【DT新材料】 获悉，11月12日， 宁德时代 董事长曾毓群近日发声，谈及全固态电池，以及宁德时代与京东、广汽集团推出的"国民好车"埃安UT super等热点事 项。以及宁德时代正在从四个维度持续探索新的增长空间，包括技术突破、场景拓展、模式创新、零碳生态。 "在材料与结构创新上，我们持续深耕。"曾毓群介绍称， 宁德时代目前量产的第四代磷酸铁锂电池 ，在高比能、长寿命、高功率方面，领先行业主流的第二代、 第三代产品。曾毓群表示，在此基础上， 宁德时代的第五代产品在近期开始量产，在能量密度和循环寿命上实现新的突破。 同时，曾毓群谈及全固态电池。他表示："在全固态电池方面，我们的研究和产业化进度处于全球前列。" 此前，宁德时代接受机构调研称，目前，固态电池行业 的科学问题已经基本解决，但距离供应链等商业化还有一段距离，预计2027年有望实现小批量生产。 近期，多名产业链人士向记者表示，未来，全固态电池将会更多应用于深空、深海、深地等领域，与现有的液态电池、半固态电池将长期共存。 在低空出行领域， 搭载宁德时代电池的 两吨级eVTOL（电动垂直起降飞行器），已在复杂环境下完成多次飞行验证，取得TC（型号合格证）、P ...

11月12日，2025世界动力电池大会在四川宜宾开幕，大会签约项目180个，总金额达861.3亿元，涵盖动 力电池、新型储能、光伏、智能网联新能源汽车等绿色新能源领域，展现出强劲的产业集聚效应与发展 动能。宁德时代董事长曾毓群在2025世界动力电池大会上表示，目前量产的第四代磷酸铁锂电池，在高 比能、长寿命、高功率方面，全面领先行业主流的第二代、第三代产品。在此基础上，近期第五代产品 已经开始量产，在能量密度和循环寿命上实现了新的突破。 政策面方面，11月12日，国家能源局发布《关于促进新能源集成融合发展的指导意见》（以下简称《指 导意见》）提出，到2030年，集成融合发展成为新能源发展的重要方式，新能源可靠替代水平明显增 强，市场竞争力显著提升，有力支撑经济社会发展全面绿色转型，为加快中国式现代化建设提供更加安 全可靠的绿色能源保障。 此前，国务院发布《碳达峰碳中和的中国行动》白皮书，强调大力发展风电等可再生能源，推进新型能 源体系和新型电力系统建设。山西证券认为，该政策将进一步强化清洁能源发展预期，带动储能配套需 求增长，从而拉动锂电池在发电侧和电网侧的应用拓展。与此同时，六氟磷酸锂作为电解液核心原料， ...

【导读】宁德时代董事长曾毓群最新发声，提及全固态电池、"国民好车" 中国基金报记者 邱德坤 11月12日，宁德时代董事长曾毓群在2025世界动力电池大会上发声，谈及全固态电池，以及宁德时代与京东、广汽集团推出的"国民好车"埃安UT super等 热点事项。 来源：宁德时代 截至11月12日收盘，宁德时代A股股价报386.38元/股，涨幅达0.2%，总市值为1.78万亿元。 透露多款电池产品进展 回应全固态电池 "在材料与结构创新上，我们持续深耕。"曾毓群介绍称，宁德时代目前量产的第四代磷酸铁锂电池，在高比能、长寿命、高功率方面，领先行业主流的第 二代、第三代产品。 曾毓群表示，在此基础上，宁德时代的第五代产品在近期开始量产，在能量密度和循环寿命上实现新的突破。 同时，曾毓群谈及全固态电池。他表示："在全固态电池方面，我们的研究和产业化进度处于全球前列。" 目前，市场认为的固态电池包括半固态电池和全固态电池，其中半固态电池的结构与液态电池一样，是走向全固态电池的过渡性产品。 同时，曾毓群提及宁德时代正在从四个维度持续探索新的增长空间，包括技术突破、场景拓展、模式创新、零碳生态。 探寻模式创新与场景拓展 "技术创 ...

