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SIMT Technology Observation | The Next Explosion Point in the Battery Industry: Decoding Solid State Batteries

2026-08-26 09:30:37

SIMT Technology Observation Nayuan new materials

SIMT Technology Observation is a cutting-edge technology and industry transformation in-depth dialogue column launched by Sodium Yuan New Materials (SIMT). As an important component of the Na Yuan new material technology ecosystem, this column will regularly invite experts from fields such as new energy, artificial intelligence, materials science, and intelligent manufacturing Frontline PhDs and Researchers In the form of dialogue, break down the technical challenges they have overcome, the latest developments in the laboratory, and the real path from theory to industrialization.

👤 Interview guests for this issue

Professor Jun Wang obtained his doctorate degree in material physics and chemical engineering from Ningbo Institute of Materials Technology and Engineering, Chinese Academy of Sciences in 2012, served as a researcher in MEET Battery Research Center (European Top Battery Research Center), University of Munster, Germany from 2012 to 2018, and has served as a researcher/professor and doctoral supervisor in South University of Science and Technology since 2018. Its main research direction isResearch on high-energy density and high safety lithium batteries, as well as other new types of batteriesHosted sub projects of the National Natural Science Foundation of China, Guangdong Provincial Key R&D Program, and Shenzhen Major Technology Research Project, served as a young editorial board member of eScience, Sci. China Mater., Energy Storage Science and Technology Journal, and vice chairman of the New Materials Professional Technical Committee of Guangdong Provincial Youth Science and Technology Innovation Research Association.

already in Nat. Rev. Chem., Chem. Soc. Rev., Nat. Commun., Joule,Energy Environ. Sci.,Adv. Mater.,Angew. Chem. Published over 200 academic papers in top international journals, with more than 9500 citations and an H-index of 53; Applied for over 50 invention patents.

If we only look at the capital market and public opinion field, solid-state batteries seem to be a technology that is about to emerge: they are safer, have higher energy density, and can also be compatible with lithium metal negative electrodes. It seems that only the last step is needed to replace today's liquid lithium-ion batteries and become the standard answer for the next generation of power batteries.

In the past two years, judgments such as mass production in 2027 and large-scale application in 2030 have frequently appeared, coupled with the continuous increase of car companies, material companies, and battery companies. Solid state batteries have almost become one of the most concerned technological directions in the entire new energy industry.

But if we pull the perspective back from the capital narrative to the laboratory, material system, and battery manufacturing site, we will find a judgment that is closer to reality:The technology of solid-state batteries has been successfully implementedHowever, there is still a long way to go before the comprehensive industrialization of large capacity, long lifespan, mass production, and delivery can be achieved.

To understand solid-state batteries, the first step is to answer a more fundamental question:What is the liquid electrolyte doing in today's lithium-ion batteries?

Only by understanding why liquid electrolytes have long dominated can we understand why solidification is a much more complex system reconstruction than imagined.

01 Electrolyte, in battery systems; Blood ";

In public perception, the core of a battery is often the positive and negative electrodes. The positive electrode material determines the energy density, while the negative electrode material is related to the rate, lifespan, and safety boundary. Therefore, the most discussed upgrade paths in the industry are visible materials such as high nickel ternary, lithium iron phosphate, silicon-based negative electrodes, and lithium metal negative electrodes.
In contrast, electrolyte is often seen as a relatively complementary component, as if it were just a "liquid filler" used to conduct ions in batteries

Professor Wang:;The electrolyte is actually the blood of the battery.The thermal runaway of batteries often begins with the decomposition of the electrolyte. The reason why we choose to use semi-solid and all solid electrolytes is because liquid electrolytes are prone to leakage, combustion, and explosion. If we compare a battery to a house, the positive pole determines the ceiling, the negative pole determines the floor, and the electrolyte determines whether it can fit in. "

In a true electrochemical system, the electrolyte is much more than just a passive medium. It is not only a channel for lithium ion migration between positive and negative electrodes, but also a participant in the formation of electrode surface facial mask. It is also a key variable that affects high pressure stability, low temperature performance, fast charging ability and safety.
As Professor Wang said, electrolyte is more like the "blood" in the whole battery system: it not only needs to flow and reach every electrode pore, but also needs to maintain stability under complex working conditions. At the same time, it can form an appropriate interface facial mask when necessary to protect the active materials so that the whole system can work continuously.
In actual research and development, oneGood electrolyteThe following standards need to be met:

1. There is enough widthElectrochemical stability windowOtherwise, it will preferentially oxidize and decompose in front of the high-voltage positive electrode;

2. Yes, there isAppropriate viscosity and good wettabilityOnly then can it truly penetrate into the interior of the porous electrode and establish a continuous ion transport network;

3、Ionic conductivity should be high enoughTo ensure magnification performance and transmission efficiency under low temperature conditions;

4. Must be formed on the positive and negative electrode surfacesStable, uniform and sustainable facial maskTo prevent the battery from continuously experiencing side reactions, impedance rise, gas evolution, and structural instability during cycling.

