Three solid-state battery concept stocks were bought by foreign investors during the year.
New breakthroughs in dry preparation of all-solid-state batteries
According to Qingdao Institute of Biological Energy and process, Chinese Academy of SciencesJungleJackpotJauntThe research team of the solid State Energy system Technology Center of the Institute used melt bonding technology to dry prepare ultra-thin sulfide solid electrolyte films with excellent flexibility. Its excellent mechanical properties, ionic conductivity and stress dissipation characteristics can effectively restrain the mechanical failure caused by uneven stress in the battery. The integrated all-solid-state battery prepared by this method has excellent interface stability and long cycle performance.
At present, liquid battery is the mainstream technology of lithium battery in the world, the process and supply chain are mature, and the cost is low, but the battery intrinsic safety and energy density limit its further development. All-solid-state battery uses solid electrolyte instead of flammable and explosive electrolyte to achieve battery intrinsic safety. at the same time, it can use positive and negative materials with higher specific capacity to open the energy density ceiling of lithium battery, which has become the inevitable choice to improve the performance of lithium battery in an all-round way.
According to different types of electrolyte, solid-state battery mainly includes three technical routes: polymer, oxide and sulfide. Compared to itsJungleJackpotJauntHis two kinds of solid-state batteries have the highest ionic conductivity, wide electrochemical window, good flexibility and plasticity, so they are one of the most ideal solid-state electrolytes.
At present, major overseas enterprises, such as Solid Power, Toyota, Samsung SDI and other enterprises all choose the sulphide route as the solid-state battery technology direction, and focus on the research and development of all-solid-state batteries; domestic enterprises, such as Weilan and Qingtao, all choose the oxide route and take the lead in the development and production of semi-solid state batteries. Although there are some differences in the choice of technology path among enterprises, from the existing trend, oxide and semi-solid, sulfide and all-solid become the mainstream, and sulfide may become the final technology path of all-solid-state battery.
The research results of the research team are of great significance to the commercialization of sulphide all-solid-state batteries, and provide a powerful reference for the future scientific research and process technology development of all-solid-state batteries.
A number of A-share companies reveal the progress of layout.
In the A-share market, a number of companies have recently revealed the progress of their layout through interactive platforms.
The R & D of Lan Haihuateng's sulphide all-solid-state lithium battery invested in the high-energy era is progressing smoothly, and the development of 20Ah-level all-solid-state cell A sample has been completed, at the same time, a pilot line is being built in the high-energy era, and it is expected to achieve mass production of small cells within 5Ah by the end of 2024. The stock's recent strong performance, the monthly K line has been three Lianyang, the stock price since the February low of the highest rise of more than 200%.
In terms of cathode materials for solid-state batteries, Xiamen Tungsten Xineng focuses on the matching of cathode materials and solid-state electrolytes, and achieves initial mass production in all-solid-state halide and sulfide batteries.
Rongbai Technology has completed the development of sulphides, oxides and other solid electrolyte materials, and successfully developed wet and dry electrode preparation of solid electrolyte membrane technology, has cooperated with customers at home and abroad, and won customer praise.
Dangsheng Technology has carried out research and development investment in the field of solid-state lithium cathode materials and solid-state electrolytes for many years, and has systematically laid out the technological routes of key materials for mainstream solid-state batteries, such as oxides, sulfides and polymers, which can be applied to semi-solid and all-solid-state batteries. Related solid-state lithium battery products have been sold in bulk.
Enjie Corporation laid out the all-solid-state project three years ago, mainly engaged in the research and development of all-solid-state sulfides, solid-state electrolytes and other related materials, and achieved a breakthrough in technology and mass production in 2023.
Multinational policies support the development of solid-state batteries
Industry demand will grow at a high speed
In recent years, countries have accelerated the layout of solid-state battery industry and launched relevant policies and plans to clarify the main development goals of solid-state battery.
For example, in the United States, funded by the Department of Energy, startups lead research and development, and have partnered with many car companies to achieve a solid-state battery to energy density of 500Wh/kg by 2030. Japan has built a joint R & D system for car companies and battery factories to achieve the commercialization of all-solid-state batteries and the energy density target 500Wh/kg by 2030.
