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光大证券:半固态电池应运而生,抢占下一代锂电技术制高点

Everbright Securities: Semi-solid-state batteries are emerging, seizing the high ground of next-generation lithium battery technology

Breakings ·  Feb 8, 2023 10:33
Everbright Securities pointed out that the semi-solid state route is a minor change to the existing liquid lithium-ion battery system and is viewed as an all-solid state transition route. There are differences in route choices between first-level market solid-state battery companies such as Weilan and Qingtao and power companies such as Funeng Technology, Guoxuan Hi-Tech, and Honeycomb Energy. It is expected that automotive applications will be seen one after another in 2023. Semi-solid-state batteries have added materials such as solid electrolyte coatings and in-situ solidified lithium salts. It is recommended to focus on the supply chain and suppliers of incremental materials such as lithium lanthanum-zirconium oxide (LLZO), titanium aluminum phosphate (LATP), sulfide solid electrolytes, and novel lithium salts. It is recommended to pay attention to: Ningde Times, Funeng Technology, Dangsheng Technology, Huasheng Lithium Battery, Shanghai Zibao, Dongfang Zirconium, Sanxiang New Materials, Ruitai New Materials, etc.

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