20230205-光大证券-动力电池新技术展望系列报告六_半固态电池应运而生_抢占下一代锂电技术制高点_31页_3mb.pdf

-1-2023 2 5 5-10 20222023 2022 ET7 E70 20242025 2030+2020 60/kWh 50%30%60%50GWh 2020 2023 LLZO LATP S0930518040004 010-58452063 S0930522070001 021-52523693 021-52523817 300-37%-25%-14%-2%10%12/21 04/22 07/22 09/22电力设备新能源 沪深300 Wind -2-1 2 3 4 1 2 3 2023 LLZO LATP -3-1.6 1.1.6 1.2.7 1.3.8 2.11 2.1.11 2.2.13 2.2.1+.13 2.2.2.14 2.2.3.14 2.3.18 2.3.1.18 2.3.2.20 3 0 1.20 3.1.20 3.2.20 3.2.1.21 3.2.2.23 3.2.3.25 3.2.4.26 3.2.5.27 3.2.6 SPS.28 3.2.7.29 4.30 -4-1.6 2.6 3.7 4.8 5.12 6.13 7.14 8.14 9.15 10.18 11 6GWh.19 12.19 13.19 14.20 15.20 16.21 17 2022 12 30.21 18.22 19.22 20.23 21.24 22.25 23.25 24.26 25.27 26.27 27.28 28.29 29 NMX.29 -5-1.7 2.8 3.9 4.10 5.11 6.12 7.15 8.16 9.16 10.17 11.17 12.18 13.20 14.23 15.24 16.25 17.26 18.28 19.29 -6-1 1.1 70 1 From solid-solution electrodes and the rocking-chair concept to t batteries,Heng Zhang 350 Wh/kg 5000 2 -7-3 1.2 1 1 PEO 10-7-10-5S/cm 65-78 10-4S/cm 4V PEO-LLZO NASICON LATP LISICON 10-6-10-3S/cm LiPON Thio-LiSICON 10-7-10-2S/cm LGPS Li-aegyrodite Recent progress of the solid-state electrolytes for high-energy metal-based batteries,Lei Fan 2 -8-1.3 1 2020-2025 2030 2 2016 Battery500 5 5 500Wh/kg 1000 2022 9 150/kWh 2018 25%NEDO 2025 2020 250wh/kg 20000/kWh 1000-1500 2030 500wh/kg 10000/kWh 1000-1500 2019 5 Made in Germany 2030 400wh/kg 2000 75/kWh 2025 400Wh/kg+2030 500Wh/kg+4 2 2018 -9-Solid Power Solid Energy Systems Ionic Materials Quantum Scape 3 2015 9000 Sakti3 Sakti3 2016 14 2019 910 200 2019 2019 4 Solid Power Solid Power 2010-2014 2017 200 2019 EV NEDO 2018 2022 2017 2018 2018 Ionic Materials 2017 2020 7 Ionic Materials 2025 2017 10 2021 2030 EV NGK 2025 EV TDK 2018 11 1000 2020 3 NEG 2017 11 2025 2018 9 Solid Power 2022 3 2025 2018 6 23 15 5 2030 30 LIBTEC 2020 2 2023 4(EV)24 2018 11 LG SDI SKI 2025 Ionic Materials Recardo 2019 Llika Technologies Power Drive Line 2018 7 QuantumScape 2025 2018 8 2025 2026 Solid Power 2023 1 -10-2025 4 2016 325 mAh 300Wh/kg 300 82%2030 2017 2018 2 2018 3 2019 2022 5 360Wh/kg 160KWh 1000km 23 2022 20Ah 2013 2014 HTC 2017 40MWh 2019 Multi Axis BiPolar+MAB 50%30%87%80%2019 2020 D 2020 1GWh 2021 2GWh 2022 2023 2024 383Wh/kg 1025Wh/L 500 2018 1 250Wh/kg 2000 350Wh/kg A123 Systems 2017 9 Solid Power 2018 2 Solid Power 2018 2 Ionic Materials 2019 6 Ionic Materials 2022 2019 2022-2024 2020 Karma Karma 2016 2020 1GWh 2022 100GWh 5 5-10 2022 4 27/SEI 300Wh/kg 2022 11 100 2018 11 0.1GWh 1 1 2020 1GWh 2020 300Wh/kg 2022 10GWh 2024 2022 7 18 430Wh/kg 300Wh/g 2017 2018 8 2 Wh 2018 6 10Ah 240 Wh/kg 1000 90%5C 2019 8 2019 2019 11 0.3GWh 2022 4 2GWh 22 235 280Wh/kg 350Wh/kg 400 2017 1250 Solid Energy System C 11.72%-11-2018 5 Solid Energy 2015 2016 2018 7 2019 2022 4 2-3 2018 9 50 5 2018 9 10GWh 2023 1 5 2016 10 5 2017 2018 1 2021 2019 8 MAB 2021 ET7 150kWh 360Wh/kg 2019 2020 EX3 2025 400Wh/kg 2025 350500Wh/kg 2019 ME7 2019 2023 1 2 2.1 1;2;-12-3;4;5;6 BMS 6 EC/DEC/DMC LiFP6 LiTFSI/LiFSI LiTFSI/LiFSI 20222023 2022 ET7 E70 20242025 20wt%0wt%500Wh/kg 5 2020 -13-1+2 3 2.2 2.2.1+-6 All-solid-state lithium-ion and lithium