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]

2025.11. 13 本文字数：2407，阅读时长大约4分钟 作者 | 第一财经 李秀中 正在被资本市场"热炒"的全固态电池概念，遇到了业内专家和企业家的谨慎回应。 11月12日，以"新视野·新生态·新机遇"为主题2025世界动力电池大会在四川宜宾开幕。中国全固态电池产学研协同创新平台副理事长吴承新在大会前的高 端对话会上表示，现在行业一直争取尽快突破全固态电池，但是，全固态电池还有很多的难题需要解决，需要科学家去做科学的分析，需要工程师去做工 艺装备、产品设计，要做很多的事情，这是长周期研发的过程。 邓承浩也表示，当前液态电池还有很多的创新可以去做，固液混合是液态电池的技术路线的升级，它解决的是高能量密度的一些本征安全，换句话说，就 是液态电池本身的潜力还没有挖掘完。 不仅如此，邓承浩呼吁行业关注下一代电池，而不是马上聚焦在全固态电池。"固态电池是不是最终的技术形态，这是一个巨大的问号。""全固态电池能 不能走得出来，未来是不是真的能够解决我们的痛点，或者可能能量产却带来了更多的痛点？其实是没有形成结论的。" 当前，我国的动力电池产业规模已经连续8年稳居世界第一。近年来，无模组电池包、电池底盘一体化等一些 ...

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 Viewpoint - Solid-state batteries exhibit superior performance and have a wide range of applications, with accelerated industrialization processes both domestically and internationally [5]. Group 1: Advantages of Solid-State Batteries - Solid-state batteries have higher energy density and better safety compared to liquid batteries, with energy density expected to reach over 500 Wh/kg [15][11]. - They can operate under extreme conditions without the risk of combustion or explosion due to the use of non-volatile solid electrolytes [15]. - The design of battery cells, modules, and systems is simplified due to the non-flowing nature of solid electrolytes, optimizing the PACK design [15]. Group 2: Solid Electrolyte Technologies - Solid electrolytes are the core component of solid-state batteries, with various technology routes including polymers, oxides, sulfides, and halides, with sulfides being the most widely accepted due to their high ionic conductivity [16][14]. - Each type of solid electrolyte has its advantages and disadvantages, with sulfides offering excellent processing advantages and flexibility [16]. Group 3: Production Challenges - The mass production of solid-state batteries faces challenges such as the interface contact between solid electrolytes and electrodes, as well as the engineering issues related to cost reduction [19][22]. - Key challenges include ensuring the stability of the solid-solid interface and the large-scale preparation of sulfide solid electrolytes, which significantly impact the commercial viability of solid-state batteries [22][19]. Group 4: Domestic and International Industry Landscape - Major domestic battery manufacturers have clarified their technology routes, focusing on sulfide electrolytes and aiming for small-scale production by 2027, with energy density targets around 400 Wh/kg [26][23]. - Internationally, companies in the US and Japan are advancing rapidly, with many planning to achieve large-scale production of solid-state batteries by 2030 [27][25]. - Policies in China are accelerating the development of solid-state batteries, with significant support from government agencies aimed at achieving commercial applications by 2026 [29][31].

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]

以下文章来源于星海情报局 ，作者星海老局 星海情报局 . 关注国产替代和中国品牌出海，每年写100个中国品牌案例，见证中国产业崛起！ 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 "期望越大，失望越大"，这句话，值得我们在很多时候细细品味。 一件本来还算不错的事情，倘若我们对它抱有过高的期望，那么等它落地之后，我们只要看到了一 点点缺陷，都会产生巨大的落差感，哪怕这件事儿本身并不差。 这就是人性，而人性左右了市场，特别是资本市场。 固态电池最近这段时间很火，隔三差五就会有新的技术突破，老局也观察了很久，尤其是作为一个 新能源汽车车主，每次看到这些技术突破，更是会有一种"买车买早了"的后悔感。 但问题是，固态电池真的就有那么神奇吗？真的就能满足人们的各种期望吗？ 答案，其实是处于一个既肯定又否定的叠加态。 说肯定，是因为固态电池有它自己的优点，极为突出且无可替代。 说否定，是因为它的缺点和瓶颈同样不可忽视，且并非都是技术问题。 在老局个人看来：固态电池当然是一个好东西，但我们对它也确实产生了许多不切 ...

