with the continuous expansion of downstream applications of lithium batteries, the endless new demands for lithium batteries themselves have put forward higher and higher performance requirements, especially in terms of energy density and safety. from the current situation, the energy density of liquid batteries is close to the theoretical limit, and the industry believes that the development of solid-state batteries will be the only way for technological innovation in the lithium battery industry. just as ternary batteries and lithium iron phosphate batteries are competing for who is the mainstream route of batteries, solid-state battery industrialization is also quietly accelerating.
but because the all-solid-state battery technology and process problems are still not completely solved, china's battery companies generally choose the progressive development route from liquid to semi-solid and then to all-solid, hoping that the semi-solid battery loading mass production can lay the foundation for the all-solid-state battery industry chain layout, and ultimately achieve the ultimate goal of all-solid state. public information shows that since the beginning of this year, a number of new energy vehicle companies at home and abroad have announced the loading plan of semi-solid state batteries, and a number of battery companies have announced that semi-solid state batteries have been loaded.
among them, dongfeng, nio, salis and other announced that they will achieve semi-solid state battery loading within this year, changan shenlan, zhiji, gac 'an, gac automotive and other car companies generally plan to install semi-solid state batteries before 2025. in terms of battery enterprises, funeng technology recently announced that the first generation of semi-solid state batteries independently developed by the company has been successfully mass-produced and installed, and the safety performance of the battery and the energy density of the single cell have been improved. yiwei lithium energy also mentioned that the company's semi-solid state battery has completed the design and is being loaded and verified.
it is worth noting that just as car companies are eager to load semi-solid batteries, the development of a new energy storage industry is also throwing olive branches to semi-solid batteries. the good market prospects have also given rise to a number of enterprises focusing on solid-state batteries, and solid-state battery manufacturers represented by qingtao energy and weilan new energy have devoted themselves to the research and development of solid-state batteries, and continue to update their latest progress in the field of solid-state batteries. it also makes the above solid-state battery manufacturers become the object of favor of various capitals.
solid-state batteries become a capital concentration
on may 31 this year, saic and qingtao energy signed a capital expansion agreement and a strategic cooperation framework agreement, according to the content of the agreement, saic intends to invest no more than 2.7 billion yuan in qingtao energy through jiaxing chuangqi venture capital partnership (limited partnership) and jiaxing qi jun no. 1 equity investment partnership (limited partnership). deepen the long-term and win-win strategic partnership between the two sides, and take the lead in promoting the large-scale mass production of solid-state battery technology "100,000 vehicles" by 2025.
it is understood that this is also the largest financing for domestic solid-state battery companies so far, and saic has also become the largest institutional investor in qingtao energy. according to the data, saic has participated in two rounds of financing of qingtao energy in 2020 and 2022. after saic passed several rounds of financing for qingtao energy, the two sides will establish a joint venture company to jointly develop solid-state battery technology, relying on the world's leading innovative technology to create truly safe, energy-saving, cost-effective electric models for consumers.
saic motor said that solid-state battery technology is an important part of the company's new energy strategy, and this additional investment in qingtao energy is conducive to deepening the layout of solid-state battery technology, seizing the commanding heights of solid-state technology, and enhancing the competitiveness of the company's new energy products. according to saic's previous plan, in the first half of 2024, high-performance, long-life models of zhiji vehicles equipped with solid-state batteries will first achieve large-scale mass production. in the first half of 2025, feifan, roewe and mg will also launch a number of solid-state battery models.
relevant information shows that qingtao energy, as a leading enterprise in the field of solid state batteries in china, has not only built the first solid state lithium battery production line in china, but also built a complete independent intellectual property rights system. up to now, the company's first-generation solid-state battery has completed the loading test, and under the premise of realizing system-level zero thermal runaway, the single energy density reaches 368wh/kg, and the maximum driving range of the test vehicle reaches 1083 kilometers. at the same time, the core materials, core processes, customized equipment and other aspects of autonomy and control.
