The performance of Chinese enterprises in the fields of new energy vehicles, photovoltaic equipment and power batteries can be said to have reached the level of "far ahead". Judging from the data released by the customs, in the first two months of 2024, the three commodities with the largest export scale are new energy vehicles, photovoltaics and lithium batteries.
Even U.S. Treasury Secretary Janet Yellen mentioned during her recent visit to China that the overcapacity of Chinese manufacturing in photovoltaics, new energy vehicles, lithium batteries and other fields has affected the development of U.S. companies. To put it simply, the outstanding performance of Chinese companies in these areas makes it difficult for American companies to compete.
What is even more unexpected is that just recently, a domestic company, Tailan New Energy, announced that it has made a subversive major breakthrough in battery technology. At present, the company has successfully developed the world's first ultra-high energy density all-solid-state lithium metal battery with a single capacity of 120Ah and a measured energy density of 720Wh\kg.
This also means that in the field of solid-state batteries, Chinese companies have once again gained a leading edge, which also makes many netizens who are worried about whether the traditional liquid lithium batteries of Chinese companies will begin to lag behind with the rapid development of solid-state batteries. It is worth noting that this Tailan New Energy has not been established for a long time, and it was only established in 2018, which is equivalent to about six years ago. However, it has been able to achieve such outstanding results, which not only shows the outstanding performance of Tailan New Technology in technology self-research, but also means that Tailan New Technology has long realized that solid-state batteries will become the development direction of the future battery field, and has begun to lay out for a long time.
Solid-state batteries are not a new topic, and discussions about solid-state batteries have been appearing on the Internet for some time now. Including Japan's Panasonic, there are also many internationally renowned battery manufacturers are accelerating the research and development of solid-state batteries, and not long ago in early March, many domestic battery manufacturers also joined forces to form a solid-state battery alliance, not only planning to develop solid-state batteries together, but also planning to mass produce solid-state batteries around 2030.
It is worth noting that from the current situation, although the solid-state battery has been successfully developed, it is estimated that some problems will be solved if it wants to be mass-produced, and if it wants to really start to be applied in various fields, it is necessary to solve the problem of high production costs.
There is no doubt that Tailan New Energy's breakthrough in solid-state batteries will also promote the rapid development of the new energy vehicle industry. After all, compared with traditional fuel vehicles, today's new energy vehicles are still a big disadvantage in terms of cruising range and charging speed.
Even if a ternary lithium battery with high energy density is used, it is basically difficult to reach 1,000 kilometers in battery life, while fuel vehicles will not have this concern. It is precisely for this reason that the expansion of the market size of new energy vehicles has begun to slow down gradually, with the successful development of solid-state batteries and even large-scale implementation.
It will also mean that the problems of new energy vehicles in terms of mileage and charging time will be well solved, coupled with the lower cost, use cost and more excellent intelligent technology of new energy vehicles, the development of new energy vehicles will also be on the highway again.
At the same time, China's battery industry will also enter a new stage, after mastering more core technologies, it will also be more convenient for Chinese enterprises to expand the international market, accelerate the upgrading and transformation of Chinese manufacturing. In any case, for us, this technological breakthrough of Tailan New Energy is a good news.
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