Source: Photo.com
On April 25, CICC Research Report said that eVTOL requires high safety, high energy density and high power density of batteries, and solid-state/semi-solid-state batteries may be the mainstream route in the future.
Among them, high safety means that the battery system needs to achieve aviation-grade safety, while energy density and power density directly determine the performance indicators such as eVTOL load and cruising range.
The existing battery technology level has not perfectly met the requirements of eVTOL for battery energy density and power density, and the mainstream technology routes under research include lithium batteries and hydrogen fuel cells.
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.
Analysis of the progress of battery technology
In recent years, the global pure electric vehicle market has maintained rapid growth, mainly supported by two key factors: one is the improvement of battery technology, and the other is the popularization of new charging technology. The performance of the battery is related to the range of the vehicle and is the key to the consumer experience. Batteries account for nearly 40% of the cost of electric vehicles, and battery price is the key to determining the cost performance of electric vehicles.
Forecast for China's solid-state battery industry
Since 2022, the R&D and industrialization of solid-state batteries have made significant progress, especially with the mass production and loading of semi-solid-state batteries of Chinese companies represented by Weilan New Energy and Ganfeng Lithium Battery, marking the industrialization of semi-solid-state batteries in an economic sense in 2023. It is expected that China's solid-state battery shipments will exceed 100GWh in 2029.
It is expected that solid-state batteries will be the first to be applied in power batteries, consumer batteries, energy storage and other fields. By 2030, the overall penetration rate of solid-state batteries in the above three areas will reach about 8.8%.
Chen Jun, an academician of the Chinese Academy of Sciences, believes that the ideal situation for solid-state batteries is to use a solid-state electrolyte 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. ”
Huatai Securities Research Report pointed out that the solid-state battery sector has recently shown a trend of continuous catalysis. 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 Prospect and Investment Strategic Planning Analysis Report of China's Solid-state Battery Industry" by Qianzhan Industry Research Institute
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