viability and potential to replace traditional liquid batteries in the future [11][83]. Group 1: Evolution of Oxide Electrolytes - Oxide electrolytes have a history of over 60 years, being the earliest solid-state electrolytes discovered [11]. - Initial discoveries in the 1960s showed that certain refractory materials could exhibit conductivity under specific conditions, leading to the exploration of oxides as battery electrolytes [11][12]. - The development of lithium oxides in the 1990s marked a significant shift in research focus, resulting in various oxide electrolyte types [15][16]. - Lithium lanthanum titanate (LLTO) was synthesized in 1987, demonstrating a significant improvement in conductivity compared to earlier oxides [22][23]. - LLTO has been successfully used in commercial applications, such as in the NIO ET7 and Zhiji L6 vehicles [33]. Group 2: Advantages of Oxide Electrolytes - Oxide electrolytes are more compatible with liquid electrolytes compared to sulfide and polymer electrolytes, which enhances their performance in solid-liquid batteries [47][49]. - They exhibit high stability and can withstand high temperatures (up to 800°C) without degradation, making them safer and more reliable [59][63]. - The production process for oxide electrolytes is less complex and requires lower investment compared to sulfide electrolytes, leading to lower costs and easier scalability [67][69]. - The cost of oxide solid-liquid batteries is currently only 5-10% higher than that of liquid batteries, with potential for further cost reductions [69]. Group 3: Challenges and Future Prospects - While oxide electrolytes excel in solid-liquid batteries, they face challenges in full solid-state battery applications due to interface issues [75][78]. - Research is ongoing to combine oxide and polymer electrolytes to create composite solid-state electrolytes that can leverage the strengths of both materials [82]. - The future of solid-liquid batteries depends on overcoming the conductivity limitations of oxide electrolytes to enhance fast-charging capabilities [85][86].

Core Viewpoint - The article highlights the upcoming 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony, emphasizing the focus on new technologies and the establishment of a new ecosystem in the solid-state battery sector [2][6]. Event Overview - The event will take place on November 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, featuring over 1000 participants and various industry leaders [6][8]. - The conference will include a series of presentations and discussions on advancements in solid-state battery technology, with notable speakers from leading companies and research institutions [8][10]. Company Highlights - Shenzhen Boyue New Materials Technology Co., Ltd. is a key supporter of the event, focusing on the research, production, and sales of solid-state electrolytes and lithium-ion battery materials [2][3]. - The company has developed a high-purity lithium oxide product with a purity of 99.5% and plans to establish the world's first fully automated lithium oxide production line with a capacity of thousands of tons [3]. - Boyue's sulfide electrolyte products, particularly lithium phosphorus sulfide chloride (LPSC), are positioned to address production cost challenges, with anticipated costs dropping below 300,000 yuan per ton and purity reaching 99.9% [4]. Product Innovations - The company is advancing its lithium supplementing agents, which have been integrated into most domestic lithium supplement manufacturers, significantly reducing costs and enhancing efficiency [3]. - The development of oxide electrolytes focuses on lithium aluminum titanium phosphate (LATP), utilizing proprietary precursor development to achieve low impurity levels and high ionic conductivity [3]. - Boyue is also innovating in the area of sulfide electrolytes, improving air stability and ionic conductivity through advanced doping techniques and nanomaterial processing [4]. Forum Agenda - The agenda includes various specialized sessions on solid-state battery technologies, with topics ranging from manufacturing challenges to material innovations, featuring experts from different sectors [8][10]. - Key discussions will cover the latest advancements in solid-state battery materials and manufacturing processes, aiming to foster collaboration and innovation within the industry [10]. Awards and Recognition - The event will culminate in the Golden Ding Award Ceremony, recognizing outstanding contributions in the solid-state battery field, including categories for innovation in materials and technology [10].

