With the continuous progress of science and technology, solid-state batteries, as a new type of battery technology, are gradually emerging.
Message Side:Samsung SDI announced that it aims to mass-produce all-solid-state batteries in 2027 to meet the needs of the electric vehicle era.
The company has established an all-solid-state battery pilot production line at its R&D center in Suwon, south of Seoul, and is producing prototype samplesStrive to become a leading enterprise in the battery industry by 2027 and seize a huge market share.
In addition,Chinese companies have recently announced that the world's first solid-state battery production line has been officially put into operation, charging for 12 minutes up to 80% of the charge.
Solid-state batteries have two significant advantages: high energy density and high safety, and are the next generation of high-performance lithium batteries.
Solid-state batteries have a wide range of application prospects, since 2023, under the guidance of semi-solid-state battery loading, the future of all-solid-state batteries can be expected, with the continuous advancement of solid-state battery industrialization in the future, all links of the solid-state battery industry chain will fully benefit.
In addition, the hermit is optimistic about the "solid-state battery" and the following logic:
1) Compared with liquid batteries, solid-state batteries have multiple performance advantages such as higher energy density, higher safety, longer cycle life, and better low-temperature performance.
The global technical route is full of flowers, and the domestic is dominated by oxides. Domestic semi-solid-state batteries have been mass-produced and installed, and when the breakthrough in all-solid-state battery technology is underway, solid-state batteries are expected to take over and lead the new trend of technology.
3) App Marketplace. In addition to electric vehicles and energy storage, solid-state batteries also have a wide range of application prospects in drones, medical devices and other fields.
After a long period of analysis and review, the hermit has selected 5 potential companies of "solid-state battery", and is optimistic about the last one, let's take a look
1. Thalys:The company is engaged in research on solid-state battery related technologies. A technology manufacturing enterprise with new energy vehicles as its core business.
2. Guansheng shares:The company cooperates with domestic companies to promote the production, manufacturing, sales and export of a generation of quasi-solid-state power batteries and semi-solid-state energy storage batteries as its main business.
3. Sanxiang New Materials:The company's zirconia products can be applied to solid-state battery related materials. Green and environmentally friendly cored wire manufacturer, fused zirconia, casting modified materials and other industry leaders.
4. The most optimistic one for the hermit!
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1. One of the few enterprises in China with a production capacity of 3,500 square millimeters of large-section power cables, laying out the field of solid-state batteries.
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Second, the company's total market value is less than 10 billion, and the high point has retraced more than 70%, which is at the bottom of the "** pit", and the chips are highly concentrated.
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3. From a technical point of view, the bottom price limit is started, the volume and price are rising, and there is a more obvious bottom reversal signal.