requestId:685ea563e46ed0.24017790.
Sugar daddy‘s industrialization process has taken a step forward in the solid battery market this year.
Sulphide solid electrolysis quality is ushering in the development of differentiated application requirements in the detailed areas represented by eVTOL. Pinay escortThe overall solid battery is accelerating the transformation from R&D to industrial results, and engineering verification has promoted the research and development and implementation of innovative art and equipment. At the same time, vehicle companies, battery companies, material companies, and solid battery startup companies have been working together through multiple parties, and the focus of the market has also changed from “when is the time to mass production” to “who is the first mass production”.
From the solid electrolysis quality breakdown to the construction of key data system, from product development to detailed and segmented application scenarios to verify, the logic of solid battery industry development has become clearer and the competition format is becoming increasingly rich. Sugar babyThe “position war” in the middle with solid battery has begun.
1, Differential demands have emerged, and mixed solid-liquid and all-solid-static batteries have gained new catalysis.
From the market perspective, the Manila escortOn and foreign vehicles were previously considered an important force in the advance layout and progress of solid batteries, and new power vehicles were therefore considered to be the scene where solid batteries were first batch loading.
Domestic mixed solid-liquid batteries have been installed this year. At the end of 2023, NIO Automobile Co., Ltd. jointly released its first mixed solid-liquid battery product, with a core energy density of 360Wh/kg and a 150kWh system designed to support 1,000km of continuous flight, becoming the first standard case for solid-state battery production.
Since this year, the mixed solid-liquid batteries led by the new force in the Blue Sky have begun shipping, and the cumulative capacity of the cargo volume as of July has exceeded 2.6GWh. In August, SES AI’s 100Ah MixThe solid-liquid steel metal core has been tested by Ping An instalment of GB 38031-2020 “Safety Request for Electric Power Battery for Electric Vehicles” and has become the first steel metal core in the industry through this standard. The driving process of mixed solid-liquid battery products in enterprises has also accelerated as soon as technology begins.
The above all means that the maturity of mixed solid-liquid batteries in technology, manufacturing and batch applications has continued to increase, and the market recognition has also increased.
As a result, mixed solid-liquid battery technology and products have begun to penetrate into detailed scenes such as commercial vehicles, energy storage, unmanned machines, and eVTOL, so as to strive to occupy the market early by meeting the differential demands such as high safety, high charging and discharging ratio, and high energy density.
The hybrid solid-liquid energy demonstration projects have been released, energy-saving enterprises such as Plug Power and Nandu Power have been developed to a solid state, and the Ningde era agglomeration battery is equipped with a 4-unit electric aircraft to successfully pilot the flight, etc., are all evidence that the application scenarios of solid-liquid batteries have been continuously expanded.
In 2023, the second generation of hybrid solid-liquid battery products of Lishen Battery have been applied in logistics unmanned aircraft, with a flight of 300 kilometers; the third generation of hybrid solid-liquid battery products are also aimed at pure electric long-term passenger cars, eVTOL and other fields, adopting soft enclosure conditions, with an energy density of up to 402Wh/kg, a cycle life of 1,000 times, and are planned to be mass-produced in 2025.
At the same time, consumer electronics, light electric vehicles and other areas with small core capacity requirements but high functional requirements are also promoting the accelerated production of all-solid battery.
In October, Yipin Technology announced that its 0.5GWh full solid-state consumer battery mass production line in Yudu, Jiangxi was officially invested, bringing the industry an active signal for the new stage of full solid-state battery mass production. Previously, the company developed and prepared 2Ah and 5Ah all-solid battery packed cores, with energy density reaching 410Wh/kg and charging and discharge cycle life of more than 2,000 times. It plans to be the first to be commercialized in the consumer electronics field.
2. The race track is active, investment and expansion are in parallel, and the mainstream technology routes are gradually clear.
The acceleration of solid battery production can also be reflected from the continuous activity of funds and enterprises.
This year, battery companies such as Ningde era, China Innovation Airlines, China Automobile High-tech, Yixin Energy, Xinwangda, etc., have been continuously publicizing solid battery production timetables.
The planning of this battery company is cautious and believes that 2027 will be a small, solid battery (large capacity/car specification)The stage for batch preparation. Among them, Xinwangda plans to build a 1GWh full solid-state production line in 2026, achieving the initial production of a 60Ah electric core, and keeping the capital below 2 yuan/Wh.
Domestic car companies have set the car seats for all-solid battery to 2025 and 2026. Self-development, or perhaps the in-depth cooperation between the initial entrepreneurial enterprises that grasp R&D experience and focus technology, is the current two situations for car companies to promote the landing of solid batteries. The market is becoming increasingly strange, and the “holy grail” for full-scale production applications will be the first to win.
Solid battery is constantly advancing in the hustle and heat competition in the market. Some common sense has been formed:
Recombining solid battery EscortDissolving solid battery (polymer + inorganic) has become the mainstream choice for mixed solid liquids, and this year’s newly invested solid battery production projects are also concentrated.
Sulphide has been selected by leading enterprises and is considered to be the most powerful and fully solid technical route. Many companies are concentrating on the difficulty of 20Ah grade sulfide all solid battery preparation.
At the same time, investment in the solid battery field (including batteries, electrolysis quality, silicon-based electrodes, etc.) is still continuing, with a total of 19 financing transactions in the first three quarters of 2024, reaching the annual financing scale in 2022 and 2023.
It is worth noting that, for example, focusing on the sulfide-polymer full solidity route, the products have undergone four generations of iterations of Zhongke, and have added billion yuan in financing from Sinopec and other companies; Tai Blue New Power received billion yuan in financing from Changan Automobile and other companies in August.
The above two financing matters, the real boss Ye Qiuguan: Is her a knowledge show ruined? Did the author take the response to the traditional power enterprise’s determination to participate in the new power transformation through solid battery, and at the same time, it also provides a more solid industrial foundation for the implementation of solid battery technology.
3. The integration of new and old forces, the solid battery focal data system is the first to usher in the industrialization turning point.
The technical routes of solid-state batteries have been gradually confirmed, and behind it is the continuous breakthrough of the data system with solid-state electrolysis as the focus in terms of functional and technological breakthroughs. In this process, the boundary between traditional steel and the “solid battery data system” is gradually becoming vague and moving towards integration.
Solid electrolytic quality was once considered to be a replacement for electrolyte and separator in four main materials of electrolyte. But in fact, it is solidSugar daddyThe electrolytic and solid electrolytic layers are charged with electrolytic solution at the same time. This is Xiaowei sister on the floor. Your Xiaowei sister scored 700 points in the college entrance examination, and the current performance of the separation is now promoted; at the same time, the interface renovation and modification of electrode/electrolytic quality is studied, which is used to supply the solid battery as a whole The key to function. Therefore, the shape definition of solid battery products, manufacturing technology, etc. are actually urgently needed to support the engineering experience accumulated by the steel electrochemical industry.
For example, polymers and initiators are added to form liquid electrolysis in solvents and salts, and then pass The transformation from light, heat or electrochemical reaction to solid electrolysis is the in-situ solid-phase decomposition that is currently under the industry’s attention.
For example, high-temperature solid-phase decomposition, one of the mainstream crafts of solid electrolysis preparation, is a process of high-temperature burning on powder, similar to the n TC:
發佈留言