in addition to qingtao energy, ganfeng lithium, a holding subsidiary of ganfeng lithium, also received strategic investment this year. at the beginning of this year, sdi announced the completion of investment in ganfeng lithium battery, supporting its increase in solid state battery research and development investment and industrialization pace, and strive to break through the power battery energy density, safety and other problems, which is the first time ganfeng lithium battery introduced external investment. as a holding subsidiary of ganfeng ganfeng lithium, ganfeng lithium battery business covers consumer batteries, energy storage/power batteries, solid state batteries and other fields.
it is reported that in the field of solid state batteries, ganfeng lithium battery research and development team has been engaged in solid state battery research and development for more than 10 years, since the establishment of solid state battery research and development subsidiary zhejiang feng lithium new energy in ningbo high-tech zone in 2017, and continue to promote the progress of solid state battery technology. the company focuses on the industrial application of technology, solid-state battery technology has formed a perfect commercialization path in the fields of power, portable energy storage, wearable and 3c digital, and its first-generation semi-solid-state power battery has been carried on the dongfeng e70 model and successfully delivered for operation.
statistics show that as of now, 8 domestic enterprises related to the field of solid-state battery manufacturing have obtained 32 rounds of financing. specifically, tao energy received a total of 10 rounds of financing, weilan new energy and huineng technology received a total of 7 rounds of financing, tailan new energy received 3 rounds of financing, enli power received 2 rounds of financing, ganfeng lithium battery, zhongke shenlan huize, high-energy times each received 1 round of financing. among them, only last year, the above eight enterprises received a total of 12 rounds of financing, which is a veritable capital concentration.
it is worth noting that in addition to the above enterprises in the field of solid state battery manufacturing, solid state battery materials related enterprises are also accelerating the pace of financing. for example, in april this year, changzhou su li technology co., ltd. announced the completion of tens of millions of yuan angel round financing, this round of financing by tianhua new energy, dongwu venture capital, china science and technology star joint investment, the funds are mainly used for pilot production line construction, raw material procurement, and team expansion. at the same time, the company's pre-a round of financing has been officially launched.
in june this year, solid-state battery core material manufacturer shenzhen soled new material technology co., ltd. announced that the company has recently completed the prea round of financing, investors include shaanxi investment capital's green gold management company and chenfeng capital, this round of raised funds are mainly used for technology research and development and expand the production capacity of silicon-based products. according to the official introduction, solide is a company focused on the core materials of solid-state batteries, and its products include a full range of silicon-based negative electrode business, solid electrolyte business, and lithium-rich manganese based business.
the industry believes that based on the advantages of safety and energy density, solid-state batteries have become an important development direction of battery technology, attracting many new energy vehicle companies, mainstream lithium battery companies, solid-state battery field startups, upstream materials and equipment companies, cross-border entering companies, etc., to strengthen the field of solid-state battery technology research, accelerate mass production and the pace of boarding. it is believed that under the intensive help and promotion of capital, the industrialization of semi-solid battery as a transition product of solid state battery will accelerate and enter the first year of loading ahead of schedule.
solid-state battery projects frequently land
during the two sessions of the national people's congress this year, focusing on the research and development and promotion of solid-state batteries and semi-solid-state batteries, li liangbin, chairman of ganfeng lithium, said that solid-state batteries are able to solve the problem of safety and low temperature performance. however, there are still many problems to be solved in the technology of all-solid-state batteries, and there is still a distance from commercialization. however, more than half of the solid-state battery technology is relatively mature and has commercial capabilities. perhaps to see the commercialization potential of semi-solid batteries, many companies have opened the construction of solid state battery industry.
at the "investment sichuan · chengdu metropolitan area global investment promotion conference" held in shanghai at the beginning of the year, qingtao energy 15gwh power storage solid-state battery industry base officially signed a contract to land in chengdu 郫 district. according to reports, qingtao energy power storage solid state battery industry base plans to invest 10 billion yuan in two phases to build a power storage solid state battery industry base in 郫, build a national demonstration ecosystem of new energy storage industry, and create an international new energy technology research and development highland, with an annual increase of 3 billion yuan in profits and taxes after reaching production.
