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固态电池商用进阶之路
Group 1 - The first large-capacity all-solid-state battery pilot production line in China is set to be completed and put into operation by November 2025, capable of mass production of automotive-grade all-solid-state batteries with a capacity of over 60Ah. Guoxuan High-Tech's "Jinshi Battery" is currently in the pilot testing phase [1] - Battery material breakthroughs include Better Energy's development of the first lithium-carbon composite anode material compatible with all-solid-state batteries, and Rongbai Technology's creation of 8-series and 9-series high-nickel cathode materials suitable for sulfide all-solid-state batteries [2] Group 2 - The application of all-solid-state batteries is accelerating, with EVE Energy's "Longquan No. 2" all-solid-state battery successfully rolling off the production line in September 2025, targeting high-end equipment applications such as humanoid robots and low-altitude aircraft [3] - The commercialization of all-solid-state batteries is gradually advancing, with the industry expecting pilot verification and small-batch vehicle applications to be completed by around 2030. CATL anticipates small-batch production of its all-solid-state batteries by 2027 [4] Group 3 - The market outlook for solid-state batteries is promising, with GGII estimating that global lithium battery shipments will reach 10TWh by 2035, and the penetration rate of solid-state batteries is expected to reach 5%-10% [5]