cryptocrashgame| The commercialization process of all-solid-state batteries accelerates and the compound growth rate of the industry is expected to exceed 60%

Kuang Jixiong, a reporter from the Securities Times

According to Qingdao Institute of Biological Energy and process, Chinese Academy of SciencesCryptocrashgameThe research team of the solid State Energy system Technology Center of the Institute used melt bonding technology to dry prepare ultra-thin sulfide solid electrolyte films with excellent flexibility. Its excellent mechanical properties, ionic conductivity and stress dissipation characteristics can effectively restrain the mechanical failure caused by uneven stress in the battery. The integrated all-solid-state battery prepared by this method has excellent interface stability and long cycle performance.

At present, liquid battery is the mainstream technology, process and supply chain of lithium battery in the world, but the intrinsic safety of battery and energy density limit its further development. All-solid-state batteries use solid electrolytes instead of flammable and explosive electrolytes to achieve battery intrinsic safety. at the same time, higher specific capacity positive and negative electrode materials can be used to break through the energy density "ceiling" of lithium batteries. it has become the inevitable choice to improve the performance of lithium battery in an all-round way.

According to different types of electrolyte, solid-state battery mainly includes three technical routes: polymer, oxide and sulfide. Compared with the other two kinds of solid-state batteries, sulfide electrolyte has the highest ionic conductivity, wide electrochemical window, good flexibility and plasticity, so it is one of the most ideal solid-state electrolytes at present.

At present, major overseas enterprises, such as Toyota and Samsung SDI, have chosen the sulphide route as the solid-state battery technology direction, and focus on the research and development of all-solid-state batteries; domestic enterprises, such as Weilan and Qingtao, all choose the oxide route and take the lead in the development and production of semi-solid-state batteries. Although there are some differences in the choice of technology path among enterprises, from the existing trend, oxide and semi-solid, sulfide and all-solid become the mainstream, and sulfide may become the final technology path of all-solid-state battery.

The research results of the research team are of great significance to the commercialization of all-solid-state sulfide batteries, and provide a useful reference for the future scientific research and technological development of all-solid-state batteries.

Several A-share companies

Reveal the progress of layout

In the A-share market, a number of companies have recently revealed the progress of their layout through interactive platforms.

The R & D of Lan Haihuateng's sulphide all-solid-state lithium battery invested in the high-energy era is progressing smoothly, and the development of 20Ah-level all-solid-state cell A sample has been completed, at the same time, a pilot line is being built in the high-energy era, and it is expected to achieve mass production of small cells within 5Ah by the end of 2024. The stock's recent performance has been strong, the monthly K line has been 3 Lianyang, and the share price has risen more than 200% since the February low.

Xiamen Tungsten Xinneng focuses on the matching of cathode materials and solid-state electrolytes in solid-state batteries, and achieves initial mass production in halide and sulfide all-solid-state batteries.

Rongbai Technology has completed the development of sulphides, oxides and other solid electrolyte materials, and successfully developed wet and dry electrode preparation of solid electrolyte membrane technology, has cooperated with customers at home and abroad, and won customer praise.

Dangsheng Technology has carried out research and development investment in the field of solid-state lithium cathode materials and solid-state electrolytes for many years, and has systematically laid out the technological routes of key materials for mainstream solid-state batteries, such as oxides, sulfides and polymers, which can be applied to semi-solid and all-solid-state batteries. Related solid-state lithium battery products have been sold in bulk.

Enjie Corporation laid out the all-solid-state project three years ago, mainly engaged in the research and development of all-solid-state sulfides, solid-state electrolytes and other related materials, and achieved a breakthrough in technology and mass production in 2023.

Industry demand will grow at a high speed

In recent years, countries have accelerated the layout of solid-state battery industry and launched relevant policies and plans to clarify the main development goals of solid-state battery.

For example, in the United States, funded by the Department of Energy, startups lead research and development, and have partnered with a number of car companies to achieve the 500Wh/kg energy density of solid-state batteries by 2030. Japan has built a joint R & D system for car companies and battery factories to achieve the commercialization of all-solid-state batteries and the energy density target 500Wh/kg by 2030.

