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Not long ago, Xilai brought the first car model that has been rumored in the industry for a long time. Officials say it will be a solid-state battery with a range of more than 1000 kilometers. After the release of the new car, Xilai opened the pre-sale of the new car, which will be delivered in the fourth quarter of 2022 at the earliest. However, some experts believe that it will take at least 5 to 10 years for NIO solid-state batteries to be realized.

According to the CCTV financial report, on January 9, Xilai unveiled a new 150kWh solid-state battery pack on NIO Day, which can achieve a 50% increase in energy density compared with traditional ternary lithium batteries, reaching 360Wh/kg, and supporting the car launched by NIO to last up to more than 1000 kilometers.

In addition, compared with the traditional lithium battery, the biggest difference between the solid-state battery and the traditional lithium battery is that the solid-state electrolyte system replaces the current diaphragm electrolyte system, which has high safety, no risk of spontaneous combustion and explosion, and the energy density is significantly higher than that of the traditional lithium battery. In this regard, in the official release of "solid-state battery", which quickly attracted a high degree of attention in the industry, not only the stock price of NIO has risen frequently, even the related concept stocks have also been fluctuated. Although according to NIO officials, the battery pack will not be delivered until the fourth quarter of 2022 at the earliest.

For nearly two years to complete the delivery of new cars, this is not a short time, which means that there is still some time for the development of new batteries and new cars. However, for the launch of NIO new battery, Xiong Baiqing, chairman of Guolian Automobile Power Battery Research Institute, believes that solid-state batteries will not be commercially available so soon. "all-solid-state batteries are still a long way from being commercialized, and it's even difficult to make a demonstration," he said. It is very difficult to completely conquer the all-solid state in 10 years, anyway, it will not happen in at least five years, and we will also make this thing. "

As for the solid-state battery released by NIO, Li Bin, founder, chairman and CEO of NIO, also clarified that NIO does not use all-solid-state battery, but still has liquid (electrolyte). According to the analysis of industry insiders, the so-called solid-state battery of Xilai Automobile is actually a solid-liquid hybrid battery or semi-solid battery. This is a transition scheme before the research and development of solid-state batteries, that is, the use of solid-state electrolytes and electrolytes at the same time, but the proportion and safety of the mixture of the two are still inconclusive in the world.

And this plan also made NIO much questioned by the outside world, and many netizens speculated that it began to "draw cakes." After all, solid-state batteries as the current forefront of automotive battery technology, no car companies have really achieved mass production and loading, only Ulai announced to the public. If it can be delivered as scheduled in the fourth quarter of 2022, it will also promote new technology changes in the global new energy market.

With the launch of a series of blockbuster plans, such as solid-state batteries and its new sedan models, the market capitalization of NIO has risen rapidly, surpassing Volkswagen after Toyota and Tesla. It is worth noting that in terms of delivery scale, as a new power, it is far less than the traditional car companies, but the stock price is advancing by leaps and bounds. It is precisely these new power car companies whose share prices have soared that Cao Dewang, the glass king, can not help but feel that there is a bubble in new energy vehicles and begin to reduce some of their holdings.

However, with regard to the idea of capital bubble, Xu Haidong, deputy chief engineer of the China Automobile Association, said that the new power car companies themselves are the product of capital, and listing financing is the only way. And capital seeing is a direction of the future, it can not be completely said that it must be a bubble. As for how much the true value of the new power car companies can go, it will also be seen by the market.

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