Oxide semi-solid state battery mass production outbreak! 10GWh installed in 2025 countdown, seize the supply chain first opportunity!
🔥 The industry inflection point has arrived: why international car companies collectively bet on oxide semi-solid state battery?
While you are still hesitating over the bottleneck of full-solid state industrialization, Chinese giants have already opened the mass production gate with oxide hybrid electrolyte:
✅ Commercial vehicles take the lead: Foton’s whole series of electric light trucks are equipped with 24V semi-solid state starter batteries as standard.
✅ Capacity blowout is underway: Guan Sheng’s 2.1 million/year production line is in the process of construction .
✅ Prediction of 2025 installation: Azure/Shanghai Automobile Works (SAIC) /Dongfeng and other car companies will push China’s Installed over 10GWh!
⚡ Technology route life and death game: what makes oxide a mass production pioneer?
🏆 1. Mass production feasibility crushing win
| political line | point of pain | Oxide Solutions |
|---|---|---|
| polymers | Low conductivity (<1mS/cm) | Complex electrolyte >3mS/cm |
| sulfide | Moisture sensitivity/uncontrolled costs | 300% improvement in air stability |
| oxides | interfacial impedance | In-situ film-forming technology breakthrough ↓ 40% impedance |
► Sourcing Value: Delco Confirms – Oxide Route Mass Production Costs 35% Lower Than Sulfide, Yield Over 82
🛡️ 2. Safety performance subverts traditional liquid batteries
► Tsing Tao Energy real-world data:
First generation: oxide + polymer composite electrolyte → passed 150℃ hot box test
Second generation: oxide + halide → energy density breaks through 400Wh/kg (keyword: high energy density solid state battery)
📈 Performance evolution fact sheet: three major commercial values of oxide semi-solid state
🔋 1. Consumer Electronics Revolution (Case: Zhuhai Guanyu)
► Self-developed 850-900Wh/L semi-solid state battery:
Low temperature discharge performance ↑70% (-20℃ environment)
Cycle life >1200 times with silicon carbon anode
🏭 2. Industry chain maturity explosion
| corporations | make headway | procurement window |
|---|---|---|
| Star Source Material | Hundred-ton electrolyte capacity | Ten-ton shipments have been achieved |
| Shanghai Washba | Validation of polymorphic oxide powders passed | Sample request open for 2025Q1 |
| Nandu Power | Mass production introduction of dry electrode process | Reduce production costs by 25% |
♻️ 3. Cyclic stability proven
► Dow Technology test data:
Capacity retention rate of 200 cycles＞95%
5C multiplier performance degradation＜8% (crushing liquid battery 35% degradation)
💡 Procurement strategy guide: three steps to lock the 2025 technology dividend
Route jamming: prioritize the layout of oxide electrolyte suppliers (alert to sulfide route humidity traps)
Pilot validation: apply for automotive-grade test samples (24V starter batteries/passenger car Pack)
Capacity binding: 2024 is the last window of semi-solid-state battery volume purchasing!
⚠️ INDUSTRY ALERT: CITIC Securities confirms – All-solid-state technology route will fully converge in 2025, and suppliers that have not laid out semi-solid-state will exit the supply chain!
✨ Action Directive: Get a roadmap for China’s semisolid battery mass production
Request a copy of the “2025 China Oxide Semi-Solid State Battery Industry White Paper”, which contains:
✅ Installation schedule of 15 automotive companies
✅ Electrolyte cost analysis model
✅ Third-party safety test video (150°C thermal runaway experiment)
＞＞＞ [Click to get industry intelligence + supplier matchmaking list]