Core Viewpoint - The company has made significant progress in the production capacity of solid-state electrolytes, completing the construction of a pilot line for oxide electrolytes and a small-scale trial line for sulfide solid-state electrolytes, achieving stable production at the ton level and receiving certifications from several key downstream customers [1] Group 1 - The company has completed the construction of a pilot line for oxide electrolytes with an annual production capacity of 100 tons [1] - The company has also established a small-scale trial line for sulfide solid-state electrolytes with a production capacity of several tons [1] - The company has achieved stable production of solid-state electrolytes at the ton level [1] Group 2 - The company has received certifications and has begun the introduction of its products to multiple key downstream customers [1]

Core Viewpoint - The company has made significant progress in the production capacity of solid-state electrolytes, completing the construction of a pilot line for oxide electrolytes and a small-scale trial line for sulfide solid-state electrolytes, achieving stable production at the ton level and receiving certifications from several key downstream customers [1] Group 1 - The company has completed the construction of a pilot line for oxide electrolytes with an annual production capacity of 100 tons [1] - The company has also established a small-scale trial line for sulfide solid-state electrolytes with a production capacity of several tons [1] - The company has achieved stable production of solid-state electrolytes at the ton level [1] Group 2 - The company has received certifications and has begun the introduction of its products to multiple key downstream customers [1]

Core Viewpoint - The company has made comprehensive arrangements in the field of solid-state batteries, indicating a strong commitment to research and development in advanced battery materials and technologies [1] Summary by Relevant Categories Technology Development - The company has a stake in XinYuanBang, which has achieved a production capacity of hundreds of tons for oxide electrolytes and has shipped ten tons [1] - Sulfide electrolytes are expected to have ton-level shipments by 2025 [1] - The company has developed both oxide composite and polymer composite solid electrolyte membranes, which enhance the cycle life and reduce impedance of semi-solid-state batteries, significantly improving safety [1] Product Applications - The semi-solid-state batteries using high nickel ternary systems can pass the 160°C thermal box test and puncture test, greatly enhancing battery safety [1] - The company has developed various types of rigid skeleton membranes, including high-strength heat-resistant composite skeleton membranes and high porosity skeleton membranes, which can be used to produce flexible polymer solid-state batteries and organic-inorganic composite solid-state batteries [1] Market Strategy - The company is focused on the research and application of cutting-edge materials in the battery field and plans to increase investment in R&D and market development for solid-state batteries [1] - Related products have been sent to leading battery companies for sampling [1]

Core Viewpoint - The solid-state battery sector is experiencing significant growth, driven by advancements in technology and increasing market demand, positioning it as a new investment opportunity following the semiconductor and lithium battery industries [1][2][3] Group 1: Market Trends - The solid-state battery index has risen by 23.31% since August, with a cumulative increase of over 50% this year, indicating strong market momentum [1] - Solid-state batteries are transitioning from laboratory concepts to engineering phases, marking a critical period for commercialization [2][3] Group 2: Technological Advancements - The engineering maturity of solid-state batteries is validated by commercial applications, such as the semi-solid battery used in SAIC's vehicles and partnerships like that of Volkswagen and QuantumScape [2][3] - The production landscape is expected to see differentiated progress, with oxide and polymer technologies likely to achieve mass production first, while sulfide technologies face technical challenges [2][4] Group 3: Investment Opportunities - Investment opportunities in the solid-state battery supply chain are characterized by varying stages of technological maturity and commercialization, necessitating a systematic approach to stock selection [4][5] - The equipment segment requires significant capital investment, with costs for domestic production lines ranging from 500 million to 1 billion RMB per GWh, reflecting the complexity of the technology [4][5] - Traditional material companies are exploring transitions to solid-state production, leveraging existing capacities and supply chains to capture new market opportunities [6] Group 4: Future Market Potential - Predictions suggest that by 2030, solid-state batteries could achieve a market penetration rate exceeding 30%, potentially reaching TWh levels, which would drive demand for upstream equipment and materials [7][8] - The market for solid-state batteries could exceed hundreds of billions in scale, contingent on technological validation, cost optimization, and rational valuation [8]

Core Viewpoint - The company Xinzhou Bang (300037) has established a solid-state electrolyte material research, testing, and production platform through its subsidiary Shenzhen Xinyuanbang Technology Co., Ltd. [1] Group 1 - The oxide electrolyte has reached the stage of mass production and sales [1] - Other types of electrolyte technologies are also being developed and produced [1] - The company is actively planning future production capacity based on customer demand [1]