不再有半、全固态电池之分。 2025最后一天，中国首个电动汽车用固态电池国家标准进入公示阶段。 12月31日，国家市场监管总局公开征求《电动汽车用固态电池 第1部分：术语和分类》意见，这是我国车用固态电池标准体系的首个国家标准草 案， 首次在国家层面给出固态电池的统一定义、分类方法以及判定"是否为固态电池"的量化指标。 在固态电池被资本市场和车企共同"押注"为下一代动力电池的同时，这一标准对"固态""半固态"等长期模糊使用的术语给出了清晰的边界： 只有通过特定失重率测试且满足不大于0.5%的电池，才能被认定为固态电池。 起草单位横跨整车、电池、固态路径与材料机构 按照公示稿说明，本次标准由工业和信息化部提出，全国汽车标准化技术委员会归口管理，中国汽车技术研究中心有限公司牵头，起草单位覆盖整车 企业、动力电池企业、固态电池企业、检测机构和科研院所等30余家机构。 名单中既包括宁德时代、比亚迪、国轩高科、中创新航、蜂巢能源、瑞浦兰钧、欣旺达等 主流动力电池企业 ，也包括一汽、东风、长安、北汽新能 源、奇瑞、赛力斯、岚图等 车企 ，以及卫蓝新能源、清陶能源、中汽新能等 专注固态路线的企业 ，同时还有工信部电子第五研 ...

近日，海博思创创始人、董事长、首席执行官张剑辉受邀做客央视《对话》节目，与多位 储能产业领军人物及行业专家一起，探讨中国锂电的进化路径，共话行业未来发展新图 景。 重塑商业逻辑，从价格内卷到价值深耕 "绿电加储能，或许是未来终极能源解决方式之一"，张剑辉指出，绿色低碳的发展，已成为社会 进步的标志。清洁能源替代化石能源成为不可逆转的行业发展方向，而风电、光伏等绿电作为清 洁能源的关键主体，其不稳定性与不连续性，成为制约其大规模应用的瓶颈。 在此背景下，储能 技术的重要性愈发凸显，其稳定功率输出、平滑电力波动的作用，让绿电能够更可靠地满足各类 用电需求，成为绿电并网过程中不可或缺的"稳定器"。 在全球能源转型的浪潮中，中国储能产业正处在转型升级的关键节点。当前，海外订单呈 现爆发式增长，中国企业凭借全产业链优势抢占全球市场。与此同时，被视为下一代电池 技术的固态电池也从实验室加速迈向产业化前端。中国锂电产业的主导地位能否延续？未 来增长的动力何在？ 中国企业开拓海外市场，不仅要具备极强的产品力，更要打通海外销售渠道、本地推广、属地化 运维、资产运营到电力交易的全链条闭环。当全价值链闭环成型，盈利将不再局限于设备 ...

摘要 决胜未来在于 场景理解 与融合速度 。 在全球 AI 浪潮与能源变革的交汇点上，电池产业的下一个爆发点在哪里？ 11 月 ，在 2025 高工锂电年会的 AI 圆桌论坛 上，答案的轮廓逐渐清晰。产业领袖们达成了一个 强烈共识：未来的增长将 由 新场景需求 与 AI 赋能产业升级 双引擎驱动，一场从消费电子到工业 备电、从材料研发到智能制造的深刻变革正在发生。 新场景共识：三大方向浮出水面 圆桌讨论清晰地划定了三大高增长潜力场景，它们对电池提出了超越现有电动汽车的需求： AI 穿戴设备（高能量密度、微型化） ： 豪鹏科技董事长潘党育明确表示，公司战略已转向 "全球 领先的 AI 端侧能源方案商"。 他特别指出， AI 眼镜是明确靶心，其重量、续航与安全性的极致要求，正倒逼电池从液态高规向 固液混合态 、最终向全固态演进。 "这是一个无止境的需求"潘党育说。 数据中心备电（高倍率、高安全、全生命周期经济性） ： 海四达电源（钠星技术） CEO 江旭指 出，这是 此前 被长期忽视的 "蓝海"。 随着备电时间从国标 15 分钟向 5-8 分钟缩短，传统锂电因需"超配"而经济性不足，铅酸则面临 性能与环保压力。 ...

