Battery "Davos" Reveals These Signals!

The 12th China (Suzhou) International Forum on Battery New Energy Industry (hereinafter referred to as "ABEC 2025"), known as the battery "Davos," was held in Suzhou from November 11 to 13.

The forum brought together experts from research institutions and representatives of leading companies in the industrial chain, facilitating in-depth exchanges on the industrialization progress, technology roadmap iteration, core challenges, and application prospects of cutting-edge technologies such as solid-state batteries and sodium-ion batteries. Among these, solid-state batteries, as a key direction leading industry transformation, became the core focus of the event, with their breakthroughs and industrialization process drawing significant attention.

From the mass production of semi-solid-state batteries to the technological sprint for all-solid-state batteries, and from the "blooming of a hundred flowers" in multiple technical routes to the collaborative efforts across the industrial chain, solid-state batteries are standing at a critical juncture, transitioning from the laboratory to large-scale application. They carry the industry's expectations for improving battery energy density and safety, while also facing multiple challenges such as cost, manufacturing processes, and equipment.

"Next-generation battery technologies like sodium-ion batteries, solid-state batteries, and fuel cells are achieving breakthroughs competitively, and their industrialization processes are accelerating comprehensively. Currently, sodium-ion batteries have taken the lead in achieving batch application, followed closely by semi-solid-state batteries, which are gradually entering mass production, vehicle installation, and commercial use. The research and development of all-solid-state batteries, regarded as the ultimate solution, has also entered a critical stage, forming a clear echelon and blooming in sequence," said Yu Qingjiao, Chairman of the Zhongguancun New Battery Technology Innovation Alliance and Chairman of the Battery 100 Association, in his opening speech.

In 2025, the demonstration applications of technologies like semi-solid-state and sodium-ion batteries continue to scale up, and the node for small-scale mass production of all-solid-state batteries is approaching. Participating experts generally believe that the solid-state battery industry has entered a critical攻坚 stage. Whether it is the breakthrough in material performance, cost reduction and efficiency improvement in processes, or the precise adaptation to application scenarios, technological innovation is the core driving force for navigating the industry cycle.

The latest research report from CITIC Securities shows that the industrialization of solid-state batteries continues to accelerate. Global total shipments of solid-state batteries are expected to exceed 700 GWh by 2030, with all-solid-state batteries accounting for over 200 GWh. China has achieved mass production of semi-solid-state batteries and is accelerating its catch-up in all-solid-state batteries. The overall goal is to achieve vehicle installation and small-batch production between 2026 and 2027, and commercialization by 2030.