CATL(300750) 21世纪经济报道·2025-03-28 02:29Core Viewpoint - The development of solid-state batteries in Zhuhai is gaining momentum, with a strategic action plan aimed at establishing a competitive industry cluster by 2030, focusing on key materials, technologies, and significant innovation projects [1][2]. Group 1: Action Plan and Goals - Zhuhai's action plan aims to tackle key materials and technologies for solid-state batteries by 2027, establishing industry standards and fostering a competitive industry cluster [1]. - By 2030, the plan envisions significant breakthroughs in the solid-state battery industry, including improved technology levels and mass product delivery [1]. - The plan emphasizes the cultivation of high-energy-density semi-solid (over 350Wh/kg) and all-solid-state batteries (over 400Wh/kg) for large-scale production [1]. Group 2: Industry Landscape and Key Players - Zhuhai has 47 large-scale enterprises in the lithium battery sector, projected to achieve a production value of 28.525 billion yuan in 2024, covering the entire supply chain [3]. - The action plan identifies three key local companies: Zhuhai Guanyu, Zhuhai Xinjie Energy Technology, and Zhuhai High Energy Times, each focusing on different aspects of solid-state battery technology [3][4]. - Zhuhai Guanyu has made significant advancements in solid-state battery technology, achieving an energy density of 350Wh/kg [3]. - Zhuhai Xinjie has established the first 200MWh lithium metal solid-state battery production line in China, with an energy density of 480Wh/kg [4]. - Zhuhai High Energy Times has built a mass production trial line, focusing on ultra-high energy density and extreme temperature operation [4]. Group 3: Market Potential and Trends - The market for solid-state batteries is expected to grow significantly, with solid-state lithium-ion batteries anticipated to be commercialized by 2027 and mass-produced by 2030, potentially reshaping the industry landscape [2][5]. - The demand for solid-state batteries in the electric vehicle sector is currently five times that of energy storage batteries, with future growth potential in both sectors [5]. - The solid-state battery technology is at different maturity levels, with hybrid solid-state batteries at 7-8, semi-solid batteries approaching 8, and all-solid-state batteries at 4 [5][6]. Group 4: Strategic Initiatives and Collaborations - Zhuhai is leveraging its lithium battery industry foundation to develop a comprehensive solid-state battery ecosystem, integrating upstream production equipment and materials [7]. - The city is also focusing on creating application scenarios for solid-state batteries, particularly in energy storage and AI data centers [9]. - AI is being utilized to enhance the research and development of solid-state battery materials, with expectations for significant advancements in the next 2-3 years [8].