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Exclusive | Unveiling the first mass-produced full solid state battery assembly line: the scale cost is not higher than liquid, but still can't be used in cars
①The first solid state battery production line has been put into operation again, sparking discussion. The builder of this production line, a person from Pure Lithium New Energy Company, stated that current customers come from energy storage and electric two-wheelers, not involving power batteries; ② Pure Lithium New Energy has put into operation a production line with a target capacity of 200MWh, and has planned to expand to 6GWh solid state energy storage battery production line; ③ In the A-share market, various companies mainly focus on the technical routes of oxides and sulfides.
The first domestic full-solid-state lithium battery production line has officially started production
1. Recently, the first domestic full solid state lithium battery production line was officially put into operation, marking a new stage of mass production for the pure lithium 50 amp-hour solid state battery developed and produced by the company; 2. Currently, the target production capacity of the pure lithium new energy production line is 200 megawatt-hours, equivalent to simultaneously charging 0.2 million two-wheeled vehicles, and after reaching full production, it can produce thousands of solid state batteries per day.
GGII: China's lithium battery shipments in the first three quarters reached 786GWh, a 30% year-on-year increase.
Preliminary research data from the China Lithium Battery Research Institute (GGII) shows that the lithium battery shipments in China in 2024 Q1-Q3 were 786 GWh, a 30% year-on-year increase.
Goldman Sachs Researchers See Battery Prices Falling By Nearly 50% By 2026 End, Driving Consumer-Led EV Adoption
Citic Securities: Lithium asset acquisitions enhance industry concentration. Limited downside space for lithium prices.
Rio Tinto announced the acquisition of the global leading lithium mine company Arcadium Lithium for $6.7 billion. This premium acquisition demonstrates overseas mining companies' optimistic attitude towards lithium prices, which will bring more confidence to the market.
Target: 5-minute full charge! Global battery manufacturers compete: Ningwang leads, Korean companies vow to catch up.
①In the increasingly fierce electric vehicle racing field in recent years, which company can now take the lead in alleviating consumers' "range anxiety", perhaps who can seize the opportunity. ②Now, many Asian battery manufacturers are competing to develop a new generation of electric vehicle "super fast charging" batteries, which are expected to make the charging speed of electric vehicles as fast as refueling gasoline or diesel vehicles:
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