In the recently released monthly data of power batteries,The loading performance of Weilan New Energy has attracted attention in the industry: in November 2023, the company achieved a power battery loading volume of about 041GWh, 001GWh increased by 4000%.In one fell swoop, it ranked 12th in the installed volume of domestic power battery enterprises and 7th in the installed volume of ternary power battery enterprises.
Since the products currently delivered by Weilan New Energy are semi-solid-state batteries, and the company is the main battery manufacturer in China to realize the batch loading of semi-solid-state batteries, the company's latest loading data also means that the loading scale of domestic semi-solid-state batteries has exceeded 400MWh for the first time, and the industrial application has been greatly accelerated for the first time.
Let me take stock of the 2023 solid-state battery landing signing projects and the latest developments of enterprises!
Guangdong Hengyu Energy
December 18th,Guangdong Hengyu Energy Technology *** 20GWh solid-state battery project has been recorded.
The project is located in Dongguan City, Guangdong, with a planned total investment of RMB 10 billion to build a 20GWh high-end solid-state battery project, with a planned land area of about 200 acres, and will develop into an industrial R&D center, office building, production plant and other construction areas of 500,000 square meters, and will drive employment of more than 5,000 people after the completion of the project.
Qingtao Energy
Wuhai City** and Haibo Bay District** of Inner Mongolia jointly signed an investment agreement on the solid-state battery zero-carbon industrial park project.
With an investment of 7 billion yuan, the project will be constructed in three phases, and will have an annual output of 50,000 tons of zero-carbon manufacturing solid-state battery cathode materials, 10GWh solid-state battery cells and PACK-related businesses.
At present, Qingtao Energy has been put into production for 1The solid-state battery production capacity is 7GWh, and the planned capacity under construction by 2025 is 35GWh. According to the plan, Qingtao will achieve mass production of the second-generation solid-state battery in 2024, which has an energy density of 400-500Wh kgIn 2027, the mass production of third-generation all-solid-state batteries with an energy density of more than 500Wh kg.
Guangzhou Haowei New Energy
On September 22, Guangzhou Haowei New Energy Technology Co., Ltd. signed a project investment agreement with Chongqing Tongnan.
According to the agreement,Guangzhou Haowei New Energy Technology Co., Ltd. plans to invest 10 billion yuan to build a solid-state prismatic sodium-ion battery production line project in Tong, with an annual production of 30GWh of solid-state sodium-ion batteriesAll of them can achieve an annual output value of 42 billion yuan. Among them, the first phase will invest 4 billion yuan to build 4 production lines and 3 pack production lines with an annual output of 10GWh single large-capacity and solid-state sodium-ion cells, and the first phase of the project will be put into operation to achieve an annual output value of 13.2 billion yuan.
Ruixiao Technology
On the afternoon of September 14, Ruixiao Technology's sulfide all-solid electrolyte production base project was signed and settled in Longyou Economic Development Zone, Quzhou City.
According to reports,The total investment of the project is 1.3 billion yuanCarry out large-scale production of sulfide-based all-solid electrolyte materials, and at the same time form standards in production equipment and technological processes.
According to the project plan, it is expected to build and reach the production capacity of 100 tons of all-solid-state electrolyte in 2025, and achieve the goal of producing 6,000 tons of all-solid-state electrolyte per year in 2028.
Zhongke Guneng
On September 7, Zhongke Guneng held a signing ceremony for the sulfide all-solid electrolyte production base project in Changzhou, Jiangsu. The total investment of the first phase of the project is 1 billion yuanIt is expected to have full production capacity in 2025-2026, and a small test of sulfide solid electrolyte membrane, raw materials and all-solid-state cells will be launched in the same year.
With a total investment of 5 billion yuan in the second phase, it is planned to build an all-solid-state battery industrial park before 2030, and the supporting upstream and downstream industrial chains will form a 100 billion scale market.
Sheyang, Yancheng, Jiangsu
On August 27thHede Town, Sheyang County, Yancheng City, Jiangsu Province held a signing ceremony for the solid-state battery industry chain project.
According to reports, the solid-state battery industry chain project has been developed by two academician teams for nearly ten years, solving the core technologies such as solid-state battery safety and recycling, and is currently in a leading position in the world. The total investment of the project is 1.2 billion yuanWithin 5 years after putting into operation, the invoice sales shall not be less than 2 billion yuan, and the warehousing tax shall not be less than 100 million yuan;The annual sales shall not be less than 400 million yuan, and the warehousing tax shall not be less than 20 million yuan.
BASF
July 16thBASF, a world-renowned chemical company, announced that it has established a joint research center with the Yangtze River Delta Physics Research Center, a scientific and technological innovation company, in Liyang, Jiangsu Province, focusing on solid-state batteries and sodium-ion batteries.
