Solid-state batteries seem to be “good things coming”.
On may 17th, gage noted that solid-state battery stocks rose in the afternoon and its china Xuan tech rose by the daily limit, and its shares closed the day up 10.
02% at 20.
42 yuan, with a market capitalization of 36.
465 billion yuan.
In addition, Zhuhai Guanyu, Dangsheng Technology, Huazheng New Materials, Cunninghamia lanceolata shares rose.
On the same day, Guoxuan Hi-Tech released the all-solid-state Goldstone battery.
It is reported that the gold and stone battery uses all-solid-state technology and has an energy density of up to 350Wh/kg, which is more than 40% higher than that of mainstream ternary lithium batteries.
Behind the daily limit of Guoxuan Tech, the battery has changed from “semi-solid” to “all-solid”.
Why can a battery make solid-state battery concept stocks go higher collectively? Is the excitement of the capital markets a bit exaggerated? In fact, it is not.
For a long time, the story of solid-state battery has been told by countless enterprises for a long time, but most of them are very vague, especially the difference between concepts.
It is reported that according to the difference of electrolyte, batteries can be divided into four categories: liquid (25wt%), semi-solid (5-10wt%), quasi-solid (0-5wt%) and all-solid (0wt%).
Among them, semi-solid, quasi-solid and all-solid-state batteries are collectively referred to as solid-state batteries, while all-solid-state batteries are the most advanced form of solid-state batteries.
However, the fact is that Galaxy has observed that at present, many manufacturers in the industry have played a “charade” on the concept of “solid-state battery”.
The battery products actually released or on board are semi-solid or quasi-solid state battery.
but the external caliber is unified as “solid-state battery”.
Oh, there’s nothing wrong with this.
However, it has to be admitted that to a large extent, this has caused a public misunderstanding that solid-state batteries are all-solid-state batteries, which are obviously more recognized in the industry than semi-solid and quasi-solid-state batteries.
The above typical case is the recently listed Zhiji L6 announced the first solid-state battery.
This news has attracted a lot of attention in the industry.
you know, from a technical point of view, the emergence of solid-state batteries will completely change the existing pure electric car market and make the new energy era officially come.
However, the fact is that according to the demonstration and analysis of many industry insiders, the first thing Zhiji L6 builds is not a real all-solid-state battery, but a semi-solid-state battery.
Tuyuan: Zhiji Automobile, Pan Ruijun, chief engineer of Guoxuan Tech solid-state battery project, said: “most of the solid-state battery products of domestic manufacturers are semi-solid, and many enterprises find it too difficult to achieve all-solid state, so they go from liquid battery to semi-solid battery.
Let’s see if we can achieve a full-solid battery.
” , 26, 27 years? Is commercialization realistic? It is worth mentioning that although many companies try to “confuse the public” in the concept of solid-state batteries, they are consistently conservative about the mass production time of solid-state batteries that have been released.
Even for manufacturers that have clearly announced that their products are indeed all-solid-state batteries, they are also very low-key about the specific mass production time of their products.
In April, for example, Ningde Times announced for the first time a timetable for all-solid-state battery development and mass production.
Wu Kai, the company’s chief scientist, said: “in 2027, there will be great opportunities for small batch production of all-solid-state batteries in Ningde era, but large-scale production cannot be realized due to factors such as cost.
” Before that, Zeng Yuqun, chairman of Ningde Times, also said frankly that all-solid-state batteries are still a long way from commercialization.
According to Galaxy Automotive observation, most of the domestic manufacturers that have made it clear to launch all-solid-state batteries will set the time for mass production to be around 2026 or 2027.
In April, GAC GROUP unveiled all-solid-state battery technology and said it would be mass-produced with Haopin in 2026.
Coincidentally, Pan Ruijun, chief engineer of Guoxuan Hi-Tech all-solid-state battery project, also said that the company’s all-solid-state battery plans to test in small batches in 2027, and if the test goes well, mass production is expected to be achieved by 2030 as the industrial chain is gradually established.
In addition, he added that the timetable was relatively conservative because there were still many risks in the research and development of all-solid-state batteries.
Tuyuan: Guoxuan Hi-Tech, regarding the news of mass production of solid-state batteries by Japanese enterprises in 2026, Pan Ruijun said: “there is certainly no problem with the listing experiment in 2026, but mass production depends on the industrial chain.
” but we do not see an industrial chain built, because a lot of raw materials have to go from China, and a lot of equipment have to go from China, so based on their early research and development for so many years.
I believe that the probability of loading experiment in 2026 is relatively high, but if the industrial chain is to be built, it may be more difficult if there are no ‘Chinese players’ in it.
” According to Ouyang Minggao, academician of the Chinese Academy of Sciences, “at present, China is a leading country in battery development.
Even if all-solid-state batteries can be industrialized in 2030, it will take 20 to 30 years to replace 50% of the market share of liquid lithium-ion batteries.
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