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|2024 05 04+2030 200GWh 2024 2025/1%/2%/0.7%2030 5%/10%/4.7%2025/2030 18/223GWh 2025-2030 CAGR 65.8%Bollore Solid Battery Quantum Scape Ionic Materials 1 2GWh 360Wh/kg 2 LiTFSI/3 S0680520030005 S0680522120002 1 2024-04-21 2 2024-04-14 3 2024-04-07-48%-32%-16%0%16%2023-05 2023-08 2023-12 2024-04 300 2024 05 04 P.2.4 1.1.4 1.2.7 1.2.1.7 1.2.2.8 1.3.9 1.3.1+.9 1.3.2.10 1.3.3.11.13 2.1.13 2.2 2030 200GWh.14.15 3.1.15 3.2.17 3.2.1.17 3.2.2.25 3.2.3.28.32.32 1.4 2.5 3.5 4.5 5.6 6 Solid Power.6 7.7 8.8 9.8 10.9 11.10 12.10 13.11 14.12 15.13 16.14 17.14 18.16 19.17 20/.18 21.18 22.19 1ZFUuNnQoNrQqOtQmRpQmNaQcMbRtRqQoMnRkPqQsPeRnNtN6MrRzRuOsOpRxNsOsR 2024 05 04 P.3 23.19 24/.20 25.20 26.21 27.21 28.21 29.22 30.22 31.22 32.23 33.23 34.24 35.24 36.24 37 2024 4 2.25 38.26 39.26 40.27 41.27 42.28 43 ET7.28 44.29 45.29 46 2025.30 47 L6 900V.30 48.31 2024 05 04 P.4 1.1 20 70 Whittingham 1990s 1 80 2 300Wh/kg 700Wh/kg 1830s PbF2 1960s POE LiPON LiPON 1990s 21 1 Zhao Q,Stalin S,Zhao C Z,et al.Designing Solid-state Electrolytes for Safe,Energy-dense BatteriesJ.Nature Reviews Materials,2020,5 3:229-252.Nr6VMLFwIWFSMR2AH1V6m5KvZxvDHl7CnYBIQwX/6MMjwK0qZMU0h6RM/0y3/aXz 2024 05 04 P.5 2 3.D.,2019.D.,2019.-SNE 4/5V/SEI 2024 05 04 P.6 5 250-300Wh/Kg 250-500Wh/Kg 500Wh/kg SSB-Solid power+NCM811 390Wh/kg 1000+NCM811 440Wh/kg+560Wh/kg 6 Solid Power NE 2024 05 04 P.7 1.2 1.2.1 PEO PEO PEO NaSICON LiSION LiPON 7 PEO ASPEs all-solid-state polymer eletrolytes PEO-ASPEs ASPEs NaSICON LiSICON LiPON,.J.,2018,7 01:1-7./POE 60 2024 05 04 P.8 8,.J.,2022,42 10:11-15.DOI:10.13632/j.meee.2022.10.029.1.2.2 5V 5V 5V Li 9 Li,.J.,2018,7 01:1-7.1 2 3 2024 05 04 P.9 1.3 1.3.1+Z 10 Schnell,Joscha,Guenther,.All-solid-state Lithium-ion and Lithium Metal Batteries-paving the Way to Large-scale ProductionJ.2024-04-14.,.J.,2022,No.228 07:25-32.DOI:10.16173/ki.ame.2022.07.009.+2024 05 04 P.10 11 Schnell,Joscha,Guenther,.All-solid-state Lithium-ion and Lithium Metal Batteries-paving the Way to Large-scale ProductionJ.2024-04-14.12,.J.,2022,No.553 02:31-35.DOI:10.19822/ki.1671-6329.20210152.1.3.2 2024 05 04 P.11 13-,.J.,2022,No.553 02:31-35.DOI:10.19822/ki.1671-6329.20210152.1.3.3-SEI 2024 05 04 P.12 14-SEI 2 20 90 SEI.D.,2022.DOI:10.27262/ki.gqdau.2022.001045.,.J.,2022,No.152 10:160-162.D.,2020.DOI:10.27604/ki.gwlys.2020.000094.,.J.,2022,43 