Under the agreement, the two companies will collaborate on materials and solutions for batteries and packs, with a focus on solid-state batteries and sodium-ion batteries. These are widely believed to play an important role in the next generation of electric vehicles and energy storage.
Lingxin new energy
On June 29, Lingxin New Energy signed a project investment agreement with Changshou Economic and Technological Development Zone for a 20GWh large-capacity gel polymer solid-state battery, with a planned investment of 10.6 billion yuan.
On August 15, according to Lingxin New Energy, the company completed the first round of financing, and the funds raised will be mainly used for the construction of production lines and the development of new material systems.
Haisida
On the evening of December 12, Plitt issued an announcementHaisida, a holding subsidiary, signed a strategic agreement with Weilan New Energy, and the two parties will work together to quickly introduce a solid-state electrolyte system on a new generation of batteriesAnd cooperate on the market side.
Weilan New Energy
On June 30, Weilan New Energy held a signing ceremony for the delivery of 360wh kg lithium battery cells and the unveiling ceremony of Weilan Yangtze River Delta R&D Center in Huzhou, Zhejiang.
On July 4, the 2023 "Thousands of Trillions" major projects in Zhejiang Province will be started in Huzhou Branch and the groundbreaking ceremony of the second phase of Weilan New Energy Huzhou Base Project was held at the site of Weilan Phase II, Kangshan Street, South Taihu New District. The first phase of the Huzhou base project of Weilan New Energy has reached production, with a total investment of 10.9 billion yuan in the second phase of the project, covering an area of about 497 acres, and will form an annual production capacity of 20GWh solid-state lithium-ion batteries after completion.
Fuxin Technology
August 8thThe groundbreaking ceremony of the first phase of the manufacturing and production project of Jiangxi Judian with an annual output of 10GWh solid-state lithium battery and PACK was successfully held in Longnan, Ganzhou, Jiangxi Province.
The total investment of the above project is 10 billion yuan, the fixed investment is 6.5 billion yuan, the land area is about 600 acres, and the production capacity is 10GWh solid-state lithium battery, PACK system and energy storage system per year. The project is constructed in two phases, of which the total investment of the project is 167.5 billion yuan, the project land area is about 320 acres, the total construction area is 72,000 square meters, and the total production capacity of the first phase of the project is an annual output of 2GWh single large-capacity solid lithium battery and 2GWh pack.
Ganfeng New Lithium Battery Science and Technology Park
The first phase of the Ganfeng new lithium battery technology industrial park project is expected to be capped in September, and the pack production line will be partially put into operation, and it is expected to be fully put into operation by the end of August. It is understood that the project officially started construction on July 30 last year, with a fixed investment of more than 5 billion yuan, and will build the largest solid-state battery production base in China, including three sub-projects of solid-state battery technology research institute, solid-state battery production base and battery pack system.
Tailan New Energy
On November 21, the second phase of Tailan New Energy's Chongqing project started production. Previously, the first semi-solid phase 1 project was commissioned in 2022.
Tailan New Energy received hundreds of millions of yuan in Pre-B round financing in July this year, and the technical route is the oxide route. In terms of production capacity, the company currently has three manufacturing bases in use and under construction, with a total production capacity of 122gwh。In terms of products, the company adopts electrolyte ultra-thin film preparation technology and interface softening technology, and the energy density of semi-solid-state batteries reaches 350Wh kg.
Shandong Jin set sail
November 2nd,Shandong Jinqihang 20GWh solid-state battery Leling production base project launch conference was held in LelingThe total investment of the project is 11.6 billionIt will be constructed in two phases, mainly producing key materials for solid-state electrolytes, battery cells, solid-state batteries and inverters.
Xiao Zhendong, general manager of Shandong Jinqihang, said that the first phase plans to build 10 separator production lines and solid-state electrolyte core material production lines, as well as 2GWh solid-state battery cell production lines, and there should be products off the assembly line at the beginning of next year, and the output value will be about 3.5-4 billion yuan after reaching production. In the second phase, 30 solid-state electrolyte material production lines and 20 GWh solid-state battery cell production lines will be built, and the entire output value will reach the level of 20 billion yuan in the next three years.
Enpower Force
On November 21, Enpower GWh-level advanced battery intelligent manufacturing base was completed and put into operationIt is reported that the production line is an automated solid pouch cell manufacturing production line.
At the beginning of September this year, Enpower and SoftBank announced that they had successfully developed an all-solid-state lithium metal battery, with a technical route of sulfide solid-state electrolyte and lithium metal anode. In terms of production capacity, the company expects to deliver 60,000 battery cells for SWIFT products this year, reach GWh production capacity next year, and achieve mass production of 10GWh production line in 2026. In terms of products, the current production products are high specific energy SWIFT series, with an energy density of 300-350Wh kg.
