据业内统计，固态电池“急先锋”半固态电池已实现10GWh级别出货。目前已经有上汽智己、蔚来、东风岚图、俊风汽车、赛力斯等车型实现半固态电池装车，广汽埃安、长安深蓝、吉利、一汽等众多车企，普遍规划在2025年左右装车半固态电池。国外的奔驰、大众、丰田、日产、本田等车企也都在大力推动固态电池早日装车。

　　电池厂商方面，包括宁德时代、LG新能源、松下、亿纬锂能、国轩高科、孚能科技、正力新能、力神电池、蜂巢能源、欣旺达、瑞浦兰钧、比克电池、赣锋锂业、清陶能源、太蓝新能源、卫蓝新能源等国内外的众多企业，都已经在固态电池技术方面有所布局，并不断加快量产进程。

　　未来几年，固态电池产业将快速发展。据业内机构预测，2025年和2030年，全球固态电池需求量将分别达到44.2GWh和494.9GWh;到2030年，固态电池市场空间有望超过1500亿元，届时对设备的更新需求也将非常可观，同时对设备企业的技术也提出了更高的挑战。

01

打通固态电池量产工艺瓶颈

　　据电池中国了解，目前国内不少锂电设备厂商与下游车企和电池企业客户合作，积极布局固态电池设备的研发，协同推动固态电池产业化进程。业内机构指出，国内头部锂电设备商有望在固态电池时代仍保持全球领先优势。

　　近期，利元亨在互动平台表示，该公司已成功打通全固态电池量产的全线工艺环节，实现了从整线解决方案到各工段的关键设备覆盖，并拥有超过百项的固态电池设备专利。目前利元亨的干法电极设备、电解质压制转印设备、无隔膜叠片设备及高压化成分容设备等，已经与固态电池领域相关头部企业进行了方案对接，或提供了相应的设备支持。

　　据介绍，利元亨能够满足氧化物、聚合物半固态电池批量生产的设备需求，同时也能满足硫化物、卤化物全固态电池整线生产设备需求。该公司的半固态电池设备已经批量出货，全固态电池设备也整线中标，得到了客户的认可。值得注意的是，今年6月，利元亨美国首条固态电池前段设备成功交付。

　　另一家设备龙头赢合科技近期也表示，该公司已掌握了固态电池湿法涂布、干法混料及干法成膜等技术。2024年，该公司开发的湿法固态极片涂覆设备，已成功发货到国内某头部客户。近期，赢合科技自主研发生产的干法搅拌设备，也已成功交付至国内某头部客户。

　　在干法技术方面，今年赢合科技推出了第三代干法混料纤维化+干法成膜工艺集成化设备，从粉体搅拌、纤维化、均匀铺粉、多辊电极转移、多辊厚度闭环、电极切边、电极复合七大核心技术，可大幅提升极片制造效率，节约生产成本，在产品端具备更高的压实密度和能量密度。

　　据了解，目前先导智能也已获得多家国际知名企业固态电池关键设备订单。今年11月，先导智能成功向韩国头部电池企业交付了定制的固态干法电极涂布设备。“依托于锂电产业深厚的技术积淀与创新能力，公司可以为客户提供从固态电极制备、固态电解质膜制备及复合设备、裸电芯组装到除气封装、化成分容等固态电池关键设备。”先导智能负责人表示。

　　除此之外，激光设备龙头海目星表示，该公司在固态电池领域具备较强的新设备技术开发能力，目前已与欣界能源签署2GWh固态电池合计4亿元的量产订单，这是业内首个高能量锂金属固态电池设备的可量产商用订单。

　　另外，福能东方表示，该公司旗下子公司超业精密具备生产固态电池设备的相关技术。联得装备透露，该公司在固态电池领域已经有深度的布局，主要设备有模切叠片设备、电芯装配段及pack段整线自动化设备。信宇人表示，该公司在固态电池的干法涂布技术方面有布局，该技术可以应用到干法正极和干法负极的制备上。