Core Insights - The expansion of lithium battery production scale is significantly reducing unit costs through advanced equipment [1] - The focus on efficient operation, zero carbon goals, and computational power is central to EK's industrial air conditioning services for the new energy sector [5] - Domestic laser technology has evolved from imitation to surpassing previous standards, marking a significant milestone in the industry [9][10] - Solid-state batteries require stricter production environment conditions compared to liquid batteries, leading to innovations in dehumidification systems to support large-scale production [11] - Graphene materials exhibit over 93% thermal-to-electric conversion efficiency, enhancing heating and drying processes in battery manufacturing [14] - The lithium battery manufacturing sector is entering a "vision-driven" era, emphasizing micron-level defect detection and efficiency improvements [15] Industry Challenges and Innovations - The industry is facing new supply chain challenges in the context of a new industrial cycle [17] - The application of new materials and battery iterations is crucial for future advancements [17] - Intelligent manufacturing in battery production is evolving, focusing on extreme efficiency and cost reduction [17]

Core Viewpoint - The commercialization timeline for solid-state batteries is uncertain, with experts predicting a range from 2027 to 2035 for various stages of market entry, while half-solid batteries are currently the focus of commercialization efforts [1][2][3] Group 1: Solid-State Battery Commercialization - Solid-state batteries are expected to face significant technical and cost challenges before achieving mass production, with industry consensus suggesting a timeline of 2032 to 2033 for commercial application [2][3] - Current predictions for solid-state battery commercialization vary, with some experts suggesting small-scale production could begin as early as 2027, while others believe large-scale commercialization may not occur until 2030 or later [2][3] Group 2: Half-Solid and Liquid Batteries - Half-solid batteries, referred to as "solid-liquid batteries," are seen as a transitional solution before solid-state batteries become mainstream, with a projected large-scale deployment window between 2025 and 2030 [3] - Liquid batteries are expected to maintain a significant market share, with projections indicating they will account for over 70% of the global power battery market at least until 2030, highlighting their ongoing relevance and potential for improvement [3][4] Group 3: Industry Dynamics and Consumer Perception - The industry warns against the over-hyping of solid-state batteries, which may lead to unhealthy market expectations and consumer misconceptions about the obsolescence of liquid batteries [1][3] - A multi-technology approach is deemed essential for the future of power batteries, with liquid, half-solid, and solid-state batteries expected to coexist and cater to different market segments [4]

Group 1 - The solid-state battery sector has seen significant stock price increases for companies like XianDao Intelligent and Yiwei Lithium Energy since August, indicating a revaluation of the sector [1] - The 2025 World Power Battery Conference held in Yibin highlighted the challenges of commercializing solid-state batteries, with major players like CATL focusing more on liquid batteries [1][2] - The resurgence of lithium iron phosphate (LFP) batteries is attributed to their low cost and mature technology, which aligns with the industry's need for immediate profitability before long-term investments [1] Group 2 - CATL's chairman, Zeng Yuqun, criticized the recent surge in lithium prices, describing it as "speculation" and "explosive growth," indicating a tense atmosphere at the conference [2] - Zeng's speech emphasized the importance of technological breakthroughs in battery performance and quality, with a notable focus on LFP technology, which has been in development for about 20 years [3] - The current industry sentiment reflects a shift from solid-state battery optimism to a renewed focus on the established liquid battery technologies, particularly LFP [4][8] Group 3 - Industry experts predict that solid-state batteries may not achieve large-scale commercialization until 2030 or later, with significant technical challenges still to be addressed [6][7] - The transition to hybrid solid-liquid batteries is expected to accelerate, with a projected five-year window for commercialization [8] - Despite the challenges facing solid-state batteries, LFP technology remains dominant due to its high safety, low cost, and long cycle life, making it a preferred choice for many applications [10][11] Group 4 - The market for energy storage is projected to grow significantly, with LFP batteries currently accounting for over 80% of the "power + storage" application market [13] - By 2024, the cumulative installed capacity of new energy storage in China is expected to reach 78.3 GWh, representing 47% of the global total [13][14] - The demand for LFP batteries is anticipated to increase, with a forecasted output of 246 million tons by 2024, driven by the growing energy storage market [13]

