① Zhiji Auto officially launched the industry's first quasi-900V ultra-fast charging solid-state battery - the first generation Lightyear solid-state battery, and was the first to ride the new Zhiji L6 sedan. In addition, GAC Science Day to be held on April 12 will announce all-solid-state battery technology. ② Dongxing Securities Research Report points out that solid-state battery technology may enter the channel of cost reduction and acceleration, opening up the ceiling for industry growth.
Zhiji Auto officially launched the industry's first quasi-900V ultra-fast charging solid-state battery - the first generation Lightyear solid-state battery, and was the first to ride the new Zhiji L6 sedan. The solid-state battery can be non-flammable at high temperatures and reduce puncture short circuits, while the peak charging power reaches 400kW, and the battery life after 12 minutes of charging increases by 400km.
Furthermore, GAC Science Day 2024 will be held on April 12. This year's GAC Science Day will release and showcase a series of scientific and technological achievements under the theme of “Science and Technology Vision”. The most notable one is that it will bring more efficient and safer all-solid-state battery technology.
Looking ahead to future battery technology, solid-state batteries have achieved better performance in terms of safety and charging efficiency, and may become the mainstream battery technology line. According to the Dongxing Securities Research Report, solid-state battery technology is expected to usher in a development milestone from quantitative to qualitative transformation in the early stages of industrialization. Companies with obvious first-mover advantages in technology and leading implementation on the application side are expected to improve their valuations. Simultaneous iterative upgrades in battery material segments such as high-nickel cathodes and silicon-based anodes are also expected to spawn new opportunities. Solid-state battery technology may enter a cost reduction and acceleration channel. It is widely used in application fields where electrification is difficult to penetrate at this stage, expand application boundaries, and open up the industry's growth ceiling.
According to the Finance Federation's theme library, among the relevant listed companies:
In an interactive question and answer session, Shanghai Xiba said that it has obtained some key core technologies in the field of advanced materials such as solid electrolytes, and has a number of related core patents.
Xiang Fenghua has signed a strategic cooperation agreement with Qingtao Energy to fully cooperate in the development and supply of key technologies for high specific capacity anode materials for solid/semi-solid state batteries.