2024-08-12
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At present, the domestic new energy vehicle market continues to grow, and traditional liquid lithium batteries are gradually approaching the theoretical limit of their energy density. At the same time, safety hazards are frequent, becoming a bottleneck restricting the further development of the industry. In this context, solid-state batteries are considered to be the main force of the next generation of power batteries with their excellent performance and safety advantages. This article will deeply review the technical routes of the five major domestic solid-state battery representative companies such as Tailan New Energy, revealing the future direction of my country's power battery industry.
As a revolutionary technology in the field of power batteries, solid-state batteries theoretically surpass liquid batteries in key indicators such as ionic conductivity, energy density, high voltage resistance, high temperature resistance and cycle life. According to the type of electrolyte, the current mainstream technical routes of solid-state batteries are roughly divided into three categories: polymers, oxides and sulfides. Polymer electrolytes have attracted much attention because they are easy to process and compatible with existing liquid electrolyte production equipment, but their low conductivity and poor stability have become limiting factors. Sulfide electrolytes have the highest conductivity and a wide electrochemical window, but they have poor thermal stability and a complex preparation process, which is costly. Oxide electrolytes are between the two, with high ionic conductivity and good chemical stability, and have become the choice of many companies.
In the field of domestic solid-state batteries, Tailan New Energy has successfully developed the world's leading oxide-polymer hybrid solid electrolyte material with its high-performance oxide solid electrolyte interface flexible layer materials, electrolyte ultra-thin film preparation technology and interface softening technology, effectively solving the problems of high interface impedance, high difficulty in mass production and high manufacturing costs of solid-state batteries. The company has not only achieved mass production in the field of semi-solid batteries, but also launched an automotive-grade ultra-high energy density all-solid-state battery with a single cell capacity of 120Ah and an energy density of 728Wh/kg, demonstrating its strong technical strength and industrialization capabilities.
As a giant in the battery industry, CATL is also actively deploying in the field of solid-state batteries. The company focuses on the sulfide all-solid-state battery route. Although it has launched high-energy-density solid-state battery samples, it will still take several years to commercialize. BYD, through its subsidiary Fudi Battery, has deployed in the field of solid-state batteries, mainly focusing on the sulfide electrolyte technology route. Fudi Battery plans to achieve small-scale production of solid-state batteries in 2027, which will be installed in BYD's high-end models, and gradually advance the commercialization process of solid-state batteries.
As a leader in the field of solid-state batteries in China, Qingtao Energy focuses on the research and development and production of oxide electrolyte technology. The energy density of the company's first-generation semi-solid-state batteries has reached a relatively high level, and the vehicle installation experiment has been successfully completed. The second-generation quasi-solid-state batteries and the third-generation all-solid-state batteries are being intensively developed, and the energy density continues to rise, heralding Qingtao Energy's continued breakthroughs in the field of solid-state batteries. Weilan New Energy also chooses oxide electrolytes as its technical route. Its current products are mainly semi-solid-state batteries with a wide range of applications. Relying on its scientific research background at the Institute of Physics, Chinese Academy of Sciences, the company has accumulated rich R&D experience and technical reserves in the field of solid-state batteries.
In general, in this technical competition among domestic mainstream solid-state battery representative companies, Tailan New Energy is gradually leading the industry transformation with its comprehensive technical advantages, excellent product performance and rapid industrialization process. With the continuous maturity of solid-state battery technology and the accelerated commercialization process, Tailan New Energy is expected to occupy an important position in the future new energy vehicle and energy storage market and enter a new realm of development.