2024-02-21 10:30:00
Reducing CO2 from automobiles is required to achieve carbon neutrality. We would like to draw attention once again to “all-solid-state batteries,” which continue to attract a lot of interest as a game-changer technology that will promote the spread of EVs.
-Honda will start operating a demonstration line this spring, a technology that has the potential to completely change the industry’s balance of power-
The Nikkei stock average was within range of the highest closing price of 38,915 yen reached in December 1989, and at one point reached 38,865 yen during trading hours on the 16th. The stock price rose more than 17% from the opening price of 33,193 yen on January 4th, leading to a sense of overheating, and since the beginning of this week it has been at a standstill, but on the 21st it was hit by a headwind from the decline in US stock prices. However, the amount of decline at the closing price was limited to 101 yen, and the desire to buy on the downside remains strong.
In order to reach a new all-time high and further increase the price, it is essential that the circulation among individual stocks and sectors be carried out smoothly, but one promising investment theme that we would like to focus on is the spread of electric vehicles (EVs). All-solid-state batteries are a game-changing technology that will accelerate
●The key to the comeback of domestic manufacturers
All-solid-state batteries are a type of secondary battery that can repeatedly charge and discharge electricity, and are batteries in which the electrolyte that conducts electricity between the positive and negative electrodes is replaced with a solid electrolyte instead of a conventional liquid. It is expected to be installed in a wide range of vehicle models due to its higher energy density than the currently mainstream lithium-ion batteries, its superior charging and discharging performance that significantly shortens charging time, and the combination of inexpensive materials that reduces battery costs.
All-solid-state batteries are seen as the key to catching up for domestic automakers that have lagged behind in EVs, and this spring Honda [東証Ｐ]plans to operate a battery manufacturing demonstration line, and Nissan Motor Co., Ltd. [東証Ｐ]plans to set up a pilot line for technological development within the Yokohama factory within this year.toyota motors [東証Ｐ]Idemitsu Kosan is aiming to put it into practical use in 2027-2028. [東証Ｐ]The aim is to realize mass production of the core solid electrolyte and all-solid-state battery.
Japan is taking the lead in the storage battery market, which is expected to expand rapidly amid global calls for significant reductions in carbon dioxide (CO2) emissions from automobiles in order to achieve the government’s goal of “2050 carbon neutrality.” In order to gain power, it is important to realize and market all-solid-state batteries as soon as possible, so we must keep an eye on related stocks.
●Brand group that supports high performance electrolytes
Most recently, Nippon Electric Glass [東証Ｐ]announced on the 20th that it has begun shipping samples of all-solid-state sodium ion secondary batteries. This is a battery in which the positive electrode, negative electrode, and solid electrolyte are all composed of “stable oxides,” and are strongly integrated using proprietary crystallized glass technology. It operates in harsh environments (-40 to 200 degrees Celsius), poses no risk of ignition or producing toxic gases, and uses a material (sodium) that is easy to secure. The company hopes to begin sales within 2024 after shipping samples.
Kyushu University on the 13th, DENSO [東証Ｐ]announced that a research group using a new sintering mechanism has developed a “solid electrolyte” that combines low-temperature sintering of 750 degrees and stability for lithium (Li) metal. The company confirmed that the all-solid-state battery fabricated using a Li metal negative electrode can operate over a wide temperature range of -25 degrees Celsius to 120 degrees Celsius.
Mitsui Metals [東証Ｐ]announced on January 26 that it has decided to invest in the second production capacity expansion of mass production test equipment for solid electrolyte “A-SOLiD” for all-solid-state batteries. This is in response to the ever-increasing need for “A-SOLiD” against the backdrop of active competition in the development of all-solid-state batteries both domestically and internationally, and the company says that the production capacity of mass-production test equipment will be approximately three times the current level. .
mitsubishi materials [東証Ｐ]announced in December last year that it had succeeded in developing a new manufacturing technology that allows for superior mass production of sulfide-based solid electrolytes, which are one of the materials for all-solid-state batteries. Sulfide-based solid electrolytes have the highest ionic conductivity among solid electrolytes for all-solid-state batteries, and their high input/output performance is expected to extend the cruising range of automobiles and shorten charging time. The company plans to proceed with consideration for commercialization as it is expected that the scale of production will increase with the adoption of this technology.
In addition, Nippon Kokoshi Kogyo Co., Ltd. handles supports that enable solid electrolyte layers to be made into sheets and thinner. [東証Ｓ]AGC has successfully developed a new production technology for sulfide solid electrolytes for automotive all-solid-state batteries. [東証Ｐ]OHARA provides oxide-based solid electrolytes with high lithium ion conductivity. [東証Ｓ]Toho Titanium, which produces Li-ion conductive solid electrolyte ceramics. [東証Ｐ]Misakura Industries, which promotes research and development of all-solid-state batteries [東証Ｐ]GS Yuasa Corporation has successfully developed a nitrogen-containing sulfide solid electrolyte. [東証Ｐ]Okamoto Glass is focusing on the application of crystallized glass to all-solid-state batteries. [東証Ｓ]Business opportunities such as these are also likely to expand.
●Pay attention to companies that handle evaluation tests
With the accelerating shift to EVs, the development of larger and higher capacity automotive batteries is progressing, and demand for evaluation tests and certification tests to ensure safety is expected to increase.Under these circumstances, Carlit Holdings [東証Ｐ]announced on January 30 that its subsidiary Nippon Carlit has begun construction plans for the second test building of its battery testing laboratory, with construction to begin in earnest from April. The company considers evaluation services for next-generation batteries, such as solid-state batteries, to be a growth business, and construction is scheduled to last until fiscal 2025.
Espec [東証Ｐ]In August of last year, the company began construction of a new testing facility, “Next Generation Mobility Test Laboratory” (tentative name), in Tokoname City, Aichi Prefecture. By opening a new testing laboratory that is one of the largest in Japan and equipped with the latest testing equipment to conduct safety tests on automotive batteries, the company is poised to meet the testing demands of customers such as automakers and battery manufacturers. The new laboratory will also be capable of testing all-solid-state batteries, and is scheduled to open in February 2025.
In addition to this, Toyo Technica develops electrochemical measurement equipment necessary for research and development of charge/discharge systems and battery materials. [東証Ｐ]Qualtech evaluates solid electrolytes for all-solid-state batteries and fuel cells. [東証Ｇ]Nippon Denkei will jointly exhibit testing, inspection, and evaluation solutions for manufacturing and developing secondary batteries at “BATTERY JAPAN” to be held at Tokyo Big Sight from February 28th. [東証Ｓ]I also want to mark it.
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