02

实现全固态电池设备突破

　　“在当前的电池技术发展中，固态电池尚未形成统一的工艺路线。目前市场上主流的产品多为半固态或准固态电池，而非全固态电池。”国内某设备厂商负责人表示，在采用硅碳负极和隔膜涂覆固态电解质的情况下，现有的生产工艺可以保持相对稳定，无需进行大规模的调整。

　　多数业内人士认为，在固态电池的产业化进程中，半固态电池是一个必不可少的阶段。由于半固态电池对于现有液态锂离子电池体系更迭较小，则可以在一定程度上借鉴传统液态电池的生产技术和设备，降低生产成本，更有利于大规模商业化应用。

　　相对来讲，由于采用了全新的结构和材料体系，全固态电池的生产工艺相对半固态电池会更加复杂，成本也会更高。从整个行业来讲，全固态电池量产仍存在一些工艺上的难点和技术挑战。

　　比如，在固态电池的生产中干法正极连续生产面临挑战。干混技术和粉末定量进料技术存在难题，降低了制造速度以及电极材料均匀分布。另外，为了固固界面很好地结合，固态电池的生产需要加大压力，但大压力对电池材料是一种极大的破坏。

　　工欲善其事，必先利其器。未来几年中国应打通全固态动力电池全技术链，实现对现有新能源车的动力电池换代，而设备的突破和不断迭代升级，在此过程中将扮演关键角色。

Breakthrough in key equipment for mass production of solid-state batteries

At present, the performance of traditional liquid lithium batteries is approaching the theoretical limit, while solid-state batteries have significant advantages in energy density and safety. Solid state batteries, as a disruptive technology, are regarded by many battery and automotive companies as the core of the next generation of industrial transformation, and their industrialization process is constantly accelerating.

Breakthrough in key equipment for mass production of solid-state batteries

According to industry statistics, the solid-state battery "Pioneer" and semi-solid state batteries have achieved shipments at the 10GWh level. At present, models such as SAIC Zhiji, NIO, Dongfeng Lantu, Junfeng Automobile, and Sailis have achieved the installation of semi-solid batteries. Many car companies such as GAC Aion, Changan Shenlan, Geely, and FAW generally plan to install semi-solid batteries around 2025. Foreign car companies such as Mercedes Benz, Volkswagen, Toyota, Nissan, and Honda are also vigorously promoting the early installation of solid-state batteries.

In terms of battery manufacturers, including CATL, LG New Energy, Panasonic, EVE Energy, Guoxuan High Tech, Funeng Technology, Zhengli New Energy, Lishen Battery, Honeycomb Energy, Xinwangda, Ruipu Lanjun, Bike Battery, Ganfeng Lithium Industry, Qingtao Energy, Tailan New Energy, Weilan New Energy and many other domestic and foreign enterprises have already laid out in solid-state battery technology and continuously accelerated the mass production process.

In the next few years, the solid-state battery industry will develop rapidly. According to industry insiders' predictions, the global demand for solid-state batteries will reach 44.2GWh and 494.9GWh respectively by 2025 and 2030; By 2030, the market space for solid-state batteries is expected to exceed 150 billion yuan, and the demand for equipment updates will also be considerable, posing higher challenges to the technology of equipment companies.

01

Break through the bottleneck of solid-state battery mass production process

According to Battery China, many domestic lithium battery equipment manufacturers are currently cooperating with downstream automotive and battery enterprise customers to actively layout the research and development of solid-state battery equipment, and jointly promote the industrialization process of solid-state batteries. Industry organizations point out that top domestic lithium battery equipment manufacturers are expected to maintain their global leading advantage in the era of solid-state batteries.

Recently, Liyuanheng announced on the interactive platform that the company has successfully integrated the entire production process of all solid state batteries, covering key equipment from the entire line solution to each section, and has over a hundred patents for solid state battery equipment. At present, Liyuanheng's dry electrode equipment, electrolyte compression transfer printing equipment, diaphragm free laminating equipment, and high-voltage chemical capacity separation equipment have been connected with leading enterprises in the field of solid-state batteries or provided corresponding equipment support.

