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|2024 2024 Q2 1 2/3(002709)(300750)(001301)(603200)(603663)(300174)/2024 06 07 021-63325888*6118 S0860515100003 S0860517100003 S0860521080002 2024-03-18 2024-03-16 2“”.4.4“”.5.6.8.8 8 9.9.10.13.17.18 YWFUuNnQoNrQqOtQsPpQnM8OdN9PmOrRoMtPfQqQtNlOmMoRbRnNuNwMsOtPNZqRwO 3 1.4 2.4 3.4 4.7 5.7 6.7 7.8 8.8 9.9 10/.9 11/.9 12/.10 13.10 14.11 15.11 16.11 17.12 18.12 19.12 20.13 21 MWh.15 22 GWh.15 23.16 24.16 1.5 2.13 3.14 4 2012 2023 950 31.5%120.3 77.6%1 2 1 1 10 2021 3 02000004000006000008000001000000120000014000001 2 3 4 5 6 7 8 9 10 11 12 2020 2021 2022 2023 2024 0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 0%20%40%60%80%100%120%ufVKpLkGrjNDbZRj+PEzX5DzSda0ryHb0G1WUCrSdD4f13OXfTJwdnfvYJeHzsxJ 5 2024 4 4 1 2 3 2024 5 8 2024 1 260Wh/kg 200Wh/kg 650Wh/L 800 80%140Wh/kg 110Wh/kg 1000 70%800 70%-230Wh/kg 165Wh/kg 1500 80%1000 80%165Wh/kg 120Wh/kg 1500 80%1000 80%1500W/kg 1200W/kg 1500 80%1000 80%155Wh/kg 110Wh/kg 6000 80%5000 80%6 155mAh/g 180mAh/g 165mAh/g 115mAh/g()340mAh/g 280mAh/g 480mAh/g 120MPa 10MPa 0.133N/m 110MPa 25MPa 0.133N/m 110MPa 90MPa 0.204N/m 20ppm 50ppm 2ppm 1ppm 10ppm 5ppm 60 2020 57 2021 2023 2023 Q2 7 4 5 Wind Wind 6 Wind 01002003004005006007008009002019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q22023Q32023Q42024Q10501001502002503003502019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q22023Q32023Q42024Q1-20020406080100120140160 8 2020 1 2/3 333 523 811 9 CTP CTC 7 8 9 Pack PPM PPB 1000 1 GW 9 2020 2021 2022 10/11/02468101214-02468101214162020/1/1 2021/1/1 2022/1/1 2023/1/1 2024/1/1:(4.35V):(4.4V):(4.4V)10 12/Wind 2023 13 Wind 01020304050600102030405060702019-01-01 2020-01-01 2021-01-01 2022-01-01 2023-01-01 2024-01-01-40%-20%0%20%40%60%80%2020H1 2020H2 2021H1 2021H2 2022H1 2022H2 2023H1 2023H2 11 14 15 16 1 2 3 4 12 17 18 19 Wind 020004000600080001000012000140002018 2019 2020 2021 2022 H/Kwh0100020003000400050006000700080009000/2023 13 2030 2022 20 2025 2030 Solid Power Quantum Scape LG SK On VinFast 2 2025 2025 2030 2025 2030 Stellantis 2026 2025 2027 1 2030 14 2025 2028 2024 2020 2025 2027 2030 VinFast 2024 2026 2025 2025 MG 2027 350-500Wh/kg 750-1000Wh/L 2030 Solid State Battery Roadmap 2035+3 Solid Power Quantum Scape 2024-2030 400Wh/kg 500Wh/kg eVTOL eVTOL 285Wh/kg eVTOL eVTOL eVTOL eVTOL 2023 11 0.41GWh 2023 2024 4 1.0%EV Tank 2030 614.1GWh 10%2500 15 21 MWh 22 GWh EV Tank GWh 0.0%0.2%0.4%0.6%0.8%1.0%1.2%0501001502002503003504004502023 10 2023 11 2023 12 2024 1 2024 2 2024 3 2024 4 MWh 01002003004005006007002023 2024E 2025E 2026E 2027E 2028E 2029E 2030E 16 23 IDTechEx 24 Tabl e_Disclai mer 17 Q2 1(300750)2/(002709)3(001301)(603200)(603663)(300174)18 19 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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