固态电池概念股持续活跃 多公司提示风险

Core Viewpoint - The solid-state battery concept stocks have been actively rising, with several companies experiencing significant stock price increases as of June 25, 2023 [2] Group 1: Company Announcements - Longpan Technology and other companies have issued announcements regarding abnormal stock price fluctuations, clarifying their solid-state battery business situations and warning of investment risks [2][3][4] - Nord Shares reported that its copper foil business related to solid-state batteries contributes less than 1% to its total revenue, indicating limited economic scale and high market competition [2] - Xiangtan Electric's subsidiary is collaborating with solid-state battery companies on manganese oxide lithium applications, but it is still in the sample testing phase and has not generated revenue [3] - Tianji Shares has obtained a patent for lithium sulfide materials used in solid-state battery electrolytes and is advancing the industrialization of this patent, although there are risks related to commercialization [3] - Longpan Technology's subsidiary is developing solid-state battery precursors, which are still in the testing phase and have not yet generated sales revenue [4] Group 2: Industry Trends - Companies like Hailiang and Zhonggang Tianyuan are actively engaging in research and development for solid-state battery materials, with expectations for mass production by 2025 [5] - Del Shares is progressing with solid-state battery projects in collaboration with various domestic new energy vehicle manufacturers, indicating a growing interest in this technology [6] - According to Kaiyuan Securities, the period from 2025 to 2026 is critical for the pilot production of solid-state batteries, with expectations for commercialization by 2027 and industrialization by 2030 [6]