GOTION(SZ:002074)2025-05-19 11:20Group 1: G-Cell Solid-State Battery Advantages - G-Cell solid-state battery achieves an energy density of 300Wh/kg, enabling electric vehicles to exceed a range of 1000 km, addressing the industry's challenge of balancing range and safety [2] - The battery has passed rigorous safety tests, maintaining "no fire, no explosion" safety even under a 3mm steel needle puncture [2] - Unique technologies such as closed-cell solid electrolyte, adaptive solid-solid interface, and triple oxygen protection ensure stable and efficient operation throughout the battery's lifecycle [2] Group 2: Application and Market Potential - G-Cell solid-state battery has gained recognition from numerous domestic and international automakers, successfully tested in various new models for B-class and above BEV vehicles [3] - Potential applications extend to cutting-edge fields such as electric vertical takeoff and landing aircraft (eVTOL) and humanoid robots, indicating a broad market outlook [3] Group 3: Production Capacity and Progress - The company plans to establish a 12GWh G-Cell solid-state battery production line, with progress dependent on the actual performance of vehicle installations and industrialization in the second half of the year [5] - Current customer engagements involve multiple battery models, necessitating adjustments in the production line for practical applications, with confidence in achieving mass production and market acceptance soon [5] Group 4: Jinshi Battery Development - Jinshi battery prototype cells have achieved an energy density of 350Wh/kg, with a 150% increase in single-cell capacity to 70Ah, and a 90% reduction in pre-tightening force [6] - The battery has successfully passed a series of stringent safety tests, demonstrating excellent safety performance [6] - The initial development of the Jinshi solid-state battery PACK system is complete, and road testing has commenced, with ongoing efforts to commercialize solid-state batteries [6] Group 5: Challenges in Mass Production - Transitioning from pilot production to mass production of solid-state batteries requires overcoming two main challenges: optimizing material systems and refining manufacturing technologies [8] - Cost reduction in raw materials and production processes is essential for successful mass production [8]