"Science and Innovation Board Daily" February 8 news (editor Song Ziqiao) domestic solid state battery is accelerating "on the car". Following the delivery of the first Dongfeng E70 EV equipped with Ganfeng lithium solid state battery in January, Ganfeng Lithium Power again announced that the pure electric SUV SERES 5 (39.680, -0.54, -1.34%) equipped with its three-yuan solid-liquid hybrid lithium-ion battery is scheduled to hit the market in 2023. At present, Chongqing Ganfeng 20GWh new lithium battery Science and Technology Industrial Park project is under construction, planning to build the largest solid state battery production base in China.

Deliveries of the SERES5 are expected to begin in March and 20,000 units have been ordered by January this year. At the launch of the SF5, the predecessor of the SERES5, Huawei consumer CEO Chengdong Yu endorsed the company's powertrain, intelligent connectivity and sound system.

Solid state battery refers to the use of solid electrolyte to replace the traditional lithium-ion battery electrolyte and diaphragm, compared with the traditional liquid lithium battery, its excellent safety performance, good thermal stability, battery energy density can reach more than 400Wh/kg, driving range of more than 1000km, enough to break the "mileage anxiety" of new energy vehicles.

The terpolymer solid-liquid hybrid battery of Gan Feng Lithium battery belongs to the first generation of solid state battery developed by the company, in fact, it is a semi-solid state battery, that is, some materials still continue the "formula" of liquid lithium battery. According to Ganfeng Lithium Electric, the energy density of the battery can reach 260Wh/kg.

Photo Source: Gan Feng Lithium electric official micro

At present, the shortcomings of all-solid-state battery such as poor performance and high cost due to low ionic conductivity need to be solved, while the semi-solid-state battery becomes the transition route from liquid battery to all-solid-state battery due to its high safety, long life and good economy.

Many manufacturers in the industry have adopted this scheme. In 2022, Nio will release ET7, Dongfeng E70, and Landu Choufeng models equipped with semi-solid state batteries. Saic Zhiji, GaC Aean, and Gaohe are also actively cooperating with solid state battery manufacturers to jointly promote the on-board process of semi-solid state batteries. Among the mainstream battery factories, Ningde Times (447.210, -0.89, -0.20%), Zhongchuang Singapore Airlines, Hive Energy, Guoxuangao (32.820, 0.65, 2.02%), Funeng Technology (26.120, 0.90, 3.57%), Qingtao Energy and other related products. And many companies expect their products to be delivered in bulk by 2023.

Everbright Securities (15.390, -0.30, -1.91%) predicts that the turning point for commercialization of semi-solid state batteries will be 2024-2025, while it will take five to 10 years for full-solid state batteries to be commercialized. It's worth noting that solid-state batteries have recently been fermenting in the secondary market, A number of crossover players such as Jin Longyu (16.580, 1.51, 10.02 percent), Shanghai Zeba (30.400, 1.41, 4.86 percent), Kole Stock (5.410, 0.41, 8.20 percent), and Hongdou Stock (4.510, 0.16, 3.68 percent) rose sharply.

From the technical point of view, the manufacturing process and equipment of semi-solid battery are highly common with the current lithium battery, which means that semi-solid battery has limited impact on the industrial chain. For example, semi-solid batteries still need diaphragm, electrolyte.

Other auto industry analysts point out that while semi-solid batteries are a transitional technology compared to solid-state batteries, the amount of electrolyte in semi-solid electrolytes has been significantly reduced, making them less reactive, so they can be adapted to stronger material systems.

According to Everbright Securities, semi-solid is expected to drive innovation in key material systems such as new additives, composite coating membranes, gel-state electrolytes, and high-performance positive and negative electrodes.

From the company's perspective, At present domestic when l technology (66.510, 1.56, 2.40%), let the science and technology (78.050, 0.26, 0.33%), porsche (141.420, 0.46, 0.32%) shares, blessed materials (47.740, 0.29, 0.61%), Jiangsu Guotai (9.210, 0.36, 4.07%), Shanshan Stock (19.400, 0.40, 2.11%), and Green Mae (8.020, 0.01, 0.12%) are all accelerating the R&D and production of related materials. In addition, Kashi and, funded by Shandong Zhanggu (14.160, 1.29, 10.02%), has completed the preliminary confirmatory development of semi-solid and solid electrolyte membranes. Xiang Fenghua (49.910, 5.41, 12.16%) has already laid out its layout in the field of new silicon carbon anode materials for solid state batteries.

At the same time, lithium lanthanum zirconium oxygen (LLZO), lithium titanium aluminum phosphate (LATP), sulfide solid electrolyte, new lithium salt and other incremental material supply chains are also expected to usher in opportunities, The beneficiaries include upstream suppliers of small metals such as zirconium such as Dongfang Zirconium (9.130, -0.58, -5.97%) and Sanxiang Xincai (16.760, -0.29, -1.70%), and in situ lithium solid salt supplier Ruitai Xincai (29.240, 1.41, 5.07%).