According to the Securities Times, the concept of solid-state battery rose sharply in intraday trading on the 29th. As of press time, Tiannai Technology (688116) rose more than 13%, Ke Liyuan (600478), Shanghai Ziba (603200), Greenmei (002340) rose by the daily limit, Enjie shares (002812) rose more than 8%, and Ningde Times (300750) rose more than 7% to return to more than 200 yuan.

On April 28th, at the CIBF2024 Advanced Battery Frontier Technology Symposium, Wu Kai, chief scientist of Ningde Times, revealed thatTiger'sRichesRushThe company's automotive all-solid-state battery research and development and industrialization progress. Wu Kai said that Ningde era has great opportunities for small batch production of all-solid-state batteries in 2027, rapid progress in sulphide routes, and has established a 10Ah-level all-solid-state battery verification platform.

He also said that the goal of the Ningde era is to reach the level of 7mur8 by 2027, which means that small quantities (all-solid-state batteries can be produced) and there is a good chance. But mass production may still face problems such as cost.

The research and development and mass production of all-solid-state batteries is a very arduous task. Wu Kai said that the company has gathered forces from all sides to jointly tackle key problems with all parties in the industrial chain and universities. From the point of view of the technology maturity and manufacturing maturity of all-solid-state battery, it is expected to gradually enter the mature period in the next 3 years.

Dongguan Securities pointed out that at present, the traditional lithium battery industry has entered the stage of overcapacity, and it is an inevitable trend for the industry to improve quality, reduce cost and increase efficiency through technological innovation and material iteration. Solid state battery is recognized as the next generation battery all over the world. In 2023, the domestic semi-solid battery takes the lead in mass production, and the industrialization process is expected to accelerate, which will bring new development opportunities for the iterative upgrading of the lithium battery industry chain. It is recommended to pay attention to the leading companies in the field of solid-state batteries and new material systems for solid-state batteries.

Proofread: Liao Shengchao