Mei Ri Jing Ji Xin Wen·2025-06-25 23:19Group 1 - Ganfeng Lithium has established a complete solid-state battery supply chain, covering key areas such as sulfide electrolytes, oxide electrolytes, and lithium metal anodes [1] - The company is advancing both silicon-based and lithium metal anode technologies, achieving a cycle life of over 800 times for a 400Wh/kg battery and completing engineering validation [1] - Ganfeng Lithium's first 500Wh/kg 10Ah product has achieved small-scale production, with silicon-based systems offering a gradient layout of 320-450Wh/kg, where the 320Wh/kg cell has a cycle life exceeding 1000 times [1] Group 2 - Guoxuan High-Tech's second-generation Jinshi all-solid-state battery and Gyuan quasi-solid-state battery are currently in pilot production and have not yet achieved commercialization [2] - The company has formed a strategic partnership with EHang Intelligent to provide high-energy-density battery systems for eVTOL aircraft, indicating potential growth in this sector [2] - The overall impact on Guoxuan High-Tech's performance from these developments is limited as the new technologies have not yet been commercialized [2] Group 3 - Longpan Technology's subsidiary is involved in the development of solid-state battery ternary precursors, which are still in the research and trial phase [3] - Some precursor materials have been sampled and tested by leading companies, but no sales revenue has been generated yet, thus not significantly impacting the company's overall performance [3] - The recent stock price volatility for Longpan Technology is attributed to the heightened market interest in solid-state battery concepts [3]