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中国希望到2030年实现固态电池的应用,宁德时代对其成熟度评级为九分制中的四分China wants solid-state batteries in use by 2030, and CATL rates them four out of nine

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中国工业和信息化部联合其他六部门将2030年定为全固态电池首次大规模应用的时间节点,不过宁德时代董事长曾毓群将该技术评为九分制中的四分,并称2030年前实现百万辆装车“可能性极小”。普罗洛吉姆(ProLogium)位于敦刻尔克的工厂是自Northvolt破产以来欧洲最大的新电池项目,计划于2028年达到0.8 GWh产能,并将按中国标准进行认证。

China’s industry ministry and six other agencies set 2030 as the date for the first large-scale use of all-solid-state batteries, though CATL’s chairman rates the technology four out of nine and calls million-vehicle use before 2030 very unlikely. ProLogium’s Dunkirk plant, the largest new European cell project since Northvolt went bankrupt, is staged at 0.8 GWh in 2028 and will be certified against a Chinese standard.

中国已将2030年定为固态电池首次大规模应用的时间节点。其最大电池制造商将该技术评为九分制中的四分。一座位于法国北部的工厂于2月破土动工。

China has set 2030 as the date for the first large-scale use of solid-state batteries. Its biggest battery maker rates the technology four out of nine. A plant in northern France broke ground in February.

据CnEVPost报道,该计划由工信部联合其他六部门于9月28日发布,覆盖2026至2030年期间。计划还以实现15000次充电循环的锂电池为目标。工信部承认存在创新薄弱和供需失衡问题。

The plan came from the industry ministry and six other agencies on 28 September and covers 2026 to 2030, as CnEVPost reported. It also targets lithium cells good for 15,000 charge cycles. The ministry acknowledged weaknesses in innovation and imbalances between supply and demand.

宁德时代的承诺比该计划更为保守。其董事长曾毓群在6月将全固态电池评为九分制中的四分,其中九分代表可量产装车。

CATL is promising less than the plan does. Its chairman, Robin Zeng, put all-solid-state at four out of nine in June, on a scale where nine means ready for vehicle production.

他称2030年前实现百万辆装车的可能性“非常小”。宁德时代计划2027年小批量生产。

He called the chance of fitting it to a million cars before 2030 very small. CATL intends limited production in 2027.

LG新能源预计该技术将比电动汽车早十年应用于智能手机。其北美区总裁表示,大电芯是制造商面临的主要难点。

LG Energy Solution expects the technology to reach smartphones a decade before EVs. Its North America president says large cells are where manufacturers struggle.

欧洲的进度比该时间表显示的要快,但幅度不大,且并非基于自主技术。

Europe is further along than that timetable suggests, though not by much, and not on its own technology.

普罗洛吉姆已在台湾实现年产6000个电池包,即0.5 GWh,经莱茵TÜV测量能量密度达381 Wh/kg。这比当今大多数电动汽车电池高出约30%。

ProLogium already makes 6,000 packs a year in Taiwan, which is half a gigawatt hour, at 381 Wh/kg on TUV Rheinland’s measurement. That is roughly 30% above the cells in most electric cars today.

该公司目前正在法国建设同类工厂,补贴于2023年敲定,许可证于次年获批。

The company is now building the same thing in France, with subsidies agreed in 2023 and permits granted the year after.

敦刻尔克工厂于二月在格拉沃利讷核电站旁开工建设,分阶段推进,2028年产能达0.8吉瓦时,2032年达到12吉瓦时。大众旗下的PowerCo和梅赛德斯-奔驰正分别与Factorial合作开发自有电芯。这一切都远未达到中国的产量规模,且差距并未缩小。

The Dunkirk plant started construction in February beside the Gravelines nuclear station, staged at 0.8 GWh in 2028 and 12 GWh by 2032. Volkswagen’s PowerCo and Mercedes are separately working with Factorial on cells of their own. None of it is close to Chinese volume, and the gap is not narrowing.

中国和韩国厂商供应了欧洲90%的电池,而Northvolt在融资150亿美元后宣告破产。敦刻尔克项目是此后欧洲最大的新建电芯项目。

Chinese and South Korean makers supply 90% of Europe’s batteries, and Northvolt went bankrupt after raising $15bn. Dunkirk is the largest new European cell project since.

标准同样源自中国。ProLogium的电芯依据北京于七月发布的全固态电池国家标准GB/T 43568-2026获得认证,并另行通过了UL Solutions的测试。

The standard is Chinese as well. ProLogium’s cells are certified against GB/T 43568-2026, the all-solid-state specification Beijing introduced in July, and were separately tested by UL Solutions.

在上一轮五年规划期间,中国占据了全球电动汽车产量的70%。新规划提出的是“初步规模化应用”而非“大规模量产”,且即便这一目标也仅是愿景而非承诺。

China took 70% of global electric car production under the previous five-year plan. The new one says initial large-scale use rather than mass production, and even that is a target rather than a promise.