16:92-98.DOI:10.13884/j.1003-3807hxjy.2022bnu016.D.,2021.DOI:10.27604/ki.gwlys.2021.000046.2024 05 04 P.13 2.1 2025/2030 400Wh/kg 500Wh/kg 300Wh/kg 2025 15 2016-2020 5 500Wh/kg 1000 Battery500 2022 9$150/kWh 2030 60/KWh 500Wh/kg National Blueprint for Lithium Batteries 2020 250Wh/kg 200000/kWh 1000-1500 2025 NEDO 2030 500Wh/kg 10000/kWh 1000-1500 2020 350Wh/kg 1000 90/kWh EU Integrated SET-Plan Action 7-Implementatiobn Plan 2030 400Wh/kg 75/kWh 2000 2025 BEV 400Wh/kg 0.9/Wh 2030 BEV 500Wh/kg 0.8/Wh 2024 2024 300Wh/kg 260Wh/kg 1000 80%NASA 500Wh/kg 360Wh/kg Solid Power A L6 vivo 2024 05 04 P.14 2.2 2030 200GWh 16 2030 200GWh 1 2025 17.3GWh 2024-2025 30%28%0.5 2024-2025 3C 10%2024-2025 35%33%2025/1248/146/345GWh 1%/2%/0.7%2025 17.3GWh 2 2030 217GWh 2026 25%3pct 0.5 2025 3pct 3C 2025 1pct 2030/2980/1008/204GWh 5%/10%/4.7%2030 223.3GWh 2025-2030 CAGR 65.8%17 2024E 2025E 2026E 2027E 2028E 2029E 2030E GWh 966.0 1248.4 1575.3 1940.0 2330.2 2728.1 3111.0 YOY 37%29%26%23%20%17%14%0.5%1.0%1.5%2.0%3.0%4.0%5.0%GWh 132.3 145.5 158.6 171.3 183.2 194.2 204.0 YOY 10%10%9%8%7%6%5%1.0%2.0%3.0%4.0%6.0%8.0%10.0%GWh 259.2 344.7 448.2 569.2 705.8 854.0 1007.7 YOY 35%33%31%29%27%25%23%0.0%0.7%1.2%1.7%2.7%3.7%4.7%GWh 6.2 17.8 33.8 55.3 100.0 156.3 223.3 YOY 370.9%189.4%89.6%63.9%80.7%56.3%42.9%SNE Research Wind 2024 05 04 P.15 3.1 LG SDI 2030 2024 05 04 P.16 18 2020 6 LQ 2025 2030 2030-2022 1 230 259 2028 9.1 Prime Planet Energy&Solutions 2019 9 27 TOTO 67%20%8%5%SOFC TDK-2017 SMD CeraCharge-3 2025 1 2021 1000 7-40 100 2021 2 JAXA 2022 2 20 AS-LiB Space AS-LiB 2018 Solid Power EV FDK 2920 FDK OHARA LICGC NEDO-2018 2022 Ionic Materials SDI Solid Power 2021 Solid Energy Systems SDI Solid Power Ionic Materials LG SK 9000 2022 3 14 Yeongtong-gu 6500 S-Line 2027 LG-2025 2025-2027,.2011 2021 J.,2022,11 09:2713-2745.TDK 2024 05 04 P.17 19 Solid Power-2019 910 200 Ionic Materials Ionic Materials 6500 Solid Energy Systems-SES Holding Pte.Ivanhoe Capital Acquisition Corp.36 Solid power Battery A123 1.3 2021 Factorial energy-2022-10 2022 Quantumscape 2018 1 2020 11 SPAC 2024 1GWh 2015 9000 Sakti3 Sakti3 2016 14-2025 Ionic Materials BlueSolutions Bollore Bollore 2020 109 Bluebus Ilika-2018 Ilika PowerDrive Line 2023 24 820 QuantumScape1 2020 2 Solid power,.2011 2021 J.,2022,11 09:2713-2745.Ilika 3.2 3.2.1 ET7 1000 150 360Wh/kg 3 25 L6 2024 