From a domestic point of view, in October 2020, the "Energy Saving and New Energy vehicle Technology Roadmap" compiled under the guidance of the Ministry of Industry and Information Technology and led by the Chinese Society of Automotive Engineering pointed out that by 2025 and 2030, the energy density of power batteries should reach 400Wh/kg and 500Wh/kg respectively. At present, the energy density of liquid lithium battery system is difficult to exceed 300Wh/kg, so it is planned to focus on solid-state battery to improve the energy density and reduce its cost.
In January 2023, the "guidance on promoting the Development of Energy and Electronics Industry" jointly issued by the Ministry of Industry and Information Technology and other departments further proposed to strengthen the research of solid-state battery standard system.
According to Guosheng Securities, the global demand for solid-state batteries will be 17% in 2025.JungleJackpotJaunt.3GWH, by 2030, the global solid-state battery market is expected to exceed the market size of 200GWh, with a compound annual growth rate of 65% from 2025 to 2030.JungleJackpotJaunt.8%.
At the industry level, as the advantage of solid-state battery lies in safety and battery life, it is expected to be used in flight, new energy vehicles, consumer electronics and energy storage in the future. For example, on the flight side, the low-altitude economy is expected to open up room for solid-state battery growth.
In March 2024, the Ministry of Industry and Information Technology and other four departments jointly issued the implementation Plan for the Innovation and Application of General Aviation equipment (2024-2030), proposing that by 2027, the new general aviation equipment will achieve commercial operation in the fields of urban air traffic, logistics and emergency services; by 2030, the scale of low-altitude economy is expected to reach the trillion level.
New general aviation equipment, such as eVTOL (Electric Vertical take-off and Landing vehicle), sets stringent standards for battery technology, emphasizing high energy density, safety and rate performance, which are highly consistent with the characteristics of solid-state batteries. As a key component of eVTOL, battery performance directly affects its performance and market acceptance. The rapid development of eVTOL is expected to accelerate the industrialization process of solid-state battery.
Institutions gather together and are optimistic about these stocks.
According to Securities Times data Bao statistics, among the solid-state battery concept stocks, 16 shares, including Yiwei LiNeng (300014) and New Zebang (300037), have been rated by more than 10 institutions (including buying, increasing their holdings, highly recommended, etc.) and agencies unanimously predict that net profit growth this year is expected to exceed 20%. Among them, three shares of Zhongtian Technology (600522), GAC GROUP (601238) and Zhuhai Guanyu were bought by northward funds during the year.
Zhongtian Technology received a unanimous forecast from 18 institutions that its net profit this year will increase by 23.7% year-on-year, and received a net purchase of 106 million shares from Beijing during the year. Zhongtian Technology stated on the interactive platform on April 11 that the company had already laid out solid-state battery research in the early stage, and currently, pilot trials of semi-solid batteries based on existing production lines have been completed.
GAC Group was unanimously predicted by 10 institutions to increase its net profit by 31.28% year-on-year, and received a net purchase of 28.894 million shares from Beijing during the year. GAC Group stated on its official Weibo in November last year that GAC Aian Laboratory used a special design of solid electrolyte components to induce the formation of an interface buffer layer on the surface of the negative electrode, which can effectively reduce interface impedance and improve interface stability. It solves the problems of high contact impedance and poor stability caused by solid-solid contact at the interface of conventional solid-state batteries, and the further problems of serious power attenuation and shortened life, and realizes a breakthrough in the transition of solid-state batteries from laboratory to mass production applications.
Zhuhai Guanyu received a unanimous forecast from 14 institutions that its net profit this year will increase by 133.7% year-on-year, and received a net purchase of 11.2642 million shares by funds from the north during the year. Zhuhai Guanyu stated in its 2023 annual report that the company has developed a special cathode material for solid-state batteries, which effectively solved the problem of poor interface compatibility between solid-state battery cathodes and electrolytes, and used this solid-state electrolyte membrane and special cathode material to prepare an energy density up to 350Wh/kg solid state battery sample. Through continuous research and development and improvement, the company's solid-state battery samples have good safety performance and cycle life.
