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Source: Securities Daily

Our reporter Li Wenshan

Recently, Sichuan's first solid-state battery innovation industrial park project was launched in Yibin City, with a total investment of 9.5 billion yuan. At the same time, since the beginning of this year, many companies around the world have successively announced the timetable for mass production of solid-state batteries. This shows that the industrialization of solid-state batteries is accelerating.

It is understood that with the vigorous development of the new energy vehicle market, solid-state batteries, as one of the important routes of the next-generation power battery technology, are gradually moving from the research and development stage to mass production.

Public data shows that in the first half of this year, my country's new energy vehicle production and sales reached 4.929 million and 4.944 million respectively, up 30.1% and 32% year-on-year, with a market share of 35.2%, that is, one out of every three cars sold in my country is a new energy vehicle. At the same time, coupled with policy promotion and eVTOL (electric vertical take-off and landing) demand stimulation, the solid-state battery industry is currently in a period of rapid development.

"Against the backdrop of increasing penetration of new energy vehicles, according to the timetables disclosed by major leading companies, mass production of all-solid-state batteries will be around 2027. It is expected that from 2024, manufacturers of solid-state battery-related materials will begin mass supply and deliver results," CITIC Securities analyst Li Chao told the Securities Daily reporter.

Caixin Securities released a research report saying that by 2030, global solid-state battery shipments are expected to reach 614.1GWh and the market size will exceed 250 billion yuan.

It is reported that from a technical point of view, the difference between solid-state batteries and traditional lithium iron phosphate batteries and ternary lithium batteries is that solid electrolytes are used instead of traditional liquid electrolytes, which fundamentally solves the accidents caused by electrolyte leakage and volatilization. At present, solid-state batteries are mainly divided into three technical paths: polymer, oxide, and sulfide.

"Judging from the information released by many companies, the current market demand and prospects for solid-state batteries are very promising. The supply and demand relationship has already emerged, solid-state batteries have entered a period of rapid commercialization, and the supporting industrial chain will continue to mature," Yu Fenghui, a special researcher at the China Financial Think Tank, told reporters.

As mentioned above, the mass production schedules of solid-state batteries announced by many companies around the world show that the corresponding mass production time is mainly concentrated between 2026 and 2027. The companies that announced the timetable include CATL, GAC Group, BYD, EVE Energy, Sunwoda, Honeycomb Energy, Guoxuan High-tech, SAIC Group, Changan Automobile, Weilan New Energy, LG New Energy, Toyota Motor, Nissan Motor, Honda Motor, etc.

In April this year, CATL announced for the first time the timetable for the development and mass production of all-solid-state batteries. Wu Kai, the company's chief scientist, said that if the technology and manufacturing maturity are used as the evaluation system, with a score of 1 to 9, CATL's all-solid-state battery development is currently at a level of 4 points. The company's goal is to reach a level of 7 to 8 points by 2027, which means that all-solid-state batteries can be produced in small batches by then. "The sulfide route is progressing faster, and the possibility of mass production is relatively greater. It is also the technical route that the company has invested more in research and development. CATL is working towards the goal of all-solid-state batteries accounting for 1% of the battery market share."

During the same period, GAC Group stated that its independently developed all-solid-state battery technology will be mass-produced and installed in GAC Haobo high-end models in 2026, with an energy density of more than 400Wh/kg and a range of more than 1,000 kilometers. The company has chosen a solid-state battery technology route based on a sulfide-based composite system, which has more advantages in improving charging and discharging rates, energy density, and battery safety. In addition, the company is also simultaneously conducting research and development of diversified composite systems in order to achieve more comprehensive technological advantages in the future.

Not long ago, Yiwei Lithium Energy stated that the company's all-solid-state battery technology will be developed in two steps. It is expected to achieve a breakthrough in production technology in 2026, and further launch an all-solid-state battery with 400Wh/kg in 2028. The company has chosen the sulfide and halide composite solid electrolyte technology route.