The road to the era of lithium battery | solid battery

Solid-state batteries refer to lithium-ion batteries using solid electrolytes. In terms of performance, non-flammable solid electrolytes are the core of solid-state batteries. Solid-state batteries can increase the energy density of batteries while eradicating safety hazards. New batteries such as lithium air need to start from the whole battery structure, and the core of solid-state batteries lies in solid electrolytes. The upgrade path is simpler and more convenient. In addition, lithium-sulfur, lithium-ion battery anodes use metallic lithium, while metallic lithium anodes are easier to use in solid electrolytes. Compatible, so solid-state batteries are also a transition platform for lithium-sulfur and lithium-ion batteries. Looking at the future, solid-state batteries have become the only way.

The low ionic conductivity and high interfacial impedance of solid electrolytes limit the energy density and rate performance of batteries. Currently, there are not enough mature market products. Solid-state batteries can be divided into three categories: Polymer systems are the most mature, but performance limits Restricted development; Non-thin film type batteries in oxide systems have excellent comprehensive performance and are currently hotly developed; Sulfide systems are in a polarized situation with huge development space and immature technology level. Overall, although each type of solid-state battery system There are more difficult problems to be solved. In the global market, the capital is consistently optimistic and the leading car companies have a multi-party layout, solid-state battery technology is expected to achieve rapid development.

Investment suggestion: Relevant target recommendation Ningde era, it is recommended to pay attention to Yan Feng Lithium, Wei Wei, Tian Qi Lithium and so on.