20230321_光大证券_有色金属行业半固态电池研究报告：半固态电池量产在即氧化物路线蓄势待发_31页.pdf
-1-2023 3 21 2023 1%ET7 E70 SUV 2022-2023/2022-2023 2023 1%8.8GWh 2023-2030 CAGR 63.7%360Wh/kg 300Wh/kg BOM 0.5729/Wh 2023 2 BOM 0.5729/Wh BOM 0.5766/Wh 1 2 3 2.5 10-2S/cm 4 1GWh 0.5%1GWh 2022 0.2%0.012%0.001%1GWh 0.54%0.45%S0930515050001 021-52523811 300-17%-8%0%8%16%03/22 06/22 09/22 12/22有色金属 沪深300 Wind -2-1 1GWh 2 1 2 ZXEVyRqNoNoPoQmPrMtMrQ6McMbRnPoOsQnOfQnNtQlOsQrQ8OpOqNxNqNnPuOoPxO-3-1.5 1.1.5 1.2.7 1.3.8 1.4.9 1.5.11 1.6 2030 276.8GWh.12 2.13 2.1.14 2.2.14 2.3.15 2.4.22 3.23 3.1.23 3.2.25 4.26 5.27 5.1.27 5.2.28 6.28 -4-1.6 2.6 3.6 4.9 5 LLTO.10 6.10 7.11 8.12 9 2023-2030.13 10 PEO.17 11.17 12 Li7La3Zr2O12(LLZO).18 13(Li1/2La1/2TiO3).18 14 Li1+xAlxTi2 x(PO4)3(LATP).19 15 Li3ClO.20 16 Li10GeP2S12(a)(b)(c).21 17.23 1.6 2.7 3.8 4.8 5.12 6.14 7.15 8.15 9.15 10.24 11 2022-2023.26 12 1GWh.27 13 1GWh.27 14.28 -5-1 1.1 1 2 3 5%-10%4 0%-5%5 6 -6-1 5%-10%0%-5%1 2 3 -7-2+300Wh/kg 400Wh/kg 500Wh/kg 1.2 1 2 360Wh/kg 3 4-/-8-3 70 150/BOM 0.5729/Wh 2023 2 BOM 0.5729/Wh BOM 0.5766/Wh 4 BOM/Wh/+/Wh/+0.5766 7.65%12.20%19.85%0.1145/+0.5729 12.32%7.02%19.34%0.1108 BOM 20/1.3 1972 SCROSATI B LiI 1983 Li/TiS 2 1987 1992 BATES LiPON 2000 2005 KANAMURA Li-La-Ti-O 2011 i EV 2012 863 2017 -9-JOHN GOODENOUGH 2018 2020 2020 Bollore 44KWh Quantum Space 2026 20GWh 2021 2030 2021 Nature 1 3 4 1.4 1 -10-5 LLTO 2 6 -11-7 1.5 1 10-2S/cm 10-810-7S/cm 2-12-5 1.6 2030 276.8GWh 150Wh/kg(260Wh/l)250Wh/kg(600Wh/l)8 Fraunhofer Solid-State Battery Roadmap 2035+-13-2021 EVTank 2025 2030 2542.2 5212.0 2022 46kwh/2023 2022 2024 1kwh/2025 2030 48 53 kwh/1220 2768GWh 2023 2023 1%8.8GWh EVTank 2030 10%276.8GWh 2023-2030 CAGR 63.7%9 2023-2030 EVTank 2 -14-2.1 1 2 3 6 523 811 2.2 90%37 2 3 994 260%12%Li xM M In B Al Ga Sn Si Ge Pb As Bi Sb Cu Ag Zn TiO 2 MoO 2 In 2O 3 A1 2O 3 Cu 2O VO 2 -15-SnO x SiO x Ga 2O 3 Sb 2O 5 Bi 2O 5 7 Li 8 2.3 9 Li7La3Zr2O12(LLZO)1 LLZO 10-3S/cm 2 3 1 LLZO 2(Li1/2La1/2TiO3)1 2 1 2 Li1+xAlxTi(PO4)3(LATP)NASICON 1 2 3 LATP -16-4 5 LATP 10-3S/cm LiPON LiPON 1 2.3 10-6S/cm 2 3 LPS Li2S-P2S5 1 10-410-2S/cm 2 3 4 1 2 3 Li10GeP2S12 1.2 10-2S/cm 1 2 Li5.5PS4.5Cl1.5 9.3 10-39.5 