5、还不能忽略产业层面的限制,必须建立在可量产、可储运、成本可控、环境与法规可接受的基础上。

这意味着,液态电解液之所以能够支撑今天锂离子电池的大规模产业化,不只是因为它“能导电”,更因为它在传输、浸润、界面和制造适配性之间,提供了一种经过多年优化的综合平衡。

正因如此,固态电池要替代液态体系,讨论的实际是如何替代掉液态电解液在整个系统中承担的这些复合功能。

02 固态电池难点,界面工程问题

近年来,随着硫化物、氧化物、聚合物及复合固态电解质发展迅速,其中以硫化物技术最为成熟,部分硫化物体系在室温下的离子电导率已经达到10⁻³~10⁻² S/cm,超越了液态电解液的水平。
但问题在于,电池不是一块单独存在的电解质材料,而是一个包含正极、负极、电解质、导电相、集流体和封装结构的复杂系统。

决定系统表现的,不只是某个材料本体的指标,而是它们之间如何接触、如何反应、如何在长期循环中保持兼容。

也正因如此,在越来越多的一线研究者看来,固态电池最难的部分已经不是找到一个离子电导率足够高的电解质,而是如何处理电池内部无处不在的界面问题。

Wang教授:"液态电解液是液相传导,从溶剂化到脱溶剂化;固态电解质是缺陷传导和晶界传导。这两种传导方式的迁移速率、活化能和路径长度都是不一样的。"

⚡ 固态电池界面难题 · 四维解析

难点维度
具体描述
固-固接触
两个固体接触时,不可能像液体那样自然消除间隙,真实界面中总会存在空洞、粗糙、不匹配的接触区域。此外,材料硬度、弹性模量和热膨胀行为不同,还会引入额外应力。
化学兼容性
高电压正极可能与某些固态电解质发生副反应,尤其在高镍三元与硫化物电解质组合中,这类问题非常突出。界面副反应产物不断累积,导致阻抗持续攀升。
力学稳定性
充放电过程中,正极活性颗粒的晶格变化和锂金属负极的沉积/剥离行为,都会引发局部应力变化,导致原本就不完美的界面进一步脱粘、开裂或失效。
尺度放大
一块实验室扣式电池中可被高堆压勉强维持的接触关系,放大到安时级、再到更大容量软包或方形电芯时,很可能彻底失灵。压力分布不均匀、界面失稳问题被急剧放大。

正因为固态电池的研发充满挑战性,所以,当下讨论固态电池,已经不能单纯停留在“材料突破”的层面,而是必须进入界面工程的层面。
所谓界面工程,就是突破单一表层包覆的局限,从化学稳定性、空间电荷层调控、机械兼容性、颗粒尺寸与形貌设计、堆压条件优化等多个维度共同入手,协同优化实现整体性能升级。
对于正极而言,表面包覆可以缓解与硫化物电解质的副反应;
通过元素掺杂and组分调控,可以降低充放电过程中的各向异性应变,减少颗粒开裂,提升与固态电解质的持续接触能力; 
同时,单晶或类单晶结构被证明在循环中的裂纹扩展和界面失稳风险往往低于多晶二次颗粒。

03 界面之外,结构工程与制造体系的重建

如果说界面问题解释了为什么很多固态电池“做得出来但跑不久”,那么结构工程和制造问题解释的则是为什么很多方案“即便实验室能跑,也未必能产业化”。
虽然同为“电池”,但固态电池和液态电池的结构已经完全不同。
以正极部分为例:
在液态电池体系中,电解液可充分浸润极片内部。正极颗粒只需搭建连通的电子传输通路,同时预留合适孔隙供电解液渗透,离子传输的工作基本由液态电解液承担,极片结构设计相对简单。
但固态电池体系下,工况条件发生根本性变化,正极必须兼顾电子传导、离子传导与机械结构稳定性三重功能。

Wang教授:"固态电池的正极并没有使用新的材料,但是它的工程结构是不一样的。"