according to the plan, the first phase of the project is located in 郫 jingrong town, the first production line has a designed capacity of 1gwh, which is currently under commissioning. it is expected that the first batch of semi-solid state batteries will be officially offline in 郫 factory in the near future. it is worth noting that this is also the first semi-solid state battery production line in chengdu. 郫 the relevant person in charge of the district said that as a leading enterprise in the solid-state battery industry, qingtao energy signed a contract and landed. in the future, it is expected to play a leading role in the chain, inject strong momentum into the industrial development of 郫 and build a modern new city in the west.
in addition to the chengdu base, qingtao energy is also building a new 10gwh solid-state power battery project in kunshan, jiangsu, which is mainly for the field of new energy vehicles, and the solid-state power battery project will reach 10 billion watt-hours of annual installed capacity. the project is expected to complete civil construction in may this year and be completed and put into operation within this year. in addition, in order to quickly achieve a breakthrough in the field of green energy storage, qingtao energy also deployed a solid state green energy storage battery production base in the southwest region, leading the capacity construction of peers.
in may this year, the zhongke shenlan huize solid-state lithium battery project with a total investment of 1 billion yuan started work in wujin national high-tech zone. the project is listed as a major project reserve project of jiangsu province in 2023. the project is divided into two phases: the first phase with a total investment of 500 million yuan, plans to buy 53 production equipment and public supporting facilities, such as electrode manufacturing, battery assembly, in-situ polymerization and chemical composition selection equipment. the annual output of solid-state lithium batteries is expected to be 1gwh. data show that zhongke deep blue focuses on the research and development and manufacturing of solid-state batteries.
in addition, the market prospect of solid-state batteries also attracts the entry of crossovers. at the end of april this year, gaolle shares announced that guangdong gaolle co., ltd. and yiwu economic development zone management committee based on the principles of honesty and mutual trust, complementary advantages, mutual benefit and common development, the company intends to invest in the construction of 2gwh nano solid state battery project, the two sides plan to sign the nano solid state battery project investment agreement at the end of april 2023 in yiwu. the total investment is expected to be 2 billion yuan, and the annual capacity of the battery is planned to be 2gwh.
earlier, shanghai wash ba, the main water treatment business, disclosed the 2023 annual non-public share offering plan, the total amount of capital to be raised is not more than 700 million yuan, for the construction of solid state battery material production base, research and development base construction and supplementary working capital. the production base construction project is located in songjiang district, shanghai, and includes pharmaceutical workshop, solid state battery electrolyte workshop and water treatment equipment production workshop. the total planned investment of the project is 472 million yuan, and the construction period is about 24 months.
together with jiawei shares, jin longyu and other companies that have previously announced their entry into the field of solid-state batteries, it can be said that the solid-state battery circuit is crowded with cross-border players. however, in the view of the industry, the threshold of solid-state battery technology is high, and its commercial prospects are still relatively distant topics. solid-state batteries are technology-intensive and capital-intensive industries, and they are difficult to achieve without more than decades of deep cultivation and accumulation, even mainstream battery companies are difficult to break through. therefore, it is doubtful whether the concept is fabricated or the real transformation.
acceleration of industrialization
the current consensus of the entire industry is that improving battery energy density and safety has become the biggest challenge facing the lithium battery industry, and of course, it also implies significant development opportunities. although solid-state batteries have unparalleled advantages in terms of safety and energy density, they are an important direction for the future development of the lithium battery industry. however, at this stage, technology and cost are still huge obstacles to the commercialization of solid-state batteries, which seriously restricts their rapid commercialization speed and popularization.
therefore, domestic enterprises involved in solid-state batteries are still focusing on the more compatible and economical semi-solid-state route in the short term. among them, weilan new energy, ganfeng lithium power, qingtao energy, yiwei lithium energy, funeng technology, guoxuan high-tech and so on. data show that as early as 2020, semi-solid state batteries have achieved their first loading breakthrough, but the energy density is at the level of 260wh/kg, and the performance improvement is limited compared to the traditional battery route. but this year, the energy density of semi-solid batteries has achieved a qualitative leap.
for example, the semi-solid battery currently launched by weilan new energy has an energy density of 350wh/kg; guoxuan gaoke released its first semi-solid battery product in may last year, with a single energy density of 360wh/kg; qingtao energy built the first solid state battery production line in china as early as 2018, and the energy density of its semi-solid battery can reach 368wh/kg; the semi-solid battery products launched by funeng technology have an energy density of 330wh/kg. compared with traditional batteries, its energy density advantage has been very obvious.
