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又一动力电池巨头布局固态电池 行业或孕育重大投资机遇

Another major battery player is entering the solid state battery industry, which may give birth to significant investment opportunities.

cls.cn ·  Nov 19, 2024 08:02

eve energy co.,ltd. expressed on the interactive platform that the company has already carried out technical layout in the field of solid state batteries and made relevant industrial planning. The company plans to achieve a technological breakthrough in 2026, launching high-power, high environmental tolerance, and absolutely safe all solid state batteries, mainly used in the hybrid power field.

Eve Energy Co., Ltd. stated on the interactive platform that the company has been technologically positioned in the field of solid-state batteries and has made relevant industry plans. The company plans to achieve a process breakthrough in 2026, introduce high-power, highly environmentally resistant, and absolutely safe all-solid-state batteries primarily used in the hybrid power field; and achieve a technological breakthrough in 2028, introducing a 400Wh/kg high specific energy all-solid-state battery. The company has already laid out and applied related battery products in the field of flying cars, drones, and other low-altitude areas.

Solid-state batteries, as the next-generation core technology that can significantly improve the energy density of lithium batteries and enhance battery safety, have received key attention from the new energy vehicle and lithium battery industries. Enterprises such as Huawei, Ningde, and Guangqi have successively laid out the solid-state battery track. An Industrial Securities research report pointed out that government departments actively promote solid-state batteries from a policy perspective, with multiple ministries proposing policies to encourage the development of solid-state battery technology. In addition, the solid-state battery market has vast demand space. With the rapid development of new energy vehicles, solid-state batteries gradually replace existing lithium batteries with ample space. Low-altitude economy is developing rapidly, with new products such as eVTOL requiring higher energy density of lithium batteries, opening up new demand space for solid-state batteries. According to institutions' predictions, global solid-state battery shipments are expected to increase to 614.1GWh by 2030, and by 2030, the Chinese solid-state battery market space will increase to 20 billion yuan.

According to the Financial Data Center, among related listed companies:

On June 19, 2024, Shanghai Putailai New Energy Technology signed a "Strategic Cooperation Agreement" with Beijing Enlitech Power Technology Co., Ltd., initiating closer cooperation in the field of solid-state batteries to jointly promote the innovation and application of solid-state battery technology.

The electrolytic copper foil products produced by Deffo Technology are sold by kilogram (or ton), while in the lithium copper foil products, part of the solid-state battery samples are sold by square meters and kilograms based on customer requirements.

The translation is provided by third-party software.


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