Core Viewpoint - The chairman of CATL, Zeng Yuqun, emphasized the company's advancements in solid-state batteries and the launch of the "National Good Car" Aion UT super in collaboration with JD and GAC Group at the 2025 World Power Battery Conference [2][4]. Group 1: Battery Technology Advancements - CATL is exploring new growth areas through four dimensions: technological breakthroughs, scenario expansion, model innovation, and zero-carbon ecology [4]. - The company has successfully mass-produced its fourth-generation lithium iron phosphate battery, which leads the industry in high energy density, long lifespan, and high power compared to second and third-generation products [8]. - The fifth-generation product has recently begun mass production, achieving new breakthroughs in energy density and cycle life [9]. - CATL's research and industrialization progress in solid-state batteries is among the global leaders, with over ten years of R&D investment [10]. Group 2: Solid-State Battery Development - The solid-state battery sector is seen as a transitional phase with semi-solid batteries leading to full solid-state solutions [10]. - The scientific challenges in the solid-state battery industry are largely resolved, but commercial supply chain issues remain, with small-scale production expected by 2027 [10]. - Future applications of solid-state batteries are anticipated in deep space, deep sea, and deep earth, coexisting with existing liquid and semi-solid batteries [10]. Group 3: Innovative Business Models - CATL is promoting a battery-as-a-service model through its "battery swapping" initiative, transforming batteries from products into services [12]. - The "Chocolate Battery Swapping Alliance" currently covers 45 cities, with plans to establish 1,000 swapping stations by the end of 2025 [12]. - The Aion UT super integrates CATL's battery technology and swapping ecosystem, with a battery rental purchase price of 49,900 yuan [13]. Group 4: Ecosystem Development - CATL is actively building a battery swapping ecosystem, which is compatible with solid-state batteries, allowing users to access cutting-edge technology [14]. - The company is involved in pioneering projects such as the first pure electric passenger ship and the first cargo ship battery swapping project in the country [14]. - The development of the new energy industry is transitioning from rapid growth to high-quality development, indicating a broader and more systematic growth era ahead [14].

Core Insights - The 2025 World Power Battery Conference serves as a significant platform for discussing the future of energy transition and industry development, highlighting the achievements of the Chinese new energy industry over the past decade and the role of CATL in this transformation [1][3]. Summary by Sections Industry Growth and Achievements - Over the past decade, the Chinese new energy industry has experienced rapid growth, with "new three items" (electric vehicles, lithium batteries, and photovoltaic batteries) becoming key export pillars, contributing over 900 billion yuan in exports in the first three quarters of this year [3]. - CATL's lithium battery exports reached 120 GWh, accounting for nearly 60% of the total lithium battery exports of 200 GWh [3]. - The company has created nearly 150,000 jobs across 13 global production bases, with significant tax contributions of 24.5 billion yuan in the first three quarters, showing substantial year-on-year growth [3]. Technological Innovations - CATL has invested over 80 billion yuan in R&D over the past decade, with more than 15 billion yuan invested in the first three quarters of this year [3]. - The company holds nearly 50,000 patents, making it one of the Chinese enterprises with the most overseas patent applications [3]. - The fourth-generation lithium iron phosphate battery has achieved industry-leading performance, and the fifth-generation product has begun mass production, showcasing advancements in energy density and cycle life [7][8]. Market Expansion - CATL is expanding its battery applications beyond electric vehicles to commercial vehicles, electric ships, and electric aircraft, with nearly 900 electric ships already using CATL batteries [11]. - The company is also involved in developing the first pure electric passenger ship and the first battery swap project for cargo ships in China [11]. Business Model Innovation - The company is promoting a battery-as-a-service model through its "Chocolate Battery Swap Alliance," aiming to establish 1,000 battery swap stations by the end of the year and a global network of 30,000 stations in the future [13]. - The collaboration with JD and GAC on the "National Good Car" leverages the latest high-temperature resistant battery technology, enhancing safety and longevity [13]. Zero-Carbon Ecosystem - CATL is actively working towards a zero-carbon industry by integrating wind, solar, and storage solutions, establishing zero-carbon model parks in various regions [15]. - The company leads in battery recycling, achieving a nickel-cobalt-manganese recovery rate of 99.6% and a lithium recovery rate of 96.5%, the highest globally [15]. - The launch of the Global Energy Circular Economy Plan (GECC) in Europe aims to promote circular economy transformation in collaboration with global partners [15]. Future Outlook - The new energy industry is at a crossroads, transitioning from high-speed growth to high-quality development, with CATL committed to driving the industry into a "full-domain incremental era" [16].