Kanhoo(300340) Sou Hu Cai Jing·2025-06-04 06:00Core Viewpoint - The solid-state battery sector in A-shares experienced a surge in stock prices due to favorable policy catalysts, with multiple companies hitting the daily limit up [1][2]. Policy Catalysts - A joint notification was issued by several government departments, including the Ministry of Industry and Information Technology, to promote the 2025 New Energy Vehicle initiative in rural areas, which is expected to boost sales of new energy vehicles and create demand for batteries [3]. - The new national standard for electric vehicle batteries, effective from July 1, 2026, introduces stricter safety requirements, enhancing the regulatory framework for the battery industry [3]. - The China Society of Automotive Engineers has released a group standard for solid-state batteries, clarifying industry definitions and testing methods, which supports technological upgrades and industrial applications [4]. Industry Progress - Solid-state batteries, which use solid electrolytes instead of liquid ones, offer advantages such as higher energy density, improved stability, faster charging, and enhanced safety, making them suitable for electric vehicles and large-scale energy storage [5]. - Several battery manufacturers have disclosed their progress in mass production, with companies like CATL and BYD planning to launch solid-state batteries in the coming years [7]. Market Outlook - The solid-state battery industry is expected to benefit from a combination of market demand, policy support, and technological upgrades, leading to a significant transformation in the traditional battery sector [8]. - The industry is entering a critical phase of commercialization, driven by advancements in technology and increasing market needs [7][8].