CATL Maintains Production Growth Momentum, Aims for 8-ton Electric Aircraft Launch in 2027-2028 with Solid-State Battery Breakthroughs

๊ฒŒ์‹œ๋จ: Jul 3, 2024 09:18
CATL: Production Output Shows Growth Momentum in the Third Quarter, with 8-ton Aircraft Expected to be Launched in 2027-2028. During a research visit, CATL stated that the company's overall production output is in good condition, with a growth momentum in both recent periods and the third quarter on a quarter-on-quarter basis. The company has continued to invest firmly in all-solid-state batteries, with its technology leading the industry, and it is expected to achieve small-batch production in 2027. The company has introduced a condensed battery with an energy density of up to 500Wh/kg, which can be used for the electrification of civil aircraft. Currently, the company is cooperating with partners to develop electric aircraft, having successfully conducted test flights of 4-ton civil electric aircraft and accelerating the research and development of 8-ton aircraft, which are expected to be launched in 2027-2028.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ] ์Šต์‹์ œ๋ จ ์žฌํ™œ์šฉ ์‹œ์žฅ ์ด๋ฒˆ ์ฃผ: ์ˆœ์ˆ˜ ์ฝ”๋ฐœํŠธ ๋ฐ ์‚ผ์›๊ณ„ ๋ธ”๋ž™๋งค์Šค ์‹œ์žฅ ๋ถ€์ง„, LFP ๊ฐ€๊ฒฉ ๋Œ€์ฒด๋กœ ํšก๋ณด, 2026.8.31-2026.9.3
21๋ถ„ ์ „
[SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ] ์Šต์‹์ œ๋ จ ์žฌํ™œ์šฉ ์‹œ์žฅ ์ด๋ฒˆ ์ฃผ: ์ˆœ์ˆ˜ ์ฝ”๋ฐœํŠธ ๋ฐ ์‚ผ์›๊ณ„ ๋ธ”๋ž™๋งค์Šค ์‹œ์žฅ ๋ถ€์ง„, LFP ๊ฐ€๊ฒฉ ๋Œ€์ฒด๋กœ ํšก๋ณด, 2026.8.31-2026.9.3
๋” ๋ณด๊ธฐ
[SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ] ์Šต์‹์ œ๋ จ ์žฌํ™œ์šฉ ์‹œ์žฅ ์ด๋ฒˆ ์ฃผ: ์ˆœ์ˆ˜ ์ฝ”๋ฐœํŠธ ๋ฐ ์‚ผ์›๊ณ„ ๋ธ”๋ž™๋งค์Šค ์‹œ์žฅ ๋ถ€์ง„, LFP ๊ฐ€๊ฒฉ ๋Œ€์ฒด๋กœ ํšก๋ณด, 2026.8.31-2026.9.3
[SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ] ์Šต์‹์ œ๋ จ ์žฌํ™œ์šฉ ์‹œ์žฅ ์ด๋ฒˆ ์ฃผ: ์ˆœ์ˆ˜ ์ฝ”๋ฐœํŠธ ๋ฐ ์‚ผ์›๊ณ„ ๋ธ”๋ž™๋งค์Šค ์‹œ์žฅ ๋ถ€์ง„, LFP ๊ฐ€๊ฒฉ ๋Œ€์ฒด๋กœ ํšก๋ณด, 2026.8.31-2026.9.3
์›์ž์žฌ ์ธก๋ฉด์—์„œ ํƒ„์‚ฐ๋ฆฌํŠฌ ๊ฐ€๊ฒฉ์€ ์ด๋ฒˆ ์ฃผ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝํ–ˆ๊ณ , ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ์€ ๊ณ„์† ์†Œํญ ํ•˜๋ฝํ–ˆ์œผ๋ฉฐ, ํ™ฉ์‚ฐ์ฝ”๋ฐœํŠธ ๊ฐ€๊ฒฉ์€ ํ•˜๋ฝ์„ธ๊ฐ€ ๋ฉˆ์ถ”๊ณ  ๋‚ฎ์€ ์ˆ˜์ค€์—์„œ ์•ˆ์ •์„ธ๋ฅผ ๋ณด์˜€๋‹ค.
21๋ถ„ ์ „
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
1์‹œ๊ฐ„ ์ „
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
๋” ๋ณด๊ธฐ
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
๊ฐ™์€ ๊ธฐ๊ฐ„, ํšŒ์‚ฌ๋Š” ๊ณ ๊ธ‰ ์ „๊ธฐ ์˜คํ† ๋ฐ”์ด์šฉ ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ๊ณ ์ฒด-์•ก์ฒด ๋ฐฐํ„ฐ๋ฆฌ(72V50Ah, 72V100Ah)๋ฅผ ์ถœ์‹œํ–ˆ์œผ๋ฉฐ, 300Wh/kg ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ๊ณ ์ฒด-์•ก์ฒด ์…€์€ ๋กœ๋ด‡ ์‘์šฉ ๋ถ„์•ผ์— ์†Œ๋Ÿ‰ ๋‚ฉํ’ˆ์„ ์‹œ์ž‘ํ–ˆ๋‹ค. ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์‚ฌ์—…์€ ์ƒ๋ฐ˜๊ธฐ ๋งค์ถœ 8์–ต 9,900๋งŒ ์œ„์•ˆ์„ ๊ธฐ๋กํ•˜๋ฉฐ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 66.52% ์ฆ๊ฐ€ํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[SMM ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ์ธ์กฐ ํ‘์—ฐ ํ˜„์žฌ ์•ˆ์ •์ , ๊ฐ€๊ฒฉ ์ธ์ƒ ๋Œ€๊ธฐ ์ค‘, ์ฒœ์—ฐ ํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„] 9์›” 3์ผ ๋‰ด์Šค, ์ด๋ฒˆ ์ฃผ ์ธ์กฐ ํ‘์—ฐ ์Œ๊ทน์žฌ ๊ฐ€๊ฒฉ์€ ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
CATL: Production Output Shows Growth Momentum in the Third Quarter, wi - Shanghai Metals Market (SMM)