BYD launches all-solid-state battery loading and application in 2027. The solid state battery industry enters an intensive catalytic period

① BYD will launch batch demonstration and loading applications of all-solid-state batteries around 2027, and achieve large-scale boarding after 2030.
② According to the statistics of the “White Paper on the Development of Solid State Lithium Battery Technology”, the current planned domestic solid state battery production capacity has reached hundreds of GWh, which will effectively stimulate investment in solid state battery equipment.

Sun Huajun, CTO of Shenzhen BYD Lithium Battery Co., Ltd., revealed at the 2nd China All-Solid-State Battery Innovation and Development Summit Forum that BYD will launch batch demonstration and loading applications of all-solid-state batteries around 2027, and achieve large-scale boarding after 2030.

The key penetration areas of solid-state batteries include mid-to-high-end power batteries, consumer batteries, eVTOL batteries, etc. The battery and energy management team of CITIC Securities Research Department estimates that global solid-state battery shipments will reach 556GWh in 2030. With the development of solid-state battery technology, equipment demand is expected to take the lead. According to statistics from the “White Paper on the Development of Solid State Lithium Battery Technology”, the current planned domestic solid state battery production capacity has reached hundreds of GWh, which will effectively stimulate investment in solid state battery equipment. It is estimated that domestic investment in solid-state battery equipment in 2030 will be approximately 17.81 billion yuan.

According to the Cailian theme library, among the relevant listed companies:

dangsheng technologyIn the first half of 2024, a total of hundreds of tons of solid-state battery cathode materials were shipped, which have been successfully introduced to solid-state battery customers and have been successfully loaded and applied to solid-state models of first-line vehicle companies.

ManenstIt has provided dry electrode test experiments to many domestic and foreign companies, and has obtained a small number of equipment orders in fiberization and composite film-forming processes. In the future, it will increase R & D investment and market development efforts in the complete set of dry film-forming process equipment.

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