NUODE(SH:600110) Xin Hua Cai Jing·2025-06-26 09:29Group 1 - The solid-state battery industry is experiencing significant market interest, with A-share related companies seeing substantial stock price increases, particularly Nord Shares, which has risen by 116.87% in June [2][5] - Nord Shares has achieved seven consecutive trading limits but showed signs of market divergence on June 26, with high trading volume and turnover rates [2] - Despite the optimistic long-term outlook for solid-state batteries, many companies in the sector, including Nord Shares, exhibit speculative characteristics, with several still reporting losses [5][6] Group 2 - Nord Shares has seen a decline in net profit, with projections indicating a potential loss in 2024, marking the first loss in five years, and its gross margin has dropped to single digits [6] - The company has faced high levels of negative public sentiment in 2024, primarily due to financial losses and regulatory investigations related to information disclosure violations [8] - Despite these challenges, Nord Shares' stock price has surged, attributed to the excitement surrounding solid-state battery technology, although its revenue from this segment remains minimal [9] Group 3 - The solid-state battery industry is witnessing a series of catalytic events, with multiple significant conferences scheduled globally, indicating a shift from laboratory research to industrialization [10][11] - Key industry players, including Changan Automobile and SAIC Group, have set 2027 as a critical milestone for the commercialization of solid-state batteries, with ambitious production and performance targets [15] - The industry is expected to transition from semi-solid to fully solid-state applications, with advancements in energy density and performance metrics anticipated between 2026 and 2028 [14]