固态-恩捷股份

Key Points Industry/Company Involved - Industry: Solid-state batteries, specifically sulfide solid-state batteries and semi-solid-state batteries. - Company: Enjie, a subsidiary of Hunan Enjie, specializing in sulfide solid-state battery materials. Core Views and Arguments - Enjie's sulfide solid-state battery material development: - Enjie has been researching sulfide solid-state battery materials since early 2021 and has established a 100-inch-scale sulfide aluminum production line. - Enjie focuses on three products: sulfide chain, sulfide solid-state electrolyte, and sulfide solid-state electrolyte membrane. - These products have achieved advanced performance indicators and are in line with the requirements of most leading battery companies. - Enjie has received positive feedback from customers and is continuously optimizing product performance. - Future outlook for sulfide solid-state batteries: - Despite engineering challenges, Enjie believes that the sulfide solid-state battery industry will develop rapidly. - Enjie expects a small-scale commercialization of sulfide solid-state batteries in 2027, with applications in special fields such as deep-sea and aerospace. - Cost reduction strategies: - Enjie plans to reduce costs through material optimization, process optimization, equipment development, and cooperation with upstream suppliers. - Enjie aims to achieve cost reduction in line with industry requirements by 2025-2030. Other Important Points - Semi-solid-state batteries: - Enjie believes that semi-solid-state batteries will coexist with liquid and solid-state batteries in the future due to their cost and performance advantages. - Enjie has developed semi-solid-state electrolyte membranes and is actively cooperating with customers in the consumer electronics and power battery markets. - Technology challenges: - Enjie acknowledges the challenges of sulfide solid-state battery technology, such as interface issues, air stability, and mass production. - Enjie is actively working to overcome these challenges through research and development and collaboration with industry partners. - Patent and intellectual property: - Enjie has applied for more than 30 patents related to sulfide solid-state electrolyte materials and is actively building a patent portfolio. - Enjie believes that it has developed innovative technologies that can avoid existing patents and create a competitive advantage. References - [1], [2], [3], [4], [5], [6], [7], [8], [9], [10], [11], [12], [13], [14], [15], [16], [17], [18], [19], [20], [21], [22], [23], [24], [25], [26], [27], [28], [29], [30], [31], [32], [33], [34], [35], [36], [37], [38], [39], [40], [41]