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With the continuous development of new energy vehicles, battery technology innovation has become the focus, and solid-state batteries have attracted much attention due to their advantages such as high energy density, safety and cycle life. With the continuous breakthrough and commercialization of solid-state battery technology, it is expected to become the mainstream technology of new energy vehicle batteries, bringing revolutionary changes to the new energy vehicle industry.
On the evening of April 8, Zhiji Auto, a high-end pure electric brand of SAIC Motor, officially launched the Zhiji L6 smart car in Shanghai. Liu Tao, co-CEO of Zhiji Automobile, said that in addition to the "Soul Digital Chassis", an all-digital management center, the new car is also the world's first model equipped with a mass-produced "ultra-fast charging solid-state battery". It is equipped with the "first-generation light-year solid-state battery", which can achieve an ultra-long range of more than 1,000 kilometers and has a battery safety standard that far exceeds the national standard.
Regarding the "ultra-fast charging solid-state battery" proposed by SAIC Zhiji, some industry insiders bluntly said that the battery is still "semi-solid", and even accused of "pseudo-solid-state".
In the face of the above questions, Liu Tao responded: "Word games are not what we are good at, only technological innovation and iteration can promote the progress of the times, and Zhiji is to practice it with practical actions." A person from Zhiji Automobile also explained that there is no clear standard for semi-solid-state batteries and quasi-solid-state batteries, but the use of solid-state electrolytes is definitely called solid-state batteries, which are products of two eras with traditional batteries using liquid electrolytes.
Looking back at the development of the solid-state battery industry from the perspective of "Zhiji Automobile equipped with ultra-fast charging solid-state batteries":
——Advantages of solid-state batteries
At present, lithium-ion batteries are facing the problem of poor safety, and solid-state batteries can break through the limitations of lithium-ion batteries in terms of safety, energy density, and temperature range.
-- Output planning of solid-state battery enterprises
At present, the technical difficulties of all-solid-state electrolyte lithium power batteries include the low lithium-ion conductivity of solid-state electrolyte materials, the poor contact and stability of solid/solid interface, and the rechargeability of lithium metal. At present, in the mass production schedule of enterprises with more advanced solid-state battery technology, it is found that most of the mass production mentioned a time point in 2025.
-- Solid-state battery demand areas
The article summarizes and analyzes the three major demand areas of solid-state batteries as follows:
-- The layout of solid-state battery enterprises
According to the different electrolytes, lithium batteries can be divided into four categories: liquid, semi-solid, quasi-solid and all-solid, of which semi-solid, quasi-solid-state and all-solid-state are collectively referred to as solid-state batteries. At present, solid-state batteries in the Chinese market as a whole are still in the experimental stage and have not yet been commercialized. However, the energy density that can be achieved by liquid lithium batteries is close to the limit, and the energy density of all-solid-state lithium batteries has the potential to exceed 500Wh/kg, so solid-state batteries are the development direction of lithium batteries in the future, and they are also the highlands that enterprises must strive for. From the perspective of the technical layout of the enterprise, in 2023, the batch delivery of products from companies such as Huineng Technology, Qingtao Energy, and Weilan New Energy will be put on the agenda, while the large-scale mass production of solid-state batteries of enterprises such as China Innovation Aviation and Funeng Technology has been put on the agenda.
According to the analysis of the Prospective Industry Research Institute, China's solid-state battery market is closely related to the demand for lithium batteries in the three major fields of consumption, power and energy storage and the penetration rate of solid-state batteries in these three fields. China's lithium battery production is expected to exceed 1,200GWh in 2027. Combined with the industry's prediction of solid-state battery penetration, the forward-looking calculation of China's solid-state battery market space in 2027 will be about 26GWh.
Chen Jun, an academician of the Chinese Academy of Sciences, said that at present, solid-state batteries are the focus of research and development in various countries, and once industrialized, it will change the existing pattern of the electric vehicle industry and open up emerging markets such as electric aviation.
The Orient Securities Research Report pointed out that in the future, the solid-state battery material system will be fully optimized, and there will be more potential opportunities in the industrial chain. Among them, electrolyte is the key innovation point of solid-state batteries; The cathode and anode materials are iterated in the direction of high performance, opening up the application space of high-nickel ternary, silicon-based anode and even lithium metal anode; The packaging mostly adopts the soft package route, and the demand for aluminum-plastic film is also expected to increase.
Guohai Securities said that the solid-state batteries of many companies have been continuously promoted in terms of performance improvement and mass production progress recently, which is expected to accelerate the industrialization process of solid-state batteries, and the inflection point of semi-solid-state batteries has arrived. It is expected that by 2030, all-solid-state batteries are expected to be fully commercialized.
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "In-depth Research and Investment Strategic Planning Analysis Report of China's Solid-state Battery Industry" by Qianzhan Industry Research Institute.
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