what kind of solid state battery is exploding?-凯发app

on the day when the screenshot of chat with chatgpt became popular, the hot spot of chatgpt temporarily cooled down in the secondary market and replaced it with the concept of solid-state battery.
on february 8, the solid-state battery sector led the day. jiawei xinneng (300317. sz), shandong zhanggu (002598. sz), jinlongyu (002882. sz), xinlun xincai (002341. sz), haopeng technology (001283. sz) and other stocks rose and closed. ganfeng lithium (002460.sz; 1772. hk) rose more than 7% in ah shares at one time.
on the news side, ganfeng lithium announced on the official account on the evening of february 7 that ganfeng lithium had made a new breakthrough in the field of solid power, and the pure electric suv celis-seres-5 equipped with the ternary solid liquid hybrid lithium ion battery of ganfeng lithium was planned to be launched in 2023. in addition, nissan recently announced that it plans to start mass production of solid-state batteries in 2028.
the commercialization process of ganfeng lithium solid state battery is accelerating. the first batch of dongfeng e70 electric vehicles equipped with ganfeng lithium-ion solid state batteries were officially delivered in january 2022. by december 2022, 50 sets of dongfeng fengshen e70 with solid-state batteries have been put into demonstration operation in 10 places in 6 provinces, including zhejiang, hebei, jiangsu, guangdong, hunan and jiangxi, with an operating mileage of more than 500000 kilometers.
it is reported that at present, the chongqing ganfeng 20gwh new lithium battery technology industrial park project is under construction. it is planned to build the largest solid state battery production base in china to help more vehicle enterprises achieve power system iteration.
jin longyu raised the limit two days and two days. the company responded on the investor interaction platform on february 8 that semi-solid battery is a link in the process of promoting the research and development of solid battery projects. so far, solid electrolyte and semi-solid core have entered the pilot test.
on january 2, guoxuan hi-tech (002074. sz) said on the investor interaction platform that the company's high safety semi-solid battery has a single energy density of 360wh/kg, the battery pack capacity of the supporting vehicle model reaches 160kwh, and the endurance mileage exceeds 1000km. the semi-solid battery matches the customer's needs, and is expected to be delivered in batches in 2023.
lithium ion battery belongs to liquid battery. due to the existence of electrolyte, the energy density cannot be further broken. solid state batteries use solid electrodes and solid electrolytes. because solid electrolytes replace the electrolyte and separator of traditional lithium-ion batteries, their energy density and charging speed can be further improved. the core of solid state battery is solid electrolyte, which is mainly divided into three types: polymer, oxide and sulfide.
according to the research report of everbright securities on february 5, it will take 5 to 10 years for the large-scale production of all-solid-state batteries, and the semi-solid-state batteries will be optimized during the transition period. at the same time, the research report believes that the impact of semi-solid on the industrial chain is limited, and the solid electrolyte film forming technology is the key.
yin zhongxin, an analyst at everbright securities, pointed out that due to the pursuit of high energy density and high security batteries, enterprises from all countries have entered the stage of arms race and are adding research and development of solid-state batteries. however, there are still some shortcomings to be solved, such as poor performance and high cost due to low ionic conductivity, while semi-solid battery has become a transition product from liquid battery to all-solid battery due to its high safety, long life and good economy.
solid state battery usually adopts soft package lamination packaging process. the middle and later processes vary greatly and do not need liquid injection. as a transitional stage, the semi-solid battery supply chain is highly coincident with the existing supply chain. the diaphragm adds value through the composite solid electrolyte coating. the electrolyte additive is the key to the in-situ solid-state synthesis of composite solid electrolyte, so the solid electrolyte film forming process becomes the key.
the design energy density of semi-solid lithium battery can reach 400wh/kg. as a reference, the energy density of the 21700 battery system produced by tesla is about 300wh/kg, and that of the byd lithium iron phosphate blade battery is about 140wh/kg. however, some industry experts pointed out that the actual research and development objectives and test data of semi-solid battery are not up to the level of 400wh/kg.
at present, there are many barriers to the industrialization of solid-state batteries that need to be overcome. shi yi, an analyst at zheshang securities, pointed out that the manufacturing cost of solid state batteries was higher than that of lithium batteries, mainly because the cost of raw materials was higher than that of traditional lithium batteries and the cost of solid electrolyte on which solid state batteries depended increased significantly.
in addition, industry experts also pointed out that there is a recycling problem of solid-state batteries after industrialization. the lithium battery can be recycled for energy storage power stations through cascade utilization. however, it is difficult to control the consistency of solid and semi-solid batteries, and cannot realize cascade utilization, so it is difficult to form a recycling closed-loop.