10-3S/cm 1 2 3 PEO HO(CH2CH2O)nH 10-810-7S/cm Li3YCl6 Lia-M-X6 1-4 S/cm 2 Li2Sc2/3Cl4 Lia-M-X4 1-3 S/cm 2 Li6CoCl Lia-M-X8 1 10-5 S/cm 2 SPE-LiPF 6 LiTFSI LiClO 4 LiAsF 4 LiBF 4 SPE PEO PAN PVDF PMMA PPO PVDC PEO SPE PEO PEO 10-7S/cm 0.2 0.3 -17-10 PEO NASICON LiPON Li 3 2xM xHalO 11 1 Li 3+xA 3B 2O 12 A B AO 8 BO 6 O x=0 Li+(24d)x0 x(48 g/96 h)Li+-18-12 Li7La3Zr2O12(LLZO)2 ABO 3 A B O Li 1/2La 1/2TiO 3 Li+13(Li1/2La1/2TiO3)3 NASICON NASICON MA 2B 3O 12 M A B A 2B 3O 12-NASICON -19-14 Li 1+xAl xTi(PO 4)3(LATP)4 LiPON 1992 Oak Ridge National Lab ORNL Li 3PO 4 LiPON 6 S/cm 5.5 V vs.Li/Li+LiCoO 2 LiMn 2O 4 LiPON N N LiPON 5 2.5 2 S/cm Li 3 2xM xHalO M Mg2+Ca2+Sr2+Ba2+Hal Cl I -20-15 Li3ClO O S 1 P 2S 5 SiS 2 B 2S 3 Li 2S Li 2S-P 2S 5 Li 2S-SiS 2 Li 2S-B 2S 3 10 4 10 2 S/cm 5 V-21-2 2011 Kanno-2 S/cm Li 10GeP 2S 12(Ge 0.5P 0.5)S 4/PS 4 LiS 4 LiS 6 Li 10GeP 2S 12 Ge Si Ge Li 10SiP 2S 12 Si Sn4+Ge4+LGPS 2.5 10-2S/cm 16 Li10GeP2S12(a)(b)(c)Li a-M-X b X M Li a-M-X 6 Li a-M-X 4 Li a-M-X 8 1 Li a-M-X 6 Li a-M-X 6 B 2018 Asano Li 3YCl 6 Li 3YBr 6 5.1 10-4S/cm 7.2 10-4S/cm -22-2020 Li 3-xM 1-xZr xCl 6 2.04 10-3S/cm 2 Li a-M-X 4 Li a-M-X 4 M Li 2MnCl 4 M LiYbF 4 LiAlF 4 2020 Li 2SC 2/3Cl 4 1.5 10-3S/cm In3+2 10-3S/cm 3 Li a-M-X 8 Li a-M-X 8 suzuki M Li 6CoCl 10-5S/cm 400 9.3 10-2S/cm Li 6VCl 8 1 2 3 2.5 10-2S/cm 4/=2.4 GPE -23-17 Fraunhofer Solid-State Battery Roadmap 2035+3 3.1 2028-2030 1 VinFast 2023 2021 10 3.26 2022 4 D Quantum Scape 2025 Quantum Scape 2024 1 GWh -24-2026 20GWh Quantum Scape 2 2025 SKI LGES 2021 2025 Solid Power 2025 2030 Solid Power 2026 2028 100Ah Mitsui Kinzoku ACT Hitz Hitachi Zosen NEI Corporation Idemitsu Kosan ATL 3 Bollore 2011 BlueCar 2020 Factorial Energy 2021 40Ah Stellantis SES 2023 2030 Soelect PEO Hydro Quebec 2025 2027 LFP NMC 10 2022 1-2GWh Gogoro 2022 VinFast 2023 Quantum Scape 2024 1GWh Quantum Scape VW 2025 Quantum Scape 2026 20GWh 2020 1GWh 2022 10GWh NIO 2022 2022 20GWh 100GWh 2021 Ampcera 2021 Solid Power,2025 2025 2025 -25-2025 Solid Power 2026 100Ah Solid Power 2028 100Ah SKI 2029 Solid Power,2030 LGES 2030 Bollore 2020 44kWh Factorial Energy 2021 40Ah SES,2023 Ionic materials