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宁德时代,否认固态电池传闻
鑫椤锂电· 2025-10-14 01:04
Core Viewpoint - CATL (Contemporary Amperex Technology Co., Limited) has denied rumors about mass production of solid-state batteries with a range of 2000 km and energy density of 450 Wh/kg by 2027, stating that commercialization will take more time and is expected to achieve small-scale trial production by 2027 and large-scale production around 2030 [1][2]. Group 1: Solid-State Battery Development - CATL continues to invest in solid-state battery research to maintain its technological advantage, but acknowledges that significant engineering breakthroughs are needed for mass production [1]. - Industry experts agree that while the theoretical feasibility of solid-state batteries has been validated, challenges in material processes, cost control, and production consistency remain [1]. Group 2: Other Battery Technologies - Despite the lack of solid-state battery production, CATL is actively launching new products in other battery technology areas, including the 8-series high-nickel battery, which has a nickel content of about 80% [2]. - The 8-series battery was widely used in various models from automakers like GAC Aion, NIO, and Xpeng, but faced issues with thermal management leading to safety concerns [2]. - CATL emphasizes that abandoning the 8-series would mean giving up on the high-end market, indicating a commitment to ongoing research and development [2]. Group 3: Recent Product Launches - In November 2024, CATL introduced the Tectrans battery system designed for heavy trucks, featuring a single cell capacity of 1000 kWh [3]. - By September 2025, CATL announced that its sodium-ion battery, Naxtra, was ready for mass production, with an energy density of approximately 175 Wh/kg and a range of up to 500 km, set for production in 2026 [3]. - CATL also launched the NP3.0 technology platform, achieving the highest safety level in the battery field, and introduced the Shenhxing Pro lithium iron phosphate battery [3]. - Plans for a new 8-series high-nickel ternary battery to be launched in 2026 were also announced, aiming to regain technological and market advantages in the ternary battery sector [3].
宁德时代,否认固态电池传闻
DT新材料· 2025-10-12 16:05
Core Viewpoint - CATL (Contemporary Amperex Technology Co., Limited) has denied rumors about mass production of solid-state batteries with a range of 2000 km and energy density of 450 Wh/kg by 2027, stating that commercialization will take more time [2][3]. Group 1: Solid-State Battery Development - CATL acknowledges the theoretical feasibility of solid-state batteries but emphasizes the need for breakthroughs in materials, cost control, and production consistency before mass production can occur [4]. - The company plans to achieve small-scale trial production of solid-state batteries by 2027 and aims for large-scale production and commercial application around 2030 [3]. Group 2: Other Battery Innovations - Despite the delay in solid-state battery production, CATL continues to innovate in other battery technologies, including the Tectrans battery system designed for heavy-duty trucks, with a single cell capacity of 1000 kWh, set to launch in November 2024 [5]. - In September 2025, CATL announced that its sodium-ion battery, Naxtra, has reached readiness for mass production, with an energy density of approximately 175 Wh/kg and a range of up to 500 km, expected to be produced in 2026 [5]. - CATL introduced the NP3.0 technology platform, the highest safety level in the battery field, along with the release of the Shenhung Pro lithium iron phosphate battery product in September 2025 [6]. Group 3: High-Nickel Battery Strategy - CATL plans to launch a new 8-series high-nickel ternary battery in 2026, aiming to regain technological and market advantages in the ternary battery sector [7]. - The 8-series high-nickel battery, which contains approximately 80% nickel, was previously a star product but faced challenges due to safety concerns. CATL emphasizes the importance of this technology for high-end markets [7]. Group 4: Multi-Route Innovation Strategy - CATL's innovation strategy is not solely focused on solid-state batteries but involves parallel advancements in high energy density lithium-ion systems, sodium-ion alternatives, and various electrochemical systems tailored for different applications, including passenger vehicles, commercial vehicles, and aviation [8].