Energy density 600Wh/kg! China's Lithium Battery Breaks 2 Times the Limit, Topping the Cover of Nature

The global lithium battery industry ushered in a revolutionary breakthrough. On August 13, 2025, the research team of Tianjin University published its research results in the Journal Nature, and successfully developed a soft-pack battery with energy density exceeding 600Wh/kg and a module battery with energy density exceeding 480Wh/kg. The performance index is 2-3 times higher than that of the existing lithium-ion battery. This breakthrough originated from the first electrolyte "delocalization" design concept, which solved the worldwide problem of energy output and cycle life of lithium metal batteries at one stroke. At the same time, the capital market is moving. The shutdown of production in Xiawo mining area in Ningde Times led to the tight supply of lithium resources, and Tianqi Lithium Industry, the leading lithium mine, turned losses into profits and rose strongly. In the first half of the Ningde era, net profit increased by 33.3%, net sales interest rate reached a record high of 18.09%, and the "Matthew effect" of the industry was further highlighted.

1.technological breakthrough: tear the ceiling of energy density of lithium batteries Lithium metal batteries, with their ultra-high theoretical energy density, are regarded as the "holy grail" of the next generation of battery technology. However, its fatal weakness is that the interface between the high activity metal lithium anode and the high voltage anode is extremely unstable, resulting in short cycle life and great potential safety hazards. The team of Tianjin University broke the shackles of traditional electrolyte design and innovatively proposed the "delocalized" solvation structure. This technology abandons the dependence of traditional electrolyte on single solvation structure, so that different functional components in the electrolyte can dynamically cooperate at the interface of positive and negative electrodes. This breakthrough has successfully achieved three core performance leaps: Energy density: soft pack battery cell up to 600Wh/kg, module battery up to 480Wh/kg, 2-3 times higher than existing battery Cycle life: 79% capacity retention after 155 cycles at high energy density Safety: no pressure drop and no fire in the needle test, passing the most stringent safety verification Almost at the same time, the team of Huazhong University of Science and Technology published another milestone achievement in Nature. They developed a "heterogeneous microemulsion electrolyte", which uses liquid-liquid interfacial tension to drive functional components to enrich at the electrode interface, so that the capacity retention rate of ampere-hour lithium metal batteries is still as high as 81% after 189 cycles, and the energy density is 547 Wh/kg. Technology transformation has entered the stage of industrialization. Relying on the National Energy Storage Technology Industry-Education Integration Innovation Platform, the Tianjin University team has built a pilot production line of high-energy metal lithium batteries, which has been successfully applied to three miniature all-electric unmanned aerial vehicles, with an increase of 2.8 times in endurance. The core technology of the whole chain is autonomous and controllable, and is expected to be put into full operation in the second half of 2025.

2. Industrial chain resonance: synchronous breakthrough of solid-state battery and intelligent monitoring Lithium battery technology revolution is accelerating from multiple dimensions, among which the breakthrough of solid-state battery and intelligent monitoring technology is particularly critical. Solid-State Batteries: Solve the Problem of "Lithium Traffic Jam" China Nuclear Group and Tsinghua University published important achievements in Energy and Environmental Science. They used "neutron depth profiling" technology to capture for the first time the longitudinal concentration gradient of lithium ion distribution in the cathode of all-solid-state batteries-the difference of lithium concentration in 100 micron thick electrodes is as high as 5 times. The research team innovatively proposed the design scheme of "gradient electrode": The positive electrode is made into a multi-layer step structure, so that the lithium concentration is distributed in a terrace manner Constructing a three-dimensional electronic conductive network as a lithium ion "highway" The existing coating equipment is adopted to realize mass production and avoid high-cost process transformation. The effect was immediate: the capacity retention rate of 2Ah soft-pack battery soared from 65% to 92% after 500 cycles, and the energy density was stable at 400Wh/kg. Under the same volume, the range of electric vehicles can be increased from 600 kilometers to 800 kilometers. Smart Battery: Implant "Electronic Tattoo" Real-time Warning The Institute of Physics of the Chinese Academy of Sciences has developed the world's first fully printed integrated multifunctional sensor array (IISAS). The technology is embedded in the battery package aluminum-plastic film like an "electronic tattoo", with a total weight of only 49 mg and six sensors: Temperature sensor: sensitivity 0.42%/℃ Zero temperature coefficient pressure sensor: withstand 30,000 cycles DMC/H2 gas sensor for 10 ppm detection accuracy Experiments show that the array can detect the abnormal gas generation rate (up to 3 times the normal value) in advance when the battery is overcharged, and trigger the early warning 8 20 times faster than voltage signal in the puncture test. This breakthrough has pushed battery safety management from "fire extinguishing after the event" to a new stage of "prevention in advance". III. Map of Industry Chain: Full Analysis of Beneficiary Leaders Lithium battery technology breakthroughs are reconstructing the value distribution of the industrial chain, and core enterprises in all sectors are facing new development opportunities. (I) Upstream resources: lithium ore is in short supply to catalyze the market The shutdown of Yichun Xiawo mining area in Ningde era led to a reduction of 3500 tons of monthly lithium resources supply, and the demand in peak season pushed the price of lithium carbonate up to 90000-100000 yuan/ton. Enterprises with high self-sufficiency rate of resources benefit significantly: Ganfeng Lithium (002460): a global leader in the lithium industry, holding 100% of Goulamina spodumene mine in Mali, and leading the solid-state battery full-link technology Tianqi Lithium (002466): The production capacity of battery-grade lithium hydroxide ranked first in the world. It invested in Beijing Weilan to lay out solid-state batteries, and the net profit in the 2025 interim report turned around and increased by more than 100 percent Salt Lake Co., Ltd. (000792): The cost of lithium extraction from salt lake is only 30,000 yuan/ton, and the cost advantage is significant Table: Comparison of Core Advantages of Lithium Resource Enterprises (II) Midstream manufacturing: differentiated layout of technical routes The field of power and energy storage batteries presents a strong pattern: Ningde Times (300750): The global market share is 38.1%, the condensed state battery (500 Wh/kg) has passed the aviation certification, and the capacity utilization rate has risen to 89.86%. Yiwei Lithium Energy (300014): 4680 large cylindrical batteries are in mass production, and the energy storage cells are among the top three in the world Funeng Technology (688567): all-solid-state battery sample delivery humanoid robot enterprise, entering into high-end application scenarios Accelerating the industrialization of solid-state batteries: Semi-solid battery: Penghui Energy enters the field of low-altitude economy Key materials: Tiantie Technology obtained 100-ton orders for copper-lithium composite strips for solid-state batteries (III) Supporting link: domestic substitution of materials and equipment Cathode material: Hunan Yuneng ranks first in the market share of lithium iron phosphate, benefiting from the industry's capacity reduction Battery recovery: The extraction cost of Greenmay lithium carbonate is only 60,000 yuan/ton, which is 30% lower than that of mining. Intelligent equipment: the global market share of leading intelligent lithium battery equipment is over 30%, which is deeply bound to the leader.