固态电池热度持续提升 融资资金加仓三十三股

Industry Overview - The solid-state battery sector is gaining significant attention, with multiple industry conferences being held, including the Fifth China International Solid-State Battery Technology Conference and the 2025 Advanced Battery Materials and Intelligent Equipment Technology Exhibition [1] - Major companies are making progress in solid-state battery technology, with Yinghe Technology successfully delivering core solid-state battery equipment to a leading domestic battery enterprise [1] Company Developments - SAIC Motor plans to launch over 10 models globally in the next three years, with solid-state batteries expected to be installed in vehicles by 2027 [2] - Shenwan Hongyuan reports that the domestic solid-state battery industry's expansion plans exceed 50 GWh, with a total investment of approximately 15 billion yuan [2] - Keheng Co. has seen its stock price rise by 80.48% year-to-date, with advancements in both equipment and materials for solid-state batteries [3] Research and Testing - Xinyu Ren has received the most institutional research attention, with 27 firms conducting investigations, and plans to develop halide solid electrolyte samples by the end of this year [4] - Delong Co. has passed third-party testing for its solid-state battery samples, demonstrating excellent high-temperature performance without the need for cooling devices [4] Market Performance - Nearly 60 solid-state battery concept stocks have outperformed the broader market, with notable stock price increases for Keheng Co., Xinyu Ren, Jinlongyu, and Jinyinhai, all exceeding 50% [2]