As the "emergency pioneer" of solid-state batteries, the loading process of semi-solid batteries is accelerating. According to industry statistics, in the first half of this year, the installed capacity of semi-solid batteries in China has exceeded 2GWh. CITIC Securities pointed out that since 2024, China's solid-state battery industry has seen marginal changes such as the listing of semi-solid mass production models and the penetration rate of semi-solid battery loading reaching 1%, and the industrialization signal has come.

Up to now, Weilai ET7, SAIC Zhiji L6, Dongfeng E70, Dongfeng Lantu chasing light, Celis SERES5 and other models have realized semi-solid battery loading, Guangqi ai'an, Changan dark blue, Gao he, geely, Jianghuai, FAW and many other car companies generally plan to load semi-solid batteries before 2025.

In terms of battery manufacturers, including Ningde era, Yiwei Lithium Energy, Guoxuan Gaoke, Funeng technology, Zhengli Xineng, LISUN battery, honeycomb energy, Sunwoda, Bick battery, Ganfeng Lithium industry, many enterprises, including Qingtao Energy, have already laid out semi-solid battery technology and accelerated mass production.

Recently, Changxin Technology said on the platform of investor exchange and interaction that the company's shares of Bick power have achieved a breakthrough in semi-solid polymer battery technology and started to sell to the outside world. Semi-solid car specification lamination R & D products, it is expected that samples will be sent to the outside world in 2025. Sunwoda also said that the company's semi-solid battery products have been developed and mass production will be promoted according to demand.

In June this year, the Guangzhou base of Funeng technology was put into trial operation, with a planned production capacity of 30GWh, which completed the project for the largest semi-solid battery production base in Guangzhou; In April this year, Zhengli Xineng released ultra-high nickel semi-solid large cylindrical battery; In January this year, LISUN battery announced the completion of the development of semi-solid battery with an energy density of 402Wh/kg.

Before that, Ningde era released semi-solid condensed battery; Billion Weili energy developed semi-solid battery based on 50Ah soft pack battery, which can achieve energy density up to 500Wh/kg; honeycomb Energy launched its World's First square semi-solid battery-the second generation Jelly battery; Guoxuan Gaoke also disclosed its semi-solid battery products with an energy density of 360Wh/kg.

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impact of semi-solid battery

"Only through the development stage of semi-solid-state batteries can the maturity of all-solid-state battery technology, the stability of equipment and the mass production of key materials be completed. Without these, all-solid-state batteries can only be castles in the air." Li Yi, co-founder and general manager of Qingtao Energy, said.

Generally speaking, due to the adoption of a brand-new structure and material system, the production process of all-solid-state batteries is more complicated and the cost is higher than that of semi-solid-state batteries. However, semi-solid battery can draw lessons from the production technology and equipment of traditional liquid battery to a certain extent to reduce the production cost and is more conducive to large-scale commercial application.

Guotai Junan pointed out in the research report that the popularization of solid-state batteries will start from semi-solid state, step by step. After the technology is stable and the cost decreases after the process is determined, the semi-solid battery will gradually increase and then gradually iterate to the all-solid battery. The impact of semi-solid battery on the existing lithium battery industry chain mainly lies in the middle diaphragm and electrolyte link.

However, on the whole, the semi-solid state still uses separators for the existing liquid lithium ion battery system, and the basic process will not change, most of its preparation methods will follow the traditional lithium ion battery technology and equipment technology. However, all-solid-state batteries do not need separators, but need the cooperation of electrolyte membranes and coating processes.

"From the perspective of the subsequent development of the industry, liquid batteries and solid-state batteries will coexist for a long time, and there are differences in application fields. Semi-solid and quasi-solid need to use diaphragm, while all solid need basement membrane as medium." Dongfeng new material pointed out. Guoxuan Gaoke said that the company's all-solid-state Jinshi battery does not need the traditional polymer porous membrane, but uses the solid electrolyte membrane as the membrane.

semi-solid battery diaphragm technology layout

with semi-solid battery technology with the continuous progress and the advancement of commercial application, diaphragm, as one of the key materials of battery, still has a place to use. Insiders pointed out that compared with liquid batteries, semi-solid batteries require larger aperture and higher strength of separators, and usually adopt WET and coating processes.

At present, many manufacturers are laying out semi-solid diaphragm products in order to occupy a favorable position in the next round of technological innovation. Enjie, the boss of diaphragm, said that in terms of semi-solid batteries, the company has established Jiangsu Sanhe in cooperation with Beijing Weilan and Liyang Tianmu pilots, specializing in the research and development of semi-solid coated separators. At present, the company's special diaphragm for semi-solid batteries has been produced in small batches and supplied to well-known battery manufacturers in the market.

It is understood that compared with regular diaphragm products, the semi-solid electrolyte composite membrane developed by Enjie Co., Ltd has more outstanding discharge performance in low temperature environment, especially in the ultra-low temperature environment of-30℃, the discharge capacity retention rate of cell of the finished product can be increased by more than 10% year on year.

Another diaphragm leader Star source material also said that the solid electrolyte composite membrane developed by the company's R & D team has excellent electrochemical performance, which can meet many battery head Enterprises and solid state batteries at home and abroad, the technical requirements of semi-solid battery manufacturers have been recognized by customers and meet quantity production conditions.

Dongfeng new materials from the cross-border printing and packaging industry said that the company actively cooperated with downstream customers to lay out high-performance and high-safety semi-solid battery separators, solid electrolyte membrane materials and coating processes, accelerate the layout of solid-state batteries and their key materials.

According to Changyang technology, the company's related wet diaphragm products adopt brand new semi-dry and semi-wetThe technology can produce ultra-high porosity products while producing regular lithium battery separators. At present, it has carried out technical cooperation with many relevant mainstream customers at home and abroad, and obtained small batch orders from head customers and many other customers. In the future, the products are expected to achieve technological breakthroughs and applications in the fields of high power, semi-solid state batteries and solid state batteries.

For a long time, the diaphragm is the category with the highest gross margin among the main materials of lithium batteries. Semi-solid battery diaphragm will still maintain its dominant position due to its less disruptive to production lines and processes. However, with the development of all-solid-state battery industrialization in the future, it is bound to have an important impact on the market pattern of the diaphragm industry, and the market will be reshuffled.