05 04 P.18 20/2022 11 22 ET7 1000 150 360Wh/kg 400-500Wh/kg 500Wh/kg L6 8000 GWh 2024 120Ah 720Wh/kg 4095mAh 18650 389Wh/kg 888Wh/L 2022 7 20Ah 350-400Wh/kg 1000 2022 7 250Wh/kg 2GWh 360Wh/kg LATP 400Wh/kg 450Wh/kg 500Wh/kg 1 2016 21 2024 05 04 P.19 2019 1 2022 11/22 2019.3.29 5 1.8 2020 3 1 2020.2.6 1 100GWH 400 102 550 20GWH 2 80 20GWH 45 10GW 1GW 2020.6.11 300Wh/kg 270Wh/kg 300Wh/kg C 400Wh/kg A 500Wh/kg 2021.11.26 13 2022.11.22 2 2016 23 2024 05 04 P.20 24/Li 400Wh/kg 55 10GWh 5.5 1GWh 25 2018.11 2020.7 2020.7 2021.5 Nature Reviews Materials 71.9 Tailoring inorganic polymer composites for the mass production of solid-state batteries 2021.12 QT-360 1/3C 116Ah 368Wh/kg 2022.7.6 2024.3.25 L6 3 2018 4200+1300+2024 05 04 P.21 200+26 100 CTP/LCTP/CTC 200 27 150 180 0.125/200 100 30 CTP/LCTP/CTC 200 20Ah 2022 20Ah 350-400Wh/kg 1000 28 2021 2022 20Ah 350-400Wh/kg 200 C 4 2006 2014 2015 2024 05 04 P.22 29 2022 5 360Wh/kg 2022 5 28 2 1000 360Wh/kg C 160kWh 1000km 3.9s 30 5 2000 2000 2010 2016 2018 2021 31 2024 05 04 P.23 NASICON Gamet NASICON/LISICON 2016 2017 2021 2022 8 32 2016 2017 2021 2022.1 10GWh 50 E70 10GWh 2022.8 Pack BMS 2GWh 6 2009 2020 2021 33 2030 400-500Wh/kg 2024 05 04 P.24 34+35 2022 2022 330Wh/kg 9 SPS 36 2022.6 330Wh/kg 1500 20 90%2022.9 SPS Super Pouch Solution 2.4C 5C 2022.12 2024 05 04 P.25 3.2.2/LiTFSI/37 2024 4 2 公司 环节 最新进展&,/2023 1000/19 7 3C 4680&/PEO FREYR Battery Norway AS LiTFSI 1.2 1%2024 05 04 P.26 1,2019 7 22 SK on 38 NCM811 NCA Ni90 NCM811 39 2022 4/2022-2025 3/2 2001 2002 LCO 2005 2009 LCO 2010 NCM 2015 2016-2021 NCM523NCM622 NCM811 2024 05 04 P.27 40 41 2021 9 2022 7 2022-2025 2.5 2022-2025 3 三元材料 钴酸锂 磷酸铁锂磷酸锰铁锂 钠离子电池正极材料固态锂电关键材料 2024 05 04 P.28 42 2021 12 1 2022-2025 2.5 2 3 2022 7 1 2022-2025 3 2 3 4 3.2.3/2023 1 150kWh 1000km 2021 150kWh 1000km 360Wh/kg 43 ET7 1 100kWh 50%2 3 2024 05 04 P.29 44 SMM 2 2022 12 ESSA+SOA 82kWh 8 45 3 2025 2025 2028 2021 2025 2026 2028 2028 2024 05 04 P.30 46 2025 4 900V 2024 3 25 L6 900V+1 900V 47 L6 900V 5 4 12 2024 2026 400Wh/kg 1000km 2026 1 3D 1500mAh/g 4 37.5%140%2 2024 05 04 P.31 5mAh/cm2 3-78 C 90 C 200 C 48 2024 05 04 P.32 1 2GWh 360Wh/kg 2 LiTFSI/3/2024 05 04 P.33“”,“”“”6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%8 7 7 100077 555 22 200120 021-38124100 1115 330038 0791-86281485 100 24 518033
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