Série da Próxima Década de Baterias de Estado Sólido, Parte 6 de 9: A Rota Ternária Pode Voltar a Ser Grande [Análise SMM]
[SMM Analysis: Solid-State Battery Next Decade Series, 6 of 9: The Ternary Route May Become Great Again] Ternary has been structurally squeezed by LFP in the liquid lithium battery stage, making it difficult for its share to return to the mainstream. Solid-state batteries are catalyzing its "second positioning": high-nickel ternary, lithium-rich manganese-based materials are naturally compatible with solid-state systems, and solid-liquid batteries provide transitional growth. Scenarios such as eVTOL, humanoid robots, and high-end EVs, which have rigid demand for energy density and are price-insensitive, will become a solid foundation for the high-end specialized path of ternary.