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 Insights - The solid-state battery sector has seen significant stock price increases for companies like Sandi Intelligent and Yiwei Lithium Energy since August, indicating a reevaluation of its value [1] - Despite the promising technology of solid-state batteries, the commercial viability remains challenging, with major players like CATL focusing more on liquid batteries and achieving breakthroughs in lithium iron phosphate technology [1] - The industry is shifting its attention back to liquid batteries due to their current profitability and established infrastructure, highlighting the advantages of lithium iron phosphate batteries in terms of cost and maturity [1] Group 1: Industry Trends - The 2025 World Power Battery Conference held in Yibin highlighted the ongoing discussions about the battery industry's future, with CATL's chairman using terms like "speculation" and "surge" to describe the recent lithium price increases [3][5] - The conference showcased a notable shift in focus from solid-state batteries to liquid batteries, with industry leaders emphasizing the importance of current technologies over speculative advancements [6][10] - Experts predict that solid-state batteries may not achieve mass commercialization until at least 2030, with significant technical challenges still to be addressed [8][10] Group 2: Market Dynamics - The lithium iron phosphate battery route is regaining attention due to its high safety, low cost, and long cycle life, despite its lower energy density compared to other technologies [14][15] - The market for energy storage is expected to grow significantly, with projections indicating that by the end of 2024, new energy storage installations will surpass pumped storage [17][18] - CATL's strategic investments, such as the recent capital increase in Jiangxi Shenghua New Materials, reflect a commitment to both solid-state and lithium iron phosphate battery technologies [16]

Core Viewpoint - The article discusses the cautious outlook of industry experts and entrepreneurs regarding the rapidly hyped all-solid-state battery concept, emphasizing the need for significant technological breakthroughs and long-term development before commercialization can occur [3][6]. Industry Overview - China's power battery industry has maintained its position as the world's largest for eight consecutive years, with sales reaching 786 GWh and exports exceeding 129 GWh in the first three quarters of this year, reflecting year-on-year growth of 48.9% and 32.75% respectively [5]. - The industry is experiencing accelerated technological iterations, with all-solid-state batteries being a focal point of attention, particularly in capital markets [6]. Expert Opinions - Industry leaders express skepticism about the timeline for all-solid-state battery commercialization, with estimates ranging from 2030 to as late as 2035 for large-scale deployment [7]. - There is a consensus that while all-solid-state batteries are promising, they face significant scientific, engineering, and cost challenges that require time to overcome [7][8]. Alternative Technologies - Experts suggest that consumers planning to purchase vehicles in the next 3-5 years should not wait for all-solid-state batteries, as current liquid and semi-solid batteries are already effective [8]. - The industry is encouraged to focus on next-generation batteries rather than solely on all-solid-state technology, as the ultimate form of battery technology remains uncertain [8][9]. Future Trends - A report presented at the conference outlines seven major trends in battery development, highlighting the rapid market adoption of semi-solid batteries and the ongoing research into all-solid-state batteries [9]. - The report anticipates that by 2030, semi-solid batteries will achieve a capacity density of over 450 Wh/kg, while all-solid-state batteries are expected to complete pilot testing and small-scale applications around the same time [9]. Conference Highlights - The 2025 World Power Battery Conference featured discussions on various industry topics, including battery recycling, quality enhancement, and international supply chain development, showcasing the event's role in promoting global collaboration [10]. - A total of 180 projects were signed at the conference, amounting to 861.3 billion yuan, indicating strong industrial momentum and development potential in key green energy sectors [10].

Core Insights - The future of the power battery industry is focused on technological evolution, safety challenges, and global strategies, as discussed at the 2025 World Power Battery Conference [1][3]. Group 1: Technological Development - The current battery technology is rapidly evolving, with semi-solid batteries becoming a key choice for mid-to-high-end models, showing over 300% year-on-year growth in installation volume in the first half of 2025 [4]. - Full-solid batteries face significant challenges and are expected to achieve commercial application around 2032-2033, while semi-solid batteries are seen as a practical transitional technology with a 5-7 year window [4]. - Liquid batteries still hold potential for upgrades through solid-liquid hybrid technology, suggesting a need for a rational approach to technology routes [4]. Group 2: Safety, Performance, and Cost - The industry faces three main challenges: safety, performance, and cost, with increasing demands from manufacturers and consumers [5]. - Innovations in materials, structures, and manufacturing processes are essential for enhancing battery safety [5]. - China's power battery energy density has improved from 130Wh/kg to 200Wh/kg over five years, with costs reduced to one-fourth of previous levels, indicating a strong potential for technological advancement [5]. Group 3: Global Expansion - China's power battery industry has established a significant global presence, with exports reaching 130GWh in the first three quarters of 2025, a 32.7% increase year-on-year [8]. - Companies are adopting a "technology export" model to navigate challenges such as policy differences and supply chain localization [8]. - The production capacity in Sichuan Province reached 168.1GWh in the first nine months of 2025, with a projected annual output exceeding 200GWh, highlighting the region's growing importance in the industry [8]. Group 4: Industry Transformation - The power battery industry is transitioning from "scale competition" to "ecosystem competition," facing challenges in technological innovation, system construction, and international cooperation [9]. - The conference aims to contribute to global green and low-carbon transformation through breakthroughs in technology and global strategies [9].