固态电池产业动态分析

Investment Rating - The report provides a positive outlook on the solid-state battery industry, indicating a strong growth trajectory and favorable regulatory environment [5][6]. Core Insights - The solid-state battery technology is expected to benefit from new national standards in China, which will enhance safety and performance requirements, thus accelerating industry development [5][6]. - Solid-state batteries offer significant advantages such as high energy density, improved safety, fast charging capabilities, and long cycle life, making them a promising alternative to traditional lithium-ion batteries [5][6]. - The global market for solid-state batteries is projected to reach USD 9 billion by 2035, with a compound annual growth rate (CAGR) of 57.4% from 2023 [8]. Summary by Sections Industry Standards and Regulations - The new national standard GB38031-2025 will be implemented starting July 1, 2026, introducing stricter testing requirements and optimizing certification processes for electric vehicle batteries [5]. - Key changes include the addition of bottom impact tests and fast charging cycle safety tests, as well as stricter requirements for existing tests [5]. Market Demand and Growth - Solid-state batteries are primarily driven by the electric vehicle (EV) market, which is expected to account for 70%-80% of demand, with significant growth anticipated in energy storage systems as costs decline [8]. - By 2025, global demand for solid-state batteries is projected to reach 17.3 GWh, with expectations to exceed 200 GWh by 2030, reflecting a CAGR of 65.8% from 2025 to 2030 [8]. Patent Landscape - As of 2024, over 35,000 patents related to solid-state batteries have been filed globally, with Japan leading in patent applications, followed by China and South Korea [9]. Technology Routes and Commercialization - Various technology routes for solid-state batteries are being explored, including oxide, sulfide, and polymer electrolytes, each with distinct advantages and challenges [13]. - Major companies like Toyota and CATL are planning to commercialize solid-state batteries between 2027 and 2030, with significant advancements in energy density expected [14][15]. Company Developments - Companies such as QuantumScape and Solid Power are making strides in solid-state battery technology, with plans for sample deliveries and production timelines set for 2025-2027 [16].