metal batteries paving the way to large-scale production,Joscha Schnell -14-2.2.2 7 8 500mm 1000 Li 7La 3Zr 2O 12 1000 2023 1 2.2.3 -15-/9 2020 1/2022 12;2023 2 7 2019 2016 2020 14 2018 2021 9 2023.1 2 Li+-16-2 8 2013 2020 2016 2021 2022 2020 6 2021 2 2022 2021 2022 2019 2018 2019 2020 2020,2021 2023.1 3 3 5 9 2014 2016 2017 2020 2021 2012 2022 2019 2020 2017 2018-2019-2021 2022 2018-17-2019 2021 2022 PTFE PTFE 2023.1 4 SEI 10 2019 2022 SEI 2020 2022 2019 2020 2021 2022 2020 2022 2021 2020 2021 2022 2020 2022 2020 SiOx 2023.1 5 11 2021 2021 2021 2022 2022 2021 2018 2019 2017 LiFePO4 O 1C 154mAh/g,100 2016 2023.1 -18-2.3 2.3.1 LIB LIB ASSB SLIB ASSB SLMB 10 LIB LIB SLIB SLMB Solid versus liquid a bottom-up calculation model to analyze the manufacturing cost of future high-energy batteries,Joscha Schnell 2020 12 LIB()LIB()SLIB()SLMB()Wh/kg)241 291 231 383(Wh/L)530 676 530 851/kWh 93.2 83.2 137.9 86.5/kWh 25.5 24 20.9 15.5/kWh 118.7 107.2 158.8 102 Solid versus liquid a bottom-up calculation model to analyze the manufacturing cost of future high-energy batteries,Joscha Schnell 2020 1 2 SLIB 158.8/kWh LIB 34%3 SLMB 102/kWh -19-SLMB 50 m 11 6GWh 12 LIB LIB SLIB SLMB LIB LIB SLIB SLMB Solid versus liquid a bottom-up calculation model to analyze the manufacturing cost of future high-energy batteries,Joscha Schnell/kWh 2020 Solid versus liquid a bottom-up calculation model to analyze the manufacturing cost of future high-energy batteries,Joscha Schnell/kWh 2020 1 SLIB SLIB 4.6/kWh LIB 4.1-4.3/kWh 2 SLMB SLIB 60/kWh 50%30%60%3.8/kWh 3 LIB 9.6-10.3/kWh SLIB SLMB LIB 14.1/kWh 13.6/kWh 4 SLIB SLMB LIB 13/LIB LIB SLIB SLMB Solid versus liquid a bottom-up calculation model to analyze the manufacturing cost of future high-energy batteries,Joscha Schnell/kWh 2020 DR GB -20-2.3.2 50%23 25 14 15 2022-09 2020 13 10GWh 50GWh 100GWh NCM811 1.7 1 1.0 1 0.7 1 3 0 1 3.1 3.2 2023 LLZO LATP -21-3.2.1 0.1GWh 1GWh 2018 3C 2020 16 2020 8 E+2021 F+17 2022 12 30 -22-18 300+Wh/kg 19 0.1GWh 10 GWh 2022 2 26 50 10 GWh 100 2022 7 17 2022-2025 3 -23-14 2021 40 40 Nature Reviews Materials QT-360 F 2020 7 U 2019 3 0.2GWh 10GWh 2018 11 0.1GWh 2017 10 3.2.2 2016 20 -24-2018 A IT 2022 12 IDG 15 2017-7-5,2017-11-15-2018-6-11 A,(),2021-2-26 A+,2021-7-19 B IDG,2021-11-26 5 IDG,2022-3-28,(),2022-11-4 D 15,Hermitage Capital,IT 2022 12 2022 11 22 21 2020 2019 2022 -25-22 2020 2021 13 2022 400 100 GWh 16 2022 2 400 100GWH 102 20GWH 2021 11 13 2020 2 5C 270Wh/kg 300Wh/kg 1200 2019 3 5 1.8 20 3 1 3.2.3 2014 2017 23 -26-2017 24 235-280Wh/kg 350Wh/kg 400 E70 ET7 1000 2022 3 28 17 2017 12 2.5 2 2019 3 2022 1 50 E70 400 2022 8 5GWh 10GWh 62 23 10 10GWh 20GWh 96 3.2.4 22 24 7 -27-3.2.5 2022 5 28 360Wh/kg 2023 360Wh/kg 180 HiPhi X 1000 3.9s 360Wh/kg 160KWh 1000km 23 400 Wh/kg 25 26 PPT 2020 9 -28-3.2.6 SPS 27 330Wh/kg 400Wh/kg 18 2018 2021 8 29 24GWh 2022 8 30GWh 18GWh 12GWh 2022 9 9 SPS Super Pouch Solution 2022 9 17 24GWh 12GWh -29-3.2.7 2018 2021 B+2022 11,IPO 28 29 NMX 19 5%10%15%NMX BOM NCM811 NCMA BMS 2022 8 30 52 37 590 -30-4 1 2 3 4 -31-6-12 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