The blockbuster products of new energy suddenly spread good news.

　　 First, SAIC Group A few days ago, it was announced that by 2025, SAIC Group's all solid state batteries will be carried by SAIC's own brand on a large scale, and it is expected to achieve mass production by 2026; Secondly, Wu Kai, chief scientist of Ningde Times, said publicly that the company's all solid state batteries are expected to be produced in small quantities in 2027; In addition, GAC Group announced that all solid state batteries have passed the test stage and will be mass produced and loaded in 2026.

The all solid state battery is known as the "Holy Grail of Power Battery". Compared with the current mainstream liquid battery, it has significant advantages in energy density, safety, charging rate and cycle life. Therefore, the latest technical trends of the track frequently cause market agitation.

Analysts believe that the shipments and market space of solid state batteries are expected to maintain rapid growth in the next five years. According to the prediction of Guosheng Securities, the compound annual growth rate from 2025 to 2030 will reach 65.8%. In addition, according to the data predicted by China Business Intelligence Network, the market space of solid state batteries in China is expected to reach 20 billion yuan by 2030, and the market space of the global market may exceed 300 billion yuan.

Sudden good news

　　 At present, all solid state batteries, the blockbuster product of the new energy track, are intensively spreading three good news.

First of all, SAIC Motor Corporation announced at the new energy technology conference that it is expected that by 2025, SAIC Motor Corporation's all solid state batteries will be carried by its own brand on a large scale, and it is expected to achieve mass production by 2026.

Secondly, Wu Kai, the chief scientist of Ningde Times, recently announced that the company's all solid state batteries are expected to be produced in small quantities in 2027.

In addition, GAC Group announced that all solid state batteries have passed the test stage and will be mass produced and loaded in 2026; Tailan New Energy also announced the successful research and development of all solid state lithium metal battery of vehicle scale.

　　 In foreign countries, Toyota, Nissan and Honda plan to launch electric vehicles equipped with all solid state batteries to the market in 2027, 2028 and 2030 respectively; Supplier enterprises Samsung SDI, SK On LG New energy has also released commercialization plans for all solid state batteries.

SAIC all solid state battery is based on the technology route of polymer inorganic compound electrolyte. It is understood that SAIC has planned a "three-step" strategy for solid state batteries Zhiji L6 (Configuration |Inquiry) The liquid content of the solid state battery on the battery is reduced to 10% (the traditional liquid lithium battery liquid content is about 20%); The second generation will reduce the liquid content to 5%, which is expected to be loaded and mass produced in 2025; The third generation reduces the liquid content to 0, that is, all solid state battery.

　　 It is reported that SAIC's first all solid state battery mass production line will be started in the third quarter of 2024, and is expected to be completed and put into production in the second half of 2025.

SAIC Group said at the new energy technology conference that SAIC's all solid state batteries will be carried by its own brand in 2025 and mass produced in 2026.

SAIC disclosed that this all solid state battery has a higher energy density, which exceeds 400WH/kg, more than double the traditional power battery; The volume energy density of the battery exceeds 820WH/L, and the battery capacity can exceed 75Ah. In other performance aspects, the all solid state battery can ensure that the battery cell does not ignite or explode in the scenario of acupuncture and 200 hot box. In addition, it has a wider scope of application, and its low temperature capacity retention rate exceeds 90%; The material cost is lower. Based on the simplification and innovation of materials and processes, the unit cost can be reduced by up to 40% from the cell end to the PACK end.

Li Zheng, general manager of SAIC Qingtao, said at the press conference that a new competitive situation has been formed in the field of all solid state batteries. "Whoever can really take the lead in mass production will occupy a new leading position".

Li Zheng pointed out that promoting the mass production and loading of all solid state batteries was the clear goal of SAIC Qingtao and SAIC Group, and now it has entered the final sprint stage of mass production of all solid state batteries.

"Holy Grail of Power Battery"

　　 The all solid state battery is known as the "Holy Grail of Power Battery". Compared with the current mainstream liquid battery, it has significant advantages in energy density, safety, charging rate and cycle life. Theoretically, it can completely solve the current three pain points of electric vehicles in safety, range and battery cost.

　　 The first is security. At this stage, electric vehicles mainly use liquid lithium batteries. The electrolyte used in liquid lithium batteries is flammable. In case of short circuit or puncture, the batteries are at risk of fire. However, solid state batteries use solid electrolyte to conduct lithium ions, and do not contain flammable and explosive components, eliminating potential safety hazards from the root.

　　 The second is energy density, The energy density of the battery directly affects the range of electric vehicles. Made in China 2025 proposes that the battery energy density will reach 400Wh/kg in 2025 and 500Wh/kg in 2030; The Medium and Long Term Development Plan of the Automotive Industry proposes that the specific energy of the power battery system will reach 350Wh/kg in 2025. Since the energy density of existing liquid lithium batteries is difficult to exceed 300Wh/kg, the development of solid state batteries has become an important direction to improve the energy density of batteries.

　　 In addition, solid-state batteries are expected to significantly reduce battery costs. At present, in an electric vehicle, the cost of the battery system accounts for about 40%, and the positive material accounts for 40% of the cost of the whole battery, while the positive material generally uses lithium iron phosphate and lithium ternary. Li Zheng said that solid state batteries can broaden the choice of cathode materials, which provides a clear cost reduction logic. In the future, the cost of all solid state batteries is expected to reduce by 40%.

The development of all solid state lithium battery can solve the energy density bottleneck and safety hazard faced by the current liquid ion battery, so it becomes the most potential follow-up technology of the next generation of lithium ion battery.

300 billion track is about to break out

　　 In terms of policy, the New Energy Vehicle Industry Development Plan (2021-2035) and the Guiding Opinions of the Ministry of Industry and Information Technology and other six departments on promoting the development of the energy electronics industry clearly proposed to accelerate the R&D and application of solid state batteries. The introduction of a large number of relevant policies will have a positive impact on the development of solid state batteries and promote their industrialization process.

Based on the advantages of solid-state batteries in energy density and safety, its shipment and market space are expected to maintain rapid growth in the next five years.

According to the prediction of Guosheng Securities, the global demand for solid state batteries will be 17.3 GWh in 2025. By 2030, the global demand for solid state batteries is expected to exceed 200 GWh, with a compound annual growth rate of 65.8% from 2025 to 2030.

In addition, according to the data predicted by China Business Intelligence Network, it is estimated that by 2030, China's solid state battery shipments will reach 251.lGWh, and the market space is expected to reach 20 billion yuan, with broad market growth space in the future. In terms of the global market, the market space in 2030 is expected to exceed 300 billion yuan.

　　 In addition to the new energy vehicle industry, low altitude aircraft have very high requirements for energy density and safety, and are relatively insensitive to cost. It is also one of the best application scenarios for solid-state batteries.

It is widely believed in the industry that the large-scale mass production of all solid state batteries will take 3-5 years. Before that, the gradual route of solid liquid hybrid batteries was more in line with the law of technological development and was a transitional route.

With the continuous maturity of technology and the gradual reduction of cost, solid state batteries are expected to achieve more extensive commercial applications in the next decade. By then, the energy density of the lithium battery can reach 500Wh/kg, and the corresponding endurance is about 2-3 times that of the liquid lithium battery, equaling the endurance of the fuel vehicle.

At present, the solid state battery track is in a stage of rapid growth, and it is necessary to pay close attention to the industry changes brought about by the breakthrough technology of the leading manufacturers in the future.