手握固态电池两大关键技术，海目星领跑装备行业

Core Viewpoint - Chinese laser manufacturing leader HaiMuxing has successfully transitioned its solid-state battery technology from the lab to mass production, positioning itself as a frontrunner in the solid-state battery sector while many global battery giants are still in the experimental phase [1][2]. Group 1: Company Developments - HaiMuxing has confirmed that its solid-state battery production line equipment is not only supplied to Xinjie Energy but also to a "certain globally leading new energy technology company," likely identified as Zhongchuang Xinhang, a top domestic power battery manufacturer [1][2]. - The equipment provided by HaiMuxing covers critical processes in the manufacturing of sulfide solid-state batteries, including coating, rolling, and stacking, indicating the company's strong technical integration and innovative R&D capabilities [1][3]. Group 2: Industry Insights - The industry consensus suggests that the mass production of sulfide solid-state batteries is expected around 2028, and HaiMuxing's recent disclosures indicate that Zhongchuang Xinhang's sulfide solid-state battery technology is advancing towards industrialization faster than market expectations [2]. - HaiMuxing's dual strategy of developing both oxide and sulfide solid-state battery technologies allows it to mitigate risks associated with relying on a single technology path, thus capturing a valuable time window ahead of competitors still in the experimental phase [4][5]. Group 3: Competitive Landscape - The competition in solid-state batteries fundamentally revolves around high-end manufacturing capabilities, with HaiMuxing's successful projects with Xinjie Energy and Zhongchuang Xinhang showcasing its strong technical prowess and commercial expansion abilities [5][6]. - The advancements made by Chinese companies in the core manufacturing equipment segment signal a shift from being followers to becoming peers and even leaders in the future battery industry landscape [6].