国泰海通证券：固态电池产业迭代开启 长期看好固态电池发展

Core Viewpoint - The solid-state battery industry is accelerating its industrialization process, with semi-solid batteries already being deployed in vehicles, indicating a faster development compared to all-solid-state batteries [1] Group 1: Industry Insights - Solid-state batteries offer high energy density and safety, making them suitable for specialized applications in automotive, low-altitude, and humanoid robotics sectors [1] - The application of solid-state batteries is expected to occur earlier in cost-sensitive areas such as humanoid robots and low-altitude applications compared to automotive [1] - The industry is entering a phase of rapid iteration and development, moving from initial stages to more advanced implementations [1] Group 2: Future Outlook - There is a long-term positive outlook for the development of solid-state batteries as their performance continues to improve and industrialization accelerates [1]