From a domestic point of view, in October 2020, the "Energy Saving and New Energy vehicle Technology Roadmap" compiled under the guidance of the Ministry of Industry and Information Technology and led by the Chinese Society of Automotive Engineering pointed out that by 2025 and 2030, the energy density of power batteries should reach 400Wh/kg and 500Wh/kg respectively. At present, the energy density of liquid lithium battery system is difficult to exceed 300Wh/kg, so it is planned to focus on solid-state battery to improve the energy density and reduce its cost.

In January 2023, the "guidance on promoting the Development of Energy and Electronics Industry" jointly issued by the Ministry of Industry and Information Technology and other departments further proposed to strengthen the research of solid-state battery standard system.

According to Guosheng Securities, the global demand for solid-state batteries will be 17% in 2025.Cryptocrashgame.3GWh, by 2030, the global demand for solid-state batteries is expected to exceed the size of the 200GWh market, with a compound annual growth rate of 65.8% from 2025 to 2030.

From the industry level, the advantage of solid-state battery lies in safety and battery life, and it is expected to be used in flight, new energy vehicles, consumer electronics and energy storage in the future. For example, on the flight side, the low-altitude economy is expected to open up room for solid-state battery growth.

In March 2024, the Ministry of Industry and Information Technology and other four departments jointly issued the implementation Plan for the Innovation and Application of General Aviation equipment (2024-2030), proposing that by 2027, the new general aviation equipment will achieve commercial operation in the fields of urban air traffic, logistics and emergency services; by 2030, the scale of low-altitude economy is expected to reach the level of one trillion yuan.

New general aviation equipment, such as electric vertical take-off and landing aircraft (eVTOL), set stringent standards for battery technology, emphasizing high energy density, safety and rate performance, which are highly consistent with the characteristics of solid-state batteries. The rapid development of eVTOL is expected to accelerate the industrialization of solid-state batteries.

Institutions gather together and are optimistic about 16 shares.

According to Securities Times data Bao statistics, among the solid-state battery concept stocks, 16 shares, including Yiwei LiNeng (300014) and New Zebang (300037), have been rated by more than 10 institutions (including buying, increasing their holdings, highly recommended, etc.) and agencies unanimously predict that net profit growth this year is expected to exceed 20%. Among them, three shares of Zhongtian Technology (600522), GAC GROUP (601238) and Zhuhai Guanyu were bought by northward funds during the year.

Zhongtian Technology has 18 institutions unanimously forecast a net profit growth rate of 23.70% this year, and a net purchase of 106 million shares by northbound funds during the year (as of May 21). Zhongtian Technology said on the interactive platform that the company has laid out solid-state battery research in the early stage, and the semi-solid-state battery based on the existing production line has been pilot-scale completed.

GAC Group was unanimously predicted by 10 institutions that this year's net profit growth rate will reach 31.28%, and received a net purchase of 28.894 million shares from Beijing during the year. GAC Group stated on its official Weibo in November last year that GAC Aian Laboratory used a special design of solid electrolyte components to induce the formation of an interface buffer layer on the surface of the negative electrode, which can effectively reduce the interface impedance and improve the interface stability, solving the problem of conventional solid state The problems of high impedance and poor stability caused by solid-solid contact at the battery interface and the further problems of serious power attenuation and shortened life have achieved a breakthrough for solid-state batteries from laboratory to mass production applications.

Zhuhai Guanyu received a unanimous forecast from 14 institutions that this year's net profit growth rate will reach 133.70%, and received a net purchase of 11.2642 million shares by funds from the north during the year. Since May, Zhuhai Guanyu has risen by 17.33%. Zhuhai Guanyu stated in its 2023 annual report that the company has developed a special cathode material for solid-state batteries, which effectively solved the problem of poor interface compatibility between solid-state battery cathodes and electrolytes, and used this solid-state electrolyte membrane and special cathode material to prepare an energy density up to 350Wh/kg solid state battery sample.