Nissan-Renault-Mitsubishi 2025 Hydro Quebec 2025 Ionic materials 2030 Stellantis 2026 2030 Fraunhofer Solid-State Battery Roadmap 2035+3.2 2022 3 A+6 A+2022 9 26 10GWh 70 3GWh 7GWh 2022 2 25 100GWh 2022 3 ET7 1000 360Wh/kg 11 12 2022 2022 2 26 50 10GWh 100 2022 7 6 2023 2023 2 14 100 15GWh 2022 5 28 360Wh/kg 1000km 3.9s 2023 2 23 2023 2022 11 1 SPS 2023 -26-2022 12 15 2023 2022 50 E70 2022 10GWh 5GWh 20GWh 2023 2 7 SUV SERES 5 2023 2023 2 7 2025 2028 135-160GWh 11 2022-2023-10GWh 3GWh 7GWh ET7 ET7 1000 360Wh/kg 2022 2 100GWh 2023 2022 2 10GWh 2023 2 15GWh-2023-2022 11 SPS 2023-E70 SUV 2022 1 50 E70 SUV 2023 2022 10GWh 5GWh 20GWh 135-160GWh 2023 2 28 4 1GWh LATP 1GWh -27-12 1GWh 1GWh 2022/WIND 002460.SZ 1 GWh 1150/Kwh 115000 418.23 2.75%002348.SZ 1 GWh 1150/Kwh 115000 3.18 362.06%002882.SZ 1 GWh 1150/Kwh 115000 41.07 28.00%688353.SH 1 GWh 1150/Kwh 115000 8.62 133.42%002074.SZ 1 GWh 1150/Kwh 115000 225.00 5.11%811 688707.SH 1524 35.5/54026 139.36 3.88%811 688005.SH 1524 35.5/54026 301.46 1.79%811 300073.SZ 1524 35.5/54026 212.64 2.54%835185.BJ 630 12.0/7560 256.78 0.29%600884.SH 630 12.0/7560 215.87 0.35%603659.SH 630 12.0/7560 158.11 0.48%300890.SZ 630 12.0/7560 27.30 2.77%002460.SZ 80 285.0/22800 418.23 0.55%002466.SZ 80 285.0/22800 392.45 0.58%002240.SZ 80 285.0/22800 120.39 1.89%603200.SH 360 15.0/5400 6.05 8.93%002167.SZ 105 5.8/611 13.70 0.45%603663.SH 105 5.8/611 11.30 0.54%600111.SH 210 0.665/139 390.16 0.00%600392.SH 210 0.665/139 184.50 0.01%Nasicon 600456.SH 128 1.55/198 63.46 0.03%Wind 2023 2 12 2022 2023 3 15 2022 1GWh 2022 0.2%0.012%0.001%13 1GWh 2022(1GWh 1GWh 2022 91 105.4 0.012%10 209.6 0.209%950 127.6 0.001%USGS 5 5.1 2022 2.57 24.39%-28-0.56 0.16 0.57 0.15 2022 3.02-3.33 24.15%-31.37%0.74-0.94 0.15-0.35 2023 1 5 2GWh 26500m2 20 2023 1 11 6.01 18 14 300 450Wh/kg 2000 5.2 2022 6.05 8.04%0.42 3.02%2023 1 17 2023 7 2023/6 -29-30-6-12 15%6-12 5%15%6-12-5%5%6-12 5%15%6-12 15%A 300 Everbright Securities(UK)Company Limited 1996 1266 1 48 2 7 6011 NEO A 17 33 28 Everbright Securities(UK)Company Limited 64 Cannon Street London United Kingdom EC4N 6AE 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