it is worth noting that, as a global power battery giant, ningde times recently launched condensed matter batteries, which have attracted wide attention in the industry. in april this year, wu kai, chief scientist of ningde times, released the condensed matter battery for the first time at the shanghai auto show, with a single energy density of up to 500wh/kg, which is expected to be first applied to the aviation field. zeng yuqun, chairman of ningde times, said that compared with all-solid-state batteries, our condensed matter batteries can achieve both high specific energy and high safety, and can achieve mass production faster.
ningde times said that the battery uses a high dynamic bionic condensed matter electrolyte, which is completely 100% liquid from the ordinary liquid lithium-ion battery electrolyte, but a semi-solid gelatinous state. this makes the condensed matter battery not only complete the conduction work of lithium ions in the positive and negative electrodes, but also because the viscosity of the electrolyte itself reduces the fluidity, which can improve the overall safety performance of the power battery, avoid the huge risk of thermal runaway of traditional liquid lithium ion batteries, and perform well in safety performance.
at the same time, the battery also built a micron-level adaptive mesh structure to adjust the interchain interaction force, and strive to enhance the stability of the microstructure, improve the dynamic performance of the battery, and improve the transportation efficiency of lithium ions. in addition, the condensed matter battery also polymerizes innovative technologies, including ultra-high specific energy positive electrode and new negative electrode. at present, the battery is being developed for civil electric manned aircraft projects, performing aviation-grade standard tests, and will be followed by a vehicle-grade version, which can be mass-produced within this year.
the industry believes that if the condensed matter battery can adapt to the requirements of the aviation level, it will also successfully pass all kinds of safety tests for the application of the vehicle gauge level, and its mass production and loading will have a positive role in promoting the scale application of semi-solid batteries. moreover, the condensed matter battery can have a variety of forms such as soft pack and square, and it is known that its soft pack form has the best performance, which can provide more and more suitable solutions for car companies, and the condensed matter battery of ningde era is also expected to carry the heavy responsibility of excessive to all-solid-state batteries.
in addition to battery companies, other industrial chain companies have also announced their latest progress in the field of solid-state batteries. for example, yinghe technology announced that the company's lamination equipment can be applied to the semi-solid battery production line, and the company's semi-solid battery equipment has been supplied to the leading customers in the industry; the products of the new energy vehicle power lithium battery composite copper foil, composite aluminum foil project can be used as solid state battery fluid collection application; xiang fenghua also announced that it has made significant progress in its new silicon-carbon anode material for solid-state batteries.
with the improvement of semi-solid battery performance and the improvement of the industrial chain layout, many new energy vehicle companies at home and abroad have recently announced semi-solid battery loading planning, and this is expected to become the first year of semi-solid battery loading. among them, dongfeng, nio, salis has announced that it will realize semi-solid state battery loading this year, changan shenlan, gac 'an, gao he and other car companies generally plan to install semi-solid state batteries before 2025. bmw, mercedes-benz and volkswagen all plan to launch electric models equipped with semi-solid state batteries around 2025.
in addition to being applied to electric vehicles, semi-solid state batteries are also beginning to be applied to the emerging field of energy storage. in april this year, ganzhou high-tech zone in jiangxi province plans to invest in the construction of a single large-capacity solid-state battery 1gwh user-side energy storage power station. it is reported that the energy storage power station project is estimated to have a total investment of 4.5 billion yuan. after completion, it can meet the emergency electricity demand of 100,000 households every day, and can meet the charging demand of 20,000 electric vehicles every day, and completely solve the problem of electric vehicle charging in cities and gas stations and the problem of insufficient electricity load.
industry insiders believe that based on the advantages of high safety and high energy density, semi-solid state batteries have now become an important development direction of battery technology, attracting many car companies and battery manufacturers to continue to increase their size and layout. with the help and promotion of capital, semi-solid state batteries are expected to enter the fast lane of industrialization. however, although semi-solid batteries can be mass-produced and loaded, their production costs are still much higher than liquid batteries, so the cost performance is not high, and the future still needs to continue to reduce costs through large-scale production.
source: power battery network
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