At the beginning of 2024, the all-solid-state battery industry has been given an increasingly important strategic position.
On January 19, Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, said at a press conference that in the next step, the Ministry of Industry and Information Technology will support enterprises to carry out joint innovation, increase technical research on automotive chips, all-solid-state batteries, high-level autonomous driving and other technologies, and further enhance the market competitiveness of products.
This good news may become a "catalyst" for the development of the all-solid-state battery industry, accelerating the release of the industry's potential.
As we all know, the power battery is the heart of new energy vehicles and the top priority in the automotive industry chain; At the same time, with the gradual popularization of new energy vehicles, their safety issues and range anxiety have also attracted more and more attention from the whole society.
According to the official data of the Ministry of Emergency Management of the People's Republic of China, there were a total of 640 new energy vehicle fires in the first quarter of 2022, much higher than the average increase in vehicle fires (8.).8%），This means that there are more than 7 new energy vehicle fires on average every day.
Improving the energy density and safety of power batteries is not only a common proposition faced by the industry, but also a high degree of concern at the national level. In this context,All-solid-state batteries, which combine high safety and high energy density, are favored and are considered to be the "final form" of lithium-ion batteries.
In recent years, policies at the national level around the top-level design of solid-state lithium batteries have been intensively introduced to encourage and regulate the healthy and orderly development of the industry. In 2015 and 2017, the "Made in China 2025" and the "Action Plan for Promoting the Development of the Automotive Power Battery Industry" both proposed to establish and improve the all-solid-state lithium-ion battery industry chain and promote the energy density of solid-state batteries to reach 500Wh kg.
Since 2020, the "New Energy Vehicle Industry Development Plan (2021-2035)" has been releasedFor the first time, solid-state batteries were included in the key development objects of the industry, and it was proposed to accelerate the process of R&D and industrialization.
Since then, solid-state batteries have been officially recognized many times. Among them, in January 2023, the Ministry of Industry and Information Technology and other six departments jointly issued the "Guiding Opinions on Promoting the Development of the Energy Electronics Industry".It is further proposed to strengthen the research on the standard system of solid-state batteriesIt has laid the positioning of solid-state batteries in the modern industry.
On January 19, at the press conference on the development of industry and information technology in 2023 held by the State Council Information OfficeThe Ministry of Industry and Information Technology once again released a clear signal: to increase the intensity of all-solid-state battery technologyFurther promote the commercial application of intelligent networked vehicles.
As a result, the company's layout of the all-solid-state battery track will become the preferred choice for the industry to "follow the trend" - not only an "inevitable choice" driven by policy goals, but also to lay a technical foundation for the next stage of market competition.
Chen Qingtai, chairman of the China Electric Vehicle 100 Association, believes that the breakthrough of solid-state batteries is highly subversive, and whether China can successfully break through the threshold of solid-state battery technology and mass production is a key battle to ensure that China realizes the automobile power and maintains a leading position in the world.
Not only in China, but also in the world, all-solid-state batteries have also been included in the national energy development strategy of Japan, South Korea, Europe and the United States.
Currently,From the perspective of the layout of the global solid-state battery industry, Japan is in a leading positionNot only does it have a clear leading edge in all-solid-state battery patents, but also the country has a complete plan support and a clear strategic deploymentPromote the commercialization of all-solid-state batteries with the help of the whole country.
In South Korea, the three major battery manufacturers, LG Energy Solution, Samsung SDI and SK On, have all made substantial progress in the field of all-solid-state batteries. Samsung, in particular, completed the construction of the pilot line last year.
The R&D of solid-state batteries in the United States is dominated by start-up companies, such as Quantum Scape, Solid Power, Ionic Materials, etc., which have outstanding innovation capabilities and have received investment from BMW, Volkswagen, Hyundai and other automotive giants and venture capitals. In early January, Volkswagen announced that QS's solid-state battery products had passed the durability test of PowerCo, Volkswagen's battery subsidiary. As a result, QS's share price soared by more than 40% in a single trading day.
In general,Globally, solid-state batteries are dominated by all-solid-state batteries, in which sulfide electrolytes occupy an important position.
In this regard, Ouyang Minggao, an academician of the Chinese Academy of Sciences and a professor at Tsinghua University, said that in the past ten yearsThe new solid-state electrolyte, represented by the sulfide solid-state electrolyte, has developed rapidly, and the ionic conductivity has caught up with or even exceeded that of the liquid electrolyteTriggering a new round of global competition for all-solid-state batteries.
And to pull the attention back to China, although China's enterprises started late, but there are many market participants. It is worth noting that at the regular policy briefing held on December 26, 2023, Shen Changyu, director of the State Intellectual Property Office, said that in the field of lithium batteries, especially solid-state batteries, China is one of the world's major technology countries. As of May last year, the number of global patent applications for key technologies of solid-state batteries was 20,798, and China had 7,640, accounting for 367%。In the past five years, the number of global patent applications for solid-state batteries in China has increased by 20 per year8%, ranking first in the world in terms of growth rate.
Under the background of policy promotion and hot industry, to accelerate the industrialization process of solid-state battery technology, China's solid-state battery enterprises should work together, develop together, and work together to achieve a win-win situation.
At present, there are problems in the industry, such as the dispersion of forces and the unbalanced development of all links in the industrial chain; Solid-state batteries are a high-tech field, which not only involves multiple disciplines, but also requires collaboration between enterprises and complementary advantages and resources of all parties in the industrial chain to achieve commercialization.
In order to solve the above problems, on January 21, the China All-Solid-State Battery Industry-University-Research Collaborative Innovation Platform (CASIP) jointly initiated by a number of academicians and experts, a number of leading enterprises, well-known universities, research institutions, and a number of local enterprises was officially established, indicating that the acceleration of the pace of research and development of China's all-solid-state battery industry has become an inevitable trend.
At the same time,As a pioneer in the domestic sulfide all-solid-state battery industry, Gaone-energy Times is also giving full play to its own technological advantages and cooperating with industries, universities, scientific research institutions and other parties to developIn this way, it will promote the development and commercial application of all-solid-state battery technology.
In addition to driving the upgrading of the first-chain system and industry-university-research cooperation, in order to meet the demand for all-solid-state batteries at the consumer application end, the R&D layout of the "last mile" is connected in advanceHigh Energy Times, together with the main engine factory, analyzes and formulates the parameters of all-solid-state batteries, and actively participates in the formulation of solid-state battery standards in ChinaAccelerate the comprehensive development of commercialization, standardization and industrialization of all-solid-state batteries.
Relying on its own strong R&D and innovation capabilities and complete industrial chain layout, the high-energy era with the responsibility of "all-solid-state battery technology industry landing" is in the process of a new round of scientific and technological revolution and industrial transformationIt is expected to become the "locomotive" to promote the upgrading and transformation of China's lithium battery industry to all-solid-state technologyWith the technical strength of the same level, we have insight into the infinite possibilities of the new era of all-solid-state.