It is reported that Liyuanheng can meet the equipment requirements for mass production of oxide and polymer semi-solid batteries, as well as the equipment requirements for the entire production line of sulfide and halide all solid state batteries. The company's semi-solid state battery equipment has been shipped in bulk, and all solid state battery equipment has also won the bid for the entire line, which has been recognized by customers. It is worth noting that in June of this year, Liyuanheng successfully delivered the first solid-state battery front-end equipment in the United States.

Another equipment leader, Yinghe Technology, recently stated that the company has mastered technologies such as wet coating, dry mixing, and dry film formation for solid-state batteries. In 2024, the wet solid electrode coating equipment developed by the company has been successfully shipped to a leading domestic customer. Recently, the dry mixing equipment independently developed and produced by Yinghe Technology has also been successfully delivered to a leading domestic customer.

In terms of dry process technology, this year Yinghe Technology has launched the third generation of integrated equipment for dry mixing and fiberization+dry film forming process, which includes seven core technologies: powder mixing, fiberization, uniform powder spreading, multi roll electrode transfer, multi roll thickness closed-loop, electrode edge cutting, and electrode composite. It can greatly improve the efficiency of electrode manufacturing, save production costs, and have higher compaction density and energy density at the product end.

It is reported that Pioneer Intelligence has also obtained key equipment orders for solid-state batteries from multiple internationally renowned enterprises. In November of this year, Pioneer Intelligence successfully delivered customized solid-state dry electrode coating equipment to a leading battery company in South Korea. Based on the profound technological accumulation and innovation capabilities of the lithium battery industry, the company can provide customers with key equipment for solid-state batteries, including solid-state electrode preparation, solid-state electrolyte membrane preparation and composite equipment, bare cell assembly, degassing packaging, and chemical capacity division.

In addition, laser equipment leader Haimuxing stated that the company has strong capabilities in developing new equipment technologies in the field of solid-state batteries. Currently, it has signed a production order of 2GWh solid-state batteries totaling 400 million yuan with Xinjie Energy, which is the industry's first mass-produced commercial order for high-energy lithium metal solid-state battery equipment.

In addition, Funeng Oriental stated that its subsidiary, Chaoye Precision, has the relevant technology to produce solid-state battery equipment. Liande Equipment revealed that the company has a deep layout in the field of solid-state batteries, with main equipment including die-cutting and laminating equipment, cell assembly section, and pack section full line automation equipment. Xinyu people stated that the company has a layout in the dry coating technology of solid-state batteries, which can be applied to the preparation of dry positive and negative electrodes.

02

Realize breakthroughs in all solid state battery devices

In the current development of battery technology, there is no unified process route for solid-state batteries. The mainstream products on the market are mostly semi-solid or quasi solid state batteries, rather than all solid state batteries. "A person in charge of a domestic equipment manufacturer stated that with the use of silicon carbon negative electrodes and separators coated with solid electrolytes, the existing production process can remain relatively stable without the need for large-scale adjustments.

Most industry insiders believe that semi-solid state batteries are an essential stage in the industrialization process of solid-state batteries. Due to the relatively small changes in the existing liquid lithium-ion battery system, semi-solid state batteries can to some extent draw on the production technology and equipment of traditional liquid batteries, reduce production costs, and be more conducive to large-scale commercial applications.

Relatively speaking, due to the adoption of a completely new structure and material system, the production process of all solid state batteries will be more complex and the cost will be higher compared to semi-solid state batteries. From the perspective of the entire industry, there are still some technical difficulties and challenges in the mass production of all solid state batteries.

For example, the continuous production of dry positive electrodes in solid-state battery production faces challenges. There are difficulties in dry mixing technology and powder quantitative feeding technology, which reduce manufacturing speed and uniform distribution of electrode materials. In addition, in order to achieve good bonding between solid and solid interfaces, the production of solid-state batteries requires increased pressure, but high pressure can cause significant damage to battery materials.

To do a good job, one must first sharpen their tools. In the next few years, China should open up the entire technology chain of all solid state power batteries, achieve the replacement of existing new energy vehicle power batteries, and the breakthrough and continuous iteration and upgrading of equipment will play a key role in this process.