Funeng Technology
On January 13, 2023, the first batch of models equipped with Funeng Technology's semi-solid-state batteries rolled off the assembly line. On March 27, 2023, the company said on the investor interactive platform that the company's self-developed first-generation semi-solid-state battery has been successfully mass-produced and installed. The company will accelerate the R&D and industrialization of next-generation battery products, and gradually improve the energy density of single cells.
The research and development of solid-state batteries is divided into four generations, and gradually promotes industrializationThere are three types of fast charging cells for 4C, 3C and 4C. Cooperative car companies include Volkswagen, Dongfeng Lantu, Mercedes-Benz, and Geely.
Solid-state battery industry innovation consortium was established
Xinhua News Agency, by China FAW, Dongfeng Motor, Changan Automobile and other 27 units of the solid-state battery industry innovation consortium was established in Shenzhen on December 18, the innovation platform covers basic research, material development and production, cell design and manufacturing, system integration and vehicle application and other links, involving a number of vehicle enterprises, materials companies, universities, research institutions and other units. China FAW Greater Bay Area R&D Institute was inaugurated in Shenzhen on the same day.
NIO
On December 17, Li Bin, CEO of electric vehicle brand NIO, measured the NIO ET7 equipped with a 150kWh battery pack, with an energy density of 360Wh per cell. The whole test was live, starting from Shanghai to Fujian, with a range of 1044 kilometers and a remaining CLTC mileage of 36 kilometers.
It is understood that NIO's 150kWh battery pack (150-degree battery pack) was released at NIO Day in 2021Solid-liquid mixed electrolyte, silicon-carbon composite anode material and ultra-high nickel cathode material are usedThe weight of a single battery pack is 575kg, and the energy density is 360Wh kg, which is more than the CATL Kirin battery (255Wh kg).
SAIC
On December 15, SAIC Motor said on the interactive platformFrom 2024, semi-solid-state batteries will be mass-produced and applied in different models of the company. The rapid iteration of semi-solid-state battery products and processes makes batteries safer and has higher energy density, while reducing the cost of power batteries by nearly 30%, allowing users to choose more cost-effective new energy vehicles.
It is understood that SAIC has previously stated that solid-state battery technology is an important component of its new energy strategy. In 2020 and 2022, SAIC Motor invested in Qingtao Energy through **.
On May 27 this year, SAIC Motor also announced that it would invest no more than 2.7 billion yuan in Qingtao Energy, a domestic solid-state battery company, to accelerate the mass production of solid-state batteries in new energy vehicles.
GAC Aion
On November 21, GAC Aion officially said that the new technology will reduce the life attenuation of solid-state batteries by 50%, and the battery capacity can be maintained at more than 90% after 150 cycles. In addition, the development of new solid-state electrolytes, solid-solid interface modification and other related technologies is also being accelerated, in order to achieve continuous optimization of the comprehensive performance of solid-state batteries. The company plans to achieve all-solid-state loading in 2025.
Changan Automobile
On April 18, 2023, Changan Deep Blue's first mid-size SUV equipped with a semi-solid-state battery system, the Deep Blue S7, was unveiled at the Shanghai Auto Show. According to the company, it plans to promote the gravimetric energy density of 350-500 Wh kg and the volume energy density of 750-1000 Wh L no later than 2027, and gradually mass production and application, and achieve popularization by 2030. Mass production is planned for 2027.
BMW
Solid Power, Inc., a US-based developer of solid-state battery technologyIn the company's third-quarter financial report, it announced that its first batch of A sample batteries has entered the loading verification stage.
Solid Power has delivered the first batch of A-1 EV batteries to BMW, revealing that the delivery of BMW's demonstration car project is on track, which means that the company's solid-state batteries have officially entered the installation verification stage.
According to Solid Power's website, its silicon electric vehicle batteries use a high-content silicon anode (anode), a sulfide solid electrolyte, and a nickel-cobalt-manganese (NMC) cathodeThe energy density can reach 390 wh per kilogram.
Toyota Motors
October 23rd,Toyota Motorssaid that the production speed of the company's solid-state batteries has been close to the manufacturing speed of traditional batteries. In October 2023, Toyota announced that it would cooperate with Japanese petrochemical giant Idemitsu Kosan to develop all-solid-state batteries, and that it will set up a small-scale solid-state electrolytic mass production facility at the Idemitsu Kosan plant in Chiba Prefecture, Japan, and conduct trial production.
Nissan Motors
On October 12, Nissan Motor announced that it will exhibit an all-solid-state battery at the 2023 Japan Mobility Show, and that Nissan plans to launch an all-solid-state battery by FY2028.
Article**: Frontiers of Energy Storage.