According to the Zhitong Finance APP, Guolian Minsheng Securities has released a research report stating that all-solid-state batteries are expected to accelerate industrialization due to their advantages of high energy density and high safety. The oxide + polymer composite solid-state battery laboratory research has reached mass production standards and is accelerating towards industrialization due to the combination of the high mechanical strength of oxides and the flexible interface contact advantages of polymers. It is recommended to pay attention to GSP GROUP (605088.SH) and SXXC (603663.SH), which are actively laying out the oxide + polymer composite solid-state industry route and have made relevant progress.
<h2>The main points of Guolian Minsheng Securities are as follows:</h2>
Oxide + polymer composite solid-state is one of the key R&amp;D paths
To achieve the transition of solid electrolytes from laboratory research to industrial mass production, the following key indicators must be met: 1) high ionic conductivity (usually greater than 10 S/cm); 2) high lithium ion transference number (the closer to 1, the better the Li migration ability and cycling stability); 3) wide electrochemical window (above 4.5V); 4) good mechanical strength; 5) good thermal stability; 6) good interface compatibility. The oxide + polymer composite solid-state electrolyte introduces inorganic fillers (oxides) into the polymer to enhance mechanical strength and ionic conductivity, thereby maintaining the flexibility of the polymer while possessing the mechanical strength of metal oxides, improving conductivity and electrochemical stability, and is expected to achieve breakthroughs first.
Technical difficulties of oxide + polymer composite solid-state are being overcome
The main technical difficulties of the oxide + polymer composite solid-state electrolyte lie in reducing the filler/polymer interfacial impedance and solving the lithium dendrite growth problem, both of which currently have corresponding solutions. The reduction of interfacial impedance is mainly addressed through surface modification technology and in-situ polymerization technology; the lithium dendrite growth problem is mainly solved through the following methods: 1) introducing liquid additives; 2) fixing flexible anions; 3) constructing sandwich electrolytes; 4) designing layered electrolytes.
Innovations in the preparation methods of oxide + polymer composite solid-state
The main preparation methods for polymer + oxide composite solid-state electrolytes include physical methods, chemical methods, and emerging innovative preparation methods. Among physical/chemical methods, solution blending and in-situ polymerization are the most widely used, and the development of &#34;physical + chemical&#34; synergistic composite preparation methods can optimize interfacial performance while ensuring preparation efficiency; emerging innovative design methods mainly include electrospinning, 3D printing, and ice template methods, while the 3D structural design of fillers greatly enhances the performance of composite electrolytes, and the use of 3D fillers + innovative preparation methods can continuously improve the performance of composite solid-state electrolytes.
Laboratory research on oxide + polymer composite solid-state has reached mass production standards
Inorganic fillers of oxides include inert fillers (such as SiO, AlO, etc.) and active fillers (such as LLZO, LATP, etc.). For example, LATP (oxide) + PEO (polymer) composite solid-state electrolytes can achieve a room temperature ionic conductivity of up to 1.36 × 10 S/cm and an electrochemical window of over 4.8V, reaching mass production standards. Currently, organic + inorganic composite solid-state electrolytes using LLZO/LLZTO and PEO/PVDF are receiving widespread attention
The Industrialization Process of Oxide + Polymer Composite Solid-State Batteries Accelerates
Currently, manufacturers engaged in the research and development of oxide + polymer composite solid-state batteries include SAIC QingTao, GSP GROUP, Aulton Technology, Zhongchuang Xinhang, Huineng Technology, and Tailan New Energy. Weilan New Energy, Hive Energy, and Guoxuan High-Tech have achieved composite semi-solid-state batteries, but full solid-state batteries still use sulfide or halide routes. Tailan New Energy has developed the world's first automotive-grade 120Ah composite solid-state battery with a high energy density of 720Wh/kg, expected to achieve mass production and demonstration applications in new energy vehicles by 2027. GSP GROUP is making rapid progress in industrialization, with polymer semi-solid-state batteries expected to enter large-scale production in the second half of 2026, with a first-phase capacity of 2GWh. The energy density of oxide + polymer composite solid-state batteries reaches 450Wh/kg.
Risk Warning
Technological advancement may not meet expectations; policy change risks; demand may not meet expectations

605088

603663

Guolian Minsheng Securities released a research report stating that oxide + polymer composite solid-state batteries are accelerating towards industrialization due to their high energy density and safety. This technology combines the high mechanical strength of oxides with the flexibility of polymers and has reached mass production standards. It is recommended to pay attention to related companies such as GSP GROUP and SXXC. Key indicators include high ionic conductivity, lithium ion transference number, and wide electrochemical window. Technical challenges such as interfacial resistance and lithium dendrite growth issues have already been addressed

Zhitong

Guolian Minsheng Securities: Oxide + Polymer Composite Solid-State Batteries are Accelerating Towards Industrialization