因此,固态电池的正极不再只是活性材料加导电剂和粘结剂的简单组合,而要引入固态电解质颗粒,并重新设计颗粒分布、空隙率、致密化程度、成型压力和层间接触关系。

这也意味着,固态电池的迭代升级,不只是给现有液态产线换一种电解质,而是要重构电极加工逻辑、层压方式、压力管理方式乃至封装思路。

当行业希望进一步引入锂金属负极,以实现更高能量密度时,问题会变得更加复杂:
锂金属的沉积/剥离本身就伴随着显著体积变化和界面不稳定性,在固态体系中还可能沿电解质缺陷生长,形成枝晶穿透风险。
与此同时,固态电池常常依赖外部堆压来维持界面接触,而一旦进入车规级电池的大规模应用场景,如何在长期使用中维持合理且均匀的压力,又会变成新的系统工程问题。
所以,固态电池的产业化从来不是一个单点突破就能完成的任务,越来越多业内人士开始把固态电池定义为一场系统级重构。

04   产业现实,固态电池何时能普及

对于大家最关心的固态电池上市问题,Wang教授认为:

"2027 年量产可以实现小规模一定应用,但会有一定的应用场景受限,可能是率先在高端车、低空领域落地。虽然影响固态电池量产应用的不确定因素很多,但可以确认的是, 2027 年到 2030 年是一个比较关键的时间节点。 "

从产业规律看,任何新型电池技术真正走向主流,至少要同时满足几项条件: 

● 关键材料与界面问题得到足够稳定的解决;

● 电芯设计和制造工艺可以实现可复制、可放大、可控良率;
● 成本下降到下游客户可以接受的区间;
● 能够通过长期验证证明其寿命、安全性和一致性不是实验室偶然结果;
● 上下游供应链形成相对成熟的协同。

对于固态电池而言,这几项条件目前还都处在逐步打通的过程中,因此未来几年固态电池大概率“不会全面替代液态电池,而会应用在那些对量密度或品牌技术形象更敏感、同时能承受更高成本的高端车型和特种场景中。

换言之,目前固态电池更可能经历的是从示范应用到逐步放量的过程,距离全面普及走进千家万户,还有一段路需要走。

05 再看钠电,不同维度的创新发展

在讨论下一代电池技术时,钠离子电池经常与固态电池一起出现,但两者其实并不处在同一个维度上。
固态强调的是电解质形态变化所带来的系统重构,而钠电首先是一条基于资源禀赋、成本预期和场景适配性展开的电化学体系路线。

⚖️ 钠离子电池 · 优势与挑战

✅ 核心优势资源丰富、成本友好钠的地壳储量远高于锂,分布均匀,不受地缘政治制约,具备大规模普及的资源基础。正极材料选择更灵活更容易采用铁、锰、铜等相对廉价的过渡金属元素体系,从而降低对镍、钴、锂等稀缺资源的依赖,供应链安全性显著提升。
⚠️ 结构挑战离子半径导致结构不稳定钠离子半径明显大于锂离子,在嵌入和脱出正极结构时更容易引发层间滑移、结构畸变和复杂相变,在锂电体系中还能维持稳定的结构,到了钠电中往往会表现出更强烈的不稳定性。
这也是为什么钠电在一些体系上其能量密度整体难以与主流锂离子动力电池正面竞争。
这决定了钠电更适合在成本敏感、低温要求高、能量密度要求相对没那么极致的应用中发挥价值,比如部分储能场景、两轮车、A00级车型等。
Wang教授认为聚阴离子是储能场景的中短期最优解。

Wang教授:"聚阴离子的容量比较好,结构非常稳定,循环性非常好,安全性也比较好。“

2026 年上半年钠电正极市场,聚阴离子材料整体出货占比稳定在70%–75%。(数据来源:SMM 上海有色网)
其开放式框架结构提供了优异的离子传输通道和结构稳定性,循环寿命可达10000-15000次,在长时储能场景中优势显著,这也匹配目前储能市场对多维度协同优化的要求。
与此同时,Wang教授也非常看好层状氧化物的长期潜力。

Wang教授:"层状氧化物的能量密度已经能够做到接近160Wh/kg,与市面上磷酸铁锂180Wh/kg比较接近。随着新材料开发,很有希望突破甚至大于磷酸铁锂。"

Wang教授认为,未来很长一段时间,锂电将占据高能量密度的高端市场,钠电池占据成本和安全导向的市场,铅酸电池则被两者共同挤压退出。

In conclusion

回望来路,过去十年,电池产业的最强技术叙事莫过于能量密度的提升。
为了更高续航,行业从磷酸铁锂转向三元,从中镍走向高镍,再把目光投向硅基负极、锂金属负极和固态电池,形成了一条非常鲜明的能量密度升级路线。
但当产业发展到今天,一个新的现实已经越来越清晰:单一指标的领先,已经不足以决定一项技术是否能真正胜出。
未来几年,无论是液态电解液的持续优化,还是半固态、全固态电池的推进,真正的竞争,都将从单纯的能量密度竞赛,转变为材料设计、界面控制、电极结构和制造工艺的系统协同竞赛。
未来电池行业的发展,依然充满想象力。