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固态电池何时“上车”
Jing Ji Wang· 2025-11-13 08:25
本刊记者 牛朝阁 固态电池已经到了冲刺阶段。 一面是企业密集公布研究、产能、商业化进程;一面是理论研究出现重大突破。固态电池为何引发技 术、产能、商业化三方共振?什么时候能走出实验室量产"上车"? 理论、产能、商业化接连突破 固态电池指采用固态电解质代替传统液态电解质的新型电池技术,这一技术能更好地解决续航里程和短 路起火问题,被业内称为动力电池的"最终解决方案"。但长期以来,受限于技术、成本、产能、商业化 等多个方面,固态电池未能真正走出实验室。 今年10月底,本就备受关注的固态电池再次站在聚光灯下——在短短半个月内,整车企业、电池企业或 发布新款固态电池,或明确量产,或公布商业化应用时间点,叠加科研方的理论突破,技术、产能、商 业化"共振"引发广泛关注。 10月18日,与国轩高科合作的奇瑞汽车展出了犀牛S全固态电池模组。这是一款电芯能量密度高达 600Wh/kg的电池模组,接近锂电池理论极限,续航里程将提升到1200公里至1300公里。按照计划,奇 瑞的这款犀牛S全固态电池将于2027年完成装车验证。 两天后,东风汽车官方发文称,已经成功量产固态电池并构建起供应链,预计于2026年实现装车。 欣旺达也几乎 ...
国泰海通|电新:海外固态电池进展积极,产品性能持续突破
国泰海通证券研究· 2025-07-08 09:41
Group 1 - The core viewpoint of the article highlights the steady progress in overseas solid-state battery development, with continuous breakthroughs in product performance and a mass production timeline set for 2026-2030 [1][2][3] Group 2 - Overseas solid-state battery companies are focusing on sulfide technology routes, with energy densities ranging from 301-560 Wh/kg for various companies including Solid Power, QuantumScape, Factorial Energy, and Samsung SDI [1][2] - Solid Power's revenue for 2024 is projected at $20.14 million, a 16% year-on-year increase, with R&D expenses of $73.34 million, up 34% year-on-year; QuantumScape has not yet generated revenue but has R&D expenses of $380 million, a 10% increase year-on-year [2] - Solid Power's sulfide solid-state battery has an energy density of 390 Wh/kg, while QuantumScape's QSE-5 cell reaches 301 Wh/kg with a 10C discharge capability; Factorial Energy's Solstice battery offers a range of 1000 km, and Samsung SDI's silver-carbon negative battery achieves 900 Wh/L with a 9-minute fast charge [2] - Collaboration between battery manufacturers and automakers is deepening, with projects covering technology licensing, production line co-construction, and road testing; Solid Power's batteries are being tested in BMW's i7, while QuantumScape has signed a mass production agreement with Volkswagen's PowerCo [3]