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On April 9, the A-share solid-state battery field ushered in a comprehensive outbreak. On the news side, Zhiji Automobile launched the industry's first quasi-900V ultra-fast charging solid-state battery - the first generation of light-year solid-state batteries, and the first Zhiji new sedan Zhiji L6, which drove the overall strength of the solid-state battery sector.
Solid-state batteries are of great importance to the automotive industry as a new type of battery technology that offers higher energy density, faster charging and longer service life than traditional lithium-ion batteries. This means that solid-state batteries can provide a car with a longer range, faster charging, and more stable performance.
On April 10, Chen Jun, an academician of the Chinese Academy of Sciences, said at the 12th Energy Storage International Summit and Exhibition that people who make batteries all over the world are trying to solve the safety problem of high energy density (batteries).
Academician Chen Jun believes that the ideal situation of solid-state batteries is to use solid-state electrolytes and remove the separator, which can further improve the safety and performance of the battery. He said, "Although there are sample concept batteries for solid-state batteries, the cost is still quite large to industrialization, and there are many challenges in the stability of solid-state electrolytes, the interaction between the surface interface, and the integration of systems. ”
At present, a large number of leading companies have emerged in the solid-state battery industry in mainland China, investing a lot of money and manpower in R&D and production, in an effort to occupy a place in the global solid-state battery market. At the same time, the government has introduced a series of policy support and incentive measures to accelerate the R&D and industrialization of solid-state battery technology.
Recently, solid-state batteries from many companies have made continuous progress in performance improvement and mass production progress, which is also expected to accelerate the industrialization process of (semi-)solid-state batteries. According to GGII, by 2024, (semi-)solid-state batteries are expected to achieve large-scale installation, and the annual installed capacity is expected to exceed 5GWh.
——Solid-state batteries are the future development direction of lithium batteries
At present, 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.
- Solid-state lithium battery VS traditional lithium battery
The main difference between solid-state lithium batteries and traditional lithium batteries is that the solid-state battery electrolyte is solid-state, which is equivalent to the transfer of lithium ions to the solid-state electrolyte. The main advantages of solid-state batteries are higher energy density and better thermal stability.
——Analysis of the development prospect of the solid-state battery industry in China
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. It is predicted that China's lithium battery production is expected to exceed 1,200GWh by 2027. Combined with the industry's prediction of solid-state battery penetration, it is expected that China's solid-state battery market space will be about 26GWh by 2027.
Zeng Yuqun, chairman of CATL, said: "We fully support solid-state batteries, and I have been investing in this area for 10 years. I get to know the R&D guys working on solid-state batteries almost every month, so I'm aware of all the progress. He added that there are still many difficulties in bringing such batteries to market. Zeng Yuqun pointed out many problems in the durability and safety of current solid-state battery technology, including the short battery life and the consequences of battery rupture in car accidents.
Recently, Huatai Securities Research Report pointed out that the solid-state battery sector has shown a continuous catalytic trend in the near future. On the one hand, the application of solid-state batteries in the field of new energy vehicles and consumer electronics and the news of new product releases are constantly emerging, and on the other hand, the potential potential of solid-state batteries in downstream applications such as low-altitude aircraft has caused a boom. The current situation shows that the turning point of solid-state battery mass production and application is accelerating, and the development potential of solid-state batteries as a next-generation battery technology continues to be optimistic.
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "Market Demand Forecast and Investment Strategic Planning Analysis Report of China's Power Lithium Battery Industry" by Qianzhan Industry Research Institute
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