Core Viewpoint - Solid-state batteries are considered the ultimate solution for power batteries, but the term has become muddled with various interpretations and marketing tactics, leading to confusion in the industry [2][4][6]. Group 1: Definition and Standards - The China Society of Automotive Engineers released the "Full Solid-State Battery Determination Method," establishing a standard for solid-state batteries based on the weight loss of the electrolyte after vacuum baking [5]. - The definition helps clarify the concept but does not address the ambiguity surrounding semi-solid batteries, which remain a gray area without clear standards [8][12]. Group 2: Industry Developments - Recent discussions suggest that regulatory bodies are considering standardizing the term "semi-solid battery" to "solid-liquid battery," which would clearly differentiate it from traditional liquid and full solid-state batteries [14][16]. - Solid-liquid batteries have already been implemented in various applications, including electric vehicles and mobile devices, indicating their commercial viability [19][20][22]. Group 3: Technical Advantages - Solid-liquid batteries can address interface issues that hinder full solid-state batteries, as their electrolyte's fluidity helps fill gaps between the electrode and electrolyte, improving conductivity [27][31]. - The production cost of solid-liquid batteries is close to that of liquid batteries, with estimates showing they can be produced at 1.2 times the cost of liquid batteries, potentially decreasing to 10% or even 5% more in the future [45][48]. Group 4: Comparison with Liquid Batteries - Solid-liquid batteries offer significant safety advantages, reducing the risk of combustion by replacing flammable liquid electrolytes with non-flammable solid electrolytes [51]. - They also exhibit better low-temperature performance, maintaining 85-90% capacity at -20°C, compared to liquid batteries that can drop to 60-70% capacity [59][60]. Group 5: Challenges and Future Outlook - Despite their advantages, solid-liquid batteries face challenges in conductivity compared to liquid batteries, which can achieve higher charging speeds [64][66]. - The transition from liquid to solid-liquid batteries is seen as a crucial step towards the eventual adoption of full solid-state batteries, with expectations for small-scale applications by 2030 and broader adoption by 2035 [74][76][80].

以下文章来源于星海情报局 ，作者星海老局 星海情报局 . 关注国产替代和中国品牌出海，每年写100个中国品牌案例，见证中国产业崛起！ 本文来自微信公众号： 星海情报局 ，作者：星海老局，题图来自：AI生成 "期望越大，失望越大" ，这句话，值得我们在很多时候细细品味。 一件本来还算不错的事情，倘若我们对它抱有过高的期望，那么等它落地之后，我们只要看到了一点 点缺陷，都会产生巨大的落差感，哪怕这件事儿本身并不差。 这就是人性，而人性左右了市场，特别是资本市场。 固态电池最近这段时间很火，隔三差五就会有新的技术突破，老局也观察了很久，尤其是作为一个新 能源汽车车主，每次看到这些技术突破，更是会有一种"买车买早了"的后悔感。 但问题是，固态电池真的就有那么神奇吗？真的就能满足人们的各种期望吗？ 答案，其实是处于一个既肯定又否定的叠加态。 而在用电的时候，由于正极那边已经没有了外界的电压，锂离子则会从负极经过电解质、隔膜而返回 正极。同时，电子也会走外部线路从正极流出，从而形成了供我们使用的电流。 说肯定，是因为固态电池有它自己的优点，极为突出且无可替代。 说否定，是因为 它的缺点和瓶颈同样不可忽视，且并非都是技术问 ...