杀手级产品就在这里！ 固态电池从电解液和隔膜板上闪出！ 业界欢迎重大变化吗？ _东方财富网

原标题：杀手级产品就在这里！ 固态电池一出来，电解质和隔膜板就闪烁了！ 业界欢迎重大变化吗？

概要

[Killerproductiscoming!Theelectrolyteanddiaphragmplatesofsolid-statebatteriesflashed!Willtheindustrywelcomemajorchanges?】Niowillusesolid-statebatterytechnologytosupportitsnewmodelET7withabatterylifeofmorethan1000kilometersLithiumbatterydiaphragmandelectrolyterelatedcompanieswillbeaffectedHoweverthebatteryisonly”semi-solid”anditisnearlytwoyearsawayfrombeingputintouseanditstechnicalrouteisstillinatransitionalstageTheindustrypredictsthatmassproductionofreal”allsolid-statebatteries”willstilltake5-10years(ecompanyofficialmicro)

　　Wei LaiWill use solid-state battery technology to support its new model ET7 battery life to exceed 1,000 kilometers, lithium battery diaphragm and electrolyte relatedthe companyGet shocked. However, the battery is only “semi-solid” and it is nearly two years away from being put into use, and its technical route is still in a transitional stage. The industry predicts that mass production of real “all solid-state batteries” will still take 5-10 years.

　　Lithium battery diaphragm and electrolyte plummet across the board

　　Wei LaiThe emergence of “solid-state batteries” for automobiles may have an impact on the midstream of lithium batteries. The pressure of lithium battery diaphragm and electrolyte doubled, and the whole line fell sharply in early trading on January 11. As of the morning’s close, the lithium battery electrolyte index fell 7.77%, and the lithium battery diaphragm index fell 6.31%.

Specific to the individual stock level, in the electrolyte sectorXinzhoubang(300037) The biggest drop, down 14.71%;Shi Dashenghua(603026)、Godsend materials(002709) Limit down. In the diaphragm plate,Star source material(300568) plummeted 15.05%,Enjie shares(002812)、Sinoma Technology(002080) Limit down.

On the other hand, listed companies with a layout in the field of solid-state batteries are showing an upward trend.according toSecuritiesAccording to Times·Databao, there are 14 related listed companies, of whichJiangsu Guoxin(002608) daily limit,Great Wall Motor(601633)、Ganfeng Lithium(002460) rose over 5%.

among them,Jiangsu GuoxinParticipated in Qingtao Energy. The first solid-state lithium battery production line built by it was officially put into operation in November 2018, and the first batch of solid-state batteries has been mass-producedproduct, Currently it can produce 10,000 batteries per day.

　　Guoxuan Hi-TechIt is estimated that the production of high-safety solid-state batteries will begin in 2022, and all-solid-state batteries with an energy density of over 800Wh/L, over 400Wh/kg and 800 cycles will be produced after 2025.

　　Wei LaiThe battery is still “semi-solid”, and it will take at least 5 years for full-solid mass production

On the evening of January 9, 2021, NIO released the first sedan product ET7. The biggest hit point of this model is that the battery life exceeds 1000km. The long battery life is supported by battery capacity. Weilai also launched a 150kWh battery pack using solid-state battery technology, which can achieve an energy density of 360Wh/kg. Although the battery is scheduled to be put into use in the fourth quarter of 2022, this is also faster than industry expectations.

Compared with the current mainstream application of liquid lithium batteries, solid-state batteries use solid electrolytes instead of liquid electrolytes and separators, which greatly improves energy density and safety.However, solid-state batteries are also facing many technical obstacles at this stage, such as poor fast charging performance, preparationCraftcomplex,costHigher.

The battery released by Weilai this time is only a semi-solid battery, that is, the transition technology between traditional batteries and solid-state batteries, which will still use diaphragms and electrolytes.Founder of WeilaiLi BininacceptDuring the interview, the media emphasized that the battery still contains liquid (electrolyte), and mass production of all-solid-state batteries is still far away. The reason is that the current solid-state batteriesmarketdemandVery low.

　　CITIC SecuritiesIt is pointed out that the “all-solid-state battery” and semi-solid state that the market is concerned about are not essentially the same technical route, and are still in the early stages of development. It is expected that mass production will not be possible within five years. The existing liquid lithium-ion battery and its upgrading are still The foreseeable main technical route.Calculated with reference to many institutions, all solid-state batteriesbusinessIt will take 5-10 years for mass production.

Weilai has not announced solid-state batteriessupplier, But as a totalMarket valueOver 90 billionUSDThe new power of car-making, Weilai battery technology route or will impact the existing lithium battery pattern, starting a technological revolution in the entire industry.ForesightindustryThe Institute predicts that by 2030, domestic solid-state batteriesMarket spaceOr reaching 20 billion yuan, which will also achieve lower costs.

　　Related reports:

Founder Securities: NIO’s seven major increments

The route different from Tesla What is the lidar carried by Weilai ET7?

The solid-state battery has a life span of more than 1,000 kilometers! Weilai has released a 150-degree battery pack concept stock exposure!

(Source: e company official micro)

(Editor in charge: DF064)